New Street Research - Trump Administration Attacks on State Laws Clouds BEAD Outlook

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New Street Research

Blair Levin

EUR 8632.00 For Business Accounts Only

Trump Administration Attacks on State Laws Clouds BEAD Outlook

The Trump Administration is using the BEAD program to attack state laws it dislikes. In this note, we analyze the potential impact of those attacks.

26/11/2025 1 EN

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New Street Research

Provided by our team of experienced analysts, our work is idea driven, based on independence of thought, sector expertise, and firmly focussed on fundamentals and valuation.

New Street Research is an independent, partner-owned, research firm specialising in equity and debt research. Our equity research embraces the following sectors:

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Pan European Telecom Services and Cable

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Analysts

Blair Levin

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Trump Administration Attacks on State Laws Clouds BEAD Outlook

Netflix (NFLX, Neutral, $121 target) WBD bid anxiety building + updating for stock split

TPW AGM Update: Meaningful Deceleration in Rev Growth

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