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Google’s Gemini surpassed longtime leaders like OpenAI’s ChatGPT and Meta’s Threads to become the No. 1 free iPhone app in the US App Store. Downloads surged due to the viral success of its Nano Banana AI image-editing feature, which sparked intense social media engagement, per ZDNet. Gemini’s breakthrough demonstrates the power of social media to amplify AI tools overnight, yet its long-term position will hinge on whether it can evolve from a trend into a staple. For now, Nano Banana’s popularity is a huge win for Google, but the next test is whether Gemini can convert that buzz into habit.

China’s economy slowed broadly in August, raising the stakes for the current round of trade negotiations with the US. Consumption, investment, and industrial output all slipped last month, a troubling sign for both China’s economy and global growth. These factors increase pressure on Beijing to roll out more stimulus support. Whether the government will do so is another question: It has so far resisted introducing broad-based initiatives to shore up the struggling property market and reduce unemployment, both of which continue to be a major drag on sentiment.

Robotaxi deployments are moving from pilots to broader rollouts as companies try to cash in on advancements in autonomous driving. Lyft recently began robotaxi tests in Atlanta, and Amazon's Zoox launched in Las Vegas. For companies investing in robotaxis, the opportunity extends beyond passenger rides. These fleets could eventually serve as a backbone for cost-saving delivery services, expanding the commercial applications of the technology. With Uber and DoorDash testing delivery robots, robotaxis could be the next move in on-demand logistics, moving beyond transporting passengers to carrying packages, meals, and groceries.

Retailers are expanding their footprint on college campuses. PacSun and Bath & Body Works are among the brands looking to boost recognition and build long-term loyalty. With Gen Z's spending power projected to reach $12 trillion by 2030, brands are smart to meet these consumers where they are. By making their products convenient to college students, retailers increase the odds that those shoppers will give them a try—and potentially form lifelong brand connections.

US healthcare workers don’t feel appreciated, and many are considering leaving their current place of employment, according to a recent Harris Poll survey of 1,504 adult healthcare employees in roles that provide direct patient care. Some frontline healthcare workers will jump from one hospital or medical clinic to another, but others will leave the industry outright. Provider organizations must proactively invest in developing their employees by offering education and career advancement opportunities and committing to workplace safety amid rising violence against healthcare workers.

China’s antitrust regulator accused Nvidia of violating commitments from its 2020 Mellanox acquisition, intensifying US-China tech tensions. The probe sent Nvidia’s stock down more than 2% in trading before it recouped most of the losses Monday, per The New York Times. If Nvidia’s access to China narrows, ad tech platforms—built on AI engines for media buying, personalization, and measurement—would see higher costs, delayed feature rollouts, and bottlenecks in innovation. Advertisers and CMOs should diversify providers, press vendors on supply chain resilience, and stay nimble in deploying AI tools.

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Last week’s Amazon-Netflix partnership represents a convergence between commerce media and streaming TV that promises to blur the lines between brand-building and performance marketing while raising fundamental questions about which budgets, which teams, and which strategies will control advertising's future.