Artificial Intelligence

Meta locks in a five-year supply of AI compute power, enabling speedier advancements in AI and creative development.

Consumer trust drops as brands boost spend, risking ROI by chasing production scale over authenticity.

It refuses unlimited DoD access, risking action from the Defense Secretary as AI ethics collide with military demands.

Sky-high operational costs are pushing ChatGPT and its rivals toward ads, while Koah is betting survival hinges on monetizing scale.

The platform is introducing ChatGPT ads for merchants as it looks to become the go-to partner for agentic commerce.

“Returns are in, brands are sharing how the holidays really performed on investor calls, and before we know it, we're going to start planning for the next cycle,” said our analyst Suzy Davidkhanian on a recent episode of “Reimagining Retail.” As retailers wrap up their analysis of the 2025 holiday season and begin planning for 2026, here’s how consumer behaviors are evolving across channels and what this means for future holiday strategies.

Deep Galaxy AI integration may shift behavior toward AI-led discovery and commerce.

42% of UK/US B2B tech CMOs say declining performance from traditional search channels is driving them to adapt for generative engine optimization (GEO) and zero-click search, tied with the 42% who say AI is changing how buyers discover and evaluate brands, according to a December report from 3Thinkrs.

94% of users think they encounter genAI online, but just 44% can spot it, fueling the need for labels and tougher brand transparency.

The tool lets brands spin 30-second tracks from text, photos, or videos, threatening stock libraries and startups.

Experian, Insurify, and Tuio have launched apps that let consumers compare quotes and explore coverage through conversation.

Catastrophe losses are an expected cost of doing business—but climate change is making them harder to model.

A 6-3 ruling voids IEEPA duties, relieving AI, retail, and cloud sectors squeezed by import costs.

On today’s podcast episode, we discuss the three big questions surrounding Amazon right now: Can it maintain its ad revenue momentum in 2026? Is AI spending a problem? Is it ready for agentic commerce? And more. Join Senior Director of Podcasts and host Marcus Johnson, along with Analysts Marisa Jones and Rachel Wolff. Listen everywhere, and watch on YouTube and Spotify.