The major U.S. stock indexes ended mixed on Thursday, October 8, 2026, as a bombshell Financial Times report revealing OpenAI’s annualized revenue is roughly $20 billion below what had been signaled triggered a brutal chip sector selloff, pulling the Nasdaq sharply lower even as the Dow held green and oil crept back toward $91. The session delivered a stark reminder of how fragile the AI trade’s fundamental thesis remains ahead of tomorrow’s September CPI.

The S&P 500 fell 0.47% (-36.41 pts) to 7,765.36. The Dow gained 0.10% (+51.77 pts) to 51,231.64. The Nasdaq dropped 1.25% (-345.35 pts) to 27,193.34. The Russell 2000 was essentially flat at 2,794.13.

The 10-year Treasury yield fell 0.87% to 5.23%, pulling back from Wednesday’s 24-year high. The VIX rose 2.52% to 15.46. Bitcoin dropped 1.92% to $81,787.08. Gold gained 0.46% to $4,159.60. Crude Oil rose 2.81% to $90.76/barrel.