OpenAI–Google AI Browser War Exposes Limits of EU Tech Rules
Generative AI is transforming how we search and navigate the web. OpenAI…
Independent Publishers File EU Antitrust Complaint Over Google’s AI Overviews
A coalition of independent publishers, led by the Independent Publishers Alliance and…
CMA Set to Review Global Payments–Worldpay, A Deal Investors Don’t Cheer For
Global Payments’ proposed $24.25 billion acquisition of Worldpay would create one of…
Nexi: Solid Numbers With Regulatory Events as Catalysts
Nexi, one of Europe’s largest payment companies, is quietly building momentum. Its…
Delivery Hero, Volkswagen, Renault Lost 7-10% Market Value After Cartel Fines. Could IFF Follow Suit?
When antitrust authorities announce a cartel investigation, the stock price of the…
Stellantis, Volkswagen Most Exposed in EU Car Recycling Damage Claims
The two car manufacturers are the most exposed to potential damage claims,…
Zalando: two upcoming regulatory events may have minor upside
The European Commission is likely to approve Zalando's €1.1 billion acquisition of…
Six Food Supply Probes, One M&A Ban in 3 Months, Your Client Can Be Next
For the last three months, we have seen an increased scrutiny over…
Cartel Decisions: An Untapped Antitrust Event-Driven Opportunity?
Have you noticed how, when a cartel is fined, the company’s stock…
Corning’s Moat Keeps Investors Positive—EU Decision Could Add Upside
Corning Incorporated, the U.S. glass and materials giant behind Gorilla Glass and…
Microsoft Could Repeat its Teams Strategy, this time with Bing and Edge
This week, the European Commission launches a series of Digital Markets Act…
Regulatory Risks May Weigh in Mowi, Salmar Stocks in the short term
Norway’s salmon giants are navigating a series of regulatory headwinds that could…