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Microsoft (MSFT) Advances Copilot and Azure AI After Zacks Highlights Adtech Rally | Zacks | Login to see the signal | |
The Zacks Analyst Blog Highlights AppLovin, Microsoft and SalesforceSummaryZacks spotlights AppLovin's strong growth and buy rating, citing robust revenue and global expansion; it also notes Microsoft, Google and Salesforce advancing generative AI with Microsoft integrating Copilot into Office and expanding Azure AI. |
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Alphabet (GOOGL) Tumbles on €2.95B EU Antitrust Fine Over Adtech Self-Preferencing | Reuters | Login to see the signal | |
Google hit with $3.45 billion EU antitrust fine over adtech practicesSummaryThe EU slapped Alphabet with a €2.95bn antitrust fine for favouring its own adtech, ordered it to stop self-preferencing and possibly divest services; Google will appeal and has 60 days to present compliance measures. |
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Google (GOOGL) Tumbles on €325M French Cookie Fine After Gmail Ads Consent Ruling | Dow Jones Newswires | Login to see the signal | |
French Data Watchdog Fines Google, Shein Record $553.9 Million Over CookiesSummaryFrance's CNIL fined Alphabet's Google €325M for improper cookie consent in Gmail ads and Shein €150M for pre-choice tracking; Google is reviewing the ruling and Shein plans to appeal. |
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Alphabet (GOOGL) Tumbles After €325M CNIL Fine Over Gmail Ad Consent | ReutersRefinitiv | Login to see the signal | |
France hits Google with $381 million fine for consumer protection failuresSummaryFrance's CNIL fined Alphabet €325m for displaying ads and using cookies in Gmail without user consent, ordering fixes within six months or daily penalties; Google says it is reviewing the ruling and has already made some consent and ad presentation changes. |
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Alphabet (GOOGL) Tumbles as Judge Orders Data Sharing in Antitrust Ruling | ReutersRefinitiv | Login to see the signal | |
US judge orders Google to share search data with competitorsSummaryA U.S. judge ordered Alphabet to share search data with rivals to spur competition, rejecting a forced Chrome sale; Google will appeal. The ruling ties to wider antitrust cases over search and advertising and is part of broader DOJ scrutiny of Big Tech. |
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Alphabet (GOOGL) Tumbles as Judge Orders Data Sharing in Antitrust Ruling | ReutersRefinitiv | Login to see the signal | |
US judge orders Google to share search data with competitorsSummaryA U.S. judge ordered Alphabet to share search data with rivals to spur competition, rejecting a forced Chrome sale; Google will appeal. The ruling ties to wider antitrust cases over search and advertising and is part of broader DOJ scrutiny of Big Tech. |
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Alphabet (GOOGL) Tumbles as Judge Orders Data Sharing in Antitrust Ruling | ReutersRefinitiv | Login to see the signal | |
US judge orders Google to share search data with competitorsSummaryA U.S. judge ordered Alphabet to share search data with rivals to spur competition, rejecting a forced Chrome sale; Google will appeal. The ruling ties to wider antitrust cases over search and advertising and is part of broader DOJ scrutiny of Big Tech. |
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Alphabet (GOOGL) Tumbles as Judge Orders Data Sharing in Antitrust Ruling | ReutersRefinitiv | Login to see the signal | |
US judge orders Google to share search data with competitorsSummaryA U.S. judge ordered Alphabet to share search data with rivals to spur competition, rejecting a forced Chrome sale; Google will appeal. The ruling ties to wider antitrust cases over search and advertising and is part of broader DOJ scrutiny of Big Tech. |
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Meta Platforms (META) Soars on AI Push and User Growth, Boosts 2025 Ad Outlook | Zacks | Login to see the signal | |
Meta Platforms Rides on Expanding User Base: A Sign of More Upside?SummaryMeta reported 3.48 billion daily active people in 2Q25; AI features and safety improvements are boosting engagement and ad revenue, with 2025 ad revenues estimated at $190.29B. Alphabet and Amazon remain key competitors. |
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Meta Platforms (META) Soars on AI Push and User Growth, Boosts 2025 Ad Outlook | Zacks | Login to see the signal | |
Meta Platforms Rides on Expanding User Base: A Sign of More Upside?SummaryMeta reported 3.48 billion daily active people in 2Q25; AI features and safety improvements are boosting engagement and ad revenue, with 2025 ad revenues estimated at $190.29B. Alphabet and Amazon remain key competitors. |
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Meta Platforms (META) Soars on AI Push and User Growth, Boosts 2025 Ad Outlook | Zacks | Login to see the signal | |
Meta Platforms Rides on Expanding User Base: A Sign of More Upside?SummaryMeta reported 3.48 billion daily active people in 2Q25; AI features and safety improvements are boosting engagement and ad revenue, with 2025 ad revenues estimated at $190.29B. Alphabet and Amazon remain key competitors. |
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Meta (META) Soars on Midjourney Deal as Visual AI Push Targets Ad Revenue | GuruFocus | Login to see the signal | |
Meta Taps Midjourney to Make Its AI PrettierSummaryMeta struck a licensing deal with Midjourney to integrate superior image-generation tech, aiming to differentiate its AI via visuals to boost engagement and ad revenue amid Llama 4 setbacks and competition from OpenAI and Google. |
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Amazon (AMZN) Soars on Q2 Ad Revenue Surge as DSP and CTV Partnerships Pressure Rivals | Zacks | Login to see the signal | |
TTD vs. AMZN: Which Ad-Tech Stock is the Smarter Buy Now?SummaryAmazon’s ad business surged in Q2 2025 with 22% ad revenue growth; Amazon is scaling its DSP and CTV reach through partnerships, giving it an edge over pure-play ad tech rivals despite valuation concerns and an overall Hold rating. |
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Meta Platforms (META) Soars After Big Earnings Beat; Zuckerberg 10b5-1 Sales Explained | MarketBeat | Login to see the signal | |
Why Zuckerberg's META Sales Look More Bullish Than BearishSummaryMeta's shares have rallied YTD after multiple earnings beats and hefty post-earnings gains; insider sales by Mark Zuckerberg are routine 10b5-1 transactions and smaller than last year, while analyst price targets imply double-digit upside. |