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Sector: Technology (TMT)
(META, AMZN, AAPL, GOOG, MSFT) Meta’s Threads – An EU Canary in the Coalmine
Policy & Legal, Research
While it’s hard to keep all the EU’s anti-Big Tech activities straight...
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Generative AI Outlook
Fundamental, Video
Generative AI has experienced unprecedented popularity...
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China’s New Energy Vehicles: Diverging Export Outlook Within the Industry
Fundamental, Research
The domestic sales volume growth of China’s new energy...
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Semiconductors: The Four Horsemen of AI
Fundamental, Research
In a thematic dated March 28, we highlighted four major...
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China Electric Vehicle Batteries: Overseas Expansion Will Bring Growth Opportunities
Fundamental, Research
Incentives offered in the U.S. and Europe for electric vehicle (EV)...
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Cybersecurity: The Elephant in the Room – Microsoft’s Impact on the Industry
Fundamental, Research
MSFT is the largest cybersecurity player in the market...
Read more![[META] Alleging Bad Behavior, FTC Attempts to Ban Meta from Targeting Kids](/wp-content/uploads-webpc/uploads/2023/04/Social-Apps_post_thumbnail_image.png.webp)
[META] Alleging Bad Behavior, FTC Attempts to Ban Meta from Targeting Kids
Policy & Legal, Research
The FTC is proposing to ban Meta Platforms (META) from monetizing data...
Read more![[AAPL] Ninth Circuit Markers Inform DOJ’s Likely Apple Complaint](/wp-content/uploads-webpc/uploads/2023/04/Apple_post_thumbnail_image.png.webp)
[AAPL] Ninth Circuit Markers Inform DOJ’s Likely Apple Complaint
Policy & Legal, Research
Ninth Circuit Court of Appeals’ decision to largely uphold the...
Read more[MSFT, GOOG, TikTok, SNAP] Courts, not Congress, Likely to Be First Arbiters of AI
Policy & Legal, Research
Senate Majority Leader Chuck Schumer (D-NY) announced...
Read moreSemiconductors: Generative AI/ChatGPT Poised to Increase Demand for Accelerators
Fundamental, Research
As CPUs have undershot the pace of Moore’s Law...
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