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The AI buildout has an increasingly low-tech bottleneck: people. Reuters Breakingviews reported on September 14 that the U.S. construction industry faces a shortfall of roughly 439,000 workers as data centers compete with housing, transport and industrial projects for skilled labor. Amazon.com, Inc. (NASDAQ:AMZN) and Microsoft Corporation (NASDAQ:MSFT) can finance multibillion-dollar AI campuses and secure GPUs. […]

The code of conduct was five months in the making and released into the slowdown debate

Microsoft released a draft 37-page “Humanist AI Code of Conduct” to keep superintelligence strictly under human control.

Meta Platforms (META) trades about 17% below its 52-week high, and has lost ground over the past year while the S&P 500 climbed. You can be paid now for agreeing to buy the shares well below today's price, whether or not you ever own them. The catch is the reason they have lagged: Meta is spending on data centers almost as fast as the business turns cash.

As the bond market continues its long summer slump, Wall Street is adjusting its year-end market calls.

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET

Adobe (ADBE) trades near $252, about 31% below its 52-week high, and the past week alone took 11.7% off it. Over the trailing twelve months the stock has lost 28% while the S&P 500 gained about 19%. That underperformance wasn't driven by broad market weakness. Adobe decided to stop putting an immediate paywall in front of its newest users, and that is what makes this fall hard to size.

The safety debate may be masking a bigger concern

Nvidia, Intel And AMD Shares Sink As AI Leaders Sound Fresh Warning

IREN Limited (NASDAQ:IREN) is building as if AI compute scarcity will last for years. Its co-CEO Daniel Roberts told the Financial Times on September 7 that demand may never be fully satisfied, while the company could invest as much as $30 billion by mid-2027. Six days later, frontier AI leaders were publicly calling for slower […]

Data concerns are pushing major AI customers to rethink where frontier models can be used.

When a hyperscaler doubles its capex, it is locking in land, power, and GPUs years before a single dollar of revenue arrives. The spending numbers from three cloud giants reveal exactly how different their bets look and which signals actually matter.

The proposal turns human control into a design requirement, but investors still need evidence that the safeguards work.

Palantir Technologies (PLTR) raised its 2026 revenue guidance in August, and the stock gained about 32% across the release. The easy read is that the market was paying for the bigger number. It was not. At the multiple the market was already paying, that raise is worth about $8 a share, and the tape handed over close to $40.

Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XL

Palantir Technologies (PLTR) stock has gained about 28% over the past three months, against under 4% for the S&P 500, and it still trades roughly 19% below its 52-week high. Over the past twelve months it has returned almost nothing. What could move it from here is work Palantir has already sold and has not yet delivered.

Alphabet, Meta Platforms and other AI labs would benefit from a development slowdown: they could possibly catch up to OpenAI and Anthropic.

Microsoft and Alphabet both posted monster cloud quarters and both are spending at a pace that would have seemed reckless two years ago, but only one of them is funding the buildout without going to the debt markets, and that gap may define the trade for 2027.

McDonald's is slashing Big Mac meal prices to lure back customers at the same moment diesel costs shatter records, leaving franchisees caught between a value-hungry public and a supply chain bleeding money at every mile.

AI leaders are asking for caution just as the industry's infrastructure bill keeps climbing.

Microsoft's AI chief named a specific security breach as proof the industry has lost control of its own technology, and now he wants rivals to coordinate before the next incident is worse.

Two finance podcast hosts just aired a live disagreement over where AI money flows next, and the stock they split on has already posted triple-digit revenue growth that most investors are pricing as if it will never repeat.

The investor says warnings from OpenAI and Anthropic may have more to do with competition and growth than safety.

All three major US stock indexes were down in late-morning trading Monday, as major artificial intel

Yahoo Finance Tech Editor Dan Howley examines what Anthropic (ANTH.PVT) and OpenAI's (OPAI.PVT) respective warnings for pacing AI development means for future regulation.

The bond market just flashed a signal it last sent in 2007, and what followed that time was not what investors expected. History offers a warning, but it is not the one most people think.

Monday morning, hours after public radio spent its morning walking through an open letter asking the AI industry to slow itself down, President Trump told CNBC the opposite: “We’re leading China in AI. We’re the most sophisticated country in the world. And frankly, I want to keep it that way because whoever wins, AI wins.” […]

Sept 14 (Reuters) - Large technology companies, including Palantir Technologies, Nvidia and Booz Allen Hamilton, could restrict or cease to use advanced AI models unless Anthropic and OpenAI guarantee

A single line on a balance sheet keeps pulling one investor back to the same stock, and it has nothing to do with AI excitement or analyst ratings. The signal hiding in plain sight changes how this company funds its own growth.

Everyone knows Nvidia owns the AI trade, but a quieter giant with 2.5 billion active devices is building a monetization machine that could rewrite that assumption entirely.