15/09/2026
Microsoft issued a temporary code of conduct, imposing usage restrictions on its AI models. In the short term, this triggered market concerns about a slowdown in AI development pace, bearish for , , . Nevertheless, the standardized framework supports stable long-term industry growth, bullish for the AI sector over the longer horizon. Meanwhile, Trump publicly commented on AI safety issues via social media and media outlets, stating that the claim "AI will take over the world" is a hoax. He sent signals opposing excessive regulation and supporting accelerated development of the AI industry, easing market worries over regulation, bullish for , , . These two messages offset each other, leading to a pattern of long-short battles in the AI sector in the near term.