[197-2026] AI Bosses Call for a Slowdown: Chips Tumble, Software Soars

from Capital Markets Quickie · host Endrit Cela

A weekend essay by Anthropic's Dario Amodei calling for a slower pace of frontier AI development, echoed by Sam Altman and Elon Musk, sent chip stocks tumbling worldwide while software names like Salesforce and SAP rallied. With the 10-year yield briefly touching 5% for the first time since 2023 and Brent above $108, the Fed's two-day meeting now takes center stage.>>> Follow me on LinkedIn:https://www.linkedin.com/in/endrit-cela/>>> Follow me on Instagram:https://www.instagram.com/endritcela_official/Disclaimer for "Capital Markets Quickie" Podcast:The views and opinions expressed on this podcast are based on information available at the time of recording and reflect the personal perspectives of the host. They do not represent the viewpoints of any other projects, cooperations, or affiliations the host may be involved in. "Capital Markets Quickie" does not offer financial advice. Before making any financial decisions, please conduct your own due diligence and consult with a financial advisor.

Episode metadata supplied by the publisher feed · Published Sep 15, 2026

Embed this episode

Attribution link and audio player

Ready to play

[197-2026] AI Bosses Call for a Slowdown: Chips Tumble, Software Soars

0:00 3:04

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network The Investor's Podcast Network Hosted by Stig Brodersen, William Green, Shawn O'Malley, Daniel Mahncke, and Kyle Grieve, The Investor’s Podcast has proudly reached nearly 200 million downloads, as the world's largest stock-investing focused podcast.On the show, we study a range of businesses and their investment prospects, from Spotify to Amazon, serial acquirers like Constellation Software, deep value plays, and more, using lessons from some of the world's most famous investors, like Warren Buffett, Charlie Munger, and Howard Marks. Leverage the lessons we learned from studying, and talking to, the wo Capital Ideas podcast Capital Group Want to learn how professional investors do it? The Capital Ideas podcast brings you the latest investment thinking from Capital Group, one of the world's largest investment management organizations. Each week we'll get inside the minds of portfolio managers, analysts and economists to break down market trends, macroeconomic forces, investing approaches and lessons learned from personal experience. Take 30 minutes and tap into the intellectual capital of Capital Group. Capital Client Group, Inc.All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.For full disclosures go to capitalgroup.com/global-disclosures. Profit Powerhouse Glenn Poulos Glenn Poulos is the co-founder, Vice President, and General Manager of Gap Wireless Inc., a leading product and service distributor for the mobile broadband and wireless markets. With over three decades of experience in sales, he has spent thousands of hours in the field or on the phone with customers and working with salespeople to help create several very successful companies. He is now also the host of this podcast, Profit Powerhouse!Our 20 to 30-min podcast shares amazing founder stories who reveal the smartest strategies for scaling TODAY.

Frequently Asked Questions

How long is this episode of Capital Markets Quickie?

This episode is 3 minutes long.

When was this Capital Markets Quickie episode published?

This episode was published on September 15, 2026.

Can I download this Capital Markets Quickie episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!