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Update
What changedThe market reaction has spread to US technology shares. Broker XTB says the US100 opened 1.7% lower on 14 September, linking the move to industry calls for a slower frontier-AI race and OpenAI's decision not to pursue a 2026 IPO. That explanation is XTB's analysis, not something the index move proves by itself.
XTB also offers a valuation counterpoint: it puts the Nasdaq-100's forward price-to-earnings ratio at about 22.8, near the lower first-standard-deviation band around its 126-day average. Its suggestion that the pullback may offer investment opportunities is broker commentary, not a recommendation. The useful signal is narrower: the AI-governance argument is now showing up in US technology pricing as well as Asian AI-linked shares, while the cause and durability of the sell-off remain unsettled.
Sources and evidence- XTB Research: XTB reports that the US100 index fell 1.7% at the opening on 14 September 2026.
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