• Arm Holdings shares fell 7% in premarket trading Monday as a broad risk-off move hit technology and semiconductor stocks. A sharp drop in the Nasdaq Composite added pressure to high-multiple companies in the chip design space. The sell-off came as AI-linked stocks fell after leaders......

  • Top neocloud companies have dropped sharply this year, even as their revenue growth continues. CoreWeave, the pioneer of the industry, slipped to $87, down sharply from its all-time high of $186. This retreat has pushed its market capitalization from over $88 billion to $49 billion......

  • Wall Street’s main indexes opened lower on Monday as a selloff in major AI and semiconductor stocks added to pressure on US equities. The decline followed calls from senior artificial intelligence executives for a slower pace of AI development amid growing safety concerns. The Dow......

  • Every previous scare in the AI trade came from outside the industry. A cheaper Chinese model would raise the question of whether US companies were overspending on chips; a jump in bond yields would pressure the valuations. This time the threat came from the people......