OpenAI reportedly missed revenue targets. Shares of Oracle and these chip stocks are falling

Samuel Boivin | Nurphoto | Getty Images Shares of companies tied to artificial intelligence infrastructure tumbled in early trading Tuesday after a report that OpenAI has fallen short of internal growth expectations, raising fresh questions about whether the pace of spending across the sector is sustainable. Oracle dropped about 7.5% in premarket trading Tuesday. Oracle…

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How that impacts consumer costs

A shopper carries a Hollister bag at a shopping mall in Dayton, Ohio, Oct. 21, 2025. Kyle Grillot | Bloomberg | Getty Images The Federal Reserve is on the cusp of a “regime change” after the Department of Justice dropped its criminal investigation into Fed Chair Jerome Powell, eliminating a potential obstacle to confirming President Donald Trump’s nominee, Kevin Warsh,…

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