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How Trump’s victory could cut into drugmakers’ revenues: We explore how the new administration will impact prescription drug pricing, vaccine sales, and pharma advertising.

CVS Health names health insurance exec Aetna head: The appointment comes as part of CVS’s mixed Q3 earnings report, the first under its new CEO.

67.5 million US households use smart TVs, making it the No. 1 device among connected TV (CTV) households across the country, according to July 2024 data from Comscore.

Canada’s and Australia’s recent restrictions raise stakes for ByteDance, challenging advertisers dependent on TikTok’s vast audience.

Max adds 7.2 million global subscribers in Q3: International expansion and ad revenue gains boost WBD’s position in the streaming race.

Easing antitrust efforts and AI restrictions might drive tech innovation, but deregulation could risk fairness and safety standards.

Ralph Lauren and Tapestry sidestep luxury slowdown: The two companies beat expectations thanks to brand elevation efforts that resulted in higher AUR.

Under Armour’s turnaround gained momentum: But the company’s sales still fell 10% on a currency-neutral basis—a marked contrast with Puma, which reported a 5% jump in revenues.

With on-device AI capabilities and standout benchmarks, the M4 can help Apple justify premium Mac prices and offset tepid iPhone sales.

The partnership, hosted by AWS, could solidify Anthropic’s reputation as a trusted AI provider for high-risk government applications.

Mercado Libre is bullish about growth opportunities: The ecommerce giant is making massive investments to extend its dominance of the Latin American market.

46.6% of US internet users are also Amazon Prime members, nearly two times as many as Costco (25.1%), the No. 2 biggest retail membership , according to data from Comscore.

Trump’s tariff proposals will eat into consumers’ discretionary spend: The price of goods such as shoes, toasters, and mattress and box springs will soar under the across-the-board tariff plan.

Walmart tests a new locking system to combat retail theft: The retailer needs to ensure its solution isn’t worse than the problem itself.

India urges reclassification of wikipedia: As officials question site's neutrality, it remains a critical part of global search ecosystem.

Walmart imported fewer goods this holiday season: While that could be a sign that it expects tepid sales, it also reflects the retailer’s growing reliance on third-party marketplace sellers to broaden its product assortment.

Uniqlo, Ikea join luxury companies’ real estate spending spree: The two retailers snapped up prime space on Fifth Avenue to lock in their spots in a busy retail corridor.

Now that the election outcome is certain, we explore how Trump’s proposed tariffs, big-business agenda, and media influence will affect key areas of digital marketing and advertising.

On today's podcast episode, we discuss what commerce media encompasses, the size of the financial and travel networks, and the companies to pay closest attention to in this space. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Senior Analyst Arielle Feger and Principal Analyst Sarah Marzano.