WS #13576
New Mexico court orders Meta to pay $567M plus $375M penalties and impose usage caps for minors, a regulatory overhang. Sandisk, Western Digital, Datadog fall on weak guidance despite strong AI demand, while CoreWeave and Nebius face execution risk. Fed Chair Warsh willing to hike in September if inflation hot; Musalem confirms favored hike, seeing inflation at 2.5-3%. US imposes 15% polysilicon tariff and price floors, benefiting domestic solar/semiconductor producers.
Meta child safety ruling
New Mexico court orders Meta to pay $567M plus $375M penalties and impose usage caps for minors, a regulatory overhang.
Sandisk, Western Digital, Datadog fall on weak guidance despite strong AI demand, while CoreWeave and Nebius face execution risk.
Fed Chair Warsh willing to hike in September if inflation hot; Musalem confirms favored hike, seeing inflation at 2.5-3%.
US imposes 15% polysilicon tariff and price floors, benefiting domestic solar/semiconductor producers.