Why Sandisk, Marvell and Other AI Stocks Are Falling -- Barrons.com

By Callum Keown

Artificial-intelligence safety fears are back and it's not just words this time.

OpenAI said it has halted the training of its latest AI models. It follows more incidents of AI agents going rogue.

"On Friday, we announced we've paused training our most capable models and will resume training them only when we are confident that we have additional safeguards and alignment improvements in place" an OpenAI spokesperson said in a statement.

AI stocks were taking a hit to start the week, as chip maker Intel, memory storage company Sandisk, and optical networking supplier Marvell were all down around 3%.

However, the premarket losses weren't as heavy as two Mondays ago when OpenAI's Sam Altman, Anthropic's Dario Amodei and SpaceX's Elon Musk called for a global slowdown in development.

"There is an extensive and ongoing review related to our agents' use of internet access during training and evaluation," Altman said in a post on X Friday.

The stock market should probably get used to this sort of stuff.

"This is not the first time we have hit pause to take such measures, nor do we expect it will be the last as AI capabilities continue to advance," the company's spokesperson added.

Write to Callum Keown at callum.keown@dowjones.com

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September 28, 2026 08:27 ET (12:27 GMT)