Tech / TMT Reports

August 13, 2026

(META, GOOGL, SNAP, PINS, RDDT) California Under-16 Social Media Restrictions: 80% Odds of Enactment

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Joe Lieber

GOOGL (US), META (US), PINS (US), RDDT (US), SNAP (US)
August 10, 2026

(META, GOOGL, SNAP, TikTok) Social Media Litigation: The Next Cases and Broader Industry Risk

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Joe Lieber and Ben Brolin

GOOGL (US), META (US), SNAP (US)
August 6, 2026

Robotics, Inverters, and Data Centers: The FCC’s Next Technology Restrictions

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Joe Lieber
August 6, 2026

(GOOGL, META, MSFT, Anthropic, OpenAI) Govt. Vetting of AI Frontier Models

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Joe Lieber

GOOGL (US), META (BA), META (US), MSFT (US)
August 4, 2026

(COHR, LITE, AAOI, AMZN, MSFT, GOOGL, META) Texas Data Center “Moratorium” Likely to Extend Into 2027; FCC Chinese Transceiver Ban Likely This Year

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Joe Lieber

AAOI (US), AMZN (US), COHR (US), GOOGL (US), LITE (US), META (US), MSFT (US)
August 3, 2026

Capitol Policy Weekly: Govt. Funding, Kids Online Safety, Crypto, Tariff Refunds, E15, and Social-Media, Ticket-Resellers and Russian Sanctions

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Joe Lieber
July 29, 2026

(META, GOOGL, SNAP, PINS, RDDT, STUB, LYV) California: Social Media Bill Likely to Pass; Ticket Resale Cap More Uncertain

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Joe Lieber

GOOGL (US), LYV (US), META (US), PINS (US), RDDT (US), SNAP (US), STUB (US)
July 28, 2026

ASML & Tokyo Electron: Another China Risk

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Joe Lieber

AMAT (US), ASML (US), KLAC (US), LRCX (US), TOELY (US)
July 23, 2026

(COIN, HOOD, GLXY, CRCL) CLARITY Act: Time Is Running Out

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Joe Lieber

COIN (US), CRCL (US), GLXY (US), HOOD (US)
July 1, 2026

(NVDA, AMD, ASML, TOELY, AVGO, MRVL) NDAA Tech/AI Amendments Left Out of House Floor Debate

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Joe Lieber

AMD (US), ASML (US), AVGO (US), MRVL (US), NVDA (US), TOELY (US)