[AI Assistant Apps - ChatGPT, Claude, Gemini] * OpenAI's (OPENAI [https://seekingalpha.com/symbol/OPENAI]) annualized revenue run rate has reached nearly $70B, up more than 70% since the start of the third quarter, Axios reported [https://www.axios.com/2026/09/29/scoop-openais-annual-recurring-revenue-nears-70b] on Tuesday, citing people familiar with the figures. * OpenAI did not immediately respond to Seeking Alpha's request for comment. * Oracle (ORCL [https://seekingalpha.com/symbol/ORCL]) shares jumped about 5% after the Axios report. Oracle is a major cloud infrastructure provider to AI companies, including OpenAI. * Microsoft shares rose to $512 after the report was published. * Anthropic's (ANTHRO [https://seekingalpha.
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