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● TeraWulf (WULF) closed at $15.12 on Monday, down 3.94% from $15.74, despite a fresh Buy rating from a brokerage.
Chip stocks were routed on Monday, September 28, as reports that OpenAI pausedTrainingof some frontier models raised doubts about the pace of AI spending, sending the Philadelphia Semiconductorindexsharply lower.
Reports that OpenAI pausedTrainingof some frontier models sent a shockwave through the AI hardwareSupplychain on Monday, September 28, from memory makers and optical suppliers to server and data-center infrastructure names.
Nvidia (NASDAQ:NVDA) CEO Jensen Huang said on Monday, September 28, that AI's potential "will only be realized if we solve AI safety," as his company launched an agent safety platform and reports of an OpenAITrainingpause rattled chip stocks.
● Palo Alto Networks (PANW) closed at $392.09 on Monday, up from $374.74, among the S&P 500's top performers.
Shares of Fusemachines (NASDAQ:FUSE), a penny stock, ended Monday, September 28, 2026 higher by 13.00%, at $0.65. The AI-focused software company announced access to IBM Fusion to help accelerate development of its AI-twin technology.
● Core Scientific (CORZ) closed at $16.52 on Monday, down 4.73% from $17.34, in line with other AI data-center names.
● Oppenheimer's Brian Schwartz named Microsoft (MSFT) a top pick and raised his price target to $570 from $515.
● JPMorgan Chase (JPM) was named among partners in Nvidia's Open Agent Safety Platform, launched on Monday, September 28.
● Fusemachines (FUSE) closed at $0.65 on Monday, up 13% from $0.58, a strong day for a sub-dollar stock.
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