Microsoft’s AI Spending Exposes a Monetization Gap in Enterprise Software

Microsoft is investing at historic scale to position artificial intelligence as the next foundation of enterprise productivity. Yet adoption data around Copilot suggests that technological ambition alone does not guarantee commercial success. While hundreds of millions of Microsoft 365 users now have access to Copilot Chat, only a small fraction are converting into paying customers. This gap highlights a structural…

Gold Loses Its Safe-Haven Status

Gold’s transition into a high-volatility regime marks a structural break in how the metal functions within global portfolios. According to analysts at Heraeus, gold is no longer behaving as a defensive asset but increasingly resembles a speculative instrument, driven by leveraged positioning and momentum trading. The sharp rally of recent years, during which gold prices increased fivefold despite a largely…

AI Search Could Reshape Reddit’s Workforce Priorities

Reddit’s push toward AI-powered search signals more than a product evolution — it points to a shift in how labor is allocated inside the company. As generative systems take on tasks like summarization, navigation and answer synthesis, fewer human resources may be required for manual content curation and moderation support. At the same time, demand is likely to grow for…

Alibaba Bets on Open Robotics AI to Accelerate Real-World Automation

Alibaba has entered the global robotics race with the open-source release of RynnBrain, an embodied AI model designed to help robots interact with the physical world. Built by DAMO Academy and trained on Qwen3-VL, the model focuses on navigation, object manipulation and spatial reasoning — capabilities critical for robots operating outside controlled lab environments. By releasing multiple model sizes, including…

YouTube Ad Revenue Surpasses $60B Amid Subscription Push

YouTube closed 2025 with over $60 billion in combined ad and subscription revenue, while Alphabet exceeded $400 billion in total sales. Growth was fueled by traditional advertising on Search and YouTube, but the platform is increasingly monetizing subscriptions like Premium and YouTube TV. AI tools like Google Gemini now power 70 million creative assets, enhancing ad relevance and campaign efficiency.…

Retail Media Becomes Big Tech’s Quiet Powerhouse

Advertising has emerged as one of the most resilient engines inside Big Tech, and retail media is now driving that shift at scale. In 2025, advertising tied to commerce platforms crossed a new threshold, with Amazon’s ad business generating more than $68 billion in annual revenue. The momentum accelerated during Q4, when ad sales rose 22% year over year, fueled…

Industrial AI Takes a New Shape With Science-Based World Models

A new strategic partnership between Dassault Systèmes and NVIDIA signals a shift in how artificial intelligence will be built and deployed across industrial sectors. The companies announced a shared industrial AI architecture that combines Virtual Twin technology with accelerated AI infrastructure to support mission-critical applications. At the core of the collaboration are science-validated “industry world models” that move AI beyond…

Markets Jolt as Bitcoin Slide Erases Trillions From Crypto

Markets across the globe woke up jittery after bitcoin sank to its weakest level in more than a year, dragging the wider crypto space down with it in a rough, uneasy session. Prices slipped fast, sentiment flipped faster, and traders who expected a calm February clearly didn’t get one this time. Early trading showed bitcoin tumbling below key technical levels,…

US TikTok Users Turn to Alternatives Amid Ownership Changes

TikTok’s American audience is experiencing upheaval as the platform transitions to U.S.-based control under new ownership. With Oracle servers now hosting U.S. accounts, many users have expressed concern that content moderation could shift to align with political interests. The platform also suffered recent instability due to a power outage at a U.S. data center, compounding user frustration. As a result,…

Meta fix advertising income for Saint 2025 due to investment

Meta Platforms wrapped up Q4 2025 with a record $58.1 billion in advertising revenue, marking a 24% increase year over year. The growth comes amid surging holiday ad demand and continued investment in artificial intelligence to optimize campaign performance. CEO Mark Zuckerberg highlighted that 2026 will accelerate AI integration across the business, noting that some teams have been “flattened” as…