AI Stocks Drop On Calls For A Slowdown As Rising Oil Prices Push The 10-Year Yield To 5%

AI stocks drop on calls for global slowdown, 10-year US yield hits 5%

Anthropic CEO Amodei and OpenAI's Altman called for AI slowdown over safety; stock rout: Nasdaq -0.9%, Nvidia -3.5%, Softbank -10.7%. Governance concerns reset AI capex timelines; 10-year Treasury at 5% makes large-scale training infrastructure investment costlier.