Sandisk and AMD Slide as Anthropic’s Growth Signal Rekindles AI Valuation Anxiety
Shares of Sandisk and Advanced Micro Devices fell as fresh reporting around Anthropic’s revenue trajectory revived doubts about how quickly the artificial intelligence boom can translate into durable, high-growth economics. The move underscores a broader market tension: investors remain enthusiastic about AI demand, but increasingly sensitive to any sign that monetization may be slowing before valuations fully catch up.
