The Globe and Mail reports in its Wednesday edition that investors are nervous about the stock market's AI-led rally after industry leaders urged slowing development. A Reuters dispatch to The Globe reports that recent warnings that artificial intelligence endangers humanity prompted calls from leaders to allow more time to address its risks. Wall Street is wary of any signals indicating that AI spending might decline. The AI ?hyperscalers -- Microsoft, Alphabet, Amazon, Meta and Oracle -- are expected to spend around $795-billion (U.S.) this year in capital expenditures and nearly $1.08-trillion (U.S.) in 2027, according to BofA Global Research. Much of that spending is being funneled toward semiconductor firms, whose shares and profits have soared this year, but bore the brunt of the selling on Monday. The Philadelphia SE Semiconductor Index is still up nearly 60 per cent in 2026. Arena Private Wealth's Erik Katz says there could be a silver lining in greater scrutiny of the industry's safety. He says: "The buildout doesn't stop because the CEOs asked for guardrails. If anything, a credible safety framework makes the long-duration capex easier to underwrite." He says the real risk is regulatory overreaction.