Tech / TMT Reports

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)
March 18, 2026

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

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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

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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

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Joe Lieber

AMZN (US)
December 9, 2025

NVDA: Blackwell’s to China?

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Joe Lieber

NVDA (US)