San Francisco, 29 April 2026 – Shares of major artificial intelligence-linked companies came under pressure after reports that OpenAI had missed internal revenue and user growth targets, raising fresh questions over whether the AI boom can continue supporting the massive infrastructure spending now priced into technology markets.
The sell-off affected companies closely tied to the AI infrastructure chain, including Oracle, CoreWeave and several semiconductor counters. Reuters reported that Oracle shares fell 3.4%, while CoreWeave slipped 2.8%, after a Wall Street Journal report flagged concerns around OpenAI’s growth trajectory and its ability to support large computing commitments.
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