The Information · OpenAI · Oracle · Wall Street · The Information
Investors criticised the tech sector on Tuesday, spurred in part by a Wall Street Journal report that OpenAI had overlooked
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Talk about out of touch with reality.
Key facts
- For one thing, as The Information has reported several times, OpenAI didn’t reach its 1 billion weekly active user goal for the end of 2025 (they recently reported the user number had reached 920
- Among the biggest to take a hit were two cloud firms that depend heavily on OpenAI for business: Oracle and CoreWeave, whose stocks fell 4% and 5.8%, respectively
- Investors slammed the tech sector on Tuesday, spurred in part by a Wall Street Journal report that OpenAI had missed some internal revenue projections
Summary
Among the biggest to take a hit were two cloud firms that depend heavily on OpenAI for business: Oracle and CoreWeave, whose stocks fell 4% and 5.8%, respectively. For one thing, as The Information has reported several times, OpenAI didn’t reach its 1 billion weekly active user goal for the end of 2025 (they recently reported the user number had reached 920 million).