The House is expected to vote on the bipartisan Ratepayer Protection Act, which would require AI data centers drawing 100 megawatts or more to cover infrastructure costs rather than passing them on to utility customers.
The Senate voted 50–49 on Tuesday to block the Clarity Act from advancing, falling short of the 60-vote threshold needed and leaving the crypto industry without a comprehensive regulatory framework heading into midterm season.
CenterPoint Energy has confirmed that a threat actor stole customer personal information by exploiting an unprotected public API, with the attacker claiming to have taken 7.49 million records including partial Social Security numbers.
National Economic Council Director Kevin Hassett told CNBC on Tuesday that the private sector can address AI risks without expanded federal oversight, drawing pushback from Sen. Mark Warner and other lawmakers who are calling for targeted guardrails around the technology.
UBS raised its Palantir price target to $250 from $220 on Tuesday, reiterating a buy rating and arguing the data analytics company trades at an unjustified discount to AI software peers despite leading growth and margin profiles.
Semiconductor shares, data center REITs, and AI-linked stocks fell Monday as industry warnings over AI development pace rattled markets, even as President Trump called the backlash a "hoax" and Digital Realty's CEO said any slowdown is "not end of the world" for data center real estate.
A proposal by Anthropic CEO Dario Amodei to slow frontier AI model development triggered broad declines in infrastructure and energy stocks Monday, raising fresh questions about the durability of the U.S. data center buildout.
The Senate voted 50–49 on Tuesday to block the Clarity Act from advancing, falling short of the 60-vote threshold needed and leaving the crypto industry without a comprehensive regulatory framework heading into midterm season.
UBS raised its Palantir price target to $250 from $220 on Tuesday, reiterating a buy rating and arguing the data analytics company trades at an unjustified discount to AI software peers despite leading growth and margin profiles.
Amazon said Sunday it is pausing all operations with Miami-based cargo carrier 21 Air after a Boeing 767-300 freighter operated on behalf of Amazon Air overran a runway at Miami International Airport last weekend, killing five people.
Semiconductor shares, data center REITs, and AI-linked stocks fell Monday as industry warnings over AI development pace rattled markets, even as President Trump called the backlash a "hoax" and Digital Realty's CEO said any slowdown is "not end of the world" for data center real estate.
A proposal by Anthropic CEO Dario Amodei to slow frontier AI model development triggered broad declines in infrastructure and energy stocks Monday, raising fresh questions about the durability of the U.S. data center buildout.
Broadcom CEO Hock Tan reaffirmed the company's AI semiconductor revenue forecasts of $115 billion in fiscal 2027 and $230 billion in fiscal 2028, even as Anthropic CEO Dario Amodei's call for slower AI development rattled chip stocks Monday.
Written for readers who already know the basics — markets, AI, and the policy decisions that shape both.