AI Slowdown Talk Turns Tech's Biggest 'Losers' Into Monday's Biggest Winners
Calls from artificial intelligence leaders to slow the development of advanced models could trigger a near-term rotation in technology stocks, according to Melius Research analyst Ben Reitzes.AI '
AI has accelerated attack speeds, making cybersecurity a “must-have.” JPMorgan sees demand accelerating by 2027.
JPMorgan believes that AI is shifting cybersecurity from an optional IT expense to a mandatory investment, with the total market size of AI-driven incremental security spending potentially exceeding US$430 billion over three years. As the barrier to entry for attacks lowers and exploit development accelerates, corporate demand for security continues to surge, and related orders are expected to begin materializing in the fourth quarter of this year, with further growth anticipated by 2027.
AI Fears Hammer Chip Stocks, but Broadcom CEO Says Demand Isn't Cracking
Broadcom Inc. (NASDAQ:AVGO) stock edged lower Tuesday in premarket trading after falling 4.77% in the previous session. Risk appetite remained weak, with Nasdaq futures down 0.36% and S&P 500
Exploring The Competitive Space: Broadcom Versus Industry Peers In Semiconductors & Semiconductor Equipment
In the ever-changing and fiercely competitive business landscape, conducting thorough company analysis is crucial for investors and industry experts. In this article, we will undertake a
Musk proposes a new approach to AI safety: rather than waiting for government intervention, he suggests letting competitors "pick on" one another.
Musk warned that AI safety risks are shifting from theory to reality, with intelligent agents already demonstrating capabilities such as autonomous attacks, privilege escalation, and evasion of detection. He echoed Anthropic CEO Dario Amodei's assessment of AI risks, noting that these risks could grow exponentially as model capabilities advance. Musk proposed that leading AI companies conduct mutual testing before releasing their models and establish industry‑wide self‑regulation through peer review.
NVIDIA Isn't 'so Expensive,' but Crowded AI Trade Could Unwind Quickly, Fund Manager Warns
NVIDIA Corp. (NASDAQ:NVDA) stock edged higher in Tuesday premarket trading after falling 3.36% Monday. The previous session's decline came as leaders at major artificial intelligence companies,
Stock Market Today: S&P 500, Dow and Nasdaq Futures Face Pressure as Brent Nears $108 and FOMC Commences Two-Day Meet— MSTR, CRWD, BMM in Focus
U.S. stock futures declined Tuesday as the Dow Jones, S&P 500 and Nasdaq 100 indices fell following Monday's lower close.The Federal Open Market Committee's two-day meeting will commence, with all
Dow Dips 150 Points as 10-Year Yield Tops 5%: Investor Sentiment Weakens, Fear & Greed Index Remains in 'Fear' Zone
The CNN Money Fear and Greed index showed a decline in the overall market sentiment, while the index remained in the "Fear" zone on Monday.U.S. stocks settled lower on Monday, with the Dow Jones
Have chip stocks become a "pain trade"? Wall Street shifts bets to the next beneficiary sector.
The AI security storm has suddenly reshaped Wall Street trading. Investors are recalibrating for another scenario: if model‑training slows, the market for computing power could cool, while identity management, data governance, and cybersecurity may instead enter a phase of heightened spending.
USDC Official: USDC's on-chain transaction volume has exceeded USD 100 trillion.
ChainCatcher reports, citing market sources, that the official USDC team announced on X that, as of September 12, 2026, the total on-chain transaction volume of USDC has surpassed USD 100 trillion. For years, it has been powering fund transfers at internet scale.
AI trading loses momentum! Goldman Sachs warns of the largest divergence in momentum trading in five years, with capital shifting from chips to software.
Goldman Sachs warns that AI-related trading is facing a structural test, as the divergence between 3-month and 12-month momentum performance reaches a five-year extreme, with the AI index retracting
Slower AI Training ≠ Lower Spending: Wall Street Bets on Cybersecurity as the Next Beneficiary
The AI security storm has suddenly reshaped Wall Street trading. Investors are recalibrating for another scenario: if model‑training slows, the market for computing power could cool, while identity
Cybersecurity Sector Surges! Industry Leader: Slowing AI Development Cannot Eliminate Security Risks
①George Kurtz, CEO of global cybersecurity leader CrowdStrike, said on Monday that slowing down the development of increasingly powerful AI models will not eliminate their security risks; ②Kurtz
AI leaders collectively call for "braking," yet Wall Street turns around and continues buying: this frenzy is far from over.
On one hand, leaders in the AI industry have issued a rare unified warning to "slow down"; on the other, Wall Street continues to increase its financial commitments. Even if AI capital expenditure
CrowdStrike, Bank of America, Microsoft, Zscaler and Corning: Why These 5 Stocks Are on Investors' Radars Today
Major U.S. stock indices closed lower on Monday, with the Dow Jones Industrial Average falling 0.29% to 52,421.20, the S&P 500 declining 0.48% to 7,619.98 and the Nasdaq Composite slipping 0.56% to 26
As chip stocks plunged, cybersecurity software shares surged across the board, with CrowdStrike and Palo Alto Networks hitting record highs.
CrowdStrike surged 13.8% in a single day, hitting an all-time high, while Palo Alto Networks jumped 13%. The software ETF outperformed the semiconductor ETF by more than 10 percentage points on the
Trump publicly called Jensen Huang: Claims about AI dangers are a "scam," and data centers are more important than the internet.
At the All-In Summit in Los Angeles, NVIDIA CEO Jensen Huang received a call from Trump and switched to speakerphone. Trump dismissed concerns about the dangers of AI as a "hoax," likening data centers to "the oil of the next two to three decades" and asserting that their importance "surpasses the internet." Huang immediately voiced his agreement, stating, "We will not let (AI slowdown) happen." However, this strong stance failed to boost the market; NVIDIA's stock fell 3.4% that day, while tech stocks broadly declined.
Trump Slams Anthropic CEO: AI Development Cannot Be Braked; A “High-IQ President” Is Sufficient for the U.S.
On Monday, Trump stated that he clearly does not endorse the public backlash triggered by AI data centers or the concerns raised by the outside world regarding cutting-edge models. He wrote: "The only 'safeguard' AI needs is a strong and intelligent (high-IQ!) president—and the United States happens to have just such a president."
U.S. Stock Market Close: Calls for Slowing AI Growth Hammer Chip Stocks as Major Indices End Lower
①The Nasdaq Golden Dragon China Index closed up 0.36%; ②Apple released the new iPhone operating system, iOS 27, which includes a redesigned Siri AI; ③Anthropic has entered the financial advisory
The dollar extended its gains to 155.00 yen/$1.1523, driven by rising interest rates as markets priced in higher crude oil prices and a rate hike at the September FOMC meeting.
[London Market Overview]On the London foreign-exchange market on the 14th, the USD/JPY pair remained firm. Following U.S. inflation data, expectations for a rate hike at the Federal Open Market