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Confusion Sends a Big Warning to Markets, Chip Stocks Rebound","url":"https://stock-news.laohu8.com/highlight/detail?id=2674085480","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674085480?lang=en_us&edition=fundamental","pubTime":"2026-10-09 20:32","pubTimestamp":1791549120,"startTime":"0","endTime":"0","summary":"As it turns out, the explanation looks to be more innocent. Investors in OpenAI have been counting the business generated via its cloud-computing partners as part of its gross revenue, in an effort to make the numbers comparable with those reported by rival Anthropic. The $20 billion gap looks to be the difference between that figure and OpenAI's net annualized revenue.Investors were only partially reassured. Stocks that were hit hard on Thursday such as CoreWeave, Oracle, Coherent, and Broadcom were only recouping part of their losses in Friday's premarket.News that Nvidia-backed cloud-computing firm Firmus has just canceled its plans to launch an initial public offering might be focusing minds on the risks of depending on two mega-IPOs in the form of OpenAI and Anthropic to justify the entire AI trade. Nvidia stock was rising 1.7% in premarket trading Friday.Until Anthropic and OpenAI go public, a huge amount of market value is vulnerable to any leak or fragment of information that 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Revenue Likely to be Driven by Continued Growth in AI Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2674586887","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674586887?lang=en_us&edition=fundamental","pubTime":"2026-10-09 11:05","pubTimestamp":1791515100,"startTime":"0","endTime":"0","summary":"0305 GMT - Taiwan Semiconductor Manufacturing Co.'s revenue is likely to be driven by continued growth in AI demand and resilient high-end smatphone demand, Bernstein says. TSMC's 3Q revenue at 1.49 trillion New Taiwan dollars, calculated based on its monthly revenue, is 3% above the market consensus, Bernstein analysts say. The firm expects TSMC's revenue in U.S. dollar terms to increase 41% this year. Investors will be focusing on TSMC's 2-nanometer production increase, potential further expansion in the U.S. and its 2027 outlook when the chip maker announces its full 3Q earnings Thursday, the analysts say. Bernstein sees an upside risk to its current projection that TSMC's revenue will grow 30% annually in 2027 and 2028. 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AMD, Others Slide After Report of Revision to OpenAI Revenue Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2674797001","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674797001?lang=en_us&edition=fundamental","pubTime":"2026-10-09 01:25","pubTimestamp":1791480300,"startTime":"0","endTime":"0","summary":"Shares of major technology companies fell after the Financial Times reported that OpenAI's annualized revenue is roughly $20 billion less than it had previously signaled.Oracle deepened its losses 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