On September 14, 2026, Bitcoin remained stable, dropping only 0.5% to approximately $76,800. This occurred amid a broader decline in technology stocks triggered by concerns over AI safety.

SoftBank Group shares fell by 13% following the company's significant investments in AI through its Vision Fund. Simultaneously, OpenAI announced a delay to its planned initial public offering.

The market downturn affected semiconductor and AI-focused equities, while energy stocks linked to AI data center infrastructure saw declines between 7% and 10%.

Industry leaders, including Anthropic CEO Dario Amodei and OpenAI CEO Sam Altman, publicly advocated for a slower pace of AI development in mid-September, citing regulatory and sustainability risks.

Bitcoin has shown resilience throughout 2026. Earlier this year, Bitcoin ETFs recorded weekly outflows exceeding $2.7 billion, with total outflows reaching $3.1 billion by early June, pushing prices to lows of $58,000 to $60,000.

Since June, Bitcoin has recovered by roughly 30% to reach its current level. Analysts suggest that if AI-related investments continue to underperform, capital may rotate back into Bitcoin in the fourth quarter.