--- title: "☕️ [Task Coins Giveaway] Daily Market Talk — AI Slowdown Fears Crash Chips, Ignite Cybersecurity" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/100000000900035.md" description: "Anthropic, OpenAI and xAI's CEOs called for slower AI development this weekend — Trump dismissed it as a "hoax" live with Nvidia's Jensen Huang. Chip stocks crashed while cybersecurity surged as the "..." datetime: "2026-09-15T03:03:44.000Z" locales: - [en](https://longbridge.com/en/topics/100000000900035.md) - [zh-CN](https://longbridge.com/zh-CN/topics/100000000900035.md) - [zh-HK](https://longbridge.com/zh-HK/topics/100000000900035.md) author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)" generator: "portal-rs" --- # ☕️ [Task Coins Giveaway] Daily Market Talk — AI Slowdown Fears Crash Chips, Ignite Cybersecurity Anthropic, OpenAI and xAI's CEOs called for slower AI development this weekend — Trump dismissed it as a "hoax" live with Nvidia's Jensen Huang. Chip stocks crashed while cybersecurity surged as the "safer AI trade." Let's dig in 👇 **💬 The same AI-slowdown headline crashed chip stocks and sent cybersecurity stocks soaring 14%+ — which side of that trade do you believe?** ## 📊 Quick Recap — What Moved & Why ### 🇺🇸 US — AI Slowdown Fears Crash Chips, Ignite Cybersecurity **🔑 Key Event:** Anthropic, OpenAI and xAI's CEOs called for slower AI development over the weekend — **Trump dismissed it as a "hoax" on a call with Nvidia's Jensen Huang.** Chips sold off hard (Philadelphia Semiconductor Index **-5.9%**, $NVIDIA(NVDA.US) -3.36%), while cybersecurity surged as the "**safer AI trade**" — $CrowdStrike(CRWD.US)**+13.85%** to a record high. > @Vt3 : Just before I write about risks, I spent some time on X — the \[industry\] leaders were talking about reducing AI speed to curb risks. **👀 Other to Watch** **Chips** - Memory led the slide: $SK Hynix(SKHY.US)**-7.60%**, $Micron Tech(MU.US)**-5.25%**. $Corning(GLW.US)**-13.70%** was the S&P's worst performer, on its own $2B dilutive offering, unrelated to the AI-slowdown story. **Macro** - 10-year Treasury yield broke **5%** intraday, first time since Oct 2023; Fed hike odds now ~92% (CME). - US diesel hit a record **$6.23/gallon** as the Saudi pipeline shutdown looks set to last weeks. **Company news** - $Oracle(ORCL.US) → **-3.65%** — cut ~21,000 jobs (-13%), and Ellison canceled his $7.5B stock sale a day after announcing it. - Apple's new Siri AI launched in public beta with iOS 27; $Apple(AAPL.US)**+0.24%**. ### 🇸🇬 Singapore — STI Slides as Regional Tech Selloff Spreads **🔑 Key Event:**$FTSE Straits Times Index(STI.SG) closed Monday at 5,718.02, then fell **-1.07%** to around 5,657 this morning as the overnight tech selloff spilled into the region. > @TheInvestingIguana : The STI dropping for the week isn't really a story about Singapore companies losing their footing... the date that matters more than any single stock is the Fed meeting on 15 and 16 September. **👀 Other to Watch** - All three local banks fell alongside the index: $DBS(D05.SG) **-0.98%** to S$76.9, $OCBC Bank(O39.SG) **-2.04%** to S$31.2, $UOB(U11.SG) **-1.98%** to S$41.49. ### 🇭🇰 HK/China — HSI Eases, Z.AI Falls on Its Own Dilutive Raise **🔑 Key Event:**$Hang Seng Index(00HSI.HK) closed Monday at 24,917.60, then eased **-0.24%** to around 24,846 this morning. **👀 Other to Watch** - $Z.AI(02513.HK) → **-1.66%** to HK$709, after launching a ~$5B raise (new shares + convertible bonds) priced at a 9.96% discount to Friday's close — an HK echo of Corning's own dilutive-offering hit in the US. ### 🌍 Other - Samsung and SK Hynix rejected KEPCO's ~$18.6B prepaid-electricity proposal for new fab construction. - Kioxia is reportedly weighing a US ADR listing to raise at least $10B. ## 📅 Upcoming Key Events | **When (SGT)** | **What** | | --------------- | ---------------------------------------------------------------------------------------------- | | **Tue 15 Sept** | 🇨🇳 China retail sales, industrial output, house prices | | **Wed 16 Sept** | 🇺🇸 Retail sales, import prices; 🇯🇵 trade balance | | **Thu 17 Sept** | 🇺🇸 **FOMC rate decision; 🇺🇸 Jobless claims, housing starts, Philly Fed; 🇭🇰 unemployment rate** | | **Fri 18 Sept** | 🇯🇵 **BOJ rate decision**; 🇺🇸 industrial production, leading indicators | 👇 Drop your take (20+ words) & click "Repost" to earn 288 Task Coins ✨ 🚫 No duplicates · ⏰ Deadline: Sept 15, 2026, 11:59 PM SGT Not investment advice, just market talk 🙏 ### Related Stocks - [GLW.US](https://longbridge.com/en/quote/GLW.US.md) - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [CRWD.US](https://longbridge.com/en/quote/CRWD.US.md) - [U11.SG](https://longbridge.com/en/quote/U11.SG.md) - [00HSI.HK](https://longbridge.com/en/quote/00HSI.HK.md) - [MU.US](https://longbridge.com/en/quote/MU.US.md) - [STI.SG](https://longbridge.com/en/quote/STI.SG.md) - [D05.SG](https://longbridge.com/en/quote/D05.SG.md) - [O39.SG](https://longbridge.com/en/quote/O39.SG.md) - [ORCL.US](https://longbridge.com/en/quote/ORCL.US.md) ## Comments (48) - **TheCollector · 2026-09-15T15:58:01.000Z**: Talks about slowing down AI is nothing new. It is indeed warranted that development has to be done in a responsible way. but this isn't something that will actually slow anyone down. a lot od noise, pullback is good for entry. - **Dacai · 2026-09-15T14:43:59.000Z**: The rate of progress in AI has been unprecedented and unmatched. The fear is that we can lose control of the technology and create something that can be a danger to us. This may sound like a familiar plotline from one of the movies that Hollywood churns out in the past but I think it is a very valid - **NewUser_zS0M8w · 2026-09-15T14:33:09.000Z**: With the emergence of a second war in the middle east, analysts are forecasting 2 rate hikes this year instead of the original 1. A high 90% probability of rate hike in a few days' time would probably see FED raising interest rate for the first time since 2023. Though I would not be surprised if Tru - **Fattycat · 2026-09-15T13:11:24.000Z**: Gold and bitcoin are trading lower before US market open. Any thoughts? - **Dacai** (2026-09-15T14:36:16.000Z): This means the market thinks interest rate is going to be increased and USD will become stronger. - **NewUser_oPJWOU · 2026-09-15T12:29:30.000Z**: I think today's trading session would be the calm before the storm, with most stocks already in "the sea of red" yesterday. FED'S rate decision on Thurs early morning would be crucial: though I believe most stock prices have already started pricing in rate hike, of it does happen, brace your - **NewUser_ThinkSwim · 2026-09-15T11:41:45.000Z**: Many factors that tell the narrative that if the market will hike rates and triple witching then markets most likely drop more. However, will the general market be a drop then rebound next week or more selling gets more selling pressure due to it being in negative gamma flip line? Don't rush, don't - **win win · 2026-09-15T11:10:44.000Z**: Wednesday, tomorrow night, is the Federal Reserve going to hike the interest rate ? Is the US market also expected the rate hike ? - **升烟 · 2026-09-15T10:17:25.000Z**: Conspiracies are everywhere. I don't trust Anthoropic; they manipulate major events. I trust Jason Huang more. Even if the stock price falls, I don't want to see Anthoropic win. I don't think they are a responsible company. Many of their statements about models are refined egoism. - **NewUser_Unm6i · 2026-09-15T07:56:34.000Z · 👍 1**: Now Nvidia shares lowers, but CrowdStrike and Apple increase.SK Hynix, Micron Tech, and Corning US Stocks. Local StraitsTimes and banks, Hang Seng Index and Z.AI Hong Kong stock, decrease. - **koolgal · 2026-09-15T06:52:11.000Z · 👍 1**: Big Week Ahead With FOMC & BOJ MeetingsIf you thought the market tremors earlier this year was intense, this super central bank week could trigger an even sharper selloff.Cross border Yen borrowing - the ultimate engine of the carry trade balloons to a massive 360 trillion yen or USD 2.35 trilli - **Valenxis · 2026-09-15T06:44:18.000Z · 👍 1**: All the stories and fear about AI could just be noise. US wont slow down given that China isnt slowing down. 1-2 hikes in 2026? Maybe chance to buy the dip, if any, if drops further short term. - **Vt3** (2026-09-15T08:51:04.000Z): Yep 👍 - **NewUser_CkrdqW · 2026-09-15T06:36:21.000Z · 👍 1**: The STI Index continues to fall, albeit the banks leading the way today. OCBC and UOB pulled back as much as 2%+ while DBS fell by 1%. Not too worried as the banks are somehow still up even from comparing with last month. STI Etf could be worth watching 👀 - **LazyCat · 2026-09-15T05:29:54.000Z · 👍 1**: The market reaction to the suggestion for deliberate "pacing" of AI frontier model developments shows that the broad AI trade is getting selective; the AI trade is still alive but those under immediate threat/scrutiny would be sold off first while the news is being processed. Right now, thos - **Fattycat · 2026-09-15T04:46:24.000Z**: Not sure if you all saw this news. SGX is set to offer crypto perpetual futures to US institutional investors. 📰I am surprised that SGX has opened the door to this kind of high-risk product for both institutional and accredited investors. Good for SGX shareholders. More revenue and profits.It is a b - **0wMYbg** (2026-09-15T05:43:35.000Z): Oh wow thanks for sharing! Din see that news! - **Fattycat** (2026-09-15T05:44:31.000Z): Today business times … cannot remember which page . - **Fattycat · 2026-09-15T04:36:09.000Z · 👍 1**: S-REITs index is dropping like nobody business 🥲. Can it go further ?52 weeks low now . 😉 - **LazyCat** (2026-09-15T13:58:45.000Z): Possible if the bond yields rise further. - **Fattycat** (2026-09-15T14:08:59.000Z): I have feeling bond crisis coming 😔🫣 - **dingdongbell · 2026-09-15T04:31:58.000Z · 👍 2**: Haha….What a joke asking others to slow down when you have the fastest car around? You slowdown your car first if you are scared you are moving too fast! 😂 - **Fattycat · 2026-09-15T04:31:38.000Z · 👍 2**: HSBC economists say one rate hike won’t be enough. They expect two more hikes before this cycle ends. The likely path is one hike in September, a pause in November ahead of the midterm elections and then another hike in December. 🫣🫣🫣What is your opinion 🤭? - **Shyon** (2026-09-15T04:36:44.000Z): Everything becomes possible now - **Fattycat** (2026-09-15T04:49:11.000Z): Yeah. Stronger USD. Bad for gold 🫣🤣 - **ShortWalk · 2026-09-15T04:31:11.000Z · 👍 1**: AI cooling due to news over AI fears and talks about kill switch. But i doubt this fear will be long term and soon people forget and the surge continues.Tomorrow all eyes on Fed hike 👀 - **Fattycat** (2026-09-15T04:51:54.000Z): I guess market has priced in 25basis points hike and may rally either today or tomorrow.Analysts and investors are looking for Fed forward statements 😔. - **Shyon · 2026-09-15T04:30:29.000Z · 👍 2**: The market reaction feels a little too binary to me. One call for slower AI development should not suddenly erase the massive investments already going into AI infrastructure. Chips, memory and data centers may face short-term volatility, but the underlying demand for compute is still there. I see t - **Heroic Lifesaver · 2026-09-15T04:23:23.000Z · 👍 2**: A has the latest state-of-the-art computer. B also has that. C has something similar. They ‘rent’ it to people who want to use the tech.Now many realise they can also build similar technologies.Now A, B and C want control so that their ‘investments’ are preserved. They probably want to be the only o - **Captain Leo** (2026-09-15T10:39:53.000Z): The way you framed it as a test, asking whether whoever calls for a slowdown would carry the cost of it, is more useful than the answer itself. Plenty of people skip straight to the conclusion. - **Heroic Lifesaver** (2026-09-15T11:00:42.000Z): 🙏🏼 --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**