Marketing tech
from24/7 Wall St.
2 days agoGot $10,000? Here's the Clear Winner Between Meta and Alphabet
Alphabet and Meta both exceeded quarterly expectations, but their business models and AI strategies differ significantly.
The ETF holds 50 positions, but the top two dominate in a way that makes the rest almost incidental. Johnson & Johnson carries a 25.4% weight, and Eli Lilly and Company sits at 21.4%. Together they account for roughly 46.8% of the entire fund.
Meta's sheer earnings power (now driven by AI) and its owner‑operator discipline make this stock look not just cheap, but among the best stocks in the market to own right now. In the latest quarters, revenue growth has been in the mid‑to‑high‑teens, with this growth driven almost entirely by the Family of Apps (Facebook, Instagram, WhatsApp, and Threads).
Beginning on June 22, 2026, we will discontinue the use of Nielsen's Designated Market Area (DMA) for automotive model ads. Comscore Markets, which we introduced in August 2025, will serve as the replacement solution. After this date, campaigns still using Nielsen's DMA for automotive model ads targeting will be paused and require an update to Comscore Markets to resume delivery.
Levi Strauss ( NYSE: LEVI) and VF Corporation ( NYSE: VFC) just wrapped their latest quarters, showing two apparel giants moving in opposite directions. Levi delivered Q3 revenue of $1.54 billion with 7% growth and a 61.7% gross margin. VF posted Q2 revenue of $2.80 billion with 1.6% growth and a 52.2% gross margin. One is executing cleanly. The other is drowning in debt.
The new index will be released semi-annually, and will be derived from polling of nearly 60 independent artists, managers, and music lawyers. "The Index's goal is to increase transparency in a historically opaque market and share insights and perspectives, which we hope will empower music creators to make the best financial and catalog management decisions for themselves," Duetti CEO Lior Tibon says.
Competitor analysis tools are software platforms that help marketing teams monitor and compare competitor strategies across SEO, social, PPC, and market intelligence. They expedite the competitor analysis process, so you can see where your competition is making moves and where the gaps are wide open. The best tools work passively, updating in the background while you focus on moving the needle for your business.
The Trade Desk said fourth-quarter 2025 revenue rose 14% year over year to $847 million. Highlighting how the company's growth has been decelerating, The Trade Desk's revenue grew 25% in the first quarter of 2025, followed by 19% growth in Q2 and 18% growth in Q3.
It's about replacing entire layers of business process management with intelligent systems that route work, make recommendations, and execute decisions autonomously. PEGA builds workflow automation and CRM software specifically designed for this transformation. The company generates $1.73 billion in trailing revenue with a 16.1% profit margin, focusing on AI-driven customer engagement and process automation. Recent quarters show dramatic profitability improvement, with Q1 2025 delivering $85.4 million in net income after the company posted losses in 2022.
JGLO's 15% gain over the past year stems from heavy concentration in mega-cap technology. The fund places over a quarter of its assets in just six companies-NVIDIA ( NASDAQ:NVDA), Microsoft ( NASDAQ:MSFT), Apple ( NASDAQ:AAPL), Amazon ( NASDAQ:AMZN), Alphabet ( NASDAQ:GOOGL), and Meta. This concentrated approach explains both the fund's recent gains and its vulnerability to tech sector rotation. When Tech Dominance Becomes a Double-Edged Sword The biggest factor shaping JGLO's future is whether mega-cap technology stocks can sustain market leadership or if returns are broadening.
Rocket Lab's operational track record remains flawless. The company launched its 80th and 81st Electron missions in January, demonstrating reliability that wins contracts. That momentum translated into an $816 million contract from the U.S. Space Development Agency for 18 satellites, expected to add $200 million in annual revenue over four years. The company's $1 billion backlog grew 56% year over year in launch services alone.
Only a third of brands fully integrate search into their media mix according to new research from the Internet Advertising Bureau. In its Search Marketing Barometer 2012, which surveyed the top 200 advertisers according to ALF, 72% of brands stated that search is only partially or not at all integrated with the wider media mix. Some 94% said their is a greater opportunity to integrate search.
Winning a prestigious award, such as our recent Gold at The Drum Awards for PR in the Entertainment category, is always a proud moment for us as an agency. It validates our expertise, builds credibility, and sets us apart in a competitive market. We leverage awards as a key part of our marketing and business strategy in various ways. Sharing the win with clients reinforces their choice to work with us - after all, everyone wants to partner with a winner!
Liftoff Mobile's decision to postpone its planned initial public offering on the Nasdaq crystallized a shift in Wall Street's mindset: it won't reward growth at any cost, particularly when it comes with heavy AI investment. The company cited " market conditions " after a sharp selloff across software stocks, with more than $800 billion wiped from the S&P 500 software and services index since late January. That retrenchment followed earnings from Alphabet and Amazon, which, while showing sizeable revenue gains,