{"id":71733,"date":"2026-09-13T21:08:18","date_gmt":"2026-09-14T01:08:18","guid":{"rendered":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/ai-slowdown-calls-and-hotter-inflation-rattle-global-markets\/71733\/"},"modified":"2026-09-13T21:08:18","modified_gmt":"2026-09-14T01:08:18","slug":"ai-slowdown-calls-and-hotter-inflation-rattle-global-markets","status":"publish","type":"post","link":"https:\/\/www2.stockmarketwatch.com\/stock-market-news\/ai-slowdown-calls-and-hotter-inflation-rattle-global-markets\/71733\/","title":{"rendered":"AI Slowdown Calls and Hotter Inflation Rattle Global Markets"},"content":{"rendered":"<h2>Key Takeaways<\/h2>\n<ul>\n<li><strong>AI Sector Volatility<\/strong>: Major AI leaders, including the CEOs of <strong>Anthropic<\/strong> and <strong>OpenAI<\/strong>, have publicly called for a slowdown in development, triggering an <strong>11-13% plunge<\/strong> in <strong>SoftBank<\/strong> (<a href=\"\/stock\/SFTBY\">SFTBY<\/a>) shares and a <strong>3% drop<\/strong> in South Korea\u2019s <strong>KOSPI<\/strong>.<\/li>\n<li><strong>Inflation &amp; Interest Rates<\/strong>: U.S. <strong>CPI rose 3.4% annually<\/strong> in August, with core prices jumping <strong>0.3% monthly<\/strong>; markets now price in a <strong>90% probability<\/strong> of a Federal Reserve rate hike this Wednesday.<\/li>\n<li><strong>Energy Supply Shock<\/strong>: Global <a href=\"https:\/\/stockmarketwatch.com\/energy\/crude-oil\" data-internallinksmanager029f6b8e52c=\"12\" title=\"Crude oil\">oil prices<\/a> surged as <strong>Brent crude hit $107.55<\/strong> following a drone attack that forced <strong>Saudi Arabia<\/strong> to shut down its critical <strong>East-West pipeline<\/strong>.<\/li>\n<li><strong>Anthropic IPO<\/strong>: Despite the industry-wide slowdown calls, <strong>Anthropic<\/strong> is preparing for a <strong>Nasdaq<\/strong> (<a href=\"\/stock\/NDAQ\">NDAQ<\/a>) IPO aiming to match or exceed <strong>SpaceX\u2019s<\/strong> record <strong>$86.3 billion<\/strong> offering.<\/li>\n<li><strong>Corporate Disruption<\/strong>: <strong>Amazon<\/strong> (<a href=\"\/stock\/AMZN\">AMZN<\/a>) has paused its partnership with cargo carrier <strong>21 Air<\/strong> following a fatal <strong>Boeing 767<\/strong> crash at Miami International Airport.<\/li>\n<\/ul>\n<h2>AI Leaders Call for Restraint Amid IPO Preparations<\/h2>\n<p>The artificial intelligence sector, which has been the primary engine for global equity gains this year, is facing a rare internal push for deceleration. <strong>Anthropic<\/strong> CEO <strong>Dario Amodei<\/strong> and <strong>OpenAI<\/strong> CEO <strong>Sam Altman<\/strong> have publicly argued that the pace of model development has outstripped the ability of researchers to ensure safety. This unexpected caution from the industry&#39;s top figures rattled markets, causing <strong>SoftBank Group<\/strong> (<a href=\"\/stock\/SFTBY\">SFTBY<\/a>) shares to dive as much as <strong>13%<\/strong> in Tokyo trading.<\/p>\n<p>Despite these calls for a &quot;measured pace,&quot; <strong>Anthropic<\/strong> is moving forward with a historic public listing on the <strong>Nasdaq<\/strong> (<a href=\"\/stock\/NDAQ\">NDAQ<\/a>). The company is reportedly targeting a valuation that could rival or surpass the <strong>$1.77 trillion<\/strong> debut of <strong>SpaceX<\/strong>. With an annualized revenue run rate surpassing <strong>$65 billion<\/strong> and gross margins above <strong>80%<\/strong>, <strong>Anthropic<\/strong> expects to report its second consecutive quarter of adjusted operating profit.<\/p>\n<h2>Stubborn Inflation Cementing Fed Rate Hike<\/h2>\n<p>U.S. consumer price data for August has reinforced expectations for tighter monetary policy. The <strong>Consumer Price Index (CPI)<\/strong> rose <strong>3.4% year-over-year<\/strong>, driven largely by a <strong>27.4% annual spike<\/strong> in gasoline costs. More concerning for policymakers was the <strong>0.3% monthly rise in Core CPI<\/strong>, which excludes volatile food and energy, suggesting that inflationary pressures are becoming more entrenched in the service economy.<\/p>\n<p>Following the report, the probability of a rate hike at the <strong>Federal Reserve&#39;s<\/strong> meeting this Wednesday has surged to over <strong>90%<\/strong>. The <strong>10-year Treasury yield<\/strong> neared the <strong>5%<\/strong> threshold as traders adjusted to the &quot;higher for longer&quot; interest rate environment. This hawkish shift weighed on risk assets, with <strong>Nasdaq 100 futures<\/strong> falling over <strong>1%<\/strong> and <a href=\"https:\/\/stockmarketwatch.com\/metal\/gold\" data-internallinksmanager029f6b8e52c=\"4\" title=\"gold price today\">gold<\/a> slipping to approximately <strong>$4,340 an ounce<\/strong>.<\/p>\n<h2>Energy Markets Tighten Amid Middle East Conflict<\/h2>\n<p>Global energy supplies are under renewed pressure after a drone attack, reportedly launched from <strong>Iraq<\/strong>, struck <strong>Saudi Arabia\u2019s East-West pipeline<\/strong>. The kingdom shuttered the conduit, which carries up to <strong>5 million barrels per day<\/strong>, as a &quot;precautionary measure.&quot; This disruption, combined with <strong>Houthi<\/strong> activity near the <strong>Bab el-Mandeb Strait<\/strong>, sent <strong>Brent crude<\/strong> prices up <strong>2.8% to $107.55 a barrel<\/strong>.<\/p>\n<p>In a separate geopolitical development, <strong>President Trump<\/strong> signaled that the U.S. might maintain a presence in <strong>Iran<\/strong> to take control of its oil resources. This follows a landmark energy arrangement with <strong>Venezuela&#39;s<\/strong> interim president, <strong>Delcy Rodr\u00edguez<\/strong>, which <strong>Trump<\/strong> claims is already delivering millions of barrels of oil to the U.S. monthly. The administration is also reviewing requests from <strong>9\/11 victims\u2019 families<\/strong> to declassify records regarding <strong>Saudi Arabia\u2019s<\/strong> alleged links to the 2001 attacks.<\/p>\n<h2>Logistics and Regional News<\/h2>\n<p><strong>Amazon<\/strong> (<a href=\"\/stock\/AMZN\">AMZN<\/a>) has temporarily halted operations with its airline partner <strong>21 Air<\/strong> after a <strong>Boeing 767<\/strong> cargo plane overran a runway in <strong>Miami<\/strong>, resulting in five fatalities. The incident has prompted a broader review of <strong>Amazon&#39;s<\/strong> reliance on smaller contract carriers for its <strong>Prime Air<\/strong> network.<\/p>\n<p>In international news, <strong>South Korea<\/strong> reported that several missiles were fired toward its eastern waters, indicating a potential escalation in regional tensions. Meanwhile, a maritime disaster in <strong>Indonesia\u2019s Java Sea<\/strong> has left at least six dead and <strong>129 people missing<\/strong> after a passenger vessel capsized on Sunday. In Europe, <strong>Sweden\u2019s<\/strong> election authority reports the center-left opposition has taken a narrow lead in the latest projections, holding <strong>176 seats<\/strong> against the governing coalition&#39;s <strong>173<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Key Takeaways AI Sector Volatility: Major AI leaders, including the CEOs of Anthropic and OpenAI, have publicly called for a [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":50383,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center 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