Capstone LLC Releases 2026 Technology, Media & Telecom Outlook: AI Policy Tensions, Platform Regulation, and Digital Assets to Define Investment Landscape
WASHINGTON, Jan. 31, 2026 /PRNewswire/ — Capstone LLC, a leading policy analysis and investment research firm, has released its technology, media & telecom sector preview for 2026, highlighting regulatory developments and policy shifts expected to reshape artificial intelligence, digital platforms, cryptocurrency markets, and technology labor dynamics.
Capstone expects the Trump administration to maintain a pro-AI, hands-off regulatory posture, with states and courts filling gaps through targeted restrictions. The firm anticipates a transactional approach to semiconductor export controls, allowing chipmakers to continue advanced hardware sales to China while federal support for data center development persists despite local opposition.
Platform operators face increasingly multifaceted regulatory pressure. Age verification requirements, children’s safety litigation, and evolving content liability standards create near-term headwinds for Google, Meta Platforms Inc., Apple, and Roblox, while antitrust actions targeting app store practices continue.
Regulatory frameworks from the GENIUS Act, CLARITY Act, and SEC actions will enable traditional banks and securities platforms to enter digital-asset markets, intensifying competition for incumbent crypto platforms through lower fees. Non-US countries will promote domestic stablecoins to combat dollarization.
Immigration policy poses underappreciated risks, with accelerated deportations threatening homebuilders’ immigrant labor supply and prevailing wage reform creating cost pressures for foreign IT outsourcers.
Please access the following links to read Capstone’s outlook on developments for 2026:
For more information contact Daniel Kruger by phone at (917) 566-8220 or E-mail: news@capstonedc.com
About Capstone
Capstone is a leading global policy analysis and regulatory due diligence firm with locations in Washington, DC, New York, Houston, London, Paris, Mumbai, and Sydney. As developments in Washington, London, Brussels, and other centers of government become more crucial to investment strategies, legislation, regulatory reforms, and new federal oversight are affecting industries in evolving ways. We advise institutional investors and companies on how changes in state, federal, and international policy impact investments. Capstone has established leading coverage of public policy investments affecting financial and business services, energy and environment, healthcare, national security, TMT, and more. Our professionals analyze policy to uncover risks, opportunities and, in the process, unique business and investment strategies for our clients.
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SOURCE CAPSTONE LLC
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