A new report by the Wall Street Journal says that OpenAI missed the internal revenue and user goals every week in early 2026. The news came a few hours before the US markets opened on April 28, pulling AI-related shares down in pre-market trading.
According to CNBC’s Mad Money host Jim Cramer, the report was a recycled project designed to destroy AI stocks ahead of the earnings season.
Report Identifies OpenAI’s Internal Flaws
A piece he said OpenAI failed to meet internal goals for revenue and weekly users by early 2026. The shortfalls came as the rivals took part in writing and business services.
ChatGPT also missed its internal target of 1 billion weekly users by the end of the year. Benefiting from Anthropic and Google Gemini was cited as the main reason. Developer-heavy sectors saw the sharpest competition, according to the report.
OpenAI is rush into public places about $850 billion. The company has signed multi-billion dollar computing contracts with cloud partners.
This includes the near future update the system with Microsoft which ended the isolation of Azure.
CFO Sarah Friar Pushes for Heavy-Duty Punishment
Chief Financial Officer Sarah Friar has warned colleagues that aggressive spending could outpace revenue if growth does not continue.
Internal debate is said to have grown over whether OpenAI can afford its central data pipeline in front of all people.
The Friar had already told his friends that OpenAI has not prepared its list for 2026. CEO Sam Altman, by contrast, liked the fast turnaround and continued aggressive investment in computers.
Some media outlets have also looked at whether the company’s risk of burnout can outpace its capex pipeline.
Pre-market trading saw Oracle drop nearly 3%, while Nvidia and AMD supported the headlines.
Cramer Calls Time
Cramer pushed back on the amendment, calling the new report an evergreen project whose timing seemed too deliberate.
He said: “Isn’t everyone interested in how this magazine does good times?” he laughed.
Meanwhile, the news comes amid pressure from competitors such as Anthropic, whose IPO valuation has reached $1 trillion on Jupiter.
Bulls argued OpenAI is still growing rapidly, with chip-based capex exceeding soft demand.
Skeptics, however, point to real concerns about the heat wave, IPO preparations, and Altman’s expansion plans.
The split reflected a sharp market split in AI prices heading into earnings season.
“The cost divide is between the companies that are benefiting from AI.” Companies in the AI sector may face a ‘number spread’ in the coming years, Morgan Stanley strategists have said in a note. Companies that use AI to improve their productivity and reduce their costs “will rise to the top while others lag behind,” experts say. to say.
The next phase of AI and semiconductor reports can decide which side gets the chance.
If revenue increases and capex is committed, the WSJ’s findings will disappear.
However, if growth continues, Friar’s internal warnings could pave OpenAI’s path to the mainstream market.
A note A New Report Drops the OpenAI Bomb at the Worst Time Ever appeared for the first time BeInCrypto.
