AMD has seen significant gains, making a 'buy the dip' call premature.
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OpenAI Is Struggling. Here's What It Means for Tomorrow's Earnings.
Couch InvestorApr 28, 2026
Semiconductor and AI stocks are experiencing a pullback following a Wall Street Journal report on OpenAI's struggles, which comes just before major tech earnings from Microsoft, Amazon, Meta, and Alphabet. The creator notes that a pullback was likely due to overbought conditions and that the OpenAI news may have served as a catalyst. The video also touches on fintech names like Robin Hood and cybersecurity stocks like Rubrik and Confluent.
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SoFi is mentioned as a significant company reporting pre-market, but the focus is on other earnings.
Rubrik is expected to perform well, similar to Confluent, after reporting good numbers.
Confluent reported good numbers and is up 11%, suggesting Rubrik could also perform well.
Apple is up 1% and is not directly involved in the current capex spending story affecting other tech giants.
Microsoft is slightly up, potentially benefiting from decoupling from OpenAI news, and is reporting earnings tomorrow.
Netflix is flat on the day, showing resilience amidst sector weakness.
Google is down less than 1% and is set to report earnings tomorrow.
Tesla is down less than 1% as part of the broader tech sector pullback.
Amazon is down less than 1% and is set to report earnings tomorrow.
Meta is down less than 1% and is set to report earnings tomorrow.
Oracle is down 3.7% as part of the broader tech sector pullback.
Qualcomm is mentioned as potentially benefiting from a rumor about OpenAI using its chips, but is still part of the broader semiconductor downturn.
Robin Hood is down 2% and reporting earnings tonight, with no specific buy or sell recommendation.
Nvidia is mentioned as a stock that often sees news about delays or heating issues before its earnings reports.
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