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Adam Thierer warns that a patchwork of state AI regulations, rather than a consistent federal framework, could create overlapping regulations that benefit larger companies and disadvantage smaller ones.

The announcement of California's AI framework describes it as a "guidebook for the nation."

In 2024, Gavin Newsom vetoed Senate Bill 1047, which contained provisions similar to those he is currently advocating in his executive order.

The phenomenon where California law effectively becomes the national standard because of the state's significant market role is known as the "California effect."

Gavin Newsom's executive order expands the definition of "critical safety incidents" to include loss-of-control events like the Hugging Face attack.

In July, Adam Thierer told Reason that regulation for a proposed federal kill-switch mandate could create "a sort of false baseline of safety" that companies would be content to meet rather than exceed.

The E.U. KIDS Act proposal acknowledges potential additional costs for digital service providers due to age verification but suggests mitigation through the European Commission's developing E.U. age verification app.

CNN reported that the E.U. KIDS Act would require approval from individual E.U. member states and could take years to become effective.

During her September 2026 State of the Union address, Ursula von der Leyen warned that addictive social media design harms everyone and that the E.U. needs a wider framework to address the problem.

CNET reported that the E.U. KIDS Act proposes some of the tightest restrictions yet on technology products.

Analysts continued to revise earnings higher globally in September 2026, especially in the U.S. and Japan.

Nine out of 11 sectors exhibited above-trend earnings growth on a five-year z-score basis, and nearly half showed top-quintile growth as of September 2026.

U.S. macro data, which typically leads realized earnings growth, indicated robust levels in the near-term as of September 2026.

Investment grade and high yield spreads remained tight in September 2026, despite new supply.

The Federal Reserve increased its policy rate by 25 basis points.

The VIX index decreased by 9.2% the day after the Federal Reserve's decision.

Gross margins for the ten largest S&P 500 companies increased from 47% in 1995 to 58% in September 2026, and EBITDA margins rose from 21% to nearly 40% during the same period.

Hyperscaler leverage was low in September 2026, despite massive issuance during 2026.

Loan demand has increased, especially among large and medium-sized companies.

The ten-year Treasury yield decreased by 4 basis points the day after the Federal Reserve's decision.