Major AI and semiconductor names, including Nvidia (NVDA), Oracle (ORCL), Intel (INTC), Advanced Micro Devices (AMD), and Broadcom (AVGO), fell sharply on Tuesday, April 28. The fall came after The Wall Street Journal reported that OpenAI fell short of both user and revenue growth targets. This raised concerns about the pace of AI adoption and the sustainability of massive compute spending across the industry.
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Forget margin or options. Here's how the pros trade NVDAThe company missed several monthly revenue targets earlier this year as it lost momentum in key areas, including coding tools and enterprise markets, where rival Anthropic has been gaining ground. The sell-off accelerated after OpenAI Chief Financial Officer Sarah Friar reportedly warned company leaders that future computing contracts could become harder to fund if revenue growth does not improve.
OpenAI is one of the largest buyers of high‑end compute, and its spending plans influence expectations for the entire AI supply chain. For investors, the update hit directly at the core of the AI trade, the belief that hyperscalers and top AI labs will keep spending billions on GPUs, data center infrastructure, and cloud capacity.
The sharp pullback reflects how quickly the AI trade reacts to any sign of cooling. After a year of explosive growth, investors now want proof that real AI usage is growing fast enough to justify the industry’s massive capital outlays.
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We used TipRanks’ Comparison Tool to see which of the above-mentioned AI stocks analysts favor. According to analysts, ORCL stock has the highest upside potential of 45.18%.
