AI Stocks Slide as Amodei, Altman and Musk Back Slowing AI Development

Price ActionIndustryGeopolitics Impact 4
โดย CNBC·GLOBAL·Read original
Summary · why it matters

AI-linked stocks fell across Asia, Europe and U.S. premarket trading on Monday after Anthropic CEO Dario Amodei called for a deliberate slowdown in AI capabilities development, drawing support from OpenAI CEO Sam Altman and Elon Musk. Nvidia fell nearly 3% in premarket trading, Intel dropped close to 6% and Micron Technology declined around 5%, while in Asia SK Hynix ended the session down more than 6% and Samsung Electronics shed more than 4%. SoftBank, one of OpenAI's largest investors, fell roughly 10% to 11% in Tokyo and South Korea's Kospi dropped 3.3%, while in Europe ASML lost between 5% and 6%, Nokia gave up roughly 8% and Infineon retreated more than 7%. Amodei published an essay on Saturday outlining a three-step plan he called pacing the frontier, which would embed third-party evaluators inside AI companies, establish shared safety benchmarks and agreed limits on how fast capabilities can advance, and eventually coordinate with governments including China. Altman posted on X that he agrees with Amodei's call, Musk wrote that Dario is right, and Altman later clarified that pacing does not mean stopping, while President Donald Trump rejected any reduction in pace on Sunday and China's Foreign Ministry described the warnings as fear mongering.

Impact on stocks 14

Artificial Intelligence▼ · 6 stocks
Samsung Electronics Co Ltd
005930
▼ NegativeTechnologyrelevance

Samsung Electronics shed more than 4% amid the AI slowdown push that threatens its AI-related chip business.

NVIDIA Corporation
NVDA
▼ NegativeTechnologyrelevance

Nvidia fell nearly 3% premarket as the proposed AI development slowdown threatens its AI GPU business.

Nokia Corporation
NOA3
▼ NegativeTechnologyrelevance

Nokia gave up roughly 8% as AI-related stocks slid on the AI slowdown proposal.

Semiconductors▼ · 4 stocks
SK Hynix Inc
000660
▼ NegativeTechnologyrelevance

SK Hynix ended down over 6% as the push to slow AI capabilities development threatens demand for its AI memory chips.

ASML Holding N.V.
ASML
▼ NegativeTechnologyrelevance

ASML lost 5-6% as the proposed slowdown in AI development threatens demand for its chipmaking equipment.

Intel Corporation
INTC
▼ NegativeTechnologyrelevance

Intel dropped ~6% as AI leaders' call to slow AI capability development threatens AI-driven chip demand.

Micron Technology Inc
MU
▼ NegativeTechnologyrelevance

Micron fell ~5% after Amodei's AI slowdown push, which could curb demand for AI memory chips.

Financials▼ · 1 stocks
SoftBank Group Corp.
9984
▼ NegativeTechnologyrelevance

SoftBank, a major OpenAI investor, fell 10-11% after Amodei's call to slow AI development, which threatens its AI bets.

Electrification & Mobility▼ · 1 stocks
Infineon Technologies AG
IFX
▼ NegativeTechnologyrelevance

Infineon retreated over 7% amid the AI-linked selloff triggered by calls to pace AI development.

Digital Finance & Tokenization▲ · 1 stocks
Others▲ · 1 stocks

Off-coverage companies 2

AnthropicPrivate± Mixed
relevance

OpenAIPrivate± Mixed
relevance

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