Market slumps as OpenAI reportedly misses internal targets for active users and revenue — Nvidia, Oracle, AMD, and CoreWeave shares all tremble on the news

OpenAI reportedly missed internal targets for ChatGPT users and revenue, raising fresh questions about its growth momentum.

The company’s CFO has reportedly worried about funding large future compute commitments, adding pressure on the business outlook.

The news hit shares of AI-linked companies including Nvidia, AMD, Oracle, CoreWeave, and SoftBank.

The selloff reflects broader investor concern that expectations for AI spending and returns may be running ahead of reality.