Dimon warns of competition diminishing banks’ role in financial services: The JPMorgan Chase CEO’s annual letter to shareholders identified rising competitors and defended tech spending as necessary for maintaining the bank’s standing.

In 2022, 40.7% of China’s digital ad spending will go toward the ecommerce channel, for ads offered by retailers like Alibaba and JD.com. This eclipses the share in the US, where 14.5% of digital ad spending will flow to ecommerce channel ads sold by the likes of Amazon, Walmart, and eBay.

In part two, our analysts Paul Verna and Andrew Lipsman discuss how well-positioned Silicon Valley giants Meta and Google and their Seattle counterparts Amazon and Microsoft are for top-gaining segments of digital advertising—gaming, digital audio, and in-store digital media. They also explore other companies positioning themselves for the post-cookie era of digital ads, and ultimately answer the question: Is Seattle—not Silicon Valley—the future of digital advertising?

The super app model is moving to the West and will upend how consumers interact with financial services. Banks must start preparing now to make the changing tide work to their advantage.

Amazon workers vote to unionize as labor activism remains potent: A historic victory in New York could forever change Amazon’s relationship with its workers.

Join our analysts Paul Verna and Andrew Lipsman as they discuss the top-gaining segments of digital advertising, like connected TV and retail media, and explore whether the future of digital advertising belongs to Silicon Valley giants Meta and Google or their Seattle counterparts Amazon and Microsoft.

After a booming holiday shopping season in 2021, privacy-compliant consumer intelligence data offers a great deal of insight into what we can expect to see moving forward.

Here’s a breakdown of the online and in-store features that apparel retail shoppers value the most, and a ranking of how 10 leading retailers stack up.

Biden Administration prepares to promote innovation through tighter regulation: The DOJ’s support for antitrust bill could level the playing field for smaller firms but risks putting Big Tech on the defensive.

Amazon’s digital sales will grow significantly faster than the overall market in four categories this year.

The definition of cinema changed this weekend: With a Best Picture win for “CODA,” Apple showed that a streamer can deliver high-quality movie-going experiences—without going to the movies.

Younger consumers turn to social media to inform their purchases: 45% of Gen Z shoppers use Instagram for product research, 1.5x more than look to Facebook and TikTok.

YouTube is the leading podcast platform among US adults who listen to 5 hours or more of these shows per week, with 55% tuning in there. Streaming audio platforms Spotify and Apple Podcasts take second and third place, respectively, while Amazon Music, iHeartRadio, and Facebook round out the top five.

Peacock made audience gains as the streaming space gets more crowded.

Amazon’s two fastest-growing ecommerce categories this year will be health, personal care, and beauty as well as food and beverage.

Amazon will account for 39.5% of all US retail ecommerce sales in 2022, or nearly $2 in $5 spent online. Altogether, the next 14 biggest digital retailers will make up just 31.0%, with the remaining 29.5% of the ecommerce pie going to everybody else.

A new bill targets acquisitions, but could struggle to get passed: Democrats are backing an antitrust measure that would let them block mergers of over $5 billion.

US retail sales growth will stabilize in 2022, but changes wrought by two years of the pandemic will drive growth in online automotive and grocery sales.

Matter rollout delayed because of growing adoption: More smart home manufacturers want in on the industry standard, but could delays stop larger manufacturers from releasing products?