Oracle, Microsoft shares decline as OpenAI's ARR is called into question

[Woman using Artificial Intelligence assistant on the smartphone - DeepSeek, Chat GPT, Google Gemini] * Oracle (OPENAI [https://seekingalpha.com/symbol/OPENAI]) and Microsoft (MSFT [https://seekingalpha.com/symbol/MSFT]) shares declined sharply on Thursday after the Financial Times said OpenAI's (OPENAI [https://seekingalpha.com/symbol/OPENAI]) annualized recurring revenue was significantly less than previously reported. * The media outlet said [https://www.ft.com/content/b66a9858-f8fb-46cb-b506-44bfe26fca2a?syn-25a6b1a6=1] that OpenAI's annualized recurring revenue, or ARR, was approaching $50B at the end of September, citing people familiar with the matter. Late last month, Axios reported [https://seekingalpha.