# Stocks Rise as AI Jitters Fade

> AI stock fears ease as OpenAI revenue reports stabilize markets.
- Title: Stocks Rise as AI Jitters Fade · Schwab Brokerage | Shortify
- Summary: AI stock fears ease as OpenAI revenue reports stabilize markets. AI stocks rebounded early Friday after OpenAI's revenue expectations clarified, lifting…
- Keywords: openai, ai stocks, s&p 500, nasdaq, treasury yields, oil prices, stock market, wti crude oil, stock prices, news, world, Stocks
- Source: Schwab Brokerage — https://schwab.com/learn/story/stock-market-update-open
- Author: Joe Mazzola
- Read time: 1 min
- Topics: openai, ai stocks, s&p 500, nasdaq, treasury yields, oil prices, stock market, wti crude oil, stock prices, news, world
## Markets open higher
Stocks rose early Friday as AI jitters eased and oil prices stabilized.
## OpenAI revenue clarity
Bloomberg reported OpenAI expected to hit $70 billion annualized revenue by year-end.
## Thursday's AI stock drop
AI stocks fell 1.3% Thursday after OpenAI's revenue reports contradicted earlier estimates.
## Oil prices stabilize
WTI crude oil fell 0.05% Friday after surging 3% Thursday amid Middle East tensions.
## S&P 500 performance
S&P 500 rose 0.47% Friday after falling 0.6% Thursday.
## Nasdaq Composite
Nasdaq Composite fell 1.25% Friday after dropping 1.3% Thursday.
## Treasury yields rise
10-year Treasury yield rose 0.03% Friday after falling two days.
## AI debt concerns
Investors seek credible AI guidance amid high debt levels for AI buildout.
## Samsung and TSM performance
Samsung stock fell 25% from June high after reporting ninefold profit increase.
## Tariff impact on inflation
Tariffs contributed 2.9 percentage points to consumer goods inflation in February 2026.
## Earnings expectations
FactSet expects S&P 500 earnings to grow 29.5% for third quarter.
## SpaceX mobile deal
SpaceX reached deal to buy cellular spectrum licenses for Starlink Mobile.
## Apple production cuts
Apple told suppliers to cut iPhone parts production due to soft demand.
## Key takeaway

AI stocks rebounded early Friday after OpenAI's revenue expectations clarified, lifting markets from AI bubble concerns.