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Wall Street’s AI doomsday trade is here: chipmakers sink while hyperscalers gain | Fortune

Nvidia fell more than 3% while Meta, Microsoft and Alphabet rose, as investors begin to separate the companies that need endless AI capex from those that could profit by cutting it.

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Wall Street’s AI doomsday trade is here: chipmakers sink while hyperscalers gain | Fortune

Nvidia fell 3–6% Monday as Anthropic CEO requested AI slowdown; Alphabet and Meta rose on reduced capex expectations. For managers, AI slowdown lets hyperscalers stop data center buildout and harvest returns from built capacity, shifting power from chipmakers to infrastructure buyers.

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lunedì 14 settembre 2026·businessinsider.com
Tech stocks are tumbling as AI apocalypse fears go mainstream
AI warnings from Anthropic's Dario Amodei impact tech stocks like Nvidia, SpaceX, and Microsoft, causing a premarket decline.
lunedì 14 settembre 2026·qz.com
AI stocks fall after Amodei, Altman, and Musk back AI slowdown
Nvidia, Intel, ASML, SK Hynix, and SoftBank were among the hardest-hit names as investors weighed the implications of a deliberate cap on AI progress

Wall Street’s AI doomsday trade is here: chipmakers sink while hyperscalers gain | Fortune

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Wall Street’s AI doomsday trade is here: chipmakers sink while hyperscalers gain | Fortune

Timeline cronologica

Tech stocks are tumbling as AI apocalypse fears go mainstream

AI stocks fall after Amodei, Altman, and Musk back AI slowdown

Nasdaq falls as AI slowdown fears weigh on Nvidia, chipmakers

AI stocks fall after Amodei, Altman, and Musk back AI slowdown

US stocks today: US stocks slip as AI slowdown fears drag Nvidia and chipmakers

Tech stocks are tumbling as AI apocalypse fears go mainstream

Bitcoin Climbs as AI Slowdown Calls Sink Nvidia, Intel and Other Chip Stocks - Decrypt

Nvidia, chip stocks fall as AI CEOs call for slowdown

AI slowdown trade hits Nvidia, SoftBank, SK Hynix as global tech stocks fall up to 10%

Micron, Nvidia and other chip stocks fall after tech leaders call for an AI slowdown. Here's what to know.

US stocks today: US stocks slip as AI slowdown fears drag Nvidia and chipmakers

Wall Street’s AI doomsday trade is here: chipmakers sink while hyperscalers gain | Fortune

Stocks Fall as AI Slowdown Worries Hit Chipmakers: Markets Wrap

Nasdaq falls as AI slowdown fears weigh on Nvidia, chipmakers

Bitcoin Climbs as AI Slowdown Calls Sink Nvidia, Intel and Other Chip Stocks - Decrypt