Tech / TMT Reports

August 6, 2026

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

•

Joe Lieber
August 6, 2026

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

•

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

•

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

•

Joe Lieber
July 29, 2026

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

•

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

•

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

•

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

•

Joe Lieber

AMD (US), ASML (US), AVGO (US), MRVL (US), NVDA (US), TOELY (US)
July 1, 2026

(META, GOOGL, SNAP, PINS) California Softens Under-16 Social Media Bill, but Passage Odds Rise

•

Joe Lieber

GOOGL (US), META (US), PINS (US), SNAP (US)
June 23, 2026

(NXST, SBGI, GTN, SSP, DIS, CMCSA, PSKY, FOXA) FCC 39% TV Ownership Cap: Deregulation Is Near-Term; Litigation Risk Is Medium-Term

•

Joe Lieber

CMCSA (US), DIS (US), FOXA (US), GTN (US), NXST (US), PSKY (US), SBGI (US), SSP (US)