OpenAI reportedly missed revenue targets. Shares of Oracle and these chip stocks are falling

shares of ai infrastructure companies dropped tuesday after a report that openai missed internal revenue and user growth targets. oracle fell about 7.5% in premarket trading — it has a $300 billion, five-year partnership to supply computing power to openai. nvidia, broadcom and amd fell between roughly 2% and 5%. qualcomm dropped 3.5%. coreweave fell 7%. softbank, a major openai investor, sank about 10% in asia. the wall street journal reported that openai's shortfall has sparked internal concern about funding data centers and long-term computing capacity. finance chief sarah friar warned colleagues that if revenue growth doesn't accelerate, the company could struggle to fund future compute agreements. trader adam crisafulli of vital knowledge said the report "raises questions about whether the firm can fulfill its massive infrastructure obligations." the selloff reflects worries that companies selling into the ai buildout may be priced for growth that key customers like openai can't sustain.