Tech / TMT Reports

March 24, 2026

AI Policy: Trump Blueprint Debate; Limited NVDA Export Risk

•

Joe Lieber

AMD (US), NVDA (US)
March 18, 2026

META, GOOGL, RDDT: Section 230 Under Attack in Senate Commerce Committee Hearing

•

Joe Lieber

GOOGL (US), META (US), RBLX (US), RDDT (US), SNAP (US)
March 17, 2026

(SNAP, RBLX, GOOGL, META) Kids Online Safety Legislation: Narrow Path Despite Renewed Momentum

•

Joe Lieber

GOOGL (US), META (US), RBLX (US), SNAP (US)
March 13, 2026

Amazon (AMZN) Satellite Waiver: FCC Relief Likely Despite Carr’s Comments on Deployment Shortfall

•

Joe Lieber

AMZN (US)
December 9, 2025

NVDA: Blackwell’s to China?

•

Joe Lieber

NVDA (US)
December 3, 2025

(NVDA, AMD, V, MA, WMT, TGT, HD) NDAA Update: Tech and Credit Card Amendments Unlikely to Survive

•

Joe Lieber

AMD (US), HD (US), MA (US), NVDA (US), TGT (US), V (US), WMT (US)
November 13, 2025

(NVDA, MSFT, GOOGL, AMZN, META) AI Sector: Federal Pre-emption of State Law Unlikely for Now

•

Joe Lieber
November 6, 2025

(NVDA) Nvidia’s Blackwell Chips and the China Trade Outlook

•

Joe Lieber

NVDA (US)