Channels with Peter Kafka How does Wall Street think about Trump, media and tech?
9 snips
Jan 15, 2025 
Michael Nathanson, a veteran media and tech analyst at MoffettNathanson, dives into Wall Street's complex relationship with the tech industry. He questions why Meta's stock remained stable despite Zuckerberg's pro-MAGA shift and why media giants are eager to part with cable but cling to broadcast. The discussion also tackles the implications of Google's antitrust case and the political influence on tech regulations, revealing how these dynamics are shaping the future of media consumption and investments in AI.
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Trump's Unpredictable Influence
- The Trump administration's policies are fluid and transactional, making predictions difficult.
- Companies like Meta and Paramount Global, once adversaries, now engage with Trump.
Trump's Focus on US Tech
- Trump's administration prioritizes protecting U.S. technology companies.
- They recognize the strategic advantage of these platforms, especially regarding AI.
Antitrust Cases Under Trump
- Existing antitrust lawsuits against tech companies likely won't be withdrawn.
- The focus will shift to remedies and the DOJ's potential appeals.