Fri, May 08, 2026 | 11:00 am EDT
On Friday, May 8 at 11:00 a.m. ET, The Capitol Forum will host a conference call as part of our ongoing Tech Policy Briefing Series, hosted by Executive Editor Teddy Downey.
Each week, we highlight timely, forward-looking insights from our TMT Weekly newsletter, a subscriber-exclusive tipsheet covering regulatory, enforcement, and litigation developments across technology, media, and telecommunications.
This week’s discussion will focus on the intersection of geopolitics, antitrust enforcement, AI capital markets, and platform competition, including how global policy developments are reshaping technology markets and regulatory risk.
Teddy will provide his regular update on key tech policy headlines, followed by discussion and audience Q&A.
Companies we’re reporting on now from the latest issue of our TMT Weekly:
SAP (SAP), Disney (DIS), InterDigital (IDCC), Rambus (RMBS), Nintendo, Paramount (PARA), Warner Bros. Discovery (WBD), Meta (META), Alphabet (GOOG), TikTok, Verizon (VZ), Ford (F), American Eagle Outfitters (AEO)
This week we’ll cover:
- China, Iran, and global technology markets: What China’s reported entry into negotiations surrounding the Iran conflict could mean for technology supply chains, geopolitical alignment, and global market strategy
- AI markets and monetary policy: What expanded Federal Reserve balance sheet growth could mean for AI infrastructure investment, capital flows, and ongoing debates around the AI investment cycle and potential market overheating
- Europe and tech enforcement: Whether the European Union has moderated enforcement activity against major technology companies amid broader geopolitical and trade tensions with the Trump administration
- Paramount (PARA), Warner Bros. Discovery (WBD), and state investigations: The latest developments in state-level scrutiny surrounding Paramount and Warner Bros. Discovery and what they could signal for media consolidation and antitrust enforcement
- SAP (SAP), enterprise software, and alleged exclusionary conduct: Backlash surrounding SAP’s API restrictions, concerns around vendor lock-in, and potential litigation and enforcement implications
- Nintendo, memory markets, and competition enforcement: Whether growing investor pressure on Nintendo could increase incentives to pursue claims related to alleged anticompetitive conduct in memory chip markets
- Rambus (RMBS), memory chips, and DOJ scrutiny: New disclosures tied to a reported DOJ criminal price-fixing investigation involving DDR5 memory interface components used in servers, hyperscale data centers, AI infrastructure, and enterprise computing
- Disney (DIS), InterDigital (IDCC), and streaming patent battles: How the DOJ’s position in the Disney-InterDigital dispute could reshape antitrust liability for standard essential patent licensing and what it may mean for streaming platforms, licensing markets, and subscriber pricing
We look forward to the conversation. To submit a question in advance, please email editorial@thecapitolforum.com.
For assistance accessing the call, contact: events@tcfpress.com.
Speakers:
Teddy Downey
Executive Editor at The Capitol Forum
Sacha Sloan
Senior Correspondent at The Capitol Forum
Reserve your spot today!
