Challenging the Giants: Big Tech’s Growing Antitrust Battles in Court
January 2, 2025 By Ian Tang, Capstone Tech, Media, and Telecommunications Analyst Capstone believes the executive and judicial branches will step up scrutiny of Big Tech platforms in 2025, including Alphabet Inc.’s Google, ByteDance Ltd.’s TikTok, and Live Nation...
Charting AI’s Course: Identifying the Accelerators and Roadblocks Ahead
January 2, 2025 By JB Ferguson, Head of Capstone’s Tech, Media and Telecom Team The AI market will accelerate in 2025 in response to the US government’s efforts to build its AI infrastructure and roll back regulation. Amid this momentum, several dynamics will...
Tariff Tango: Trump’s Trade Moves to Shake Up Global Markets
January 2, 2025 By Andrew Gier, CFA, Capstone Trade Analyst Download the Report Capstone believes President Trump will use tariffs aggressively, prioritizing tariffs on products imported from China, and will move forward with a 10%-20% universal tariff. These actions...
Trump 2.0: EU Braces for Major Economic and Policy Overhaul
January 2, 2025 By Mathew Gilbert, Head of Capstone’s European Practice Capstone believes President-elect Trump’s second administration will profoundly impact Europe’s economic and policy outlook. We believe Trump 2.0 will not be like his first term. Given his...
