Closing Bell Overtime 10/8/26

OpenAI's revenue restatement to $50B from $68-70B was an accounting cleanup, not a real decline, but still triggered a broad AI-stock selloff.

• OpenAI revenue restated: Annualized revenue cut to $50B from previously reported $68-70B after stripping out cloud-partner gross revenue; FT first reported the discrepancy, triggering an AI-trade selloff.
• AI complex sells off: NVIDIA -3%, Oracle -5-6%, Coherent -biggest S&P loser, plus AMD, Micron, SanDisk, SK Hynix, Nebius, CoreWeave, Constellation, Bloom Energy all down; Apple rose ~1% as a defensive tech play.

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