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6 days ago | 
emarketer.com | Gadjo Sevilla
The news: US chip giants Nvidia and AMD are scrambling to build new factories and diversify their business strategies—two directions that will be expensive and time-consuming while resulting in short-term shortages and price increases for their customers. The US tightened export rules on Nvidia’s H20 GPU and AMD’s MI308 accelerators last week, forcing both to seek special licenses for China and other markets, per Bloomberg. Why it’s worth watching?
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1 week ago | 
emarketer.com | Gadjo Sevilla
The news: With China and the US both imposing 145% tariffs on each other’s goods, there’s an increasing likelihood that the price of electronics and smartphones could rise, per CNBC. This could make midrange smartphones like Apple’s iPhone 16e, and Google’s Pixel 9a, both starting at $599, more attractive options to consumers, especially since neither model is made in China.
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2 weeks ago | 
emarketer.com | Gadjo Sevilla
The news: Snapchat launched Sponsored AI Lenses, a new ad format that places users in branded, AI-generated scenes when they take selfies to drive immersive engagement. Sponsored AI Lenses appear in the Lens Carousel, where over 300 million daily active users engage with AR daily, per Snap. The company says brands using this format appear front and center of the camera feature, gaining 25% to 45% more daily impressions.
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2 weeks ago | 
emarketer.com | Gadjo Sevilla
The news: A looming tariff on Chinese-made goods—including iPhones—sparked a retail frenzy that’s driving customers to buy the latest smartphones before prices spike up to 43% if Apple decides to pass off tariff costs to consumers. Apple stores nationwide saw weekend traffic rivaling the holiday shopping season, with many shoppers asking if prices would rise, per Bloomberg. Panic-buying reveals real-time consumer sentiment and market sensitivity to shifting economic trends.
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2 weeks ago | 
emarketer.com | Gadjo Sevilla
The news: Financial markets continued to crash Friday after China announced a 34% retaliatory tariff on all imported goods from the US starting April 10 in response to the Trump administration’s “Liberation Day” tariffs earlier in the week, per CNBC. The Nasdaq dropped 8.9% last week, pushing it into bear market territory as Big Tech companies continued to suffer losses estimated at $1.4 trillion dollars in collective market capitalization, per Bloomberg.
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1 month ago | 
emarketer.com | Gadjo Sevilla
The news: Roblox faces fresh scrutiny over child safety after a BBC investigation bypassed its protections even after revising its child safety protocols in November, indicating that while it has ramped up efforts, there’s still more work to do. in November, indicating that while it has ramped up efforts, there’s still more work to do. The BBC successfully created fake accounts for a 15-year-old and 27-year-old and steered conversations toward off-platform, adult-focused games.
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1 month ago | 
emarketer.com | Gadjo Sevilla
The news: Scopely, the leading casual video game publisher of 2024, is acquiring Niantic’s games division in a $3.5 billion deal, adding Pokémon Go, Pikmin Bloom, and Monster Hunter Now to its growing game portfolio. The deal is subject to regulatory approval, with Niantic’s game teams joining Scopely. The acquisition elevates Scopely’s position in the live-service mobile gaming space, enhancing its offerings, which include Monopoly Go! and Stumble Guys.
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1 month ago | 
emarketer.com | Gadjo Sevilla
The news: Google is building various AI products hinged on its DeepMind and Gemini models, but it has also invested in AI startups, including Anthropic, which Google now has a 14% stake in, The New York Times revealed. Google is an Anthropic hosting partner and investor but has no voting rights or board seats. With over $3 billion already invested and another $750 million set for September, Google is expanding its stake and influence in one of AI’s fastest-growing startups. Why Anthropic?
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1 month ago | 
emarketer.com | Gadjo Sevilla
The news: Investor concerns over tariffs, fears of an impending recession, and an escalating trade war between the US and Canada drove down markets Tuesday, a day after the Nasdaq suffered its worst drop since 2022. That nosedive wiped out over $750 billion in market capital from the seven largest tech firms. Apple lost $174 billion, Nvidia’s value dropped by $140 billion, and Tesla’s fell by $130 billion, per CNBC. Microsoft, Alphabet, Meta, and Amazon also saw sharp declines.
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2 months ago | 
emarketer.com | Gadjo Sevilla
The news: Food delivery app Grubhub reported a massive data breach that compromised the names, emails, addresses, phone numbers, and partial credit card numbers of its customers. The platform, which serves over 32 million customers, 375,000 merchants and 200,000 delivery providers, said the breach was traced to a compromised account used by a third-party vendor that has since been terminated.
