Three leading AI CEOs urged a slowdown in advancing AI models due to risks like loss of control and misuse, causing a market shift. Chipmakers like Nvidia and suppliers saw sharp declines, while software giants Meta, Alphabet, and Microsoft gained or held steady. The move reflects investor caution on heavy AI infrastructure spending amid rising interest rates and safety concerns. The Federal Reserve's upcoming decision and any changes in AI capital expenditure plans will be key to watch next.
As of Sep 14, 2026 21:43 WIB, Meta shares are up 0.62% at USD 652.07 on Pluang. Alphabet's stock gained 1.65%, trading at USD 344.09, while Microsoft rose 0.86% to USD 499.91. Nvidia declined 3.54% to USD 210.44, reflecting the cautious sentiment around AI infrastructure investments.
Meta recently updated its commercial terms to allow use of content from business accounts for AI training, raising concerns about web scraping. After backlash and legal scrutiny, Meta clarified the terms only apply to ads and business products and do...
Meta Platforms, Inc. is set to announce its earnings next Wednesday, with expectations of strong business growth. However, investors should note that free cash flow is likely to remain low because of the company's significant investment spending. The...
The SOXX semiconductor ETF experienced a 15% correction, reflecting a market reset after rapid AI-driven gains. Investors are reassessing risks, favoring quality AI ecosystem leaders like Microsoft, Nvidia, and Meta, which benefit from strong demand ...
The Cboe Volatility Index (VIX) surged above 22 for the first time in four months amid a sell-off in AI-related stocks and concerns over companies like CoreWeave. Investors made large purchases of November VIX call options, betting the index will sta...
Bank of America forecasts Meta Platforms to exceed Q3 revenue estimates with $63.8 billion, driven by AI-enhanced advertising. Despite a $10 billion legal settlement charge lowering EPS to $3.79, operating income is expected to surpass expectations. ...
