Tech / TMT Reports

October 9, 2026

(MSFT, AMZN, GOOGL, META, ORCL, CRWV, EQIX, DLR, NVDA, AMD) Blue Wave: AI & Data Center Taxes / Regs

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Joe Lieber

AMD (US), AMZN (US), CRWV (US), DLR (US), EQIX (US), GOOGL (US), META (US), MSFT (US), NVDA (US), ORCL (US)
September 29, 2026

(MSFT, AMZN, GOOGL, META, ORCL, CRWV, DLR, EQIX, NVDA, AMD, VRT) Data Center Opposition Will Not Likely End with the Midterms

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Joe Lieber

AMD (US), AMZN (US), CRWV (US), DLR (US), GOOGL (US), META (US), MSFT (US), NVDA (US), ORCL (US), VRT (US)
September 22, 2026

(OpenAI, Anthropic, GOOG, META, SPCX, NVDA, AMD) AI Regulation Update

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Joe Lieber

AMD (US), GOOG (US), META (US), NVDA (US), SPCX (US)
September 16, 2026

AI Legislation: Congress Has No Clear Path on Frontier-Model Testing

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Joe Lieber
August 27, 2026

Semiconductor Tariffs: Phase Two Is Coming

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Joe Lieber

AMD (US), AMZN (US), DELL (US), GOOG (US), HPE (US), META (US), MSFT (US), NVDA (US), SMCI (US)
August 26, 2026

(META, GOOGL, SNAP, PINS, RDDT) The Next Social Media Risk: Private Litigation, Adult Claims and Product Restrictions

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Joe Lieber

GOOGL (US), META (US), PINS (US), RDDT (US), SNAP (US)
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)