AI CEOs' Call for Regulation Could Benefit Biggest Players -- Market Talk

1239 ET - Investors in the AI trade shouldn't get hysterical about top AI company leaders calling for a development slowdown and more guardrails for the industry, Melius Research analysts say in a research note. The top AI CEOs have been endorsing a slowdown for several years already, and most AI leaders have thought the space was bound for regulation anyway, they say. If anything, Anthropic and OpenAI are the companies that can benefit most from a regulatory framework that creates a predictable playing field for the most well-resourced and advanced companies, the analysts say. "It can be morally right and advantageous at the same time," they say. (dean.seal@wsj.com)

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September 14, 2026 12:39 ET (16:39 GMT)