
AI CEOs want the industry to pump the brakes on capability gains. Nvidia, Intel, and AMD didn't like the sound of that. Bitcoin didn't seem to mind.
High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

AI CEOs want the industry to pump the brakes on capability gains. Nvidia, Intel, and AMD didn't like the sound of that. Bitcoin didn't seem to mind.

Tech stocks fell sharply on Monday after AI companies called for a slowdown in the development of the technology.

If you own Intel (INTC) or NVIDIA, you own the same shortage. Both said the same thing at their latest reports: buyers want more compute than either can ship, and supply rather than demand is the limit. The fork is what each does about it. NVIDIA sells into the shortage and keeps most of what it collects. Intel has to build the capacity first, and it is paying for that now.

Intel has surged over 300% in a year and hyperscalers are circling, but one unresolved question determines whether this rally is a genuine reset or the most expensive bet in semiconductors right now.

The technology sector is the S&P 500's worst performer today, down more than 2%. Here are some of the tech names getting hit hardest: Coherent, down 11%. Hewlett Packard Enterprise, down 11% Corning, down 11% Teradyne, down 11% Lumentum, down 8.
Tech stock news for the week of Sept. 14.
Tech stock news for the week of Sept. 14.

A weekend essay from an AI CEO that never named a single chipmaker just sent Intel, AMD, and NVIDIA sliding in unison, and the order in which they fell tells a story that contradicts the obvious explanation.

Recently, Zacks.com users have been paying close attention to Intel (INTC). This makes it worthwhile to examine what the stock has in store.

Intel just posted its strongest revenue growth in over 15 years, and shares have already tripled. The question now is whether the forces driving this turnaround are powerful enough to push the stock another 46% higher by 2027.

Nasdaq-100 futures fell more than 1.5% Monday after Anthropic CEO Dario Amodei urged a pause on frontier AI model development

The market's go-to fear gauge was surging on Monday after three major AI CEOs caused for a slowdown in the development of artificial intelligence, which dragged down chip and memory stocks. The Cboe Volatility Index, or VIX, jumped by almost 2 points to just under 18 in early trading.

Intel Corporation (NASDAQ:INTC) shares fell 6. 4% in pre-market trading on Monday as semiconductor and AI-linked stocks declined following comments from technology executives about the pace of advanced artificial intelligence development.

AI-linked stocks tumbled Monday after the CEOs of some of the companies developing the most advanced AI models called for a slowdown in the technology’s development.
Investing.com - Enterprise software names are pointing sharply higher in pre-market trading on Monday as semiconductor stocks face broad selling pressure amid calls for broader slowdown in the AI arms race.

↘️ Nvidia (NVDA), Intel (INTC), Marvell Technology (MRVL): Chip stocks slid premarket after leaders of the biggest AI companies called to slow development of the technology, raising questions over chip demand.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.