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- Tora91Tora91
  ·2021-12-30
  thanks for the watchlist
  These Are Tech's 10 Megatrends for 2022 — and the Stocks to Buy
  It’s been a turbulent year for stock markets – record levels across all major indexes despite an ons
  These Are Tech's 10 Megatrends for 2022 — and the Stocks to Buy
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- Tora91Tora91
  ·2021-12-28
  This whole thing about M&A’s. Wouldn’t tech move faster if they just continue M&A to improve their tech? As long as they’re not doing it to eat upcompetition. The FTC and JD just need to ensurethat
  Big Tech Heads for ‘a Year of Thousands of Tiny Tech Papercuts,’ but What Antitrust Efforts Could Make Them Bleed?
  As Amazon, Apple, Facebook, Google and Microsoft hover around $10 trillion in market value, regulato
  Big Tech Heads for ‘a Year of Thousands of Tiny Tech Papercuts,’ but What Antitrust Efforts Could Make Them Bleed?
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for the watchlist","listText":"thanks for the watchlist","text":"thanks for the watchlist","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9003910796","repostId":"1112468184","repostType":2,"repost":{"id":"1112468184","kind":"news","pubTimestamp":1640826006,"share":"https://ttm.financial/m/news/1112468184?lang=&edition=fundamental","pubTime":"2021-12-30 09:00","market":"us","language":"en","title":"These Are Tech's 10 Megatrends for 2022 — and the Stocks to Buy","url":"https://stock-news.laohu8.com/highlight/detail?id=1112468184","media":"Marketwatch","summary":"It’s been a turbulent year for stock markets – record levels across all major indexes despite an ons","content":"<html><head></head><body><p>It’s been a turbulent year for stock markets – record levels across all major indexes despite an onslaught of economic worries and what feels like never-ending variants of Covid-19. Now it’s time to look ahead to 10 major technology trends and which companies show the most promise to win big in 2022.</p><p><b>Cloud computing</b></p><p><b>Top pick: Amazon</b></p><p>Amazon AMZN has enjoyed the leadership position in Cloud for some time, and its AWS business now tops $16 billion in revenue a quarter. However, there have been two notable AWS outages in recent months. More broadly, Amazon’s stock price has badly lagged the S&amp;P 500 SPX in 2021 with a gain of only 4.8% through Dec. 28. Yet given that enterprise cloud investment is not expected to slow in 2022 and that AWS is Amazon’s cash-cow business, I expect the new year to be better for Amazon shareholders.</p><p><b>Keep an eye out for: Oracle</b></p><p>Oracle ORCL enjoyed a substantial growth year, capped off by a $28 billion deal to acquire Cerner, which sells software that helps doctors access and analyze medical records. In 2021, Oracle provided a peek into its Cloud growth, a business now exceeding $10 billion annually. Combined with its strong stock performance — up 37% through Dec. 28 — and stability in volatile markets, Oracle looks primed for more growth in 2022.</p><p><b>Metaverse</b></p><p><b>Top pick: Roblox</b></p><p><a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> FB (once known as Facebook) may be receiving much credit for the popularization of the Metaverse. However, Roblox RBLX has spent 17 years creating immersive experiences that could be considered the Metaverse. It claims that half of U.S. children are on the platform and that a developer community of 10 million has created more than 24 million experiences on the Roblox platform.</p><p>While Meta and others look to AR and VR to create the Metaverse experience. Roblox has taken a more real-world approach to its gaming platform that has made it a real leader in the space. This practical approach coupled with continued platform adoption should lead to continued gains as the popularization of the technology leads to more investors looking to get into the space.</p><p><b>Keep an eye out for: NVIDIA</b></p><p>CEO Jensen Huang doesn’t acknowledge the Metaverse, but the company NVDA has been playing a pivotal role in developing this technology with its Omniverse Platform. With 40 million developers looking for the tools to unlock the Metaverse, NVIDIA’s technology seems primed to be a critical contributor, and we will most likely see NVIDIA continue to run alongside this trend in 2022.</p><p><b>5G</b></p><p><b>Top pick: Qualcomm</b></p><p>5G has been a hot topic for a few years, but the technology gained steam in 2021 with more than 560 million 5G handsets shipping worldwide. Qualcomm QCOM benefits as both a leading chip maker and licenser of 5G technologies that goes into nearly every 5G-enabled handset. The year ahead will be another big year for 5G. It won’t just be handsets, but also automotive, IoT, infrastructure and more–all of which are beneficial to Qualcomm.</p><p><b>Keep an eye out for: Apple</b></p><p>As part of their 2019 settlement, Apple AAPL still depends on Qualcomm for 5G chipsets and technology as part of its license agreement, which may last longer than most think. However, since rolling out its iPhone 13 with 5G, the company has quickly become the world’s leader in 5G handset shipments, accounting for nearly <a href=\"https://laohu8.com/S/AONE.U\">one</a>-third of all 5G handsets worldwide. While I’ve been critical of the lack of 5G mmWave in its international units, I think that will come with the next generation, meaning more sales, more revenue and even happier shareholders.</p><p><b>Digital transformation</b></p><p><b>Top pick: Microsoft</b></p><p>Microsoft MSFT has had a great year, with the stock up 53% though Dec. 28 and both revenue and profit continuing to grow every quarter under the leadership of Satya Nadella. Its portfolio from software to cloud to devices is one of the most, if not the most comprehensive, to meet the needs of enterprises in their transition to digital. Even with rising interest rates, inflation, and COVID-19, it’s hard to see a scenario where Microsoft’s stock doesn’t continue its ascent.</p><p><b>Keep an eye out for: Alphabet</b></p><p>With stock-market gains of 67% thought Dec. 28, Google parent Alphabet GOOG GOOGL has outperformed Microsoft. While a lot of its business success can be attributed to its massive ad revenue, Alphabet has quietly built up a modern productivity suite that includes Cloud, SaaS, business applications, collaboration, and more. That makes it a great partner for companies looking to expedite their digital transformation. With the ad business underpinning the company, I believe Alphabet’s bets on enabling digital for enterprise and SMB will help it keep its momentum in 2022.</p><p><b>E-commerce and customer experience</b></p><p><b>Top pick: <a href=\"https://laohu8.com/S/ADBE\">Adobe</a></b></p><p>Amazon may feel like the low-hanging fruit here, but I think 2022 will be a big year for Adobe. The company’s stock recently took a significant hit following its earnings and investor day. Still, its stack of creative and experience technologies for marketers puts it in the pole position for a strong bounce back in 2022. Adobe’s experience cloud, which enjoys a rising TAM to more than $200 billion by 2024, is something I feel investors should keep a close eye on, as this is where the most significant subsection of Adobe’s growth will come over the next few years.</p><p><b>Keep an eye out for: Twilio</b></p><p>Hit hard by the growth selloff, Twilio’s TWLO stock is down more than 23% thought Dec. 28. However, its technology, developer ecosystem, and several key acquisitions, including Segment CDP, put the company in an excellent position as one of the leading platforms for enterprises seeking to deliver best-of-breed customer experiences through mobile and digital platforms. It’s far from a sure thing, but the upside for Twilio is enticing.</p><p><b>Enterprise collaboration</b></p><p><b>Top pick: Microsoft</b></p><p>With 250 million monthly active users, Microsoft Teams is the hands-down winner here. As the company diversifies to be more than just collaboration and the center of the work experience, it is looking increasingly difficult for the competition. Watch what <a href=\"https://laohu8.com/S/CRM\">Salesforce</a> does with Slack, but right now, Microsoft has a big head start.</p><p><b>Keep an eye out for: <a href=\"https://laohu8.com/S/ZM\">Zoom</a></b></p><p>A pandemic darling, Zoom Video Communications ZM saw its stock shoot up to $500 on the stay-at-home trade, only to fall back below $200, causing its deal to acquire cloud contact-center software firm Five9 to fall apart. With all of that in mind, the company still enjoys a massive user base and strong double-digit growth after surpassing $1 billion a quarter in revenue. It is also diversifying with its platform into hybrid events and asynchronous messaging. As I see it, Zoom shares went up too fast and then went down too fast. I think there is an opportunity here for Zoom and its investors.</p><p><b>Artificial intelligence (AI)</b></p><p><b>Top pick: NVIDIA</b></p><p>This one isn’t even close, and investors have had their say as NVIDIA’s stock-market value has gone north of $760 billion and on its way to $1 trillion. Investors have shaken off its increasingly unlikely bid to acquire ARM, and that is because growth is so good without it. Whether it’s AI for gaming, Metaverse, conversation, recommendations, or automotive, the company offers the software, hardware, and frameworks needed to implement AI at scale.</p><p><b>Keep an eye out for: Amazon</b></p><p>Amazon has gone all-in on its homegrown chipmaking, and it will bear fruit for the company in 2022. While AWS’s portfolio of AI and machine learning services offers GPUs from the likes of Intel and NVIDIA, the company has built a future where its offers highly competitive or market-leading performance for AI training and inference. While I don’t see AWS going toe-to-toe with NVIDIA to be the “AI” company, I do think its rapid capabilities to deliver enterprise-oriented virtual servers in the cloud, known as instances, will help keep AWS growing near or above 30% rate it has enjoyed over the past year.</p><p><b>Autonomous vehicle/ADAS technology</b></p><p><b>Top pick: Intel <a href=\"https://laohu8.com/S/MBLY\">Mobileye</a></b></p><p>I focused on technology makers that stand to win big from the interest in autonomous vehicles that has sent names like Lucid LCID and Rivian RIVN to stock-market values above GM, BMW, Volkswagen and others despite barely having any revenue. I believe Mobileye, now currently part of Intel INTC, is set to deliver big returns to shareholders in 2022. With the recent announcement that it will spin off its Mobileye business that it acquired less than five years ago, Intel stands to unlock considerable value through this deal. With more than 100 million eyeQ ADAS units shipped by Mobileye to date, I believe this could be an even bigger winner for investors who get in on Mobileye’s impending IPO as well as for Intel, which will remain Mobileye’s largest shareholder.</p><p><b>Keep an eye out for: Qualcomm</b></p><p>With recent design wins from the likes of BMW and GM, Qualcomm’s automotive design pipeline has swelled above $10 billion and stands to become the company’s next billion-dollar annual business. The company’s Snapdragon Ride platform is a full stack of components to address advanced driver assistance systems, or ADAS, telematics and infotainment, and it can be done on an open platform that makes it easier for large auto makers to adopt and iteratively upgrade their vehicles on a shorter time horizon.</p><p>I don’t think Qualcomm’s automotive business has been highly appreciated by investors as the company’s stock-market value has surged above $200 billion, and that could be a good thing for its share price in 2022.</p><p><b>Semiconductors</b></p><p><b>Top pick: <a href=\"https://laohu8.com/S/AMD\">AMD</a></b></p><p>Much like NVIDIA has become the darling of AI, AMD AMD has become one of the most exciting names in semiconductors; the company has taken market share in laptops, and perhaps more important, servers over the past few years.</p><p>The growth under CEO Lisa Su has been nothing short of remarkable. The stock has climbed 67% through Dec. 28, and the company claimed a 10% market share in the datacenter server space for the first time since 2007. That growth has been critical to the company’s top-line growth and its increasing margins, making it even more attractive to its investors.</p><p><b>Keep an eye out for: Marvell</b></p><p>It seems like Marvell MRVL CEO Matt Murphy can do no wrong. The chipmaker’s turnaround has been underpinned by solid growth in key secular trends, including 5G, automotive, and datacenter. In 2021, Marvell went from being part of a large swath of semiconductor names to one of the must-own names for those that share my belief that semiconductors will eat the world. The stock nearly doubled in 2021 and has recently hit an all-time high; count on more gains in 2022.</p><p><b>Enterprise software</b></p><p><b>Top pick: Salesforce</b></p><p>This one was a close call, given that Microsoft and Oracle both have had a solid year for their enterprise software. However, Salesforce CRM has been extraordinarily stable in its growth, and I’m increasingly optimistic about its platform, Hyperforce, and how that will expand its growth trajectory. The company has made several significant acquisitions in MuleSoft, Tableau and, most recently, Slack, and I think the best of Salesforce is yet to come. Its humble 15% stock-market gain through Dec. 28 makes it stand out as a smart pick for a pop in 2022.</p><p><b>Keep an eye out for: SAP</b></p><p>This name may not exude excitement, but SAP SAP XE:SAP touts more than 425,000 customers, and this means strong recurring revenue. Now it’s making a real push into the cloud, and that transition makes SAP an interesting growth opportunity in 2022. With 77% of its revenue falling into the “predictable” category and mid-double-digit (20%) cloud growth, there is a real opportunity for upside if its cloud transformation continues to take shape.</p></body></html>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>These Are Tech's 10 Megatrends for 2022 — and the Stocks to Buy</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThese Are Tech's 10 Megatrends for 2022 — and the Stocks to Buy\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-30 09:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/these-are-techs-10-megatrends-for-2022-and-the-stocks-to-buy-11640790443?mod=newsviewer_click><strong>Marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It’s been a turbulent year for stock markets – record levels across all major indexes despite an onslaught of economic worries and what feels like never-ending variants of Covid-19. Now it’s time to ...</p>\n\n<a href=\"https://www.marketwatch.com/story/these-are-techs-10-megatrends-for-2022-and-the-stocks-to-buy-11640790443?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果","AMD":"美国超微公司","NVDA":"英伟达","GOOG":"谷歌","QCOM":"高通","TWLO":"Twilio Inc","AMZN":"亚马逊","ORCL":"甲骨文","ADBE":"Adobe","MRVL":"迈威尔科技","ZM":"Zoom","MSFT":"微软","CRM":"赛富时","INTC":"英特尔","RBLX":"Roblox Corporation","SAP":"SAP SE"},"source_url":"https://www.marketwatch.com/story/these-are-techs-10-megatrends-for-2022-and-the-stocks-to-buy-11640790443?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1112468184","content_text":"It’s been a turbulent year for stock markets – record levels across all major indexes despite an onslaught of economic worries and what feels like never-ending variants of Covid-19. Now it’s time to look ahead to 10 major technology trends and which companies show the most promise to win big in 2022.Cloud computingTop pick: AmazonAmazon AMZN has enjoyed the leadership position in Cloud for some time, and its AWS business now tops $16 billion in revenue a quarter. However, there have been two notable AWS outages in recent months. More broadly, Amazon’s stock price has badly lagged the S&P 500 SPX in 2021 with a gain of only 4.8% through Dec. 28. Yet given that enterprise cloud investment is not expected to slow in 2022 and that AWS is Amazon’s cash-cow business, I expect the new year to be better for Amazon shareholders.Keep an eye out for: OracleOracle ORCL enjoyed a substantial growth year, capped off by a $28 billion deal to acquire Cerner, which sells software that helps doctors access and analyze medical records. In 2021, Oracle provided a peek into its Cloud growth, a business now exceeding $10 billion annually. Combined with its strong stock performance — up 37% through Dec. 28 — and stability in volatile markets, Oracle looks primed for more growth in 2022.MetaverseTop pick: RobloxMeta Platforms FB (once known as Facebook) may be receiving much credit for the popularization of the Metaverse. However, Roblox RBLX has spent 17 years creating immersive experiences that could be considered the Metaverse. It claims that half of U.S. children are on the platform and that a developer community of 10 million has created more than 24 million experiences on the Roblox platform.While Meta and others look to AR and VR to create the Metaverse experience. Roblox has taken a more real-world approach to its gaming platform that has made it a real leader in the space. This practical approach coupled with continued platform adoption should lead to continued gains as the popularization of the technology leads to more investors looking to get into the space.Keep an eye out for: NVIDIACEO Jensen Huang doesn’t acknowledge the Metaverse, but the company NVDA has been playing a pivotal role in developing this technology with its Omniverse Platform. With 40 million developers looking for the tools to unlock the Metaverse, NVIDIA’s technology seems primed to be a critical contributor, and we will most likely see NVIDIA continue to run alongside this trend in 2022.5GTop pick: Qualcomm5G has been a hot topic for a few years, but the technology gained steam in 2021 with more than 560 million 5G handsets shipping worldwide. Qualcomm QCOM benefits as both a leading chip maker and licenser of 5G technologies that goes into nearly every 5G-enabled handset. The year ahead will be another big year for 5G. It won’t just be handsets, but also automotive, IoT, infrastructure and more–all of which are beneficial to Qualcomm.Keep an eye out for: AppleAs part of their 2019 settlement, Apple AAPL still depends on Qualcomm for 5G chipsets and technology as part of its license agreement, which may last longer than most think. However, since rolling out its iPhone 13 with 5G, the company has quickly become the world’s leader in 5G handset shipments, accounting for nearly one-third of all 5G handsets worldwide. While I’ve been critical of the lack of 5G mmWave in its international units, I think that will come with the next generation, meaning more sales, more revenue and even happier shareholders.Digital transformationTop pick: MicrosoftMicrosoft MSFT has had a great year, with the stock up 53% though Dec. 28 and both revenue and profit continuing to grow every quarter under the leadership of Satya Nadella. Its portfolio from software to cloud to devices is one of the most, if not the most comprehensive, to meet the needs of enterprises in their transition to digital. Even with rising interest rates, inflation, and COVID-19, it’s hard to see a scenario where Microsoft’s stock doesn’t continue its ascent.Keep an eye out for: AlphabetWith stock-market gains of 67% thought Dec. 28, Google parent Alphabet GOOG GOOGL has outperformed Microsoft. While a lot of its business success can be attributed to its massive ad revenue, Alphabet has quietly built up a modern productivity suite that includes Cloud, SaaS, business applications, collaboration, and more. That makes it a great partner for companies looking to expedite their digital transformation. With the ad business underpinning the company, I believe Alphabet’s bets on enabling digital for enterprise and SMB will help it keep its momentum in 2022.E-commerce and customer experienceTop pick: AdobeAmazon may feel like the low-hanging fruit here, but I think 2022 will be a big year for Adobe. The company’s stock recently took a significant hit following its earnings and investor day. Still, its stack of creative and experience technologies for marketers puts it in the pole position for a strong bounce back in 2022. Adobe’s experience cloud, which enjoys a rising TAM to more than $200 billion by 2024, is something I feel investors should keep a close eye on, as this is where the most significant subsection of Adobe’s growth will come over the next few years.Keep an eye out for: TwilioHit hard by the growth selloff, Twilio’s TWLO stock is down more than 23% thought Dec. 28. However, its technology, developer ecosystem, and several key acquisitions, including Segment CDP, put the company in an excellent position as one of the leading platforms for enterprises seeking to deliver best-of-breed customer experiences through mobile and digital platforms. It’s far from a sure thing, but the upside for Twilio is enticing.Enterprise collaborationTop pick: MicrosoftWith 250 million monthly active users, Microsoft Teams is the hands-down winner here. As the company diversifies to be more than just collaboration and the center of the work experience, it is looking increasingly difficult for the competition. Watch what Salesforce does with Slack, but right now, Microsoft has a big head start.Keep an eye out for: ZoomA pandemic darling, Zoom Video Communications ZM saw its stock shoot up to $500 on the stay-at-home trade, only to fall back below $200, causing its deal to acquire cloud contact-center software firm Five9 to fall apart. With all of that in mind, the company still enjoys a massive user base and strong double-digit growth after surpassing $1 billion a quarter in revenue. It is also diversifying with its platform into hybrid events and asynchronous messaging. As I see it, Zoom shares went up too fast and then went down too fast. I think there is an opportunity here for Zoom and its investors.Artificial intelligence (AI)Top pick: NVIDIAThis one isn’t even close, and investors have had their say as NVIDIA’s stock-market value has gone north of $760 billion and on its way to $1 trillion. Investors have shaken off its increasingly unlikely bid to acquire ARM, and that is because growth is so good without it. Whether it’s AI for gaming, Metaverse, conversation, recommendations, or automotive, the company offers the software, hardware, and frameworks needed to implement AI at scale.Keep an eye out for: AmazonAmazon has gone all-in on its homegrown chipmaking, and it will bear fruit for the company in 2022. While AWS’s portfolio of AI and machine learning services offers GPUs from the likes of Intel and NVIDIA, the company has built a future where its offers highly competitive or market-leading performance for AI training and inference. While I don’t see AWS going toe-to-toe with NVIDIA to be the “AI” company, I do think its rapid capabilities to deliver enterprise-oriented virtual servers in the cloud, known as instances, will help keep AWS growing near or above 30% rate it has enjoyed over the past year.Autonomous vehicle/ADAS technologyTop pick: Intel MobileyeI focused on technology makers that stand to win big from the interest in autonomous vehicles that has sent names like Lucid LCID and Rivian RIVN to stock-market values above GM, BMW, Volkswagen and others despite barely having any revenue. I believe Mobileye, now currently part of Intel INTC, is set to deliver big returns to shareholders in 2022. With the recent announcement that it will spin off its Mobileye business that it acquired less than five years ago, Intel stands to unlock considerable value through this deal. With more than 100 million eyeQ ADAS units shipped by Mobileye to date, I believe this could be an even bigger winner for investors who get in on Mobileye’s impending IPO as well as for Intel, which will remain Mobileye’s largest shareholder.Keep an eye out for: QualcommWith recent design wins from the likes of BMW and GM, Qualcomm’s automotive design pipeline has swelled above $10 billion and stands to become the company’s next billion-dollar annual business. The company’s Snapdragon Ride platform is a full stack of components to address advanced driver assistance systems, or ADAS, telematics and infotainment, and it can be done on an open platform that makes it easier for large auto makers to adopt and iteratively upgrade their vehicles on a shorter time horizon.I don’t think Qualcomm’s automotive business has been highly appreciated by investors as the company’s stock-market value has surged above $200 billion, and that could be a good thing for its share price in 2022.SemiconductorsTop pick: AMDMuch like NVIDIA has become the darling of AI, AMD AMD has become one of the most exciting names in semiconductors; the company has taken market share in laptops, and perhaps more important, servers over the past few years.The growth under CEO Lisa Su has been nothing short of remarkable. The stock has climbed 67% through Dec. 28, and the company claimed a 10% market share in the datacenter server space for the first time since 2007. That growth has been critical to the company’s top-line growth and its increasing margins, making it even more attractive to its investors.Keep an eye out for: MarvellIt seems like Marvell MRVL CEO Matt Murphy can do no wrong. The chipmaker’s turnaround has been underpinned by solid growth in key secular trends, including 5G, automotive, and datacenter. In 2021, Marvell went from being part of a large swath of semiconductor names to one of the must-own names for those that share my belief that semiconductors will eat the world. The stock nearly doubled in 2021 and has recently hit an all-time high; count on more gains in 2022.Enterprise softwareTop pick: SalesforceThis one was a close call, given that Microsoft and Oracle both have had a solid year for their enterprise software. However, Salesforce CRM has been extraordinarily stable in its growth, and I’m increasingly optimistic about its platform, Hyperforce, and how that will expand its growth trajectory. The company has made several significant acquisitions in MuleSoft, Tableau and, most recently, Slack, and I think the best of Salesforce is yet to come. Its humble 15% stock-market gain through Dec. 28 makes it stand out as a smart pick for a pop in 2022.Keep an eye out for: SAPThis name may not exude excitement, but SAP SAP XE:SAP touts more than 425,000 customers, and this means strong recurring revenue. Now it’s making a real push into the cloud, and that transition makes SAP an interesting growth opportunity in 2022. With 77% of its revenue falling into the “predictable” category and mid-double-digit (20%) cloud growth, there is a real opportunity for upside if its cloud transformation continues to take shape.","news_type":1},"isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9009286309,"gmtCreate":1640691790832,"gmtModify":1676533534391,"author":{"id":"4102210461555910","authorId":"4102210461555910","name":"Tora91","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4102210461555910","authorIdStr":"4102210461555910"},"themes":[],"htmlText":"This whole thing about M&amp;A’s. Wouldn’t tech move faster if they just continue M&amp;A to improve their tech? As long as they’re not doing it to eat upcompetition. The FTC and JD just need to ensurethat","listText":"This whole thing about M&amp;A’s. Wouldn’t tech move faster if they just continue M&amp;A to improve their tech? As long as they’re not doing it to eat upcompetition. The FTC and JD just need to ensurethat","text":"This whole thing about M&A’s. Wouldn’t tech move faster if they just continue M&A to improve their tech? As long as they’re not doing it to eat upcompetition. The FTC and JD just need to ensurethat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9009286309","repostId":"2194910700","repostType":4,"repost":{"id":"2194910700","kind":"highlight","pubTimestamp":1640677907,"share":"https://ttm.financial/m/news/2194910700?lang=&edition=fundamental","pubTime":"2021-12-28 15:51","market":"us","language":"en","title":"Big Tech Heads for ‘a Year of Thousands of Tiny Tech Papercuts,’ but What Antitrust Efforts Could Make Them Bleed?","url":"https://stock-news.laohu8.com/highlight/detail?id=2194910700","media":"MarketWatch","summary":"As Amazon, Apple, Facebook, Google and Microsoft hover around $10 trillion in market value, regulato","content":"<p>As Amazon, Apple, Facebook, Google and Microsoft hover around $10 trillion in market value, regulators expected to try to cut off acquisitions and pass new laws amid a raft of antitrust lawsuits</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/796ae2ca17b5115837b7e1c8ed2572dc\" tg-width=\"700\" tg-height=\"487\" referrerpolicy=\"no-referrer\"><span>MarketWatch photo illustration/iStockphoto</span></p>\n<p>Antitrust enforcement of Big Tech is expected to take place on a scale never before seen in 2022, following years of escalating rhetoric from Washington.</p>\n<p>So far, Wall Street has shrugged as the five companies under the microscope -- Google parent Alphabet Inc., Facebook parent <a href=\"https://laohu8.com/S/FB\">Meta Platforms</a> Inc., Apple Inc., Amazon.com Inc., and, yes, Microsoft Corp.&nbsp;-- have been targeted by governments and rivals across the globe. Despite a steady drumbeat of negative headlines, tech's quintet of heavy hitters boasted a cumulative market value of nearly $10 trillion as 2021 neared an end, after producing a collective $2.4 trillion in revenue over the past two years of pandemic misery.</p>\n<p>The stock prices of tech companies have only been \"minorly impacted because investors do not tend to make decisions based on the mere possibility of legislation,\" Ashley Baker, director of public policy at the Committee for Justice, told MarketWatch.</p>\n<p>Many investors have simply looked back on history and shrugged, according to one Silicon Valley venture capitalist.</p>\n<p>\"There is more antitrust noise, but investment people remember the Microsoft and IBM&nbsp;[antitrust investigations] in which waves of innovation followed those investigations and proved they did not own the industry,\" Alexandra Sasha Johnson, president of Global Tech Symposium, a Silicon Valley investment conference, told MarketWatch. \"Until the Big Tech companies buy each other, this is not a problem.\"</p>\n<p>This could finally change in 2022 as it did in the late 1990s, when some tech companies struck a cautious stance during the Justice Department's investigation of Microsoft for monopolistic practices, Syed said.</p>\n<p>\"The difference is that we're talking about interconnected companies that own an industry versus just one company [with Microsoft],\" she said. \"And there is bipartisan support, which makes it easier politically.\"</p>\n<p>With more than a dozen pieces of anti-tech legislation, a plethora of lawsuits and regulatory fines escalating in the U.S. and abroad, as well as the Biden administration rounding out Big Tech's nightmare team of government agency heads, 2022 is shaping up as a seminal year for tech regulation after decades of inaction.</p>\n<p>In rapid succession this year, Biden named and nominated an antitrust team of Tim Wu (to the newly created position of head of competition policy at the National Economic Council), Lina Khan (chair of the Federal Trade Commission) and Jonathan Kanter (head of the antitrust division of the Justice Department). Each is a heralded anti-monopolist advocate who has written extensively on the topic or represented companies making antitrust claims against Big Tech.</p>\n<p>The trio have been referred to as members of a \"New Brandeis movement,\" named after Supreme Court Justice Louis Brandeis, whose decisions limited the power of big business in the early 20th century. With the New Brandeis trifecta in place, and Congress evaluating more than dozen possible anti-tech bills, next year is \"shaping up to be the year of Tech Takedown,\" Bhaskar Chakravorti, dean of global business at the Fletcher School at Tufts University, told MarketWatch.</p>\n<p>More troubling for tech CEOs, he said, are the \"many tiny actions at the FTC, Justice Department and Congress that will continue to keep feeding the news cycles with a steady stream of actions\" that add up to a \"a year of thousands of tiny tech papercuts.\"</p>\n<p>Big Tech's treacherous path to antitrust enforcement has three potentially damaging roads: federal agencies challenging acquisitions and mergers; legislation tailored to stimulate competition and curtail the influence of tech's dominant platforms; and federal and state lawsuits.</p>\n<p><b>Closer scrutiny of M&amp;A activity</b></p>\n<p>The biggest immediate impact from the Biden administration's all-out assault could be a cooling-off period of frenzied mergers and acquisitions by the biggest players. Regulators have been empowered with examining past deals and more strenuously inspecting tech's latest purchases.</p>\n<p>Major movement is already happening on the M&amp;A front because, as lawyers and executives told MarketWatch, the FTC and Justice Department have new leadership empowered to more closely review and approve mergers while they await legislation and court actions. A non-binding presidential executive order largely seen as aimed at Big Tech announced a policy of greater scrutiny of mergers over the summer, and the FTC and Justice Department each would receive $500 million in new funding to boost staff working on antitrust enforcement as part of the House-passed reconciliation bill awaiting Senate action.</p>\n<p>The FTC is signaling greater oversight over deals, requiring affirmative consent on certain transactions, which may prolong uncertainty on merger agreements. The agency has already sued to block the largest semiconductor deal ever -- Nvidia Corp.'s&nbsp;proposed $40 billion acquisition of U.K.-based chip-design provider Arm Ltd., saying the deal would \"distort Arm's incentives in chip markets and allow the combined firm to unfairly undermine Nvidia's rivals.\"</p>\n<p>Another FTC antitrust probe, into Meta's plan to acquire VR fitness app Supernatural for $400 million, is underway, according to a report by The Information.</p>\n<p>The Justice Department's direction is less clear at this point, but signals from Kanter's confirmation hearing point to \"vigorous enforcement\" of antitrust laws.</p>\n<p>\"Personnel is policy. With the trifecta of Khan, Kanter and Wu, there is a new sheriff in town,\" Luther Lowe, senior vice president of public policy at <a href=\"https://laohu8.com/S/YELP\">Yelp Inc.</a> (YELP), told MarketWatch. \"Efforts by Amazon and Facebook to recuse Khan, and Google's attempt to recuse Kanter, is like arsonists asking for firefighters to be removed from a fire.\"</p>\n<p>An overwhelming swath of Americans, regardless of political affiliation, believe Big Tech wields too much power and should be held in check on acquisitions, according to a survey of 1,187 likely voters by Data for Progress in September. Wide majorities believe Big Tech \"puts competitors at a disadvantage\" (69%) and \"shouldn't be able to buy up smaller businesses because of the potential negative impacts on competition and consumers\" (66%).</p>\n<p>Agencies are more aggressively scrutinizing tech-related deals, antitrust attorney Valarie Williams told MarketWatch. Whether investigations block mergers, they \"can be disruptive and stop mergers if not discourage them,\" she said.</p>\n<p>\"Legislation or not, that will not affect at all DoJ and FTC in antitrust enforcement based on existing law,\" Williams said. \"The pendulum has definitely swung after years of inactivity and readily-approved mergers.\"</p>\n<p>At the very least, expect acquisitions to take longer to complete, if they can get through the regulatory process at all. And expect more scrutiny over smaller deals after an FTC study in September revealed that Amazon, Apple, Google, Meta and Microsoft made 616 acquisitions from 2010 to 2019 that fell below the FTC's $92 million reporting threshold but were worth at least $1 million.</p>\n<p>\"Investors have told us that they have built more time into deals being done, but still expect many to go through,\" Ed Mills, Washington policy analyst at Raymond James, told MarketWatch. \"They are ready for a longer process and agencies to be skeptical of acquisitions of nascent competitors by larger players.\"</p>\n<p>Deep-pocketed investors in startups hoping to be acquired have noticed. Bettina Hein, co-founder and chief executive of digital-healthcare startup Juli, put it in stark terms during the Dec. 15 Senate hearing on competition: 10 times as many tech startups seek acquisitions as they do an initial public offering.</p>\n<p>Increasingly, executives and investors have reached out to antitrust law firms to assess the legislative and political climate and its impact on Big Tech's aggressive M&amp;A strategy, according to Nabiha Syed, president of The Markup.</p>\n<p>\"Boards with exit strategies are huddling with antitrust lawyers to see if this lasts the next two years,\" she said. \"A key question is how soon the FTC shakes things up. To me, they speed up the war drums and hit the ground running in 2022. There is a public appetite and more momentum this time than around\" than when the Justice Department sued Microsoft in the 1990s, she added.</p>\n<p><b>Legislation is on the way, but how soon?</b></p>\n<p>As U.S. regulators prepare to crack down, legislators are ramping up bills for votes, the culmination of years of hearings and policy discussions.</p>\n<p>\"This is a watershed moment for Big Tech accountability, and 2022 will be the year that these companies finally face the regulation that will end their harmful and deceptive practices,\" Sen. Edward Markey, D-Mass., told MarketWatch. Markey, author of the landmark Child Online Protection Act of 1998, has toiled on a sequel for years and is confident it will happen in 2022.</p>\n<p>Next year could shape up as the biggest for tech legislation since Bill Clinton's presidency, when the Telecommunications Act of 1996 significantly amended the Communications Act of 1934, according to Jim Steyer, CEO of Common Sense Media, a lobbying and advocacy organization, and co-chair of the Future of Tech Commission, appointed by White House in April.</p>\n<p>Steyer anticipates changes to privacy law, with a federal law modeled after California's CCPA in 2018, and platform accountability in the form of revisions to Section 230 of the Communications Decency Act. Most important, the $1 billion in funding for FTC and Justice as part of the evolving Build Back Better bill would give regulators the ability to enforce.</p>\n<p>\"Laws without enforcement are like sharks without teeth,\" he told MarketWatch.</p>\n<p>Facebook whistle-blower Frances Haugen's impact \"energized Congress on bipartisan bills\" while Biden's executive order \"sent a clear message\" that acquisitions won't occur at the same pace. \"The federal government, in the form of the FTC and Justice, will take longer looks at potential combinations\" like Nvidia and Arm, Steyer said.</p>\n<p>The House has introduced six bills, the Senate has at least three major pieces of legislation, and more are expected. Rep. David Cicilline, D-R.I., a key architect of the House's six bills, has said he expects \"we'll be in a position to bring the bills to the floor\" by the fall.</p>\n<p>Big Tech has attempted to throw money at the problem. Amazon ($15.33 million), Facebook ($14.65 million) and Alphabet ($8.95 million) ranked among the top 20 spenders in lobbying efforts on government policy this year, according to the nonprofit OpenSecrets, even as the debate over antitrust efforts took down a major Silicon Valley lobbying group.</p>\n<p>And midterm elections could change the course of Democrats' legislation. House Minority Leader Kevin McCarthy, R-Calif., in June signaled his opposition to giving regulators too much authority and that House Republicans plan to target other tech issues, namely around \"free speech [Section 230] and free enterprise.\"</p>\n<p><b>Federal and state lawsuits</b></p>\n<p>The Justice Department is rumored to be on the cusp of two major lawsuits: one targeting Google's dominance of the digital advertising market, the other aimed at Apple, perhaps at the influence and business practices of its App Store though it remains unclear.</p>\n<p>Justice's next lawsuit against Google would be its second antitrust action. The first, in July, alleged Google illegally protected its monopoly over online search advertising. Separately, a group of 36 states and the District of Columbia sued Google in July, claiming its mobile app store abuses its market power and forces aggressive terms on software developers.</p>\n<p>Perhaps the most intriguing of a handful of state-led cases against Google is one led by Texas Attorney General Ken Paxton. It claims Google commands a cut of 22% to 42% of U.S. ad spending that goes through its systems, according to a newly unredacted lawsuit.</p>\n<p>Apple's quandary is the ongoing Epic Games Inc. antitrust suit that is wending its way through appeals court. Though a federal judge ruled Apple did not break antitrust law, she issued an injunction that would have forced Apple to allow external payment options on its App Store by Dec. 9. [Apple recently won a stay on appeal of the injunction. The stay, however, does not reverse the earlier ruling but puts enforcement on hold until the appeals court can fully hear the case, a process that will likely take months.]</p>\n<p>Meanwhile, the FTC continues to plow ahead on its lawsuit to force the divesture of Instagram and WhatsApp from Meta. At the very least, the lawsuit sets a template for the agency's avowed crack down on tech M&amp;A action, regardless of the decision in the case.</p>\n<p>This leaves Amazon, which could be bracing for an FTC suit led by its longtime nemesis Khan. The agency is currently probing Amazon as part of a series of ongoing investigations into Big Tech, and it is looking more closely at Amazon's planned $8.45 billion purchase of MGM Studios.</p>\n<p>Whether any or all of these actions tamp on the brakes of Big Tech's growth is far from certain. Despite the threat of legislation and lawsuits, Apple is on the verge of becoming the first company worth $3 trillion, Google is about to pass $2 trillion, and Meta is on the cusp of topping $1 trillion in market value -- all amid record revenue during the pandemic.</p>\n<p>\"The problem is we have built an economy around monopolies. The core issue here is that Google and Facebook in particular have a culture built around the engineering value system -- efficiency over everything else,\" venture capitalist Roger McNamee, author of \"Zucked: Waking Up to the Facebook Catastrophe,\" told MarketWatch. \"Democracy is built on self-determination and not compatible with efficiency. You have to limit their independence or lose democracy.\"</p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Big Tech Heads for ‘a Year of Thousands of Tiny Tech Papercuts,’ but What Antitrust Efforts Could Make Them Bleed?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBig Tech Heads for ‘a Year of Thousands of Tiny Tech Papercuts,’ but What Antitrust Efforts Could Make Them Bleed?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-28 15:51 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/big-tech-heads-for-a-year-of-thousands-of-tiny-tech-papercuts-but-what-antitrust-efforts-could-make-them-bleed-11640640776?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>As Amazon, Apple, Facebook, Google and Microsoft hover around $10 trillion in market value, regulators expected to try to cut off acquisitions and pass new laws amid a raft of antitrust lawsuits\n...</p>\n\n<a href=\"https://www.marketwatch.com/story/big-tech-heads-for-a-year-of-thousands-of-tiny-tech-papercuts-but-what-antitrust-efforts-could-make-them-bleed-11640640776?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","NVDA":"英伟达","AMZN":"亚马逊","BK4525":"远程办公概念","BK4567":"ESG概念","BK4508":"社交媒体","BK4524":"宅经济概念","BK4535":"淡马锡持仓","BK4553":"喜马拉雅资本持仓","BK4077":"互动媒体与服务","BK4501":"段永平概念","IBM":"IBM","BK4538":"云计算","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4554":"元宇宙及AR概念","BK4550":"红杉资本持仓","BK4141":"半导体产品","YELP":"Yelp Inc.","BK4503":"景林资产持仓","BK4134":"信息科技咨询与其它服务","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4097":"系统软件","BK4505":"高瓴资本持仓","BK4549":"软银资本持仓","BK4504":"桥水持仓","AAPL":"苹果","GOOG":"谷歌","BK4507":"流媒体概念","GOOGL":"谷歌A","BK4561":"索罗斯持仓","BK4514":"搜索引擎","BK4170":"电脑硬件、储存设备及电脑周边","BK4529":"IDC概念","BK4528":"SaaS概念","BK4516":"特朗普概念","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK4543":"AI","MSFT":"微软","BK4534":"瑞士信贷持仓","BK4566":"资本集团"},"source_url":"https://www.marketwatch.com/story/big-tech-heads-for-a-year-of-thousands-of-tiny-tech-papercuts-but-what-antitrust-efforts-could-make-them-bleed-11640640776?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2194910700","content_text":"As Amazon, Apple, Facebook, Google and Microsoft hover around $10 trillion in market value, regulators expected to try to cut off acquisitions and pass new laws amid a raft of antitrust lawsuits\nMarketWatch photo illustration/iStockphoto\nAntitrust enforcement of Big Tech is expected to take place on a scale never before seen in 2022, following years of escalating rhetoric from Washington.\nSo far, Wall Street has shrugged as the five companies under the microscope -- Google parent Alphabet Inc., Facebook parent Meta Platforms Inc., Apple Inc., Amazon.com Inc., and, yes, Microsoft Corp. -- have been targeted by governments and rivals across the globe. Despite a steady drumbeat of negative headlines, tech's quintet of heavy hitters boasted a cumulative market value of nearly $10 trillion as 2021 neared an end, after producing a collective $2.4 trillion in revenue over the past two years of pandemic misery.\nThe stock prices of tech companies have only been \"minorly impacted because investors do not tend to make decisions based on the mere possibility of legislation,\" Ashley Baker, director of public policy at the Committee for Justice, told MarketWatch.\nMany investors have simply looked back on history and shrugged, according to one Silicon Valley venture capitalist.\n\"There is more antitrust noise, but investment people remember the Microsoft and IBM [antitrust investigations] in which waves of innovation followed those investigations and proved they did not own the industry,\" Alexandra Sasha Johnson, president of Global Tech Symposium, a Silicon Valley investment conference, told MarketWatch. \"Until the Big Tech companies buy each other, this is not a problem.\"\nThis could finally change in 2022 as it did in the late 1990s, when some tech companies struck a cautious stance during the Justice Department's investigation of Microsoft for monopolistic practices, Syed said.\n\"The difference is that we're talking about interconnected companies that own an industry versus just one company [with Microsoft],\" she said. \"And there is bipartisan support, which makes it easier politically.\"\nWith more than a dozen pieces of anti-tech legislation, a plethora of lawsuits and regulatory fines escalating in the U.S. and abroad, as well as the Biden administration rounding out Big Tech's nightmare team of government agency heads, 2022 is shaping up as a seminal year for tech regulation after decades of inaction.\nIn rapid succession this year, Biden named and nominated an antitrust team of Tim Wu (to the newly created position of head of competition policy at the National Economic Council), Lina Khan (chair of the Federal Trade Commission) and Jonathan Kanter (head of the antitrust division of the Justice Department). Each is a heralded anti-monopolist advocate who has written extensively on the topic or represented companies making antitrust claims against Big Tech.\nThe trio have been referred to as members of a \"New Brandeis movement,\" named after Supreme Court Justice Louis Brandeis, whose decisions limited the power of big business in the early 20th century. With the New Brandeis trifecta in place, and Congress evaluating more than dozen possible anti-tech bills, next year is \"shaping up to be the year of Tech Takedown,\" Bhaskar Chakravorti, dean of global business at the Fletcher School at Tufts University, told MarketWatch.\nMore troubling for tech CEOs, he said, are the \"many tiny actions at the FTC, Justice Department and Congress that will continue to keep feeding the news cycles with a steady stream of actions\" that add up to a \"a year of thousands of tiny tech papercuts.\"\nBig Tech's treacherous path to antitrust enforcement has three potentially damaging roads: federal agencies challenging acquisitions and mergers; legislation tailored to stimulate competition and curtail the influence of tech's dominant platforms; and federal and state lawsuits.\nCloser scrutiny of M&A activity\nThe biggest immediate impact from the Biden administration's all-out assault could be a cooling-off period of frenzied mergers and acquisitions by the biggest players. Regulators have been empowered with examining past deals and more strenuously inspecting tech's latest purchases.\nMajor movement is already happening on the M&A front because, as lawyers and executives told MarketWatch, the FTC and Justice Department have new leadership empowered to more closely review and approve mergers while they await legislation and court actions. A non-binding presidential executive order largely seen as aimed at Big Tech announced a policy of greater scrutiny of mergers over the summer, and the FTC and Justice Department each would receive $500 million in new funding to boost staff working on antitrust enforcement as part of the House-passed reconciliation bill awaiting Senate action.\nThe FTC is signaling greater oversight over deals, requiring affirmative consent on certain transactions, which may prolong uncertainty on merger agreements. The agency has already sued to block the largest semiconductor deal ever -- Nvidia Corp.'s proposed $40 billion acquisition of U.K.-based chip-design provider Arm Ltd., saying the deal would \"distort Arm's incentives in chip markets and allow the combined firm to unfairly undermine Nvidia's rivals.\"\nAnother FTC antitrust probe, into Meta's plan to acquire VR fitness app Supernatural for $400 million, is underway, according to a report by The Information.\nThe Justice Department's direction is less clear at this point, but signals from Kanter's confirmation hearing point to \"vigorous enforcement\" of antitrust laws.\n\"Personnel is policy. With the trifecta of Khan, Kanter and Wu, there is a new sheriff in town,\" Luther Lowe, senior vice president of public policy at Yelp Inc. (YELP), told MarketWatch. \"Efforts by Amazon and Facebook to recuse Khan, and Google's attempt to recuse Kanter, is like arsonists asking for firefighters to be removed from a fire.\"\nAn overwhelming swath of Americans, regardless of political affiliation, believe Big Tech wields too much power and should be held in check on acquisitions, according to a survey of 1,187 likely voters by Data for Progress in September. Wide majorities believe Big Tech \"puts competitors at a disadvantage\" (69%) and \"shouldn't be able to buy up smaller businesses because of the potential negative impacts on competition and consumers\" (66%).\nAgencies are more aggressively scrutinizing tech-related deals, antitrust attorney Valarie Williams told MarketWatch. Whether investigations block mergers, they \"can be disruptive and stop mergers if not discourage them,\" she said.\n\"Legislation or not, that will not affect at all DoJ and FTC in antitrust enforcement based on existing law,\" Williams said. \"The pendulum has definitely swung after years of inactivity and readily-approved mergers.\"\nAt the very least, expect acquisitions to take longer to complete, if they can get through the regulatory process at all. And expect more scrutiny over smaller deals after an FTC study in September revealed that Amazon, Apple, Google, Meta and Microsoft made 616 acquisitions from 2010 to 2019 that fell below the FTC's $92 million reporting threshold but were worth at least $1 million.\n\"Investors have told us that they have built more time into deals being done, but still expect many to go through,\" Ed Mills, Washington policy analyst at Raymond James, told MarketWatch. \"They are ready for a longer process and agencies to be skeptical of acquisitions of nascent competitors by larger players.\"\nDeep-pocketed investors in startups hoping to be acquired have noticed. Bettina Hein, co-founder and chief executive of digital-healthcare startup Juli, put it in stark terms during the Dec. 15 Senate hearing on competition: 10 times as many tech startups seek acquisitions as they do an initial public offering.\nIncreasingly, executives and investors have reached out to antitrust law firms to assess the legislative and political climate and its impact on Big Tech's aggressive M&A strategy, according to Nabiha Syed, president of The Markup.\n\"Boards with exit strategies are huddling with antitrust lawyers to see if this lasts the next two years,\" she said. \"A key question is how soon the FTC shakes things up. To me, they speed up the war drums and hit the ground running in 2022. There is a public appetite and more momentum this time than around\" than when the Justice Department sued Microsoft in the 1990s, she added.\nLegislation is on the way, but how soon?\nAs U.S. regulators prepare to crack down, legislators are ramping up bills for votes, the culmination of years of hearings and policy discussions.\n\"This is a watershed moment for Big Tech accountability, and 2022 will be the year that these companies finally face the regulation that will end their harmful and deceptive practices,\" Sen. Edward Markey, D-Mass., told MarketWatch. Markey, author of the landmark Child Online Protection Act of 1998, has toiled on a sequel for years and is confident it will happen in 2022.\nNext year could shape up as the biggest for tech legislation since Bill Clinton's presidency, when the Telecommunications Act of 1996 significantly amended the Communications Act of 1934, according to Jim Steyer, CEO of Common Sense Media, a lobbying and advocacy organization, and co-chair of the Future of Tech Commission, appointed by White House in April.\nSteyer anticipates changes to privacy law, with a federal law modeled after California's CCPA in 2018, and platform accountability in the form of revisions to Section 230 of the Communications Decency Act. Most important, the $1 billion in funding for FTC and Justice as part of the evolving Build Back Better bill would give regulators the ability to enforce.\n\"Laws without enforcement are like sharks without teeth,\" he told MarketWatch.\nFacebook whistle-blower Frances Haugen's impact \"energized Congress on bipartisan bills\" while Biden's executive order \"sent a clear message\" that acquisitions won't occur at the same pace. \"The federal government, in the form of the FTC and Justice, will take longer looks at potential combinations\" like Nvidia and Arm, Steyer said.\nThe House has introduced six bills, the Senate has at least three major pieces of legislation, and more are expected. Rep. David Cicilline, D-R.I., a key architect of the House's six bills, has said he expects \"we'll be in a position to bring the bills to the floor\" by the fall.\nBig Tech has attempted to throw money at the problem. Amazon ($15.33 million), Facebook ($14.65 million) and Alphabet ($8.95 million) ranked among the top 20 spenders in lobbying efforts on government policy this year, according to the nonprofit OpenSecrets, even as the debate over antitrust efforts took down a major Silicon Valley lobbying group.\nAnd midterm elections could change the course of Democrats' legislation. House Minority Leader Kevin McCarthy, R-Calif., in June signaled his opposition to giving regulators too much authority and that House Republicans plan to target other tech issues, namely around \"free speech [Section 230] and free enterprise.\"\nFederal and state lawsuits\nThe Justice Department is rumored to be on the cusp of two major lawsuits: one targeting Google's dominance of the digital advertising market, the other aimed at Apple, perhaps at the influence and business practices of its App Store though it remains unclear.\nJustice's next lawsuit against Google would be its second antitrust action. The first, in July, alleged Google illegally protected its monopoly over online search advertising. Separately, a group of 36 states and the District of Columbia sued Google in July, claiming its mobile app store abuses its market power and forces aggressive terms on software developers.\nPerhaps the most intriguing of a handful of state-led cases against Google is one led by Texas Attorney General Ken Paxton. It claims Google commands a cut of 22% to 42% of U.S. ad spending that goes through its systems, according to a newly unredacted lawsuit.\nApple's quandary is the ongoing Epic Games Inc. antitrust suit that is wending its way through appeals court. Though a federal judge ruled Apple did not break antitrust law, she issued an injunction that would have forced Apple to allow external payment options on its App Store by Dec. 9. [Apple recently won a stay on appeal of the injunction. The stay, however, does not reverse the earlier ruling but puts enforcement on hold until the appeals court can fully hear the case, a process that will likely take months.]\nMeanwhile, the FTC continues to plow ahead on its lawsuit to force the divesture of Instagram and WhatsApp from Meta. At the very least, the lawsuit sets a template for the agency's avowed crack down on tech M&A action, regardless of the decision in the case.\nThis leaves Amazon, which could be bracing for an FTC suit led by its longtime nemesis Khan. The agency is currently probing Amazon as part of a series of ongoing investigations into Big Tech, and it is looking more closely at Amazon's planned $8.45 billion purchase of MGM Studios.\nWhether any or all of these actions tamp on the brakes of Big Tech's growth is far from certain. Despite the threat of legislation and lawsuits, Apple is on the verge of becoming the first company worth $3 trillion, Google is about to pass $2 trillion, and Meta is on the cusp of topping $1 trillion in market value -- all amid record revenue during the pandemic.\n\"The problem is we have built an economy around monopolies. The core issue here is that Google and Facebook in particular have a culture built around the engineering value system -- efficiency over everything else,\" venture capitalist Roger McNamee, author of \"Zucked: Waking Up to the Facebook Catastrophe,\" told MarketWatch. \"Democracy is built on self-determination and not compatible with efficiency. You have to limit their independence or lose democracy.\"","news_type":1},"isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}