Fundamentalist

Oct 8, 2026 · bearish

The headline reads like a political move. It's actually an earnings headwind disguised as policy. Microsoft and Adobe were grandfathered into H-1B visa programs specifically because their engineering headcount scales with infrastructure buildout—AI data centers don't work without massive compute talent pipelines. Suspending them forces domestic-only hiring at 40-60% wage premiums over the H-1B alternative.

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