Nvidia, CoreWeave and other AI-linked stocks fell as Anthropic CEO Dario Amodei urged slower frontier-model development and stronger safeguards, with support from OpenAI CEO Sam Altman, Elon Musk and Google DeepMind CEO Demis Hassabis. Nasdaq futures fell 1.52% and S&P 500 futures declined 0.6%, while CoreWeave dropped 7.59% to $82.24 in premarket trading and semiconductor losses spread across Asia, Europe and the United States. Investors also weighed CoreWeave's capital-intensive, debt-heavy model, $626 million second-quarter net loss, executive share disposals and the possibility that slower AI development could reduce infrastructure spending. Software shares including ServiceNow, Adobe and Workday gained as markets considered whether slower frontier-AI advances could reduce disruption risks for established applications. Analysts retained Buy consensus ratings on both Nvidia and CoreWeave, with average price targets of $348.22 and $145.44, respectively.