Ses AI Plunges 5.24% as Sector-Wide Caution and AI Hardware Woes Spark Selloff

Ses AI plunged 5.24% in pre-market trading on Dec. 8, 2025, marking one of the largest single-day declines in its recent history. The sharp drop erased nearly all gains from the previous week as investors reacted to a combination of sector-wide caution and lingering concerns over execution risks in the AI hardware space.

Analysts noted the selloff came amid broader market rotation away from growth stocks, with AI infrastructure players facing renewed scrutiny over valuation sustainability. The decline follows a volatile trading pattern observed over the past three months, where the stock has oscillated between 12% gains and double-digit losses multiple times.

Market participants highlighted the absence of material corporate news or earnings reports preceding the drop, suggesting the move was primarily driven by algorithmic trading pressures and position adjustments ahead of year-end portfolio rebalancing. This aligns with historical patterns where extended technical corrections often precede earnings events in high-beta technology stocks.

With the stock now trading near critical support levels, options market activity has intensified, reflecting heightened short-term volatility expectations. The current price action underscores the sector's sensitivity to macroeconomic signals as investors weigh AI investment cycles against broader market sentiment shifts.