OpenAI's Missing Twenty Billion, a Chip Selloff, and a Fed That Still Wants One More Hike

Podcast: The Circuit Brief · The Circuit Brief

Opublikowano: 2026-10-09

Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode! Friday edition, October 9, 2026. Thursday close: Nasdaq 27,193.34 (-1.25%, worst day since mid-August), S&P 500 7,765.36 (-0.47%), Dow 51,231.64 (+0.1%). The Financial Times reported OpenAI told investors its annualized revenue was near $50B at end-September, ~$20B below the ~$70B widely reported (different revenue accounting vs Anthropic). Chips fell: Arm and Marvell -6%+, Intel and Micron -5%+, Nvidia ~-2.9%. TSMC September revenue ~NT$511.86B (-0.6% m/m, +54.6% y/y). Fed September minutes: most officials see another hike likely by year-end. 10-year ~5.23%. Oil jumped 5% on...