The payment services company hopes to win audiences connected to key international demographics.

It’s is betting that hardware rollouts and vertically integrated offerings can stave off competitors.

A 90-day pause in tariffs added over $800 billion to the Magnificent Seven’s market cap, revealing just how damaging trade tensions had been for investor confidence.

Pharma waits idly following Trump’s drug pricing executive order: Trump hopes pharma will lower US drug prices to align with what other countries pay. But the impact of the order could come down to how much authority the administration has without congressional approval.

The FDA pushes aggressive timeline to implement AI-assisted drug reviews: The FDA plans to speed up drug reviews with AI by the end of June, but pharma companies already concerned about the impact of layoffs and recent drug approval delays shouldn’t see it as a silver bullet.

UnitedHealth Group CEO Andrew Witty steps down: New leadership will aim to straighten out the company’s Medicare Advantage business to appease Wall Street. But we’re also keeping an eye on what they’ll do to improve UHG’s sinking reputation.

Amazon debuts three new CTV ad formats: The updates are part of Amazon’s Prime Video ads push and promise to help brands reach highly engaged audiences.

Shorts now dominate prime screen space on connected TVs, signaling YouTube’s bid to normalize mobile-first formats in the living room—whether users like it or not.

Poor planning, political posturing, and a shift to inference workloads turned China’s state-backed data center spree into a cautionary tale for US hyperscalers.

The US could be the only country to experience a drop in foreign travel spending this year: Tariffs, uncertain travel policies, and a boycott by Canadian and Mexican travelers may cost the economy $12.5 billion.

ESPN’s new platform marks a bold digital pivot: Meanwhile, Fox is launching Fox One to stay competitive in the streaming era.

On Running leans into premiumization to offset tariff impact: The company plans to raise prices as enthusiasm for its expensive sneakers remains high.

With AI tools creeping into shopping, Google could borrow Pinterest’s discovery model to stay relevant in design, DIY, and fashion search.

Google settles in ongoing cases: The tech giant is increasingly facing regulatory scrutiny over its data collection practices that could restructure the ad ecosystem.

US creator revenues from social media sponsored content will reach $10.52 billion this year, marking a 15.0% YoY increase, per our March 2025 forecast.

On today’s podcast episode, we discuss Meta’s capacity to weather the tariff climate, how Meta plans to redefine advertising, and what happens if it is forced to sell Instagram and WhatsApp. Join Senior Director of Podcasts and host Marcus Johnson, Vice President and Principal Analyst Jasmine Enberg, and Senior Analyst Minda Smiley. Listen everywhere and watch on YouTube and Spotify.

Nearly $30 billion in ad spend will skip the ad triopoly: Meta, Google, and Amazon will see pullbacks as advertisers explore other options