Micron, Nvidia and other chip stocks face renewed pressure as AI fears swell
Published . Updated .
Reported details about Anthropic’s financial progress are adding to concerns about the health of the AI ecosystem.
Directly affected
Indirectly affected
- TSM Taiwan Semiconductor
The main advanced-chip manufacturer sits in Taiwan
- ASML ASML
Chipmaking-equipment sales follow export rules
- AVGO Broadcom
Chip makers and their suppliers move when export rules or Taiwan risk changes
- JPM JPMorgan Chase
Bank profits move with lending and interest rates
- BAC Bank of America
Bank profits move with lending and interest rates
- XLV Health Care Select Sector SPDR
A fund of health-care companies
- XBI SPDR S&P Biotech
A fund of biotechnology companies
- AMD AMD
Chip makers and their suppliers move when export rules or Taiwan risk changes
- AMAT Applied Materials
Chip-equipment makers feel export controls
Price reaction, T-5 to T+3
Reported details about Anthropic’s financial progress are adding to concerns about the health of the AI ecosystem.
Source: MarketWatch
Semiconductors
How solid the semiconductors case looks
12 out of 100
“Micron, Nvidia and other chip stocks face renewed pressure as AI fears swell” scores 12 out of 100. The score uses 1 sources.