JPM Tech Sketch

This J.P. Morgan Tech Sketch covers the initiation of SpaceX at Overweight, updates on Meta's legal exposure, and a major restructure of the Microsoft Xbox division.

Key Takeaways

• 1.Initiated coverage of SpaceX (SPCX) at Overweight with a $225 price target, citing rapid Starship reusability as the core driver for a projected $28T+ TAM.
• 2.Meta Platforms faces claims from US states seeking $1.4T in legal penalties regarding platform safety and addiction concerns.
• 3.Microsoft is initiating a significant restructure of its Xbox division, including 3,200 layoffs in FY27.

Table of Contents

• SCHILSKY'S SNAPSHOT
• NEWS – DESK COLOR – RESEARCH HIGHLIGHTS
• JPM TECH RESEARCH
• JPM TMT EVENT CALENDAR
• SCHILSKY'S SENTIMENT MONITORS
• THE INTERNET SENTIMENT MATRIX
• THE SOFTWARE SENTIMENT MATRIX
• THE MEDIA & TELECOM SENTIMENT MATRIX
• TMT CORPORATE EVENT CALENDAR

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