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TLDRocket
9 October 2026
OpenAI’s numbers hit the market like a dropped checkpoint. After the Financial Times reported that OpenAI’s annualized revenue is roughly $20 billion lower than previously believed, investors got a jolt: OpenAI told investors its figure was closer to $50 billion than $68 billion, and the discrepancy—plus the shift between “net” and “gross” framing—sent AI stocks tumbling. The Nasdaq fell 1.25%, and the spillover reached companies tied to the next wave of IPO expectations, including Anthropic, where optimism now has to share space with scrutiny.
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