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Sector: Technology (TMT)
![[MSFT, GOOG, TikTok, SNAP] Courts, not Congress, Likely to Be First Arbiters of AI](/wp-content/uploads-webpc/uploads/2023/04/Computer-Chip_post_thumbnail_image.png.webp)
[MSFT, GOOG, TikTok, SNAP] Courts, not Congress, Likely to Be First Arbiters of AI
Research, Policy
Senate Majority Leader Chuck Schumer (D-NY) announced...
Read moreSemiconductors: Generative AI/ChatGPT Poised to Increase Demand for Accelerators
Research, Fundamental
As CPUs have undershot the pace of Moore’s Law...
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Alphabet Inc. (GOOGL, GOOG) DOJ Ad Tech Case — Get Your (Turbocharged) Running Shoe
Research, Legal
Discovery schedule set in DoJ’s ad tech antitrust case against Google
Read moreAsia Foundries: Widening the Lead Is Easier Than Catching Up
Research, Fundamental
Despite flattening demand for consumer electronics, fast and efficient chips remain sought after...
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In the TikTok Kerfuffle, Politics Will Win Out over National Security
Research, Policy
Policy to win out over national security concerns in TikTok debate...
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Big Tech Cost Cuts: META Taking a Page From the Apple Efficiency Playbook
Research, Fundamental
META to rebound from heavy job cuts in 2023...
Read moreInteractive Media: Implications of a Potential Tik Tok Ban to Competitors
Research, Fundamental
Some social media companies poised to benefit from potential TikTok ban...
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UK’s CMA to Microsoft: “We’re Skeptical, Come Convince Us”
Research, Policy
Path forward emerges for MSFT proposed acquisition of ATVI...
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Old Revenue Is New Again
Research, Forensic
Business model shift makes unbilled revenue recognition "new" and deferred revenue declines...
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Irish Privacy Ruling Portends Dark DMA Clouds
Research, Policy
Ominous and aggressive posture taken by EU as initial steps of the Digital Market Acts commence this year...
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