GLOBAL RESEARCH ARCHIVE
Google Ad Tech + Big Tech Antitrust Outlook
Research evidence excerpt
TD Securities (USA) LLC
POLICY NOTE
September 8, 2026
■ WRG Semiconductors
■ WRG Technology, Media &
Telecommunications
Google Ad Tech + Big Tech Antitrust Outlook
Paul Gallant
THE TD COWEN INSIGHT
Last Thursday, Judge Brinkema handed Google a nice win by imposing behavioral changes
to Ad Tech rather than DOJ's requested divestitures.
Separately, in the Google Search appeal, DOJ is asking the DC Circuit to halt Google-Apple
TAC payments. Oral arguments likely Q1 2027, ruling in Q2.
FTC v Amazon antitrust trial starts March 29, 2027, unless settled first.
Here's our take on Judge Brinkema's Ad Tech ruling plus an update on the pending Google
(Search), Amazon and Apple cases --
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