US Stock of the Day | Kabutaro & Friends

On September 15, 2026, the most talked-about US stock online is NVIDIA<NVDA>.
Background: Over the weekend, Anthropic CEO Dario Amodei published an essay arguing for a more cautious and deliberate approach to advancing AI model capabilities, calling for a pause on frontier model development because of the risk of losing control of advanced systems. Elon Musk, Sam Altman and Satya Nadella were reported to have echoed the view, spreading concern about the outlook for GPU demand. NVIDIA fell 3.1% to $211.59 in premarket trading on September 14 and stayed weak through the session. Chip stocks were sold broadly that day, with AMD down 5%, Micron down 6.4%, Intel down 5.7% and Marvell down 7%, and the semiconductor ETF falling 4.8%, while money rotated into enterprise software names such as CrowdStrike. In premarket trading on September 15 the stock rebounded 0.7%.