Artificial-Intelligence Stocks Slide in Asia; SoftBank Drops 10.7% After Slowdown Calls
Key Facts
Artificial-intelligence-linked shares sold off across Asia on Monday, September 14, 2026, after Anthropic chief executive Dario Amodei called for slower model-capability development to give safety measures more time. SoftBank Group fell 10.7% and closed at 5,839 yen, while the Kospi dropped 3.3% to 6,684.37 and the Nikkei 225 declined 0.8% to 63,492.99.
Losses were concentrated among companies exposed to the artificial-intelligence supply chain. SK Hynix fell 6.4%, Samsung Electronics lost 4.1%, Tokyo Electron declined 1%, and Kioxia Holdings dropped 6.4%. The moves illustrate the sensitivity of memory and chip-equipment suppliers to the possibility of slower demand for advanced computing infrastructure.
The spillover beyond Asia was uneven. In early European trading, the FTSE 100 rose 0.6% to 10,717.84, while the CAC 40 fell 0.8% to 8,118.52 and the DAX declined 0.6% to 25,405.91. American futures also edged lower. The picture points to a concentrated sell-off in artificial-intelligence-linked shares rather than a uniform decline across all markets.
Amodei proposed a 3-step plan: give independent evaluators continuing access to frontier-model laboratories, coordinate common standards among companies and democratic governments, and then pursue global coordination. He said pacing would not mean halting model training or technical progress, but giving alignment, safeguards and external verification time to catch up with advancing capabilities.
OpenAI's official position differs from an unconditional call for an industrywide slowdown. In a September 6, 2026 post, the company said it would slow or stop developing or deploying systems it could not adequately safeguard if unacceptable safety risks emerged. It also said it temporarily paused reinforcement-learning training on some models after a recent incident before resuming certain workloads under stronger controls.
Higher energy prices added a separate source of pressure. Brent crude rose 2.6% to $107.28 a barrel, while American benchmark crude gained 2.5% to $102.57. Rising energy costs can reinforce inflation and interest-rate concerns that typically weigh on growth-stock valuations, while investors were monitoring the Federal Reserve meeting that week.