OpenAI Misses Growth Targets, Tech Stocks Slip

Wall Street Journal reported OpenAI missed user growth and revenue targets, prompting CFO Sarah Friar warning about funding future compute contracts.
Major U.S. tech stocks fell nearly 1% while CoreWeave dropped 5.4%, Oracle slid ~4%, and SoftBank fell about 10% in Tokyo.
Analysts from Interactive Brokers, Truist, Janney, Wedbush and Counterpoint gave mixed views, noting short‑term profit‑taking risk but keeping long‑term bullish on AI.