Meta, Alphabet (i) & Reddit – After Cannes Lions, it is clear: The advertising giants are back and stronger than ever!
While everyone warns of AI disruption, Meta, Alphabet (i), and Reddit cleverly use the technology to strengthen their advertising platforms!
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I am optimistic about the turnaround among the internet giants! After the Cannes Lions Festival – the world’s most renowned event in the advertising industry - it is clear: The advertising sector is fully back on the digital giants. Meta's recent price target jump from $690 to $803 by Citi reflects the enormous potential – especially WhatsApp advertising and AI agents are increasingly being recognized as game changers. Alphabet (i) is benefiting more and more from the YouTube renaissance and AI services, while Reddit is, in my view, perfectly...
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