{"id":242098,"date":"2026-04-28T11:15:16","date_gmt":"2026-04-28T15:15:16","guid":{"rendered":"https:\/\/ibkrcampus.com\/campus\/?p=242098"},"modified":"2026-04-29T03:37:09","modified_gmt":"2026-04-29T07:37:09","slug":"openais-grip-on-the-ai-trade-has-slipped","status":"publish","type":"post","link":"https:\/\/www.interactivebrokers.com\/campus\/traders-insight\/securities\/stocks\/openais-grip-on-the-ai-trade-has-slipped\/","title":{"rendered":"OpenAI’s Grip On The AI Trade Has Slipped"},"content":{"rendered":"\n

OpenAI-linked stocks have been lagging, while Alphabet-linked ones speeding ahead.<\/p>\n\n\n\n

Stocks tied to OpenAI<\/strong> have been trailing well behind the ones linked to Alphabet<\/strong>.<\/p>\n\n\n\n

Since the end of 2024, companies exposed to OpenAI have climbed about 75%. Alphabet-related peers, meanwhile, have surged more than 300%<\/em> \u2013 a gap that\u2019s becoming hard to ignore.<\/p>\n\n\n\n

And it widened even more on Tuesday. A Wall Street Journal report revealed that OpenAI missed several monthly sales<\/a> and user targets in 2026, which seriously rattled investor confidence.<\/p>\n\n\n\n

That news hit key OpenAI proxies right away: SoftBank<\/strong> dropped 11% in Tokyo, while CoreWeave<\/strong>, Oracle<\/strong>, and AMD<\/strong> each fell roughly 3% in US premarket trading.<\/p>\n\n\n\n

The timing couldn\u2019t be much worse. Investors are hyper-focused on Big Tech earnings this week, ready to hunt for signs that AI infrastructure spending is still holding up \u2013 but not getting so out of hand that it starts torching value instead of creating it. And that’s a narrow path to walk.<\/p>\n\n\n\n

OpenAI was once the unquestioned leader in AI. But that story started to change last year, as Google\u2019s Gemini and Anthropic\u2019s<\/strong> Claude won widespread praise, chipping away at market share in both consumer<\/a> chatbots and enterprise tools.<\/p>\n\n\n\n

Since then, stocks tied to OpenAI have been hit by one selloff after another.<\/p>\n\n\n\n

The AI crown no longer looks quite so secure\u2026<\/p>\n\n\n\n

—<\/p>\n\n\n\n

Originally Posted April 28, 2026 – OpenAI’s Grip On The AI Trade Has Slipped<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

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