Nvidia, Micron, AMD Lead Chip Selloff on OpenAI IPO Delay Report

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

A broad group of AI and memory-chip companies traded lower on Friday after reports suggested OpenAI may postpone its planned public offering until 2027, adding pressure across semiconductor and infrastructure names. The selling extended beyond the U.S. market, with major technology shares in Asia declining sharply as investors reduced exposure to companies tied to artificial intelligence spending and memory-chip demand. Micron Technology fell about 5% in premarket trading, while Western Digital, Seagate Technology, and Sandisk also moved lower. Among AI-focused companies, Advanced Micro Devices, Nvidia, Broadcom, and Arm Holdings traded in negative territory, and networking and optical-equipment providers including Ciena, Arista Networks, Cisco Systems, Coherent, and Lumentum Holdings declined. Chip-equipment manufacturers Applied Materials, ASML Holding, Lam Research, and KLA Corp. were lower as weakness spread across the semiconductor supply chain.

Impact on stocks 17

Artificial Intelligence▲ · 8 stocks
Semiconductors▲ · 6 stocks
Cloud & Digital Infrastructure▲ · 2 stocks
Cybersecurity & Digital Trust▲ · 1 stocks
© 2026 MarketDXNews