Insights: Tech / Media / Telecom

Energy, Financials, Healthcare, Housing, Infrastructure, Macro, Miscellaneous, Tech / Media / Telecom

State of the Union

President Trump will deliver his State of the Union (SOTU) speech next Tuesday, 2/24, and if precedent holds, is likely to issue his FY27 budget request by ~mid-March. The annual budget request provides a more granular overview of the administration’s policy priorities, and along with the speech, influences how the President’s allies in Congress...

Tech / Media / Telecom

National Broadcast Cap, Nexstar/TEGNA

The Senate Commerce Committee held a hearing this week on the FCC’s Broadcast Ownership Rules and the 39% national TV ownership cap. Sen. Cruz (R-TX), who as Chair of the Commerce Committee has jurisdiction over the FCC, expressed reservations about the FCC changing the cap via regulation. This comes in the context of FCC Chair Carr and...

Tech / Media / Telecom

Social Media/Minors

A bipartisan set of House members have introduced legislation to ban social media use among minors, which builds upon a companion bill passing on a nearly unanimous basis in the Senate Commerce Committee last year. This comes alongside pre-existing legislative efforts to address a variety of children’s online safety and privacy issues. The...

Tech / Media / Telecom

Advanced Semiconductors

Tensions continue to intensify between the Trump administration and China hawks in Congress over the White House’s willingness to allow U.S. firms to sell advanced semiconductors to China. This was reflected most recently when the House Foreign Affairs Committee (HFAC) overwhelmingly approved a bill that would restrict the administration’s...

Energy, Tech / Media / Telecom

President Trump has somewhat shifted his message on data centers from last year’s focus on facilitating their buildout and ensuring power supply in order to “win the AI race with China” to now emphasizing that “Big Tech” should “pay their own way.” Congressional Republicans also recognize voter concern on this issue, which is reflecting in the...

Tech / Media / Telecom

Children’s Data Privacy/Online Safety

The House Energy & Commerce (E&C) Subcommittee on Commerce, Manufacturing, & Trade held a vote on 18 bills relating to children’s online safety/privacy.