AMZN (US)

A proposal by Senator Ruben Gallego (D-AZ) this week likely gives investors an idea of what’s in store for the AI / data center complex if Democrats take control of Congress next month (our base…

With data center moratoriums recently gaining steam across the country, we do not expect political opposition to data centers to fade after the midterms. Governors facing elections in 2027 and 2028 may face growing pressure…

Following reports that the Trump administration is considering eliminating the tariff exemptions for data centers and extending Sec. 232 semiconductor tariffs to servers and other chip products, we assign ~70% odds that Trump announces expanded…

We expect Texas Gov. Greg Abbott’s (R) pause on data-center approvals to extend into 2027, with the Texas Legislature likely to determine the industry’s longer-term regulatory and tax treatment during its January 12-May 31 session…

Amazon’s (AMZN) request for additional time to meet its Project Kuiper deployment timeframe has attracted renewed scrutiny from the FCC, given recent comments from FCC Chairman Brendan Carr—including a post on X this week criticizing the company’s opposition to SpaceX’s satellite expansion and…

We believe there’s a 2-in-3 chance that de minimis legislation, which would limit China and other non-market economies from taking advantage of the $800 threshold for which goods come into the U.S. without paying duties,…