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AI Regulation

A collection of 2 posts
Japan

Japan's earthquake hit a semiconductor corridor. The Rushdie attacker was convicted on federal terrorism charges. The EU launched seven AI gigafactories.

Japan's earthquake disrupted TSMC, Sony, and Renesas. The Rushdie attacker was convicted on terrorism charges tied to Iran. xAI sued Minnesota. Employers cut Ozempic benefits. GDP slowed and the Fed held. The AG nomination stalled. Apple and Amazon report tonight.
30 Jul 2026 7 min read
Healthcare Policy

Congress marked up healthcare bills, held a China research security hearing, and debated federal AI preemption today. Markets were too busy watching earnings to notice.

PPI surprised to the downside. ASML raised its outlook for the third time this year. Warsh told Congress one data point is not enough. And while everyone watched earnings, three of the most consequential policy hearings of the year happened simultaneously on Capitol Hill.
15 Jul 2026 5 min read
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