-- 月曜午後遅く、ハイテク株は下落した。ステート・ストリート・テクノロジー・セレクト・セクターSPDR ETF(XLK)は小幅安、ステート・ストリートSPDR S&P半導体ETF(XSD)は3.2%安となった。 フィラデルフィア半導体指数は1.4%下落した。 企業ニュースでは、ノースランド証券がアドバンスト・マイクロ・デバイセズ(AMD)の投資判断を「アウトパフォーム」から「マーケットパフォーム」に引き下げたことを受け、AMD株は3.4%下落した。 欧州委員会は月曜日、アルファベット(GOOGL)傘下のグーグルに対し、競合するAIサービスにAndroidエコシステムを開放することを義務付ける措置を提案し、EUデジタル市場法に基づきパブリックコンサルテーションを開始した。アルファベット株は2.1%上昇した。 マイクロソフト(MSFT)とOpenAIは提携関係を改定し、マイクロソフトはChatGPT開発元のOpenAIへの収益分配を停止するなど、いくつかの変更を行った。ウェドブッシュ証券はこの変更をマイクロソフトにとってプラスと評価している。マイクロソフト株は0.3%上昇した。 複数のメディアが月曜日、中国の規制当局の話として、メタ・プラットフォームズ(META)によるAIスタートアップ企業マヌスの20億ドル規模の買収が、中国国家発展改革委員会によって阻止されたと報じた。メタの株価は0.6%上昇した。
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