The Stock Market's OpenAI Problem and 5 More Things to Know -- Barrons.com

Dow Jones04-28 19:00

Two months into the Iran war, the stock market faces a far bigger risk as the artificial intelligence boom is under a huge threat.

Renewed optimism around AI, bordering on frenzy, has driven the S&P 500 and Nasdaq to record highs. The latter is up 10% since the conflict began, helped in part by the chip sector's historic winning streak.

But AI fears are never far away. OpenAI missed key targets for revenue and new users, The Wall Street Journal reported late Monday. Board directors have also questioned the company's huge data-center spending against the backdrop of slowing growth, it added. OpenAI said it was "buying as much compute as we can," in a statement.

The fallout began almost immediately -- shares in Japanese tech conglomerate SoftBank tumbled 10% Tuesday, its worst day in six months. SoftBank has an 11% stake in OpenAI. Oracle and CoreWeave were also falling -- both have huge deals with the ChatGPT owner.

But it doesn't have to be the straw that broke the camel's back for the AI trade. It may end up being contained to those companies in OpenAI's orbit -- which is still quite an extensive ecosystem including Nvidia, AMD and Broadcom.

Increased competition could be a factor behind OpenAI's internal warnings, particularly the rise and growth of Anthropic and Google's Gemini. As opposed to a broader AI slowdown. The company also ended its exclusive partnership with Microsoft on Monday, allowing it to strike deals with the tech giant's rivals. That could reaccelerate revenue growth eventually.

However, if the others give out similar signals or if large hyperscalers -- such as Microsoft, Amazon or Google -- start easing capex spending, then the AI rally would be under serious threat.

For now, it may just be some air coming out of the recent run-up.

-- Callum Keown

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Elon Musk Squares Off Against Rival Sam Altman in Court

Elon Musk's high-profile $100 billion civil lawsuit against OpenAI CEO Sam Altman kicks off with oral arguments after the jury was seated. Musk accuses OpenAI of betraying its nonprofit mission, and Altman and President Greg Brockman of profiting from assets designed to be controlled by the nonprofit.

   -- OpenAI began as a nonprofit start-up in 2015, with Tesla CEO Musk heavily 
      involved as an investor and board member. OpenAI now operates as a 
      for-profit company spearheading AI with ChatGPT and has a valuation of 
      around $1 trillion. Musk left OpenAI's board in 2018 and started xAI in 
      2023. 
 
   -- OpenAI and Altman have said Musk was included in discussions about making 
      the company for-profit and was fully aware of the plan. Wedbush 
      Securities analyst Dan Ives said the lawsuit "heightens the competitive 
      landscape" for AI large-language models, and is weighing on OpenAI's 
      coming IPO. 
 
   -- Musk and Altman, rivals who have feuded privately and publicly for years, 
      are both expected to take the stand. Microsoft CEO Satya Nadella is also 
      on the witness list. Microsoft became one of OpenAI's largest investors 
      after Musk stopped investing and is a defendant in the lawsuit. 
 
   -- Musk's xAI and AI assistant Grok compete directly with OpenAI and 
      ChatGPT. Musk and xAI sued OpenAI and Apple in 2025 for anticompetitive 
      behavior; a hearing in that case is scheduled for May in Texas. Musk also 
      sued OpenAI for trade-secret theft, which a federal California judge 
      dismissed in February. 

What's Next: Microsoft and OpenAI have ended their exclusive ties, giving both more flexibility to pursue opportunities in AI. Microsoft will still license OpenAI, but OpenAI has added Alphabet's Google Cloud and Amazon Web Services, while Microsoft works with Anthropic.

-- Kit Norton, Angela Palumbo, and Janet H. Cho

Meta Platforms in Deal to Harvest Energy from the Sun for AI

The AI industry is wrestling with solutions to the high demand for power by data centers. Some companies, such as SpaceX, envision putting data centers into orbit and leveraging the power of the sun to run them. Meta Platforms has another idea: bring space solar energy to data centers on Earth.

   -- The Facebook and Instagram parent, which is undertaking billions of 
      dollars of AI investments, now has an agreement for up to one gigawatt of 
      generating capacity from Overview Energy. Financial details weren't 
      disclosed. Overview CEO Marc Berte founded the start-up in 2022 to 
      produce energy at scale. 
 
   -- Overview's satellites aim to gather sunlight in geosynchronous orbit and 
      beam it down as near-infrared light to existing solar projects, to 
      convert into electricity. The idea is to turn solar power projects into 
      near-24/7 operations. Overview says its beam would be invisible and safe 
      for humans, animals, and aircraft. 
 
   -- In addition to SpaceX's orbiting data centers, other options for space 
      solar propose solar panels in space beaming microwaves to a receiver. But 
      reaching space is still relatively expensive. 
 
   -- Data centers are looking for ways to power themselves without burdening 
      consumers. Average U.S. electricity prices are up about 15% since 
      OpenAI's AI chat bot launched in November 2022 and up about 40% since 
      before the pandemic. 

What's Next: Overview aims to increase the output of solar installations without requiring more land, fuel, or grid interconnections. The start-up plans to have its initial orbital demonstration in 2028, with commercial power delivery in 2030.

-- Al Root and Janet H. Cho

Shell's Canadian Shale Deal Could Be Just the Start

The Iran war is giving oil producers a reason to look beyond the Middle East to lower-risk countries like Canada for opportunities. British oil giant Shell just made a big bet on Canadian shale oil and natural gas in a $16 billion deal to buy Calgary-based ARC Resources.

   -- Shell plans to buy ARC in a cash and stock deal for about 32.80 Canadian 
      dollars a share. Shell already owns resources in Canada but had pared 
      back some, including in Canada's Tar Sands in 2017. That it's investing 
      heavily in the country now marks an important shift. 
 
   -- ARC's resources are in the Montney Formation in Western Canada, a shale 
      tract known mostly for holding natural gas but that also contains 
      liquids. ARC produces about 375,000 barrels of oil equivalents a day, 
      about 40% liquids. Shell produces about 1.4 million barrels a day of 
      liquids. 
 
   -- Shell also owns part of a major liquefied natural gas export terminal 
      nearby called LNG Canada, so having more of its own production makes 
      sense, analysts said. One of Shell's plants in Qatar was knocked out of 
      commission in an attack during the conflict. 
 
   -- Getting oil and gas out of Canada is generally more expensive than the 
      Middle East. Its oil has historically been discounted to oil from 
      elsewhere, partly because Canada relies on the U.S. to transport much of 
      it and often sells it at a discount to U.S. refiners. 

What's Next: Brent crude settled above $100 a barrel. President Donald Trump has met with his advisors about a proposal from Iran, which said it would stop attacking ships in the Strait of Hormuz in exchange for an end to the U.S. blockade of Iranian ports, The Wall Street Journal reported.

-- Avi Salzman and Anita Hamilton

What to Expect as Bill Ackman's New Closed End Fund Nears

Billionaire Bill Ackman's star power, strong long-term investment record, and an unusual incentive may not create big demand for his new closed-end equity fund, Pershing Square USA, which is expected to price later today. Ackman is set to raise about $5 billion, the low end of the expected range, Bloomberg reported.

   -- The fund will be offered at $50 a share and trade on the New York Stock 
      Exchange starting Wednesday. Ackman's firm didn't comment on the 
      Bloomberg report. The seemingly tepid demand is after Ackman received 
      $2.8 billion in orders from large investors, including $100 million from 
      his firm. 
 
   -- The buyers of the $2.8 billion (except for Ackman's firm) will get a 
      sweeter deal than those who participate in the regular initial public 
      offering. But investors can just buy Ackman's public fund, Pershing 
      Square Holdings, which trades in Europe at a nearly 30% discount to its 
      portfolio value. 
 
   -- The new fund and Pershing Square Holdings are expected to have similar 
      investments. Pershing Square USA is expected to hold a concentrated 
      portfolio. Based on the investments by Pershing Square Holdings, the new 
      fund could hold Amazon, Alphabet, Meta Platforms, Restaurant Brands, and 
      Uber Technologies. 
 
   -- In a roadshow presentation, Ackman highlights his 20-year record and 
      performance since 2018. Since then, Pershing Square Holdings has returned 
      22.6% annually after fees versus 14.3% for the S&P 500 index. But the 
      European fund was down 2.1% this year through April 21. 

What's Next: Ackman attempted this new fund in 2024 but investors balked. Ackman's solution is to offer buyers of the new closed-end fund free shares in his management company, Pershing Square Inc., which will be going public at the same time as the new closed-end fund.

-- Andrew Bary

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April 28, 2026 07:00 ET (11:00 GMT)

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