NVIDIA CorporationNVDA
▼ ネガティブ技術関連度
Nvidia dropped 2.8%, the largest S&P 500 and Nasdaq drag, after Anthropic's CEO called for slowing AI model development.
銘柄への影響 11
Artificial Intelligence
NVIDIA Corporation
Alphabet Inc Class CGOOG
▲ ポジティブ競争関連度
Alphabet rose 2% as software gained while chip stocks slid on the AI-slowdown essay, a competitive rotation favoring software over semis.
Microsoft CorporationMSFT
▲ ポジティブ競争関連度
Microsoft rose 1.9% as software moved opposite to falling chip stocks amid the AI-slowdown news.
Salesforce.com IncCRM
言及
Semiconductors
SK Hynix Inc000660
▼ ネガティブ技術関連度
SK Hynix fell 7.4% as the AI-slowdown essay pressured memory chip makers.
Micron Technology IncMU
▼ ネガティブ技術関連度
Micron fell 5.6% after Anthropic's CEO urged AI companies to slow model improvement, weighing on memory chip demand sentiment.
Energy Transition & Power Demand
Financials
Space Economy
テーマインパクト
カバレッジ外企業 2
Anthropic非上場± 混在
関連度
OpenAI非上場± 混在
関連度