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

OpenAI CEO Sam Altman speaks during the BlackRock Infrastructure Summit on March 11, 2026 in Washington, DC. Anna Moneymaker | 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. …