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TLDRocket
9 October 2026
Markets led today’s AI story, and it wasn’t because model performance suddenly dipped—it was the math. After a Financial Times report said OpenAI’s annualized revenue was about $20 billion lower than previously believed, OpenAI told investors its figure was closer to $50 billion rather than $68 billion. The knock-on effect hit investor confidence across the sector: the Nasdaq fell 1.25%, and related tech stocks slid as traders tried to reconcile the discrepancy, especially the shift from gross to net framing ahead of expected IPO chatter around both OpenAI and Anthropic.
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