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Now They've Turned into the Market's Pain Trade","url":"https://stock-news.laohu8.com/highlight/detail?id=2667696598","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2667696598?lang=en_us&edition=fundamental","pubTime":"2026-09-15 14:24","pubTimestamp":1789453453,"startTime":"0","endTime":"0","summary":"\"It's hard to say,\" according to Rinehart, who pointed out that an AI slowdown might not be feasible in the current political environment, as it could make the U.S. lose geopolitical ground with China.Bernstein's Stacy Rasgon, a semiconductor analyst at Bernstein, wrote that \"recent AI revenue targets from our companies should already be representative of spending plans, and we would be very surprised to see those plans changing materially.\"Even if companies slow the pace of AI training an advancement, that won't necessarily lead to a spending slowdown, he said.The U.S. 10-year Treasury yield briefly surpassed 5% on Monday, a sign that borrowing costs could rise across the economy.President Donald Trump dismissed the idea of increased AI guardrails in a Truth Social post on Monday. \"We are leading China, and all others, and will continue to do so,\" he wrote.As a result, investors shouldn't solely fixate on the possibility of an AI slowdown. Beyond debates surrounding regulatory policy,","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4585","SOXS","BK4588","SOXX","SOXL"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1131237440","title":"Two Ministries Unveil 30 Trillion Yuan Plan to Supercharge Electronics Manufacturing","url":"https://stock-news.laohu8.com/highlight/detail?id=1131237440","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1131237440?lang=en_us&edition=fundamental","pubTime":"2026-09-15 11:31","pubTimestamp":1789443066,"startTime":"0","endTime":"0","summary":"The Ministry of 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CEO Dismisses AI Doomsayers: Calls Predictions Baseless Fearmongering, Trump Crashes Summit to Label Doomsday Narratives a 'Scam'","url":"https://stock-news.laohu8.com/highlight/detail?id=1167623490","media":"Deep News","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1167623490?lang=en_us&edition=fundamental","pubTime":"2026-09-15 09:15","pubTimestamp":1789434953,"startTime":"0","endTime":"0","summary":"At the All-In Summit 2026, NVIDIA founder and CEO Jensen Huang delivered a forceful rebuke of the so-called \"AI doomsday\" narrative, characterizing the widespread warnings as scientifically 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