Wall Street Breakfast OpenAI hits business customer milestone
12 snips
Nov 5, 2025 OpenAI celebrates a major milestone with over one million business customers, showcasing impressive growth and new integrations with platforms like Canva and Shopify. Meanwhile, McDonald's faces challenges as it reports a steep drop in low-income customer traffic despite overall sales growth. In aviation news, a UPS cargo plane crashes shortly after takeoff near Louisville, prompting investigations. The discussion also touches on the latest earnings misses from Supermicro and Axon, alongside insights from Evercore's updated stock recommendations.
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OpenAI Crosses Major Business Adoption Milestone
- OpenAI now has over 1 million paying business customers and 7 million ChatGPT for Work seats, signaling rapid enterprise adoption.
- Companies like Canva, Zillow, Spotify, Shopify, Walmart, PayPal, and Salesforce are already integrating ChatGPT into workflows and commerce experiences.
User Base Fuels Faster Enterprise ROI
- OpenAI cites 800 million weekly ChatGPT users as a foundation for faster ROI realization in businesses.
- Rapid seat growth (40% in two months, ninefold year-over-year for enterprise) underscores accelerating corporate deployment.
ADP Jobs Gain Is Modest Signal
- ADP reported a 42,000 gain in private payrolls for October, beating expectations but remaining modest versus H1 strength.
- Forecasters warn ADP is a weaker predictor than NFIB, regional Fed surveys, and consumer confidence for official payrolls.