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Antitrust moves from theory to reality
The breakup of Big Tech is no longer a fringe idea. Regulators in Washington, Brussels, and London are openly testing whether Meta $META ( ▼ 2.32% ), Alphabet $GOOG ( ▲ 0.82% ), and Amazon $AMZN ( ▲ 0.48% ) are simply too powerful to exist in their current form.
The stakes could not be higher. These titans control how billions of people communicate, search, shop, and spend.
The real question from regulators is simple: do the benefits of scale, such as lower prices, faster access, and wider reach, justify the costs of lost competition, weaker consumer choice, and growing dependency on a handful of dominant platforms?
Regulatory pressure is moving from headlines to balance sheets. U.S. agencies want Meta’s acquisitions unwound. Europe forced Meta to sell Giphy. The FTC is targeting Amazon’s marketplace practices. Alphabet avoided a breakup a few weeks ago, but new limits on its Ad power show structural separation is no longer unthinkable.
For investors and executives, these cases are not abstract legal battles. They carry direct consequences for valuations, competitive dynamics, and the financial strategies of every company that depends on Big Tech’s platforms.
Why the antitrust pendulum has swung
The drivers are clear:
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