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What to Watch: When Washington Starts Pushing Chinese AI Out of America’s Most Valuabe Markets
Washington does not need to block every Chinese model. It only needs to keep them from setting prices in the most valuable parts of the market.
Aug 5
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July 2026
5 Public Companies Where Legal Risk Could Be Bigger Than Investors Think
Five cases where the real exposure isn't the verdict, it's the blueprint it leaves behind.
Jul 21
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Case Brief: Google Can Pay PriceRunner. What It Cannot Ignore Is a Repeatable Damages Model
Europe’s Shopping cases are starting to test more than damages. They are testing how much of Google’s retail-search model can survive.
Jul 14
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What to Watch: The PBM Handoff
The issue is not whether PBMs face scrutiny. They already do. The question is whether settlements that look like closure become the map for the next…
Jul 1
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June 2026
The Remedy Chain Reaction
How settlements can create the next market event after the headline is priced.
Jun 24
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Case Brief: Boeing and the Lawsuit Hidden Inside the Turnaround Story
This is not just a case about Boeing’s safety failures. It is about what happens when a company tells the market it has fixed the problem, and the next…
Jun 18
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What to Watch: When Pricing Software Becomes Antitrust Evidence
The issue is not whether companies use algorithms. It is whether a shared pricing tool gives plaintiffs a way to turn ordinary pricing decisions into an…
Jun 9
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Case Brief: Takeda’s $885 Million Verdict Shows the Afterlife of a Settlement
A 2014 patent settlement just produced an $885 million verdict. The warning for pharma investors is that some “settled” generic fights may still have a…
Jun 2
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May 2026
What to Watch: The Grid Was Aging. AI Gave Utilities a Better Argument to Get Paid
AI did not create the grid bill. It may make the bill easier to justify.
May 26
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What to Watch: Congratulations, Your Deal Is Still Not Done
The risk is not that state AGs can challenge deals. They always could. The risk is that federal approval may be becoming a weaker signal of closing…
May 21
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Case Brief: Why Arm’s FTC Probe Matters More Than It Looks
The real issue is not chip licensing. It is whether Arm can keep the valuation of neutral infrastructure while becoming a more interested player in the…
May 19
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What to Watch: Zillow, Redfin, and the Platform Partnership Risk
A rental-listing antitrust case survived dismissal. Was Zillow’s Redfin deal syndication, or a paid exit from competition?
May 13
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