Veytics Intelligence
2026-09-14 · Yahoo

Wall Street’s new pair trade: Long software, short chips

Investing.com - Enterprise software names are pointing sharply higher in pre-market trading on Monday as semiconductor stocks face broad selling pressure amid calls for broader slowdown in the AI arms race. Anthropic CEO Dario Amodei added to concerns around the pace of AI development over the weekend, publishing an essay that proposed "pacing the frontier" and slowing improvements in advanced AI capabilities. The comments followed a series of public departures by safety and alignment staff at major foundation-model labs, amid broader debate over whether existing safeguards are sufficient.

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