Good Morning,

Micron and semi stocks take a downturn, US PPI inflation reported at 5.5%, Boys and Girls club of North Portland to close, BLM to hire 100 people, analysts predict 195% upside for NuScale Power, Washington ‘Millionaire Tax’ to go to public vote.

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SpaceX stock sinks below $135 IPO price for the first time (CNBC)

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Missoula County adopts temporary moratorium on data centers (MTFP)

“The interim zoning proposal introduced by county staff pauses the development of new or expanding data centers for up to a year while the county updates its regulations to mitigate potential impacts on public health, safety and natural resources. The moratorium applies to zoned and unzoned areas countywide but not the city of Missoula, said Karen Hughes, director of Missoula County’s Planning, Development and Sustainability Department. The city’s new zoning map does not include districts where data centers would be allowed, staff members told the Missoula City Council Wednesday.

The county’s current regulations on cryptocurrency mines and data centers were adopted in 2021 in response to energy use and noise problems with a cryptocurrency mine that operated at the Bonner Mill Industrial Park from 2017 to 2020. 

“The voice of opposition is loud while supporters of data centers are nearly non-existent,” said local resident Paul Barmore. “Montanans care about our wild lands and our outdoor recreation. We do not value wealthy corporations and their money-making ventures at the cost of our pristine outdoors.” 

Commissioner Slotnick said it’s likely AI companies will be lobbying state legislators and encouraged members of the public to participate in Montana’s upcoming legislative session in early 2027.”

Initiative to repeal WA ‘millionaires tax’ qualifies for November ballot (ST)

“The Democrat-backed income tax is the first of its kind in the state. It would levy a 10% tax on household incomes over a million dollars a year. If the measure survives this ballot challenge — and a court fight that will play out over the next year — the state would begin collecting revenue from the tax in 2029. That money would go toward supporting state services like education, as well as some sales tax breaks.

Proponents of the tax — including union leaders and Gov. Bob Ferguson, a Democrat — anticipated that the repeal effort would make it to the ballot. On Tuesday, they launched a campaign to save the tax.

“It’s a choice between investing in our kids’ education and child care access and affordability, or going backwards with cuts to education and limiting access to child care,” Ferguson said. “In short, it’s a choice between the future and the past.”

Every company in this dataset bought the same AI capabilities. The difference in results came down to one thing: whether someone inside CX owned it.

One beauty retailer made 202 workflow updates in 30 days — refining as policies changed and new questions came in. Companies without a named owner saw performance stall or decline.

Read the data on what separates AI deployments that work from the ones that stall, and the four questions worth asking before your next AI investment.

See the data

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