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Sector: Technology (TMT)
[AAPL] Ninth Circuit Markers Inform DOJ’s Likely Apple Complaint
Research, Policy
Ninth Circuit Court of Appeals’ decision to largely uphold the...
Read more[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...
Read moreAlphabet 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...
Read moreIn the TikTok Kerfuffle, Politics Will Win Out over National Security
Research, Policy
Policy to win out over national security concerns in TikTok debate...
Read moreBig 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...
Read moreUK’s CMA to Microsoft: “We’re Skeptical, Come Convince Us”
Research, Policy
Path forward emerges for MSFT proposed acquisition of ATVI...
Read moreOld Revenue Is New Again
Research, Forensic
Business model shift makes unbilled revenue recognition "new" and deferred revenue declines...
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