Tech / TMT Reports

May 13, 2026

(NVDA, AMD, BA) Conference Call Takeaways: Trump/Xi Summit

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Joe Lieber

AMD (US), BA (US), NVDA (US)
May 13, 2026

(META, GOOGL, SNAP, TikTok) AB 1709 Watch: Timeline and Outlook for California’s Youth Social Media Bill

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Joe Lieber

GOOGL (US), META (US), SNAP (US)
May 4, 2026

(META) New Mexico Public Nuisance Remedies Trial Begins – Material Downside Risk and Precedent Implications

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Joe Lieber

META (US)
May 1, 2026

(NVDA, AMD) Congress Adds China Chip Risk, But Trump Likely Wants Flexibility

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Joe Lieber

AMD (US), NVDA (US)
April 29, 2026

Disney (DIS)/FCC: License Loss Extremely Unlikely

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Joe Lieber

DIS (US)
April 17, 2026

(META, GOOGL, SNAP, TikTok) California’s Bipartisan Push to Ban Under-16s from Social Media Clears First Hurdle

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Joe Lieber

GOOG (US), META (US), SNAP (US)
April 10, 2026

(ASML, TOELY, NVDA) New Semiconductor Export-Control Bill, the MATCH Act, Unlikely to Become Law

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Joe Lieber

ASML (US), NVDA (US), TOELY (US)
April 9, 2026

Social Media Litigation and META/GOOGL Potential Valuations

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Joe Lieber

GOOGL (US), META (US)
April 7, 2026

Conference Call Takeaways: (META, GOOGL) Meta and Google and the Risk of Addictive Design and Child Safety Verdicts

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Joe Lieber

GOOGL (US), META (US)
March 24, 2026

AI Policy: Trump Blueprint Debate; Limited NVDA Export Risk

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Joe Lieber

AMD (US), NVDA (US)