AIRegulation
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AI Stocks Aren’t Priced for a Regulatory Knife Fight
What if the biggest risk to AI stocks in 2026 isn’t hype fatigue or interest rates — but the FTC? Wall Street has spent two years pricing AI like it’s gravity. I’m not so sure it’s pricing antitrust with the same seriousness. And that’s a mistake. The FTC’s escalating scrutiny of Big Tech’s AI partnerships,…
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Big Tech’s Real AI Rival Isn’t a Startup — It’s the FTC
What if the biggest threat to Big Tech’s AI dominance isn’t a scrappy startup—but the FTC? For years, Amazon, Meta, and Nvidia operated on a simple formula: grow fast, buy faster, and build moats so wide regulators couldn’t see the other side. That era is over. The FTC’s antitrust push—spanning Meta’s social empire, Amazon’s marketplace…
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