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Brian Sozzi, reporter and analyst at Yahoo Finance, observes a broad pre-market decline in AI-related semiconductor stocks following Anthropic CEO Dario Amodei's critical 3,800-word essay.
Major chip makers including Marvell, SK Hynix, CoreWeave, Sandisk, Intel, AMD, Micron, Super Micro, Dell, Broadcom, and Nvidia all posted losses between 3% and 7% in early trading.
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Sozzi previously reported that SpaceX could face up to $130 billion in costs to develop its mobile phone business. He has also noted that Apple shares have historically risen in the 60 days following iPhone reveal events. These observations reflect his ongoing coverage of key moves among technology industry leaders.