# Oracle dropped about 7.5% in premarket trading Tuesday.

*genai · news · 2026-04-28 · CNBC*

## Key points

- OpenAI has recently missed its internal projections for user growth and revenue.
- Oracle holds a $300 billion, five-year partnership to supply computing power to OpenAI.
- OpenAI's finance chief warned that slowing revenue could threaten future compute funding agreements.
- SoftBank Group, a major OpenAI investor, saw its shares drop around 10% due to these concerns.
- The WSJ report is prompting doubts about OpenAI's ability to meet its infrastructure obligations.

**Companies:** Oracle, Nvidia, Broadcom, Advanced Micro Devices, Qualcomm, SoftBank Group, CoreWeave
**Countries:** United States, Japan

[Read the full story on CNBC](https://www.cnbc.com/2026/04/28/openai-reportedly-missed-revenue-targets-shares-of-oracle-and-these-chip-stocks-are-falling.html)

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