Regulatory Policy
SEC Moves to Erase Climate Disclosure Rules, Reshaping Capital Markets
The Commission's formal rescission proposal marks a decisive regulatory reversal with material implications for equity valuations, institutional capital flows, and US-EU competitive divergence.
Europe’s China Pivot: Brussels Arms Regulators While Companies Dig In
The EU is weaponizing trade defenses and investment screens against China, but European firms are expanding operations there—a strategic contradiction with steep macroeconomic stakes.
Trump Promoted Palantir Stock on Truth Social After $630K Purchase, Raising SEC Disclosure Questions
Presidential endorsement of defense contractor followed unreported March acquisitions, exposing regulatory gaps in executive branch securities oversight.
UBS Chief: Only ‘Profound Crisis’ Will Fix Europe’s Regulatory Paralysis
Sergio Ermotti warns EU capital markets face existential threat as US deregulation and Asian arbitrage accelerate capital flight
X-Energy’s $1.02B IPO Signals Nuclear Power’s Pivot From Legacy Asset to AI Infrastructure
Amazon-backed reactor developer prices shares above range as tech giants race to secure baseload capacity for hyperscale compute demands.
Meta’s Shadow Over Europe: How Nscale’s $2B Round Positions US AI Giants at the Heart of EU Sovereignty
UK data center startup Nscale lands former Meta executives Sandberg and Clegg on its board after securing Europe's largest AI infrastructure funding round, raising questions about whose sovereignty the continent is actually building.