Regulation and Antitrust
8 articles on this topic, newest first.
Nov 2026 3 stories
Is Congress the Next Rival for US AI Companies? Three Rules Democrats Are Preparing
Democrats plan a wave of AI and data center bills when the new Congress convenes in January 2027. Passage is unlikely to be quick, but scrutiny and political costs for AI companies could grow.
Musk Says He'd Cancel Government Contracts. Washington Still Holds Leverage
After Democrats won both chambers in the midterms, Musk floated cancelling SpaceX's federal contracts. The share of revenue matters less than bargaining power and the regulatory risk that remains.
Chip Stocks Slide After Midterms. Is AI Spending Really in Trouble?
Democrats took both chambers of Congress and won the Texas and Georgia governorships. Markets quickly began to worry about tighter rules on AI data centers.
Oct 2026 3 stories
Midterms Are 3 Days Out. What Would a Democratic Win Mean for AI Stocks?
The result may matter less than who pays for AI's growth and which companies can keep cash. Data center timelines and costs are the numbers to watch.
Google's AI Search Is Cutting Reddit's Traffic. Are the Web's Economics Changing?
Reddit's revenue grew fast, but search visits fell. The shock points to a shifting relationship between companies that produce content and platforms that answer with AI.
The Next AI Chip Race Is About How Chips Connect
Applied Materials will lift its stake in Dutch equipment maker BESI from about 9% to 20%. The bet is less about control than about a new way to link chips.
Sep 2026 2 stories
Google's Real Moat May Not Be Search. It May Be What You Were Curious About
The EU's new legal fight with Google raises a bigger question than search regulation. In the AI era, the edge may not end with who builds the best model, it may shift to who can legally see the proprietary data and user context behind it.
Who Buys the T-Bill Behind Your $1 Stablecoin
Stablecoins aren't a crypto asset class so much as new plumbing for moving dollars online, and every new dollar that flows in gets tied to short-term Treasuries.
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