The news: President Donald Trump’s second term places many US Big Tech companies in a delicate yet potentially advantageous position.
While various technology CEOs extended an olive branch to the incoming administration, inevitable policy and regulatory changes are set to alter market dynamics.
Big Tech’s proximity to power: Antitrust lawsuits against Google, Meta, and Amazon loom large. These companies may seek Trump’s favor to mitigate legal pressures, especially given the conservative majorities in Congress and the Supreme Court.
Big Tech is optimistic as it angles for expansion during Trump’s return.
Tech deals take on a government slant: Trump’s recent executive order granting a 75-day extension for ByteDance to sell TikTok’s US operations reveals his administration's active role in tech dealmaking going forward.
Our take: Tech companies may proactively engage with the administration to secure support or preempt potential objections, especially for deals involving foreign entities or significant market impact.
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