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...
Crypto Surge: Trump’s SEC to Boost Industry and Bank Involvement
January 2, 2025 By T.J. Pyzyk, Capstone Tech, Media, and Telecommunications Analyst We believe the crypto industry will benefit from regulatory clarity and increased investment established by a pro-crypto Securities and Exchange Commission (SEC). We anticipate a...
