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How AI is Changing Internet User Habits and Disrupting Search and Advertising Business Models — Implications for Tech Stock

... dominance in search seemed unquestionable, users can now easily switch to alternative AI platforms. Additionally, there has already been a diversion of some advertising budgets to other channels—such as direct advertising on e-commerce platforms like Amazon. Google's share of the search advertising market is expected to decline as advertisers diversify their channels. Collectively, these factors undermine the previous high-margin online advertising model. Outdated approaches are becoming less effective,...

Historic Decline in Interest: Why Institutions Are Turning Away from "Great Seven" Stocks

... Seven" Stocks Hedge Fund Positions at Their Lowest in History Institutional investors are displaying unprecedented low interest in the stocks of technology giants known as the "Magnificent Seven" (Apple, Microsoft, Alphabet (Google), Amazon, Nvidia, Meta, and Tesla). The ratio of long to short positions held by hedge funds in these seven stocks has fallen to approximately 2.5x – a record low, compared to around 3.0x at the end of the bear market in 2022. This suggests that there ...

Economic Events and Company Earnings – Thursday, July 31, 2025: U.S. Inflation, Central Bank Rates, Reports from Apple and Amazon

... pivotal day for financial markets, marked by significant economic events and corporate earnings reports. The markets are anticipating the release of inflation data in the United States, along with financial reports from major companies such as Apple, Amazon, Roblox, and Coinbase. Notably, attention will be focused on the PCE price index, a key indicator of inflationary trends. Furthermore, central banks may consider adjusting rates in response to current economic conditions. In this article, we will ...

Economic News August 2, 2025 — US Labor Market, Trade Truce, Amazon and Samsung Reports

... the USA unexpectedly showcased significant changes, sparking discussions about future trends in the economy. Investors are keeping a close eye on a trade truce established between several major countries, promising new growth opportunities. Moreover, Amazon's most recent report has become the subject of intense discussion among analysts, with Samsung's report adding fuel to the fire. How will these events impact the stock market and investment strategies in the coming months? Let's discuss key points ...

Атомная энергетика и дата-центры: как ИТ-компании меняют рынок электроэнергии

ИТ-гиганты переходят на атомную энергетику: что это значит для будущего отрасли? Microsoft, Google, Amazon и другие технологические корпорации делают ставку на атомную энергетику для питания своих дата-центров. Почему это выгодно, как частные ...