The news: Cloudflare, which serves 20% of the web and 35% of the Fortune 500, launched beta tests of Pay per Crawl, a private marketplace that lets websites charge AI companies for scraping content. It’s a strategy other content delivery networks (CDNs) will likely follow that could signal the end of AI’s unchecked scraping. Key takeaway: Though still in beta, Pay per Crawl could give websites a new layer of protection—and a path to profit—if AI companies agree to pay for content they've long used without compensation. If AI wants to keep reading the internet, it may finally have to pay the bill.
The news: Meta announced numerous updates to its messaging ad options, with a heavy focus on WhatsApp. Meta is expanding Ads Manager to include WhatsApp campaigns, centralizing multi-campaign management across its platforms. The feature allows businesses to upload subscriber lists to use Advantage+ to optimize ad budgets or manually choose messages for additional placements. Our take: The ongoing potential for divestiture could have significant implications for advertisers that rely on Meta’s ecosystem—but the new features will still make WhatsApp a more appealing option for those that haven’t considered it as a key ad channel.
The news: Baidu has launched MuseSteamer, an enterprise-only AI tool that converts images into 10-second videos using three output modes—Turbo, Pro, and Lite—while upgrading its core search engine to support multimodal inputs. The tool targets businesses looking for scalable, automated creative output. Our take: With nearly half of marketers and creators now using AI for video daily, Baidu is doubling down on the enterprise market. MuseSteamer distinguishes itself from consumer-facing tools by offering speed, reliability, and tight workflow integration. As video becomes the default for content, the winners will be platforms that deliver pro-grade output without creative friction.
The news: Meta, which recently assembled Meta Superintelligence Labs (MSL) as part of its AI acquisition spree, is staffing its new department with key figures from OpenAI and other AI startups. Meta has poached at least 11 OpenAI engineers, per Wired—including Jiahui Yu, Hongyu Ren, Jin Lin, and Shengjia Zhao, co-creators of OpenAI’s o3, o4-mini, GPT-4.1, and GPT-4o. Our take: Meta’s aggressive talent grab reveals the AI arms race is now a bidding war. If top researchers are increasingly swayed by compensation over mission, it raises tough questions for brands making long-term AI investments.
The news: The electric vehicle industry hit a rough patch in Q2, with sales slowing across the board—especially for companies focused solely on EVs. Our take: If the so-called Big Beautiful Bill passes—as many expect—and eliminates the EV tax credit, the industry could find itself in a downturn it can’t easily steer out of. Without incentives to offset higher upfront costs, EV adoption may slow even further, leaving automakers stuck with inventory and uncertain demand.
The data point: Constellation Brands expects to take a $20 million hit this fiscal year due to the Trump administration’s aluminum tariffs, CFO Garth Hankinson said on the company’s earnings call. Our take: Constellation Brands is one of the few companies openly acknowledging the real-time impact of the administration’s policies. With both hardline deportation rhetoric and tariffs hitting at once, the company faces a dual challenge that could weigh heavily on its performance throughout the year.
The trend: Scarcity still sells. Even as consumers become more budget-conscious, limited releases continue to spark outsize demand and buzz. Our take: Consumers are drawn to the new, the novel, and the exclusive. That’s why limited releases continue to deliver results. They create urgency and give brands a way to protect margins—even at a time when many shoppers are rethinking their overall spending.
The trend: Few consumers use AI tools for the health and wellness activities they participate in, according to a recent survey from Menlo Ventures and Morning Consult of 5,031 U.S. adults in April 2025. The big takeaway: Consumers are right on the cusp of using AI as a health information tool. AI tools are getting smarter, but can still be unreliable—one faulty response to a query about a person’s symptoms or health condition can turn a user off for good. AI platforms must train their models on credible medical sources and collaborate with clinicians to review outputs for accuracy.
The news: AMC Entertainment’s stock plummeted 7.4% on Tuesday, per TipRanks, after the chain started running additional ads before screenings—building on AMC’s 27.8% YTD loss. AMC simultaneously announced a debt and financing agreement that included $223 million in new financing for debt maturing in 2026 and converting at least $143 million worth of existing debt into equity. Our take: Higher ad revenues for AMC could offset the chain’s financial difficulties, but its refinancing plan shows ads alone aren’t enough. Investors are seeking a clear path to consistent profitability.
The news: Paramount has settled a lawsuit with Donald Trump after the president sued the company following a “60 Minutes” interview with Kamala Harris that he argued contained “deceptive doctoring,” the company announced Tuesday. Sources cited by The Hollywood Reporter claim the lawsuit posed a threat to Paramount’s pending merger with Skydance, which will require the Trump administration’s approval. Our take: While the settlement could pave the way for Paramount and Skydance’s merger, it raises questions about the future of media companies who are perceived as holding a liberal bias—and concerns about increasing censorship in the current political environment.
The news: Consumers increasingly trust shopping suggestions from AI, even more than product suggestions from content creators, positioning the technology as a trusted and personalized guide rather than a back-end tool. 27% of US consumers trust AI shopping recommendations, per Walmart’s Retail Rewired Report, compared with 24% who trust suggestions from social media influencers. Our take: AI retail tools are most likely to succeed if they offer both speed and a sense of user control. Retailers should let users set spending caps and offer options to pause or customize recommendations to help AI agents feel more like a trusted assistant than a pushy salesperson.
Almost half of Gen Zers (46%) and Baby Boomers (45%) would switch to less expensive brands or product alternatives if there are price increases related to tariffs, according to March data from Collage Group.
The news: Nearly half of US and UK consumers admit to abusing retailers’ returns policies in the past 12 months, according to a survey conducted by The Harris Poll. Our take: Retailers face a Catch-22 when it comes to returns. Being too generous opens the door for fraud and can result in retailers being overburdened by reverse logistics costs. But being too restrictive can deter shoppers from opening their wallets.
The trend: Walmart has begun rolling out “Summer Frights” Halloween displays in about 1,000 stores across the US, featuring quirky early-season items like watermelon jack-o’-lanterns and ghost plushies in Hawaiian shirts. Our take: Walmart is smart to embrace offbeat retail moments like Summerween. While consumers are cutting back on discretionary spending, they continue to splurge on seasonal celebrations like Halloween and the holidays. Halloween alone has become a major retail event, with spending hitting $11.6 billion last year—a 31.8% increase from pre-pandemic 2019. Summerween pulls some of that spending forward and gives budget-conscious shoppers a playful reason to open their wallets—even if they’re feeling spooked by the economy.
The news: Verizon customers can now pay-by-bank through Trustly in Verizon’s brick-and-mortar stores. Our take: As long as the cost of accepting credit cards remains sizable, merchants who have the means to dodge fees will find ways to make pay-by-bank accessible.
The news: Sezzle debuted a suite of payment and deal-hunting features, per a press release. Our take: Sezzle needs to find any kind of foothold in the BNPL space, as its market share is massively outstripped by competitors like Klarna and Affirm.
Snap’s attention metric shows the measurement maturing: The platform aims to capitalize on advertiser demand for new ad effectiveness signals.
The news: Klarna will be the default payment option for Bolt’s CheckoutOS merchants, per a press release. Our take: Klarna faces multiple challenges. It has to increase its availability to US consumers while also rivaling credit cards that offer both installment plans and cash back or points that likely exceed the value of Klarna’s gift-based rewards system through Nift
The news: Nexxen has launched an AI-powered Discovery platform that delivers audience insight decks in minutes, merging first-party data with sentiment, search, and competitive signals. Brands like LG Ad Solutions are using the tool to shape campaign strategy, validate ROI, and uncover untapped behaviors. Our take: In an era demanding speed and accountability, Nexxen offers a hybrid model: automation without sacrificing human analysis. With pressure rising on publishers to justify CPMs and on marketers to prove performance, tools like Discovery promise faster insight, smarter storytelling, and deeper advertiser confidence—positioning Nexxen as a data partner in a post-cookie world.
The news: Capital One, after acquiring Discover, plans to significantly expand its card businesses using Discover's network. This allows the bank to boost profitability and enhance offerings. CEO Richard Fairbank emphasized new services, including attractive rewards for debit cards and compelling credit card deals, funded by increased interchange revenues. Our take: Capital One's Discover acquisition maximizes its expanded infrastructure. Owning a payment network allows Capital One to capture more interchange revenue, reinvesting it into more competitive debit and credit card products. This approach will appeal to consumers facing financial uncertainty, promising better rates and rewards, strengthening Capital One's market position and ability to attract/retain customers.