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...This is not “TikTok vs Washington”, they said, but “TikTok vs Washington vs Beijing”....
...Elon vs Tesla shareholders If any institutional fund managers were ever concerned that they lack the heft to really force change on the part of large companies whose shares they own, I present one Richard...
...One good read Gary Gensler vs Wall Street....
...Microsoft is the prime example here, but there is also Oracle vs Google, Motorola vs Qualcomm, assorted efforts to restrain Google’s ad business, and so on....
...Unhedged: That rhymes with the Department of Justice vs Apple case that may be coming in March....
...Well Swampians, I hardly know where to begin with the Apple vs Department of Justice antitrust mega-case, which came down last week and will probably run for years....
...Amazon vs Apple This is interesting: That’s the relative performance of Amazon and Apple since the beginning of 2015....
...But others, like Durham, are looking for tech solutions that might improve the experience of networking online....
...But we still don’t understand why the business would produce the increasing returns to scale that many tech companies enjoy. What will make the unit cost of incremental sales fall from here?...
...The US vs TikTok The US House of Representatives has passed a bill that would ban TikTok in the country unless it cuts ties with its Chinese parent company ByteDance within six months, Nikkei Asia’s Yifan...
...Big Tech companies have faced a barrage of criticism in Washington, with Republicans claiming that they have used the law’s protections to “censor” rightwing voices and Democrats arguing Section 230 has...
...The change drives our PT increase to $400 vs. $250 previously. We upgrade to Overweight and make Tesla our Top Pick. Maybe you’ve not heard of Tesla Dojo....
...EU officials have accused the tech giant of monopolising iPhone tap-payments by requiring consumers to use its mobile wallet, in a long-running case....
...And in our view, the Vision Pro looked sleek/differentiated vs. incumbents and performed with clear potential....
...A string of tech companies, including Microsoft, Meta and Reddit, have filed briefs defending Google’s position....
...The point about higher tech costs at Uber is borne out by its higher capital expenditures, but again the primary issue is on competitive position — why does Uber struggle to earn back those higher tech costs...
...In today’s newsletter: Bluebell vs Fink European tech start-ups lose steam Bluebell goes right for the jugular Old-school activist investors tend to have a similar playbook: pick a public company that...
...However you measure it, something like half of Japan Inc trades under 1 p/b....
...The third-party legal filings, submitted on Thursday in California, will raise the stakes further in a case seen as central to antitrust complaints against Big Tech....
...Republican lawmakers and cryptocurrency groups are already lining up to use the ruling in West Virginia vs EPA to challenge the Securities and Exchange Commission’s ability to regulate cryptocurrencies and...
...view as vital to China’s future tech supremacy and national security....
...Beijing’s moves to quickly contain the outbreak, including a lockdown in Shenzhen, a big global trading and tech hub, threaten to dent demand....
...Investors turn against techUS tech stocks are on course for their worst daily performance since mid-March....
...High-tech sheen Early in the pandemic, Whole Foods stores were reconfigured to work in much the same way as the Amazon Fresh properties, geared more towards ecommerce....
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