Nvidia and Micron shares bounce as investors get clarity on a key OpenAI matter

October 6, 2026 · 9:20 am 5 sources

Image: The Guardian

Coverage

Wires & papers of record

• OpenAI projected to bring in $20bn less in revenue than expected for header
  The Guardian · October 9, 2026 08:04
  Questions raised over AI growth as ChatGPT maker forecasts this year’s revenue at $50bn, way below the $70bn signalled before OpenAI has revealed that it is making about $20bn less in projected revenue than it had recently indicated to investors, raising questions about the break-neck growth rate…

Coverage

• The S&P 500 is facing rate chaos and narrow breadth. Why one Goldman Sachs insider is still bullish on stocks.
  MarketWatch · October 6, 2026 09:20
  Stocks are not expensive in an historical context, seasonal factors are supportive and Goldman Sachs hedge fund research forecasts a record high for the S&P 500 before year-end.
• These 5 chip stocks are cheaper than the S&P 500 — and offer faster growth
  MarketWatch · October 6, 2026 15:57
  Micron and Nvidia are among high-profile semiconductor companies that have been raking in cash and still have inexpensive stocks.
• Micron, Nvidia and AI chip stocks fall as report on OpenAI’s revenue causes ‘undue concern’
  MarketWatch · October 8, 2026 22:08
  OpenAI’s annualized revenue reportedly fell short of expectations — but analysts say that reflects differences in how the figure is reported, not weakness in AI demand.
• Nvidia and Micron shares bounce as investors get clarity on a key OpenAI matter
  MarketWatch · October 9, 2026 13:21
  A new report paints OpenAI’s financial picture in a more optimistic light.