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9월 16일 (수)
- 05:31Oracle’s stock falls for the fifth day in a row — missing out on the AI bounce
Chip stocks linked to OpenAI rebounded a bit on Tuesday, but Oracle shares extended their losses.
- 02:18AI stocks are rebounding. One analyst says there’s no spending slowdown in sight.
Customers are signing multiyear deals for chips and more: “That’s not what the front end of a downturn looks like.”
- 01:16Wall Street may have gotten the ‘slower AI’ story all wrong
A world where AI companies slow their development isn’t necessarily bad for chip makers or great for software vendors.
9월 15일 (화)
- 06:11CrowdStrike and Palo Alto Networks lead software stocks to a never-before-seen feat
The software sector outperformed the chip sector to a historic degree in the face of escalating AI fears.
- 06:11Chip stocks were a safe AI play. Now they’ve turned into the market’s pain trade.
A slowdown in the pace of AI development wouldn’t necessary dent spending, but there are other reasons semiconductor investors may want to take a measured approach.
- 05:56Micron, Nvidia and other chip stocks fall after tech leaders call for an AI slowdown. Here’s what to know.
Analysts don’t expect the push for more responsible AI development to derail data-center spending.