EPISODE · Apr 28, 2026 · 31 MIN
OpenAI Reportedly Missing Revenue Targets: Investors Be Cautious
from Rigatoni Capital Podcast · host Colin Santucci
The Wall Street Journal is reporting this morning that OpenAI missed multiple monthly revenue targets earlier this year and fell short of its goal of reaching one billion weekly active users for ChatGPT. CFO Sarah Friar has reportedly raised internal concerns about whether the company can fund its massive data center commitments if revenue does not accelerate. OpenAI has roughly $600 billion in future data center spending locked in and expects to burn through $25 billion in cash this year against a $30 billion revenue target. Oracle is down over 7% in premarket and SoftBank dropped nearly 10% in Tokyo on the news. This morning I break down what it means, why I have always viewed Anthropic as the more conservative AI bet, and what the semiconductor pullback is telling us about froth in certain parts of the sector versus names like Nvidia that still look reasonable. I also add GE Aerospace to my watchlist and explain why the services and jet engine refurbishment business is getting my attention, touch briefly on GE Vernova, cover Brown and Brown's flat organic growth quarter, and give a shoutout to superinvestor Richard Pzena and his latest 13-F filing which touched on GE.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #OpenAI #ChatGPT #Anthropic #AIstocks #Nvidia #NVDA #Oracle #ORCL #GEAerospace #GE #GEV #Semiconductors #SOXX #BrownAndBrown #BRO #RichardPzena #stockanalysis #marketwatch #RigatoniCapital$NVDA $ORCL $GE $GEV $BRO $QQQ $SOXX $SMH
What this episode covers
The Wall Street Journal is reporting this morning that OpenAI missed multiple monthly revenue targets earlier this year and fell short of its goal of reaching one billion weekly active users for ChatGPT. CFO Sarah Friar has reportedly raised internal concerns about whether the company can fund its massive data center commitments if revenue does not accelerate. OpenAI has roughly $600 billion in future data center spending locked in and expects to burn through $25 billion in cash this year against a $30 billion revenue target. Oracle is down over 7% in premarket and SoftBank dropped nearly 10% in Tokyo on the news. This morning I break down what it means, why I have always viewed Anthropic as the more conservative AI bet, and what the semiconductor pullback is telling us about froth in certain parts of the sector versus names like Nvidia that still look reasonable. I also add GE Aerospace to my watchlist and explain why the services and jet engine refurbishment business is getting my attention, touch briefly on GE Vernova, cover Brown and Brown's flat organic growth quarter, and give a shoutout to superinvestor Richard Pzena and his latest 13-F filing which touched on GE.Rigatoni Capital is a daily morning podcast for long term, buy and hold investors. This is not a show for short term traders or people looking for quick wins. Every morning I go through the most important headlines in finance, markets, and macro, and call out fake narratives in the financial media so you know what actually deserves your attention and what to ignore.Subscribe to Rigatoni Capital on Substack: https://rigatonicapital.substack.comDisclaimer: This blog is for informational purposes only and does not constitute financial advice. All opinions are my own, and I am not a financial advisor. The information provided reflects my personal views and is intended to encourage discussion and thought among readers. Investments involve risk, including the loss of principal, and past performance is not indicative of future results. Always conduct your own research or consult with a qualified professional before making any financial decisions.#investing #stocks #finance #wallstreet #stockmarket #investor #wealth #money #financialfreedom #passiveincome #dividends #compounding #longterminvesting #buyandhold #valueinvesting #portfoliomanagement #bitcoin #crypto #macro #Nasdaq #SPY #QQQ #SP500 #OpenAI #ChatGPT #Anthropic #AIstocks #Nvidia #NVDA #Oracle #ORCL #GEAerospace #GE #GEV #Semiconductors #SOXX #BrownAndBrown #BRO #RichardPzena #stockanalysis #marketwatch #RigatoniCapital$NVDA $ORCL $GE $GEV $BRO $QQQ $SOXX $SMH
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OpenAI Reportedly Missing Revenue Targets: Investors Be Cautious
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