Morning Brew Daily Meta Ruled Not a Monopoly & “Baby Shark” Company Goes Public
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Nov 19, 2025 Mark Zuckerberg celebrates a court victory as Meta is cleared of monopoly claims. Meanwhile, Home Depot's weak performance raises economic concerns, while Panera Bread aims for a resurgence by focusing on quality. Pinkfong's IPO reveals that while 'Baby Shark' garnered billions of views, revenue hasn't matched expectations. Additionally, a significant internet outage underscores vulnerabilities in web infrastructure. Finally, Eminem challenges Swim Shady over trademark issues, highlighting ongoing artistic battles.
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Market Fluidity Undermines Antitrust Cases
- The judge ruled Meta isn't a personal social networking monopoly because the social media market is fluid and broad.
- Rapidly changing apps and features make defining a static market for antitrust cases extremely difficult.
Delay Lets Competitors Erode Dominance
- Long antitrust trials let new competitors emerge and erode alleged dominance before rulings arrive.
- That time-lag turns big-tech breakup efforts into outdated remedies by the verdict stage.
Home Depot Sales Signal Frozen Housing Demand
- Home Depot's weak quarter signals homeowners are postponing big projects amid high mortgage rates.
- The retailer's results act as a bellwether for housing turnover and consumer remodeling demand.