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The Capitalist

Capitalist Insider: OpenAI’s billion dollar “counting gap” just rattled the chip trade

SoftBank is shopping for a $100 billion AI war chest in the Gulf

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The Capitalist
Oct 09, 2026
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Hello Capitalist Insiders!


  • OpenAI’s billion dollar “counting gap” just rattled the chip trade

  • SoftBank is shopping for a $100 billion AI war chest in the Gulf

  • Eight carriers filed Chapter 11 as diesel stayed near $6

  • California extracts $272.5 million from Lyft over driver pay

  • From 20% to 95%: Humana’s Medicare stars just exploded



OpenAI’s billion dollar “counting gap” just rattled the chip trade

A September annualized-revenue figure near $50 billion, well under a circulating $68 billion mark, knocked chip stocks Thursday. A year-end aim of $70 billion or more steadied the tape Friday.

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