Traders work on the floor of the New York Stock Exchange (NYSE) in New York, US, on Thursday, Oct. 8, 2026.

U.S. stock futures edged higher early Friday after an underwhelming revenue report from OpenAI took some steam out of the high-flying artificial intelligence trade.

S&P 500 futures were up 0.3%, while Nasdaq 100 futures added 0.49%. Dow Jones Industrial Average futures advanced 105 points, or 0.2%.

In Asia on Friday, Japan's Nikkei 225 lost over 1%, while the Topix was down 0.2%. Australia's S&P/ASX 200 added 0.37%. Hong Kong's Hang Seng Index was up 0.7%, while mainland China's CSI 300 was 0.48% lower.

Shares of SpaceX rose 2% in extended trading after the rocket company announced a deal to buy a nationwide spectrum portfolio. Shares of AT&T , Verizon and T-Mobile slid as investors wondered worried the agreement could drive up competition.

AI stocks dropped on Thursday after CNBC confirmed that OpenAI told investors that it saw $50 billion in annualized revenue at the end of September. A $68 billion figure was widely reported last month, though a person familiar with the matter said it also included gross revenue from partners.

CoreWeave fell more than 7%, while Oracle , Intel and Super Micro Computer all lost around 5%. Advanced Micro Device slid close to 4%, while Nvidia shed almost 3%.

"If we have a number of days like this ... we could see a real rout in AI-related names," said Kristina Hooper, chief market strategist at Man Group, on CNBC's "Closing Bell: Overtime." "That could sour investors."

The Nasdaq Composite dropped more than 1%, marking its biggest one-day loss since mid August. Thursday marked the second down day in a row for the tech-heavy index after it climbed to fresh all-time records earlier in the week.

Tech's troubles dragged down the S&P 500 to a 0.5% loss, marking its second straight day in the red. But the blue-chip Dow bucked the downtrend, with the 30-stock index ending the session slightly above flat.

The Dow and Nasdaq Composite are both around flat week to date. The broad S&P 500 is on track for a gain of 0.6% for the week.

Investors will monitor Delta Air Lines earnings before the bell on Friday. Consumer sentiment data for October is also expected in the morning.