TikTok, Apple, Google, and The Growing Clash Between Antitrust and National Security
March 18, 2024 By Ian Tang, Capstone Tech, Media, and Telecommunications Analyst The latest effort by Congress to address perceived national security risks posed by Chinese ownership of TikTok barreled through the House of Representatives last week, and the Senate...
Exploring a Biden Sequel
February 26, 2024 By Thomas Dee, Capstone’s Head of Research & Strategy Much of the political buzz recently has been about former President Trump—whether it’s been his $355 million civil fraud verdict, his criminal trial set for March, or his clean sweep of the...
2024 Preview: Biden’s Battles Before the War
By Thomas Dee, CFA, Capstone’s Head of Research and Strategy Two policy stories will dominate 2024. The first, of course, is that 2024 is an election year. Biden will end 2023 with an average approval rating of 39%, the lowest of any of the last seven...
AI Wars to Heat up: Why the US and EU Will Escalate Their AI Trade War, and Why it Carries Underappreciated Risks
By JB Ferguson Introduction Capstone believes the US-EU de facto trade war over AI will escalate in 2024, posing underappreciated risks and opportunities across tech and other industries. We expect the competing priorities of protecting against the unconstrained...
