Finance entity

OpenAI

Company

Of the tracked stories, 13 of 20 also mention Anthropic, the most common co-covered peer. The clearest coverage concentration is ipo: 12 of 20 stories, with the rest divided among 3 other categories. At 7.2, the average consequence score sits above the same-window beat average of 6.

Last mentioned: 14h ago

Entity pulse

Recent coverage · OpenAI

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20 stories
7.2 avg impact
35% positive
25% negative

Coverage balance Positive coverage leads. Positive coverage exceeds negative coverage by 10 percentage points.

  • 35% positive
  • 40% neutral
  • 25% negative

Figures are computed live from our source-verified story record — see our methodology for how impact and sentiment are derived.

What the coverage shows about OpenAI

Of the tracked stories, 13 of 20 also mention Anthropic, the most common co-covered peer. The clearest coverage concentration is ipo: 12 of 20 stories, with the rest divided among 3 other categories. At 7.2, the average consequence score sits above the same-window beat average of 6. Across a 31-day span, the pace is roughly 4.5 stories per week. The busiest single day carried 4. Sentiment skews more negative than the wider beat, at 25% negative against 20% across all 398 Finance stories in the same window. Source depth averages 2.2 original sources per story, versus 2.3 across the same-window beat baseline. OpenAI appears in 20 tracked Finance stories published from September 7, 2026 through October 7, 2026.

Stories tracked
20
Per week
4.5
Negative
25%
Sources per story
2.2

Computed from the 20 stories linked to this entity, with beat comparisons drawn from all 398 Finance stories published in the same date window. Shares are omitted below five stories and comparisons below a twenty-story baseline.

Coverage cohort

Appears alongside

Other entities that clear the same relevance threshold in stories also covering OpenAI. Shared-story counts are live from our verified record — not editorial picks.

Timeline

  1. Demand Milestone

    Projected date for U.S. energy demand to triple due to AI and industrial growth.

  2. Thanksgiving deadline

    Thanksgiving marks the point at which dealmaking typically halts; Anthropic aims to complete its debut before the holiday and no later than the end of 2026.

  3. Formal marketing expected to begin

    Anthropic could begin formal IPO marketing during the week of Nov. 9, putting it in line to begin trading before Thanksgiving.

  4. Potential listing before midterms

    The offering could be completed just days before the U.S. midterm elections in November.

  5. Anthropic listing expected

    Anthropic is expected to complete its listing days before the U.S. midterm elections.

  6. IPO marketing expected to begin

    Marketing is expected to begin in mid-October at the earliest, with the listing potentially completed days before U.S. midterm elections.

  7. IPO timeline reported

    Bloomberg reports, citing people familiar with the matter, that Anthropic is targeting a debut as soon as mid-November after pushing back earlier listing plans.

  8. State dinner for Xi Jinping

    Trump hosts Chinese leader Xi Jinping at a state dinner in Washington. Top U.S. CEOs including Dimon, Fraser, Altman, and Huang are expected to attend.

  9. Semiconductor index rallies 6%

    The Philadelphia Semiconductor Index adds 6% over Monday and Tuesday, pushing the Nasdaq 100 to its first record since early June.

  10. Meta and chip stocks surge

    Meta shares jump 11% on Muse optimism, while Arm Holdings gains 17% and Intel and AMD each rally more than 9%.

  11. Guest list reported

    CNBC reports Dimon and Fraser plan to attend the Xi state dinner, citing anonymous sources. Reuters first reported the bank CEOs' planned attendance earlier Friday.

  12. FT reports $1.2T funding talks

    The Financial Times reported that OpenAI has held early-stage discussions with large investors about a raise at a roughly $1.2 trillion valuation.

  13. Nasdaq 100 drops 1.5%

    The Nasdaq 100 completes a two-day decline that erases more than $600 billion in market value.

  14. AI infrastructure stocks tumble

    First trading session after Amodei's essay sees CoreWeave and Lam Research decline more than 9% as investors price lower future AI compute demand.

  15. Altman confirms no 2026 IPO

    In a Fortune interview, Sam Altman says going public in 2026 would be 'ill-advised' and confirms 'not 2026,' citing AI safety and readiness concerns.

  16. Anthropic CEO calls for AI slowdown

    Dario Amodei publishes an essay urging slower development of cutting-edge AI models, with backing from Sam Altman and Elon Musk.

  17. Anthropic timeline shift disclosed

    People familiar with the matter said Anthropic's IPO marketing is now expected to begin in mid-October at the earliest.

  18. Prospectus expected late September

    Anthropic is now expected to make its IPO prospectus public in late September, delayed from as early as the following week.

  19. Anthropic expected to publish IPO prospectus

    Anthropic plans to publish its IPO prospectus after Labor Day, The Information reported in late August, with a possible listing as soon as late September or October.

  20. Stripe finalizes agreement to acquire OpenRouter

    Stripe Inc. finalizes an agreement to acquire OpenRouter Inc. for more than $7 billion, according to people familiar with the matter.

Stories mentioning OpenAI 20

IPOs & Listings Bullish

Anthropic Eyes $2T Valuation IPO by Thanksgiving Despite $42B Loss

Anthropic PBC is moving to price a blockbuster IPO before the Nov. 26 Thanksgiving holiday, with formal marketing slated to begin the week of Nov. 9. Investors are reportedly signaling a $1.8 trillion to $2 trillion valuation even as the company posted a $42 billion net loss on roughly $4.6 billion of 2025 revenue. The listing would rival SpaceX's offering and test public-market appetite for high-burn AI infrastructure plays.

2 sources

Source: economictimes.indiatimes.com · Bloomberg

Earnings Bullish

OpenAI ARR Nears $70B as Oracle Jumps 5.3% on AI Compute Backlog

OpenAI's annualized recurring revenue is approaching $70 billion, with enterprise sales more than doubling since July. Oracle shares rose 5.3% on the news, highlighting how heavily the cloud provider's backlog is tied to OpenAI. Anthropic's IPO prospectus, meanwhile, reveals $42 billion in 2025 losses and $518 billion in infrastructure obligations.

2 sources

Source: thestar.com.my · economictimes.indiatimes.com

IPOs & Listings Bearish

Anthropic IPO Dedicates 80 Pages to AI Existential Risk

Anthropic's IPO prospectus, reviewed by Reuters, devotes 80 of its 261 main-body pages to risk factors and warns AI could pose catastrophic or existential risks. The disclosure could pressure valuation as investors weigh safety differentiation against unprecedented tail risk.

2 sources
Markets Neutral

AI Stocks Erase $600B in 2 Days, Then Nasdaq 100 Hits Record

AI-exposed stocks experienced a violent two-week reversal as fears of slower model development erased $600 billion in Nasdaq 100 value, only for Meta's Muse-assisted consumer enthusiasm to push the index to a June-record high. The swing shows market risk is concentrated in narrative shifts rather than earnings fundamentals.

2 sources
Banking Neutral

JPMorgan, Citi CEOs at Trump-Xi Dinner: 2 Banks Seek Beijing Access

The CEOs of JPMorgan and Citigroup are reportedly attending President Trump's Sept. 24 state dinner for Xi Jinping, signaling that access to China remains a top priority for global U.S. banks. Their inclusion alongside Nvidia and OpenAI leaders suggests an agenda spanning finance, chips, and AI. Finance readers should watch for policy signals that could shift China revenue and trade-finance volumes.

2 sources

Source: CNBC · Seeking Alpha

Markets Bullish

Samsung Co-Leads $231M Bet to Break Nvidia's AI Chip Grip

Samsung's co-led $231 million Series A into Euclyd signals deepening capital flows into Nvidia alternatives. For investors, the round highlights strategic hardware bets, inference economics, and Nvidia's valuation risk as custom silicon proliferates.

2 sources

OpenAI is linked from 109 stories on this site, each scored at or above our 35% relevance threshold — see how these pages are built.

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