● ORACLE DROPS ON OPENAI'S $20 BILLION REVENUE GAP

Oracle shares ($ORCL) fell more than 5% on Thursday after the Financial Times reported that OpenAI's annualized revenue run rate is near $50 billion, not the $70 billion previously cited by investors. The $20 billion gap comes down to accounting, not a sudden drop in sales: OpenAI counts revenue differently than rival Anthropic, which includes cloud-partner sales. Nvidia slid alongside Oracle as Wall Street reassessed the numbers behind the AI boom.