One executive told employees that OpenAI may be unable to fund future computing contracts.

The AI start-up is at the center of a $1 trillion web of AI deals. When it sneezes, the sector gets a cold, and investors shiver.

Bloomberg’s report that OpenAI is missing internal targets sent OpenAI-linked names lower, and NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) caught the chop. I’ve watched NVDA since 2010, and headlines like this come and go.

After grabbing the earlier lead in large language models and the brand awareness with ChatGPT, rivals like Google Gemini and Anthropic's Claude have caught up. A few months ago, OpenAI issued a "code red" in the face of stiff competition from Google and Anthropic, aiming to improve its core technology and reclaim the lead in the AI race.

Amazon, CoreWeave, and Oracle can thrive with or without deals from OpenAI.

OpenAI is one of the former crypto miner’s largest contracted customers. Here are the risks and how CoreWeave is thinking about them.

NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and AMD (NASDAQ:AMD) closed the books on blockbuster quarters. NVIDIA posted $68.13 billion in Q4 FY2026 revenue on 73.21% growth. AMD followed with $10.27B and 34.

Stock Market Today: The Dow Jones index dipped, as the Nasdaq sold off. Tesla stock pulled back while Nucor rallied.