Tech / TMT Reports

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)
July 1, 2026

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

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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

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Joe Lieber

CMCSA (US), DIS (US), FOXA (US), GTN (US), NXST (US), PSKY (US), SBGI (US), SSP (US)
June 17, 2026

(NVDA, AMD, GOOGL, META, CRWV, Anthropic, OpenAI) AI Regulation: State Patchwork, Federal Export Controls, and NDAA Chip Watch

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Joe Lieber and Ben Brolin

AMD (US), CRWV (US), GOOGL (US), META (US), NVDA (US)
May 26, 2026

(META, GOOGL, SNAP, STUB, LYV) California Ban on Kids Access to Social Media and 10% Cap on Ticket Resale Like to Advance

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Joe Lieber

GOOGL (US), LYV (US), META (US), STUB (US)