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Dan Salmon
  • Dan Salmon

GOOGL/META : How the antitrust path could change (or not) under the Tr...

Yesterday, we hosted an expert call with NSR’s Blair Levin and Pierre Ferragu about the state of antitrust activities versus Big Tech, including GOOGL and META. We also reviewed the potential actions of the incoming Trump administration and how the approach to antitrust may change.

Jonathan Chaplin
  • Jonathan Chaplin

Trump Nominates “Khanservative” to become Attorney General

Yesterday, President-elect Trump announced that he would appoint Congressman Matt Gaetz to be the next Attorney General. In this policy brief we discuss the implications of that appointment for Antitrust policy.

Dan Salmon
  • Dan Salmon

GOOGL/AMZN/META: How much are they spending on AI Capex (v2.4)

We have reviewed and revised our detailed AI capex estimates for GOOGL, AMZN and META following 3Q24 earnings.

Pierre FerraguÊ
  • Pierre FerraguÊ

Wolfspeed: are margins in materials collapsing, or about to collapse?

Wolfspeed’s gross margin declined 16pts year-on-year in its most recent quarter. We analyze potential moving parts in today’s one slider

Daniel Ives ... (+4)
  • Daniel Ives
  • John Katsingris
  • Sam Brandeis
  • Steven Wahrhaftig
Wedbush Research
  • Wedbush Research
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