Tech · RegulatoryReuters
EU drops second DMA designation case against Apple's iOS browser engine policy.
1 min readAnalysis by AlgoThesis Editorial Desk
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May 26, 2026Aug 18, 2026
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The story
The Commission concluded the post-March remediation meets its terms; investigation closed without fine. Third-party browser engine policy reverts to opt-in. Sets precedent for Meta's AI App Store litigation, due to rule by July.
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Regulatory overhang on the mega-caps is fading faster than consensus. META is the relative laggard with the next ruling pending — calls into July look cheap relative to realized vol.
3 stocks · 3-month returnaverage · 3M-6.7%
AAPL+4.1%META-11.1%GOOGL-13.3%Average