10AM Hour: White House Opens New Lisa Cook Investigation, OpenAI’s Revenue Numbers Spook Market, Delta Cuts Outlook on Fuel Prices 10/9/26

OpenAI's lower-than-reported $50B revenue figure and rising fuel/rate pressures are testing AI and travel stock resilience despite still-bullish capex forecasts.

• OpenAI revenue clarified: OpenAI told investors annualized revenue is roughly $50 billion net, below the $68 billion figure widely reported last month, sparking Thursday's tech sell-off.
• Analyst stays bullish: Melius's Ben Reitzes says institutions already knew the ~$50B figure, calls ARR definitions 'confusing' given consumption vs. subscription mix, and still sees a $3.5-4 trillion AI infrastructure TAM by 2030.

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