Nvidia, AMD, Micron drop premarket as AI financing fears rise
Nvidia, AMD, and Micron fell in premarket trading on Thursday, reflecting growing concerns about financing AI infrastructure. Nvidia dropped 1.8%, AMD declined 2.5%, and Micron lost 4%, as investors question whether companies can sustain spending on AI data centers amid higher costs and slower enterprise adoption. CoreWeave, a Nvidia customer, saw its unsecured bond yields spike to near 15%,…
Key points
- Nvidia (-1.8%), AMD (-2.5%), and Micron (-4%) fell premarket as AI financing risks escalate
- CoreWeave’s bond yields hit ~15%, signaling refinancing stress for GPU cluster projects
- Barclays warns enterprise AI spending hasn’t reached expected inflection points yet
Barclays downgraded Dell, Hewlett Packard Enterprise, and NetApp this week, citing weak enterprise AI spending. Micron’s stock faces scrutiny over whether memory price surges reflect real AI demand or temporary market conditions. TSMC’s cautious 2027 outlook highlights macroeconomic uncertainty, but earnings season may still show robust demand. Higher financing costs and slower adoption could force investors to reassess growth expectations, even if AI spending hasn’t collapsed.
The story so far
7 episodes →- Nvidia, AMD, Micron drop premarket as AI financing fears risethis story
Nvidia, AMD and Micron plunge premarket as AI stocks face a brutal new reality
invezz.com · 14 October 2026
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