What an AI slowdown could mean for investors

Tech stocks fell yesterday as markets reacted to ongoing talk of an AI apocalypse, industrial America is contending with a fresh wave of supply chain inflation, and foreign investors are now buying more US stocks than government bonds. Plus, China has implemented sweeping new controls on overseas travel for Chinese citizens.  **Mentioned in this podcast:** US manufacturers hit by fresh burst of supply chain cost inflation Ten-year Treasury yield hits 5% for first time since 2023 Foreign investors prefer US stocks to Treasuries as debt worries grow Why delaying an AI doomsday would benefit investors too China tightens control of overseas travel in sweeping new law Want to get in touch? Email us at [podcasts@ft.com](mailto:podcasts@ft.com) Note: The FT does not use generative AI to voice its podcasts  The FT News Briefing is produced by Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Josh Gabert-Doyon. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our executive producer is Topher Forhecz. Flo Phillips is the FT’s global head of audio. The show’s theme music is by Metaphor Music. Read a transcript of this episode on FT.com * * * Hosted on Acast. See acast.com/privacy for more information.