La Fed y las propias empresas del sector amenazan ahora el rally de la IA
La semana arranca con numerosos frentes abiertos para las empresas cotizadas más disparadas por el boom de la IA. La respuesta de los inversores no se ha hecho esperar, con correctivos a título individual, y en índices como el Kospi y el Nasdaq. Leer
This week, the stage is set with multiple fronts concerning companies heavily propelled by the AI boom. Investor reactions have been swift, with individual corrections and index impacts across the Kospi and Nasdaq. The pressure points are multiplying for the companies and indices leading the AI-driven rally. This week's financial agenda includes a crucial date on September 16, when the US Federal Reserve's meeting outcome will be revealed.
The latest employment and inflation data, coupled with soaring oil prices above $100 per barrel, are increasingly tipping the scales towards an interest rate hike adjustment. Higher financing costs could potentially cool investments in AI development due to the subsequent increase in debt costs. This is evident as the 10-year US debt interest rate has recently dipped to the critical level of 5%.
The companies at the forefront of the AI index rally, with billion-dollar investments at stake, are among the most adversely affected by this rise in debt costs. However, the pressures on tech companies are not solely external. Within the tech sector, the pioneer AI companies have recently issued a call for cooling down the rapid development of AI.
The most prominent warning comes from Sam Altman, CEO of OpenAI and one of the leading voices in AI development. Last Saturday, Altman ruled out the possibility of OpenAI going public in the near future, stating that 2026 would be an inopportune time for an IPO. He emphasized that resolving the security challenges of advanced AI models should be his top priority.
Written by urgent.news from Expansion ES's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
