Shares of companies involved in AI infrastructure and energy, including GE Vernova, Caterpillar, and Oracle, fell sharply after Anthropic CEO proposed slowing AI model development. These firms have heavily invested in data centers and AI compute resources, so any delay in AI progress could hurt their growth. The market is also watching rising debt costs for hyperscalers like Amazon and Alphabet amid a potential slowdown. This signals caution for investors as AI buildout momentum faces uncertainty.
Following concerns about a potential slowdown in AI development raised by Anthropic's CEO, shares of key AI infrastructure players show mixed moves on Pluang as of Sep 15, 2026 17:13 WIB. Oracle (ORCL) trades at USD 143.64, down 0.75% for the day, while GE Vernova (GEV) and Caterpillar (CAT) are slightly up, at USD 879.06 (+0.49%) and USD 784.59 (+0.08%) respectively. These figures highlight the cautious but varied market response to the evolving outlook for AI-related sectors.
GE Vernova's stock fell 9% following GLJ Research's initiation of coverage with a sell rating and a $470 price target, significantly below its current price. This downgrade impacted the broader power infrastructure sector, with Eaton and Quanta Servi...
Analyst firm GLJ Research initiated a 'Sell' rating on GE Vernova as its stock price fell 4.01% over the past month, underperforming both the broader market and the Oils-Energy sector. The stock recently dropped 2.09% in a single session, more than t...
Stocks rebounded on Friday as oil prices fell, helping major indexes recover after several down sessions. Jim Cramer highlighted that the upcoming Federal Reserve meeting will be crucial, with investors watching how Treasury yields react to a potenti...
