


Rewiring the Network: FCC to Drive Pro-business Policy Changes
January 2, 2025 By Matt Wiederrecht, Head of Capstone’s Special Situations Team Capstone believes a Republican-led Federal Communications Commission (FCC) will aggressively pursue business-friendly regulatory reforms and adopt an accommodative stance towards...
Spectrum of Change: FCC to Back Satellite Growth With America-First Policies
January 2, 2025 By Matt Wiederrecht, Head of Capstone’s Special Situations Team Download the Report Capstone believes a Republican-led Federal Communications Commission (FCC) will take an “America first” stance in the satellite race against China by boosting...
Firewall Frenzy: Cyber Vendors Benefit Amid Rising Global Tensions
January 2, 2025 By T.J. Pyzyk, Capstone Tech, Media, and Telecommunications Analyst Download the Report We believe the Trump administration will take a more aggressive cyber-security posture and gut the Cybersecurity and Infrastructure Security Agency (CISA)—moves...
Trump’s Tech Wall: Intensifying “Tough on China” Policy Approach to Pose Global Risks
January 2, 2025 By Ian Tang, Capstone Tech, Media, and Telecommunications Analyst Download the Report Capstone believes that a second Trump administration will intensify the US’s “tough on China” technology policy approach and expand the scope of controlled...