OpenAI-Linked Stocks Slump After Missed Targets: Oracle -4%, Broadcom -4%, AMD -3% — Investors Question $660B AI Capex Cycle Sustainability

Yahoo Finance / Bloomberg·medium signal

Markets immediately punished OpenAI's ecosystem after the WSJ report. Oracle (which has a $300B five-year compute partnership with OpenAI) dropped 4%, with chipmakers Broadcom and AMD declining 4% and 3% respectively. The selloff extends beyond OpenAI to the broader AI infrastructure buildout thesis, as investors weigh whether the $660 billion projected AI capex cycle can be sustained if the market leader is missing its own targets.