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Free
How the Tech Sovereignty Package and AI-native infrastructure reshape the competitive landscape.
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Analyzing five transmission channels from monetary policy to Alphabet's valuation, ad revenue, and costs
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A multi-jurisdictional analysis of how regulatory actions reshape Google's competitive position and business model.
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Free
Cumulative fines and structural antitrust remedies pose a growing threat to Alphabet’s search dominance and margins.
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How state AGs, AI liability, and privacy laws are converging to redefine the rules for Google and its peers
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An analysis of the semiconductor ecosystem, from Samsung's challenges to advanced packaging shifts and geopolitical diversification.
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A comprehensive analysis of how EU and US regulations are reshaping Google's competitive position.
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Free
With billions pouring into new fabs, analysts warn the current crunch could flip to oversupply by 2028.
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Alphabet’s fortress balance sheet and net interest sensitivity make it a relative beneficiary in a restrictive monetary era.
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As regulatory tolls multiply and bypasses emerge, Alphabet’s network faces its greatest challenge since antitrust.
