US EditionDigiday Scorecard: Publishers Rate Big Tech’s AI Licensing Deals
Analysts cite AI adoption, cloud market share gains, and strong quarterly earnings as drivers for Alphabet and Microsoft's projected $5 trillion-plus market values by 2026.
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Digiday Scorecard: Publishers rate Big Tech’s AI licensing deals
AI licensing has gone from niche to crowded fast: Meta, Microsoft and Amazon have entered the fray in the last six months, and publishers are now juggling a growing menu of deals — each with different trade-offs. Digiday asked eight publishers for their views on how each platform stacks up in 2025 on some key criteria: transparency, money paid to publishers, traffic impact (how much traffic the platform is siphoning away), willingness to license…
2 Artificial Intelligence (AI) Stocks to Buy Before They Soar to $5 Trillion in 2026, According to Wall Street
Key PointsCertain Wall Street analysts think Alphabet and Microsoft could achieve market values of $5 trillion in 2026.Alphabet is adapting to changes in the search advertising landscape with generative AI features, and Google Cloud is gaining market share.Microsoft reports strong adoption of its generative AI copilots, and its cloud computing unit, Azure, plans to double its data center footprint in the next two years.10 stocks we like better t…
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