The CNBC Investing Club's Sept. 14 market watch highlighted renewed pressure on AI semiconductor and infrastructure stocks after Anthropic co-founder and CEO Dario Amodei called for additional time and globally coordinated limits on frontier-AI development. OpenAI co-founder and CEO Sam Altman and Elon Musk supported the broader warnings, while Altman said OpenAI would not go public this year because of rising AI safety risks. Marvell Technology fell about 8% in Monday premarket trading to $217.21, while CoreWeave, Nebius and Vertiv each fell more than 8%, Eaton declined roughly 6%, and Broadcom, Advanced Micro Devices and NVIDIA dropped between 3% and 6%. The market discussion also covered potential effects on data-center capital spending, software and cybersecurity demand, oil above $100 a barrel, Federal Reserve rate expectations, corporate transactions and analyst changes.