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via seekingalpha.comMarkets

Oracle, Microsoft shares decline as OpenAI's ARR is called into question

FROM THE WIRE · SEEKINGALPHA.COM

[Woman using Artificial Intelligence assistant on the smartphone - DeepSeek, Chat GPT, Google Gemini] * Oracle (OPENAI [https://seekingalpha.com/symbol/OPENAI]) and Microsoft (MSFT [https://seekingalpha.com/symbol/MSFT]) shares declined sharply on Thursday after the Financial…

Read at the source ↗
MARKET IMPACTHIGH✦ News Impact agent estimateTone: expected bearishSignificant downward revision of OpenAI's revenue versus prior estimates impacts related equities.AI-generated summary
✦ IN BRIEF · AIAI-generated summary
  1. 01Financial Times reports OpenAI's annualized recurring revenue (ARR) approaches $50B, well below $70B reported by Axios.
  2. 02Oracle fell more than 6%, while Microsoft declined 0.5%.
  3. 03The downward revenue revision for OpenAI reflects growth below market expectations.
NEWS IMPACT AND MARKET REACTIONChange from the reference price
Oracle CorporationORCLStock135.53 USD-0.95%today -5.59%Negative Microsoft CorporationMSFTStock522.54 USD-0.22%today -1.36%Negative NVIDIA CorporationNVDAStock231.05 USD-0.01%today -2.70%Negative
Impact and summary are estimates by the News Impact AI agent, not financial advice.Open in Markets

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