Insights | Meridian Research Group | Page 14

Tech / Media / Telecom

Ahead of the expiration of President Trump’s pause on the ban of TikTok (April 5), reports indicate the White House is engaged in serious talks with Oracle for the company to oversee the U.S.-based operations of TikTok.

Tech / Media / Telecom

AI/Semiconductors

The tech industry is urging the White House to repeal or alter the pending AI Diffusion rule, a regulation imposed by the Biden administration that starting in May will restrict exports of semiconductors used to run AI models. U.S. allies Poland and Israel have criticized the rule, saying it would hamper their growth and force their companies to...

Drug Pricing (IPI/MFN)

President Trump has repeatedly complained about the disparity in the price of drugs in the U.S. versus in other countries, and HHS/CMS explored international reference pricing during his first term. Dr. Mehmet Oz, Trump’s nominee to lead CMS, referenced the concept in his recent confirmation hearing. The America First Policy Institute (AFPI), a...

Tech / Media / Telecom

Antitrust (Google)

A bipartisan group of 38 state attorneys general (AGs) and the DOJ have filed their final remedies proposal in their antitrust case against Google. This follows a U.S. District Court decision that Google violated the Sherman Act by preserving its monopoly in general search services and search advertising through exclusive agreements with major...

With passage of a “continuing resolution (CR)” for annually appropriated government funding (i.e., grants/loans, government operations, not entitlements) through the remainder of FY25 (9/30), there is no major piece of legislation that has to be enacted prior to the likely debt limit “X date” (when the government runs out of cash), which is...

Energy, Financials, Healthcare, Macro, Tech / Media / Telecom

Senate Republicans continue to deliberate over the major issues associated with a single, broad-based budget resolution that allows for large-scale tax cuts and spending reductions, as was passed by the House and endorsed by President Trump (versus the narrower Senate-passed version that just focuses on border and defense spending). House...