WSJ: OpenAI missed revenue and 1B WAU targets — AI stocks slide

WSJ reported OpenAI fell short of internal revenue targets and last year's 1B weekly active users goal, with CFO Sarah Friar warning execs about looming compute contracts. OpenAI called the report 'clickbait,' but NVIDIA, AMD, Oracle (-7%), CoreWeave (-7.4%), and SoftBank dropped sharply on April 28–29.