Lana

Thing is, investors have become increasingly unsure about which firms, if any, will actually profit from that eye-watering spending, which is one reason why tech stocks have wobbled lately.

but investors see firms supplying ai's essential hardware like tsmc as relatively safe bets they sit directly in line of supercharged spending after all and get paid no matter which ai model ultimately comes out on top before we dive into the next story it's time for our daily check-in with carl you've got questions he's got your answers carl what have you got for us

Thanks, Carl.

Next up.

The U.S.

government plans to scrap a 2009 finding that six greenhouse gases endanger public health and welfare.

A move it says would be the country's biggest-ever regulatory rollback.

That 2009 determination has now underpinned US emissions rules for over a decade.

Under them, regulators can cap vehicle pollution, make companies report emissions, and use credit-style systems to keep firms in line.

Officials say unwinding it could save over $1 trillion in compliance costs, a claim that environmental and public health groups argue is exaggerated.

Either way, it's not a done deal yet.

Court fights are expected, and they could drag on for years.

If it happens, the rollback could support carmakers that make most of their money from trucks and SUVs, like Ford and General Motors.

They'd likely see fewer penalties and reduced pressure to flog their less profitable electric models, helping protect margins.

Not Tesla, though.

Because it only makes EVs, the firm racks up more compliance credits than it needs, and it's been selling the extras to less eco-minded firms.

So if those rivals need fewer credits to stay on the right side of the rules, that revenue stream could dry up fast.

The change will probably give investors more confidence in old-school energy giants like ExxonMobil and Chevron, as well as coal producers like Peabody Energy.

But while policy can change fast, big corporate projects move slowly.

Major firms still have to compete in global markets with tough environmental rules and climate-conscious investors.