Rohan Paul
@rohanpaul_ai
Worries over OpenAI's re-adjusted revenue figure helped drag the Nasdaq 100 down 1.4%, its worst day in 7 weeks, while the Philadelphia Semiconductor Index fell 3.4%.
OpenAI also told investors its run-rate revenue grew 77% in the third quarter, with its enterprise run rate up 107%.
Stocks fell anyway because OpenAI’s run rate has become a main gauge of AI demand and shapes infrastructure spending decisions.
