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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. 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Stock Price Forecast: Gains Nearly 2% Intraday to End Three-Day Losing Streak, Is a New Rally About to Begin?","url":"https://stock-news.laohu8.com/highlight/detail?id=2674101859","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674101859?lang=en_us&edition=fundamental","pubTime":"2026-10-09 19:45","pubTimestamp":1791546339,"startTime":"0","endTime":"0","summary":"Nvidia's stock rose nearly 2%, snapping its losing streak. Is the AI leader poised for a new 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to Offer New iPhone Model Starting Oct. 23","url":"https://stock-news.laohu8.com/highlight/detail?id=2674595728","media":"MT Newswires Live","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674595728?lang=en_us&edition=fundamental","pubTime":"2026-10-09 19:39","pubTimestamp":1791545958,"startTime":"0","endTime":"0","summary":"AT&T  said Friday it will offer Apple's  new iPhone Duo, with pre-orders starting Oct. 16 and general availability beginning Oct. 23.The company said new and existing customers can get up to $1,200 off with eligible trade-ins.AT&T said customers can pair the device with its Unlimited Your Way plans, which offer unlimited talk, text, and data in the U.S., Canada, and Mexico, along with 5G access and mobile security 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Stocks are Roaring Back but They've Rarely Looked so Vulnerable","url":"https://stock-news.laohu8.com/highlight/detail?id=2674859666","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674859666?lang=en_us&edition=fundamental","pubTime":"2026-10-09 19:38","pubTimestamp":1791545880,"startTime":"0","endTime":"0","summary":"I asked ChatGPT whether the artificial-intelligence trade is a house of cards, and it said while parts of the AI boom look increasingly fragile the entire investment story is not.Well it would say that, wouldn't it?AI stocks fell sharply Thursday following a report that OpenAI's revenue may be $20 billion lower than expected.Wall Street has cast doubt on the discrepancy, enabling tech stocks to rebound Friday -- helped by falling oil prices. But the panic underscores just how exposed the entire AI trade is to OpenAI, Anthropic and others. Imagine what it'll be like when they actually go public.Whatever happens there will still be winners and losers -- SpaceX looks like the former, while AT&T, T-Mobile and Verizon may fall into the latter category.Inflation may create just as many losers in the months ahead. Delta Air Lines cut its guidance as fuel costs have started to get ridiculous. Apple may also be running into trouble after hiking iPhone 18 Pro prices.This stock market rally isn't","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DSPC","FTEC","T","SAAPLmain","AAPE","SPTE","AAPU","DAL","METV","SPCM","IXN","SPCQ","CMAG","AAPB","SPCG","TYLG","VT","TTXU","VGT","AAPD","JGRO","AAPX","HUM","XLK","AAPL","MACW.SI","YSPC","SPCX","AIPO","SPCF","CHAT","LOFD","IOSX","ELOL","ABFL","JETS","ROM","LU0133085943.USD","SPAX","AGIX","APLY","SSPC","ARTY","IYZ","SPCH","AAPW","AAPY","QTOC","VTHR","LOFF"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674567948","title":"Global Computer Shipments Declined 21% in Q3, Research Group Says","url":"https://stock-news.laohu8.com/highlight/detail?id=2674567948","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674567948?lang=en_us&edition=fundamental","pubTime":"2026-10-09 19:22","pubTimestamp":1791544943,"startTime":"0","endTime":"0","summary":"Global shipments of desktop computers, notebooks and workstations fell 21.2% year-on-year to 58.1 million units in Q3, the research group Omdia said Friday.Desktop shipments fell 23.5% to 11.7 million units, while notebooks declined 20.6% to 46.4 million units, the research firm said.Apple  shipments fell 11.3% to 6.8 million units, Dell  shipments fell 25.0% to 7.6 million units, and HP  shipments fell 31.0% to 10.3 million units, Omdia said.The research group attributed the declines in production to supply chain challenges, increases in memory and storage chip prices, and shortages of processors, graphics cards and components.Omdia said 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Falls on Report of iPhone Production Cuts","url":"https://stock-news.laohu8.com/highlight/detail?id=2674856578","media":"Reuters","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674856578?lang=en_us&edition=fundamental","pubTime":"2026-10-09 19:07","pubTimestamp":1791544075,"startTime":"0","endTime":"0","summary":"BUZZ-Apple falls on report of iPhone production cuts** AppleAAPL.Oshares decline 1.8% to $334.21 in pre-market trading afterNikkei Asia reportedthe co told suppliers to cut production for its new iPhone 18 Pro models due to soft demand** Report said component orders for Oct were slashed by at least 15% compared with original requests amid soaring memory chip costs and price increases** Apple did not immediately respond to a Reuters request for comment** Shares currently trading about 1% below their all-time intraday high of $345.34 reached on Sep 22** Average rating of 43 analysts covering the stock is \"buy\"; their median price 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iPhone 18 Demand Cooling Off? 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Stock Falls. Why iPhone Prices are a Big Problem.","url":"https://stock-news.laohu8.com/highlight/detail?id=2674858513","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674858513?lang=en_us&edition=fundamental","pubTime":"2026-10-09 18:37","pubTimestamp":1791542242,"startTime":"0","endTime":"0","summary":"It's looking like a good day for artificial-intelligence stocks, which often means Apple -- something of an anti-AI play -- gets left behind. But there's a more concerning reason for the tech giant's 2% fall ahead of the open.A lot is riding on Apple's biggest iPhone launch in years after the company unveiled the iPhone 18 Pro, a Pro Max version and a new foldable phone. The stock has climbed around 8% in the month since the products were unveiled.However, Apple has told suppliers to cut production of components for iPhone 18 Pro and Pro Max models due to soft consumer demand, Nikkei Asia reported Friday. Suppliers are blaming the company's price hikes amid surging memory chip costs.The new product lineup was notable for its lack of a more affordable iPhone, which it delayed until next year.Apple did not immediately respond to a request for comment Friday.The shares fell 1.9% ahead of the open and are up 25% in 2026.","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CMAG","FTEC","AAPD","AAPE","APLY","AAPY","JGRO","TTXU","ABFL","TYLG","VGT","VT","AAPB","AAPL","AAPW","XLK","SPTE","IOSX","METV","AAPX","IXN","AAPU","ROM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2674517855","title":"Nvidia-backed Firmus shelves $5B IPO, Reuters reports","url":"https://stock-news.laohu8.com/highlight/detail?id=2674517855","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674517855?lang=en_us&edition=fundamental","pubTime":"2026-10-09 18:30","pubTimestamp":1791541824,"startTime":"0","endTime":"0","summary":"Nvidia (NVDA)-backed data center operator Firmus has shelved its $5B IPO, Scott Murdoch and Christine Chen of Reuters reports. 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Communication Stocks Rally as Lumentum Optical Component Capacity Sold Out Through 2029, Shares Rise Over 4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2674837707","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674837707?lang=en_us&edition=fundamental","pubTime":"2026-10-09 17:11","pubTimestamp":1791537082,"startTime":"0","endTime":"0","summary":"TradingKey - On October 9, U.S. optical communications stocks generally rose in pre-market trading, with Applied Optoelectronics (AAOI) rising over 5%, Lumentum (LITE) up over 4%, and MaxLinear (MXL), Coherent (COHR), and AXT (AXTI) all gaining more than 3%. The main catalyst behind the sector's strength came from the latest remarks by optical communications leader Lumentum. 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Partners with Visa, Checkout.com for Real-Time Apple Pay, Google Pay Deposits","url":"https://stock-news.laohu8.com/highlight/detail?id=2674832706","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2674832706?lang=en_us&edition=fundamental","pubTime":"2026-10-09 16:55","pubTimestamp":1791536139,"startTime":"0","endTime":"0","summary":"Moomoo partners with Visa, Checkout.com for real-time Apple Pay, Google Pay depositsMoomoo expanded its collaboration with Visa, using Checkout.com’s payments infrastructure to add real-time deposits 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