0939 GMT - Investor concern following a report that OpenAI's annual revenue could be lower than signaled have eased, but the sharp market reaction shows the AI narrative is fragile, Tickmill Group's Patrick Munnelly says. A Financial Times report said OpenAI's annualized revenue would be $50 billion--$20 billion below market expectations--prompting a tech selloff Thursday, before Bloomberg reported that the frontier AI model remains on track to hit $70 billion. "Markets have been given another AI relief impulse, but the underlying structure remains fragile," Munnelly says. Nasdaq futures rise 0.8% after the index fell 1.25% Thursday.