OpenAI's growth may be sputtering. These are the stocks most at risk

Tech companies tethered to OpenAI are in the spotlight Tuesday following a report that the ChatGPT maker missed recent targets for new users and revenue, calling its expansion plans into question. Top executives are now concerned that the company might not have the money for future computing contracts, The Wall Street Journal reported Monday . OpenAI responded to the report, calling it "ridiculous" and saying that executives are " aligned on buying as much compute as we can." Analysts aren't losing their shirts over the news of a potential slowdown at OpenAI, seeing it more as a sign of ascendent competition from rival products offered by Anthropic and Google Gemini than a red flag about the prospects for the sector. However, if growth starts to stall at OpenAI, it will affect a range of businesses in the tech sector – from chipmakers to cloud providers as well as lenders. Here's a look at some of the stocks that are most leveraged to OpenAI. OpenAI's closest relationships Jefferies shared their equal weighted basket of OpenAI levered names in a Tuesday note to investors. It contains SoftBank, AMD, CoreWeave, Oracle, Microsoft, Nvidia and Broadcom. Analysts say that Oracle , which has made a $300 billion pledge to OpenAI, is the top stock to watch for fallout from a potential slowdown. Oracle stock was down more than 3% on Tuesday. "[OpenAI's] biggest commitment is to Oracle. …