Nvidia, AMD, Micron fall sharply: why Wall Street is punishing AI spending either way

Nvidia, AMD and Micron stocks fell sharply in US premarket trading on Thursday as investors questioned whether the artificial intelligence boom can satisfy Wall Street when its biggest customers are sending conflicting spending signals. Nvidia dropped 2.4%, while AMD and Micron were among semiconductor stocks declining between 2.9% and 5.3% in an early market snapshot.