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Unilever’s top marketer to depart amid structural shakeup at CPG giant
Yahoo Finance· 2025-12-18 10:39
This story was originally published on Marketing Dive. To receive daily news and insights, subscribe to our free daily Marketing Dive newsletter. Dive Brief: Unilever’s Chief Growth and Marketing Officer Esi Eggleston Bracey will depart at the end of January as the owner of brands like Dove and Hellmann’s moves its marketing and business groups closer together, according to a press release. Leandro Barreto, current CMO of Unilever beauty and wellbeing, will see his remit expanded to be enterprise-wide ...
Adobe Versus Salesforce: In The Age Of Agentic AI (NASDAQ:ADBE)
Seeking Alpha· 2025-12-16 22:24
This article focuses on Adobe Inc. ( ADBE ) versus Salesforce, Inc. ( CRM ), two very different companies, but both are facing potential displacement from Generative Artificial Intelligence (“AI”). I favor Salesforce for several reasons cited in the article. InDom received his MBA in Management and B.S. Finance (Manhattan College) and was credit trained at New York University. Dom received the Financial Risk Manager (FRM) designation from GARP.Areas of expertise are: Exponential Age & SaaS software and Bloc ...
Adobe Vs. Salesforce: In The Age Of Agentic AI
Seeking Alpha· 2025-12-16 22:24
Core Viewpoint - The article compares Adobe Inc. (ADBE) and Salesforce, Inc. (CRM), highlighting that both companies are at risk of being displaced by Generative Artificial Intelligence (AI), with a preference for Salesforce due to various reasons mentioned in the article [1]. Company Comparison - Adobe Inc. (ADBE) and Salesforce, Inc. (CRM) are positioned differently in the market, with both facing challenges from the rise of Generative AI [1]. - The article suggests that Salesforce may have a competitive edge over Adobe in adapting to the changes brought by AI [1]. Analyst Background - The analyst has an MBA in Management and a B.S. in Finance from Manhattan College, with additional training in credit at New York University [1]. - The analyst holds the Financial Risk Manager (FRM) designation from GARP and has expertise in Exponential Age, SaaS software, and Blockchain [1].
Business leaders agree AI is the future. They just wish it worked right now
Yahoo Finance· 2025-12-16 11:04
Soon after ChatGPT’s launch, companies worldwide created task forces dedicated to finding ways to embrace generative AI, a type of AI that can create original content like essays, software code and images through text prompts.Whether these investments can be justified will be determined by companies’ ability to figure out how to use AI to boost revenue, fatten margins or speed innovation. Failing that, the infrastructure build-out could trigger the kind of crash reminiscent of the dot-com bust in the early ...
26 people who will change banking in 2026
American Banker· 2025-12-16 11:00
Who will have the most impact on the banking, fintech and payments world in 2026? American Banker's reporters and editors compiled this alphabetical list of the 26 people we expect to make a difference — positive or negative — for bankers in the coming year. Processing Content John AllisonChairman and CEO, Home BancSharesHome BancShares in Conway, Arkansas, has returned to the bank merger-and-acquisition arena, and from all appearances John Allison, the company's longtime chairman and CEO, couldn't be mo ...
Why ServiceNow Plunged Today
The Motley Fool· 2025-12-15 19:25
ServiceNow is eying an acquisition and also received an analyst downgrade.Shares of back office software-as-a-service company ServiceNow (NOW 11.69%) plunged on Monday, falling 11.9% as of 1:18 p.m. EDT.ServiceNow had two rather significant pieces of news today: One, it was reported ServiceNow is in talks to make what appears to be an expensive acquisition. Two, an analyst downgraded shares, predicting that fears over the potential disruption from generative artificial intelligence would cap ServiceNow's va ...
NetraMark Achieves Major FDA Milestone
Globenewswire· 2025-12-15 13:30
TORONTO, Dec. 15, 2025 (GLOBE NEWSWIRE) -- NetraMark Holdings Inc. (the “Company” or “NetraMark”) (CSE: AIAI) (OTCQB: AINMF) (Frankfurt: PF0) a premier artificial intelligence (AI) company that is transforming clinical trials with AI powered precision analytics in the pharmaceutical industry, today announced the completion of its Critical Path Innovation Meeting (CPIM) with the U.S. Food and Drug Administration (FDA). During this scientific exchange, FDA provided feedback on NetraAI—NetraMark's explainable ...
2025科技与资本报告|人工智能赶考
Bei Jing Shang Bao· 2025-12-14 07:47
Core Insights - By 2025, China's AI industry is at a historical turning point, with generative AI user base reaching 515 million, an increase of 266 million from December 2024 [1] - The Chinese government has outlined a clear direction for AI development through the "AI+" action plan, emphasizing six key actions and eight foundational capabilities [1] - The capital market has responded positively, with 709 investment events in the AI sector in 2025, amounting to approximately 59.145 billion yuan, which is 94.5% of the total investment in 2024 [1] Group 1: Industry Trends - The AI industry is witnessing a shift from a focus on technology narratives to practical applications, with a brutal elimination process for startups lacking financial viability [2] - Major companies are leveraging their technological advantages to attract capital and accelerate their market presence, while startups face existential challenges [2] - The AI sector is experiencing deep penetration into various industries, indicating a transition from speculative investments to more grounded business models [2] Group 2: Market Developments - New companies like Xiaoma Zhixing and Wenyan Zhixing have recently listed on the Hong Kong Stock Exchange, marking significant milestones in the autonomous driving sector [6] - Xiaoma Zhixing operates a fleet of over 720 Robotaxi vehicles, providing 24/7 service in major cities, while Wenyan Zhixing has over 1,500 autonomous vehicles licensed across eight countries [6] - The AI sector saw 435 new financing events in Q3 2025, a 99% year-on-year increase, with total financing around 37 billion yuan [7] Group 3: Competitive Landscape - The competition in the AI industry is intensifying, with both tech giants and startups vying for market share, leading to a complex competitive environment [8] - The launch of DeepSeek's app has significantly increased user engagement, with active users surpassing 240 million within a month of its release [8] - The AI app user base reached 287 million by September 2025, indicating a growing trend towards multi-model integration in applications [9] Group 4: Investment Dynamics - The investment landscape is evolving, with a focus on AI hardware and applications, as evidenced by significant funding rounds for companies like Ling Yuzhou [13] - The return cycle for AI hardware investments is shorter compared to traditional internet investments, necessitating careful selection of investment targets [14] - The relationship between technology breakthroughs, industry application, and capital investment is forming a virtuous cycle, enhancing the potential for future advancements [14] Group 5: Future Outlook - The AI industry is expected to continue its growth trajectory, with a focus on achieving a balance between technological, industrial, and commercial value [16] - Major companies like Alibaba and Tencent are significantly increasing their investments in AI infrastructure, indicating a long-term commitment to the sector [15] - The Chinese AI patent application volume reached 1.576 million, accounting for 38.58% of the global total, positioning China as a leader in AI innovation [16]
Disney characters coming to AI in $1bn deal
Sky News· 2025-12-12 16:38
OpenAI has signed its first major licensing deal to bring well-known characters to life on its Sora video generation tool.The company said the agreement with Walt Disney was part of a push to ensure the rights of creators in the generative artificial intelligence (AI) space amid growing concerns over copyright, fakes and misinformation. It forms part of a $1bn Disney investment in OpenAI, that will see the entertainment firm roll out ChatGPT to its staff and grow its AI capabilities.Money latest: Urgent war ...
Broad Tech Exposure vs. Generative AI: Is VGT or CHAT a Better Option for Investors?
The Motley Fool· 2025-12-11 23:12
Core Insights - Investors are evaluating the trade-offs between the Roundhill Generative AI & Technology ETF (CHAT) and the Vanguard Information Technology ETF (VGT), focusing on cost, diversification, and risk profile [1][2] Cost & Size Comparison - CHAT has an expense ratio of 0.75% and AUM of $1.1 billion, while VGT has a much lower expense ratio of 0.09% and AUM of $130.0 billion [3] - The 1-year return for CHAT is 52.11%, significantly higher than VGT's 23.06% [3] - CHAT has a beta of 2.61, indicating higher volatility compared to VGT's beta of 1.65 [3] Performance & Risk Analysis - CHAT experienced a max drawdown of -31.34% over the past year, compared to VGT's -27.23% [4] - An investment of $1,000 in CHAT would have grown to $2,080 over two years, while the same investment in VGT would have grown to $1,648 [4] Fund Composition - VGT is a passive fund with a nearly 22-year track record, holding 314 stocks, primarily in leading U.S. tech companies like Nvidia, Apple, and Microsoft [5] - CHAT focuses on generative AI, with 74% of its assets in technology stocks, 20% in communication services, and the remainder in consumer cyclicals, with top holdings including Nvidia, Alphabet, and Oracle [6] Investment Implications - VGT offers broader diversification with over 300 holdings, appealing to risk-averse investors [7] - CHAT's concentrated focus on generative AI may attract investors seeking higher returns, albeit with increased volatility [8] - The shorter track record of CHAT, launched in 2023, presents more risk compared to VGT, which was established in 2004 [9] - The significant difference in expense ratios could impact long-term returns for fee-sensitive investors [10] - VGT may be more appealing for those seeking cost-effective exposure to the tech sector, while CHAT may attract those interested in the generative AI market [11]