A The Wall Street Journal report said OpenAI missed internal revenue and user
targets, triggering declines in AI-linked stocks. OpenAI called the report
“clickbait,” citing strong demand. Dan Ives said investors are misreading growth
and called the reaction a “way overreaction.” Gary Marcus warned the company
“could ‘someday be seen as the WeWork of AI.’” Jim Cramer labeled the report a
“hit job,” saying “Codex is on fire.” Joe Mazzola flagged risks to AI partners,
while Noah Kenney said forecast revisions could ripple through data-center
commitments.
