Applied Materials IncAMAT
言及
銘柄への影響 40
Semiconductors
Applied Materials Inc
ASML Holding N.V.ASML
言及
Intel CorporationINTC
言及
KLA CorporationKLAC
言及
Lam Research CorpLRCX
言及
Sandisk CorpSNDK
言及
Texas Instruments IncorporatedTXN
言及
Artificial Intelligence
NVIDIA CorporationNVDA
▼ ネガティブ競争関連度
Chinese AI startup Moonshot launched Kimi K3 model rivaling top offerings, fueling fears that massive AI infrastructure spending has pushed valuations too far, leading to a global chip selloff.
Apple Inc.AAPL
▼ ネガティブ需要関連度
AI spending fears and tech rout drag down all major tech stocks, including Apple, as part of the Magnificent Seven selloff.
Amazon.com IncAMZN
▼ ネガティブ需要関連度
Amazon fell over 1% amid the tech rout driven by AI spending concerns.
Alphabet Inc Class CGOOG
▼ ネガティブ需要関連度
Alphabet fell more than 2% as part of the Magnificent Seven selloff on AI spending fears.
Microsoft CorporationMSFT
▼ ネガティブ需要関連度
Microsoft fell over 1% as the tech rout deepened on AI spending fears.
Energy
Financials
Synthetic Biology (non-pharma)
Consumer Discretionary
Climate Adaptation & Water
Electrification & Mobility
Tesla IncTSLA
▼ ネガティブ競争関連度
Tech rout deepened on AI spending fears, with Tesla down more than 2% as part of the Magnificent Seven selloff.
Spatial Computing / AR/VR
Meta Platforms Inc.META
▼ ネガティブ需要関連度
Meta Platforms fell more than 2% amid the tech rout triggered by AI competition concerns.
Materials
Quantum Computing
Robotics & Physical AI
Biotech & Genomic Medicine
Consumer Staples
Communication Services
Carbon Removal (DAC)
Industrials
Aging Population
Critical Materials & Supply Chain
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