Global AI-Linked Stocks Plunge as Industry Leaders Call for Slower Development

Price ActionIndustryDigital Finance Impact 4
โดย ロイター·GLOBAL·Read original
Summary · why it matters

AI-related stocks plunged across global equity markets on the 14th, with the Philadelphia Semiconductor Index falling 5.9%. On the 12th, Anthropic CEO Dario Amodei called on companies to slow the pace of development amid growing concerns about AI misuse, and xAI's Elon Musk and OpenAI CEO Sam Altman said they agreed with him. Altman also disclosed that OpenAI will not hold an initial public offering this year, citing safety concerns. Semiconductor stocks led a global selloff, with Nvidia down 3.4%, Advanced Micro Devices down 4.4%, Micron Technology down 5.3%, Lam Research down 8.3%, Applied Materials down 7.1%, and Bloom Energy down 6.8%; in Asian markets, SoftBank Group plunged more than 10%, while Taiwan Semiconductor Manufacturing and SK Hynix also declined. Some voices, however, are not taking the warnings at face value: Michael Burry posted on X that such warnings are hype and bluster, Morgan Stanley forecast that AI-related investment will exceed 1.3 trillion dollars by 2027, and Deutsche Bank indicated it is hard to imagine companies voluntarily pausing. Anthropic is expected to list as early as October and is in talks to bring Nvidia in as an anchor investor.

Impact on stocks 11

Semiconductors▼ · 5 stocks
Applied Materials Inc
AMAT
▼ NegativeDemandrelevance

Applied Materials fell 7.1% as AI-development slowdown warnings from industry leaders sparked a semiconductor selloff.

Lam Research Corp
LRCX
▼ NegativeDemandrelevance

Lam Research slid 8.3% as the AI-development slowdown concerns drove a broad semiconductor selloff.

Micron Technology Inc
MU
▼ NegativeDemandrelevance

Micron dropped 5.3% amid the global AI-linked semiconductor selloff sparked by calls to slow AI development.

SK Hynix Inc
000660
▼ NegativeTechnologyrelevance

SK Hynix declined as semiconductor stocks led a global selloff tied to AI development slowdown concerns.

Financials▼ · 3 stocks
SoftBank Group Corp.
9984
▼ NegativeTechnologyrelevance

SoftBank Group plunged more than 10% amid the global AI-linked selloff sparked by calls to slow AI development.

Artificial Intelligence▼ · 2 stocks
NVIDIA Corporation
NVDA
▼ NegativeTechnologyrelevance

Nvidia fell 3.4% as AI leaders called for slowing development, and it is only in talks to anchor Anthropic's IPO.

Advanced Micro Devices Inc
AMD
▼ NegativeDemandrelevance

AMD dropped 4.4% amid the global AI-linked semiconductor selloff triggered by calls to slow AI development.

Energy Transition & Power Demand▼ · 1 stocks
Bloom Energy Corp
BE
▼ NegativeDemandrelevance

Bloom Energy fell 6.8% in the AI-related stock plunge tied to warnings about slowing AI development.

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