Cybersecurity stocks may gain even as AI leaders urge a slowdown in frontier development, pressuring chipmakers while boosting demand for security and safety tools.

Investors including Gary Tan, a portfolio manager at Allspring Global Investments in Singapore, are doubtful the latest developments will have long-lasting effects on the industry.

Cybersecurity stocks may gain even as AI leaders urge a slowdown in frontier development, pressuring chipmakers while boosting demand for security and safety tools.

AI executives are calling for a deliberate slowdown in the pace of advanced model development. This plea may lead to short-term pressure on stocks of chipmakers and supply chains.…

By Sherry Qin and Adria Calatayud