Before the market opened on April 28, a report by the Wall Street Journal indicated that OpenAI had failed to meet its expected sales and user growth targets, causing its partner stocks $Oracle (ORCL.US)$ 、 $CoreWeave (CRWV.US)$ Multiple individual stocks fell in response. This news, coming just before earnings season, has intensified market concerns over the spending outlook for technology companies, triggering a collective pullback in AI-related stocks. OpenAI later responded, stating that its operations are running at full capacity, while Oracle mentioned that its collaboration with OpenAI is exciting. As a bellwether in the industry, OpenAI’s weaker-than-expected performance raises questions about whether the commercialization of AI is facing challenges. Does this pullback represent a risk or an opportunity?