By Simply Wall St
Publication Date: 2026-04-29 05:02:00
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OpenAI has reportedly missed its internal user and revenue targets for 2026 in recent days.
The shortfall raises questions about OpenAI’s ability to meet large, long-term cloud and data center commitments with Oracle, including contracts worth up to $300 billion.
Oracle’s share price, currently at $165.96, has been caught in a broad sell-off in AI infrastructure, with investors focused on the company’s exposure to a single flagship AI partner.
For NYSE:ORCL, it’s less about a quarter of AI enthusiasm and more about how much of the investment story is tied to OpenAI. The stock is up 19.1% in the past year and 126.1% in five years, but is down 8.4% in seven days and down 15.2% year to date. This illustrates how quickly the mood can change when an important customer stumbles.
Investors now appear to be focusing on two…
