What an AI slowdown could mean for investors

人工智能放缓可能对投资者意味着什么

FT News Briefing

2026-09-15

11 分钟
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Tech stocks fell yesterday as markets reacted to ongoing talk of an AI apocalypse, industrial America is contending with a fresh wave of supply chain inflation, and foreign investors are now buying more US stocks than government bonds. Plus, China has implemented sweeping new controls on overseas travel for Chinese citizens.  Mentioned in this podcast: US manufacturers hit by fresh burst of supply chain cost inflation Ten-year Treasury yield hits 5% for first time since 2023 Foreign investors prefer US stocks to Treasuries as debt worries grow Why delaying an AI doomsday would benefit investors too China tightens control of overseas travel in sweeping new law Want to get in touch? Email us at podcasts@ft.com Note: The FT does not use generative AI to voice its podcasts  The FT News Briefing is produced by Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Josh Gabert-Doyon. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our executive producer is Topher Forhecz. Flo Phillips is the FT’s global head of audio. The show’s theme music is by Metaphor Music. Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.
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  • This episode is brought to you by Hard Lessons, a Morgan Stanley podcast.

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  • Good morning from the Financial Times.

  • Today is Tuesday, September 15th, and this is your FT News Briefing.

  • Investors are not loving AI's existential crisis, and U.S.

  • Supply chains are struggling.

  • Plus, China is restricting which of its citizens can leave the country.

  • I'm Sonia Hudson, in for Mark Filipino, and here's the news you need to start your day.

  • Stocks fell yesterday as markets reacted to ongoing talk of an AI apocalypse.

  • Over the weekend, AI pioneers Sam Altman

  • and Elon Musk joined Anthropics Dario Amadei in calls to slow down AI development.

  • They're worried that humans could lose control of the technology.