As of February 18, 2026, the digital advertising landscape has undergone its most radical transformation since the invention of the search engine. Generative AI (GenAI) has transitioned from a experimental tool for copywriters to the core operating system of the global ad market. Major tech platforms have moved toward "Goal-Only"
Wall Street’s primary measure of market anxiety, the Cboe Volatility Index (VIX), surged to a fresh year-to-date high of 22.96 on Tuesday, February 17, 2026. The spike sent a clear signal through global markets: the period of relative calm enjoyed by technology-led indices is under serious threat. As
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how consumer discretionary - media stocks fared in Q4, starting with The New York Times (NYSE:NYT).
As of February 16, 2026, the financial markets are witnessing one of the most dramatic mid-cap turnarounds in recent memory. Fastly, Inc. (NYSE: FSLY) has surged nearly 100% in the first two weeks of the month, reclaiming its status as a high-growth darling after years of underperformance. Once written off as a "broken" growth story [...]
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages.
Just because a business is in the green today doesn’t mean it will thrive tomorrow.
The New York Times’ fourth quarter was shaped by strong digital subscription and advertising momentum, but the market responded negatively, reflecting investor concerns about margins and cost trends. Management attributed revenue growth to robust subscriber engagement and a surge in digital advertising, particularly as new products and ad supply drove marketer demand. CEO Meredith Kopit Levien highlighted that “every part of our portfolio contributed,” with products like games, The Athletic, and Cooking helping expand the company’s reach. However, higher operating costs—mainly linked to incentive compensation from financial outperformance and stepped-up video production—drew scrutiny. CFO Will Bardeen acknowledged that expenses exceeded prior guidance, emphasizing the company’s ongoing investments in journalism and digital product experiences.
As the Q4 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the media industry, including Scholastic (NASDAQ:SCHL) and its peers.
As of February 10, 2026, the landscape of the out-of-home (OOH) advertising industry has undergone a seismic shift. Clear Channel Outdoor Holdings, Inc. (NYSE: CCO) has long been a titan of the American roadside, but it enters the mid-2020s at a historic crossroads. Just yesterday, on February 9, 2026, the company announced a definitive agreement [...]
As of February 7, 2026, the geopolitical world is fixated on a high-stakes question that has long been whispered in the corridors of power in Tehran: when will the era of Ayatollah Ali Khamenei end? For years, this was the subject of classified intelligence briefs and academic speculation. Today, it is a $17 million market [...]
Bitcoin remains nearly 48% below its October peak; analysts cite leverage stress, weak sentiment, and links to Epstein as reasons for Bitcoin’s drawdown.
As of February 5, 2026, the global information landscape has been fundamentally reshaped not by a new cable news network or a government intelligence agency, but by the relentless, cold-blooded efficiency of prediction markets. What were once dismissed as niche "gambling" platforms for political junkies have evolved into what institutional analysts now call "Geopolitical Truth [...]
Newspaper and digital media company The New York Times (NYSE:NYT) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 10.4% year on year to $802.3 million. Its non-GAAP profit of $0.89 per share was in line with analysts’ consensus estimates.
Shares of newspaper and digital media company The New York Times (NYSE:NYT)
fell 8.6% in the afternoon session after its fourth-quarter 2025 earnings report revealed a mixed performance, where misses on key profitability and subscriber metrics overshadowed a revenue beat.
