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Oracle stock falls 15% in 2026 amid concerns over OpenAI's spending commitments following missed user and revenue targets
Yahoo Finance AI · April 28, 2026
AI Summary
- •Oracle shares have fallen 15% in 2026 over concerns about its capital expenditures as it builds out artificial-intelligence data centers.
- •OpenAI has recently missed its own targets for new users and revenue, according to a Wall Street Journal report, raising questions among executives about whether it will be able to fulfill its spending commitments.
- •The sell-off is taking down much of the AI trade, including CoreWeave and SoftBank, as Oracle's relationship with ChatGPT-developer OpenAI is under scrutiny.
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