AI Leaders Back Slowdown as Memory Chip Stocks Fall Hardest

Price ActionIndustry Impact 4
โดย GuruFocus·US·Read original
Summary · why it matters

AI hardware stocks sold off on Monday after top AI leaders called for a slowdown in model development, with memory names taking the worst of it. Micron Technology fell 5.82% and SanDisk dropped 6.14%, while Nvidia lost 2.49%, Broadcom 3.76% and Advanced Micro Devices 5.74%. Anthropic's Dario Amodei proposed a three-step plan on Saturday to temper how quickly AI companies improve model capabilities, arguing it could be done without sacrificing commercial advantage or the US lead, and Sam Altman and Elon Musk both said on X that they agreed. Altman separately ruled out an OpenAI IPO this year, telling Fortune a listing now would be ill-advised. Amodei named the risks as losing control of AI systems, misuse for cyberattacks and bioterrorism, and serious economic disruption, contrasting that with 2023, when a pause was first discussed and models could not yet manage significant deception, manipulation, cheating or cyberattacks.

Impact on stocks 5

Artificial Intelligence▼ · 3 stocks
Broadcom Inc
AVGO
▼ Negativerelevance

Broadcom lost 3.76% amid the AI hardware selloff, with no company-specific news.

NVIDIA Corporation
NVDA
▼ Negativerelevance

Nvidia lost 2.49% in the broad AI hardware selloff, with no company-specific development.

Semiconductors▼ · 2 stocks
Micron Technology Inc
MU
▼ Negativerelevance

Micron fell 5.82% as memory names took the worst of the AI slowdown-driven selloff, with no company-specific cause.

Sandisk Corp
SNDK
▼ Negativerelevance

SanDisk dropped 6.14% as memory chip stocks fell hardest in the AI slowdown selloff, with no company-specific cause.

Off-coverage companies 2

AnthropicPrivate± Mixed
relevance

OpenAIPrivate± Mixed
relevance

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