Big Tech cashes in on £1 trillion ad market boom December 11, 2025 The global ad market is booming, with spend forecast to reach $1.19 (£1.04) trillion in 2025, up 8.9 per cent from last year, according to WARC’s recent report. Growth is projected to accelerate to $1.30 trillion in 2026 and $1.40 trillion by 2027, a doubling in size since the pandemic. But while the market is [...]
Is Microsoft becoming the new Vodafone? December 11, 2025 America’s biggest tech firms – Microsoft, Amazon, Meta, Google – have thrown the kitchen sink at becoming leaders in AI. They have forked out whatever is necessary to get to the front of the race. The four firms spent a combined $16bn on capex in the first quarter of 2020. Fast-forward to the third quarter [...]
Valentino proves AI has no place in advertising December 2, 2025 Italian fashion house Valentino has received mounting backlash after posting a series of AI-generated adverts on Instagram. What was billed as a ‘digital creative project’ instead set off a minor revolt in its comments section, where followers lined up to dub the visuals as “cheap”, “tacky”, “lazy”, and perhaps the most cutting barb for a [...]
Advertising giants’ share prices tumble as Big Tech swallows up ad spend November 24, 2025 The scale of the difficulties facing the advertising market was laid bare on Monday after two London-listed industry titans saw their share prices plummet after they slashed profit and sales expectations. M&C Saatchi’s share price tumbled a staggering 11.9 per cent to 111p, with shares down 36.9 per cent this year to date, while shares [...]
TikTok wants you to stop doomscrolling (on its own app) November 19, 2025 TikTok has spent years perfecting the dark art of keeping you glued to your phone, but now it wants to help you put the phone down. In a move that feels almost existential, the company announced on Wednesday the rollout of a new so-called ‘Time and Well‑Being’ centre designed to help people step away from [...]
AI bubble fears: Which of the Magnificent Seven will pop? November 17, 2025 The spectacle of the so-called Magnificent Seven – Alphabet, Amazon, Apple, Tesla, Meta, Microsoft, and Nvidia – has been the defining market story of this generation. Synonymous with the AI boom, their collective valuation, now commanding a fifth of global markets, is underpinned by the fervent belief that they alone will win the AI arms [...]
AI bubble tensions flare after Wall Street’s £750bn hit November 10, 2025 The bubbling market tensions continued to simmer on Monday as Wall Street sprung back to life after a week of AI jitters and tech nerves. US markets were coming off a week where AI-related firms lost over £750bn in market value led by a £350bn plunge in chipmaker Nvidia, which lost nearly ten per cent [...]
Facebook cuts 660 UK jobs as revenue nears record November 3, 2025 Facebook cut more than 600 UK jobs as its revenue passed the £3bn mark in 2024, it has been revealed. The London-headquartered arm of the US giant reduced its headcount from 6,338 to 5,679 during its latest financial year. The fall comes after Facebook’s UK headcount had stood at 7,053 at the end of 2022. [...]
Big Tech earnings: Investors reward AI returns, punish spending spree October 30, 2025 Wall Street was shaken up by Silicon Valley heavyweights overnight as a trio of Big Techs laid bare the cost of their AI strategies. Alphabet, Meta and Microsoft all reported earnings after the bell on Wednesday, offering investors a glimpse into the now trillion-dollar race to lead the AI boom. But, while Alphabet, Google’s parent [...]
Nvidia hits historic $5tn market cap October 29, 2025 AI and chips behemoth Nvidia has smashed another record valuation, with its $5tn market cap that puts it well clear of the GDP of Germany – the fourth biggest economy in the world. Shares in Nvidia jumped up 3.5 per cent in premarket trading, amid a surge in investor enthusiasm for AI. Nvidia’s surge followed [...]