Quarterly earnings reports this week from Meta, Amazon, Alphabet and Microsoft showed strength in the digital advertising businesses. While investors cheered Amazon and Google, they were less thrilled ...

Shares of Unity Software (NYSE:U) jumped about 12% on Thursday after Morgan Stanley noted that the company's ad customers are reporting rapidly improving returns. The firm has an Overweight rating and ...

Morgan Stanley estimates that AI software spending will increase by 580% over the next three years to top $400 billion by the end of 2028. AppLovin has recently been one of the best executors in the ...

Sales of enterprise software through hyperscale cloud marketplaces hosted by the likes of Amazon Web Services (AWS), Microsoft and Google are expected to top $163bn by 2030, having hit $30bn in 2024.

There aren’t many rules when it comes to selling commercials, but among traditional media companies, one has long been honored: Before the new head of a sales division comes to work, the predecessor ...