AI-linked stocks resume slide after brief respite

Super Micro Computer

Tue 17:30

** US AI-linked sectors come under pressure again after a two-day respite as Nvidia and hot inflation data revive concerns about higher interest rates
** Nvidia NVDA.O becomes third most valuable firm, giving up the top spots to Apple AAPL.O and Microsoft MSFT.O after a report said CEO Jensen Huang's affair enabled $7.5 bln in chip shipments to China 
** Other chipmakers: Micron MU.O down 3.3% but AMD AMD.O up 0.4%; neoclouds CoreWeave CRWV.O, Nebius NBIS.O and IREN IREN.O down in the range of 1.9% to 8.9%; Coreweave set to report results after markets close 
** Server makers: Dell DELL.K, Super Micro SMCI.O and Hewlett Packard HPE.N decline between 2.2% and 5.6% 
** Data center operators: Applied Digital APLD.O, Hut 8 Corp HUT.O and Cipher Digital CIFR.O down between 2.3% and 5.7% 
** Data center infrastructure firms: GE Vernova GEV.N slides 7.3%, Constellation Energy CEG.O down 3.9% and Caterpillar CAT.N down 3.8% 

 (Reporting by Jayasree Prabhu)
 ((jayasree.prabhu@thomsonreuters.com))