Empowered by a strong culture and visionary leadership, Kettle, part of the Code and Theory Network, Stagwell's (NASDAQ: STGW) digital transformation network, continues to shape the future of digital. NEW YORK, Dec. 10, 2025 /PRNewswire/ -- Kettle, the digital-first creative agency partnering with brands like Apple, T-Mobile and Warby Parker, is closing out 2025 with extraordinary momentum and a clear vision for its next chapter. The year was defined by exciting new projects, deepened client partnerships a ...

Core Insights - Hotchkis & Wiley Mid-Cap Value Fund's third-quarter 2025 investor letter highlights strong equity market performance, with major indices reaching all-time highs driven by enthusiasm for AI, anticipated Federal Reserve rate cuts, and robust corporate earnings [1] - The fund outperformed the Russell Midcap Value Index, achieving a gain of 7.74% compared to the index's 6.18% [1] Company Analysis: WPP plc - WPP plc is identified as a leading ad agency holding company, experiencing pressure due to lower-than-expected revenue growth and disappointing Q2 earnings results [3] - The stock of WPP plc saw a one-month return of 8.57%, but it has lost 62.46% over the past 52 weeks, closing at $21.16 per share with a market capitalization of $4.575 billion as of December 09, 2025 [2] - The introduction of a new CEO with expertise in digital transformation and AI is viewed as a potential catalyst for the company's turnaround, with expectations of mid-teens returns from capital return and organic growth [3] Hedge Fund Interest - WPP plc was held by 11 hedge fund portfolios at the end of the third quarter, an increase from 8 in the previous quarter, indicating growing interest among institutional investors [4] - Despite recognizing WPP plc's potential, the company is not among the 30 most popular stocks among hedge funds, with certain AI stocks being perceived as offering greater upside potential and lower downside risk [4]

In October, leaked documents revealed that the company is aiming to replace around 600,000 Amazon jobs with robots, with the management team estimating that the effort could trim 30 cents off each item purchased via the e-commerce giant by 2027. In July, the company deployed its 1 millionth robot while also deploying its new AI foundation model to power its robotic fleet. While certain business segments like smart home devices are lagging, others — namely AWS — are likely to contribute to the company being ...

Amazon's stock underperformed the market in 2025.Amazon (AMZN +0.38%) has had a fairly disappointing 2025 so far. The stock has risen a mere 6% for the year, lagging the S&P 500 (^GSPC 0.09%), which is up about 16% for the year. That level of underperformance is disappointing for shareholders, but it sets the stage for an exciting 2026.I think that Amazon will come roaring back in 2026, mainly on the back of its strong cloud computing business and advertising services. If its commerce divisions can play a p ...

Code and Theory honored for redefining customer experiences through creativity, technology and AI-driven innovationNEW YORK, Dec. 9, 2025 /PRNewswire/ -- Code and Theory, the industry-leading creative and technology network within Stagwell (NASDAQ: STGW), has been named Adweek's first-ever Innovation Agency of the Year.At a time when the business landscape is undergoing its most profound transformation since the dawn of the internet, Code and Theory's recognition reflects a fundamental shift in what busine ...

Hi, I'm David Herrell, editor of the Morning Star dividend investor newsletter. In this monthly series, we take a look at the dividend prospects of three stocks that are popular with income investors. Omnicom was the second largest traditional advertising holding company.And following its just completed acquisition of the Interpublic Group, it is now the world's largest marketing company. While Omnicom had kept its dividend rate unchanged since its first payout of 2021, it just announced a 14% increase for ...

人工智能生成，广告的技术演进与模式变革 人工智能，尤其是以大语言模型和多模态模型为代表的生成式智能，正在全球范围内重塑广告系统的底 层逻辑。当前，数字广告技术已经从上一代的程序化广告推荐系统，向能够理解用户意图、分析用户情 感和行为的智能广告系统演进。广告不再仅是页面中的插图或文字，逐步演化为由人工智能"理解用户 需求、生成内容、决定投放"的完整闭环。不仅如此，生成式智能技术在广告创意生成、智能投放、智 能审核等环节都有广泛应用。以谷歌为例，2025年I/O大会[ I/O大会（Innovatio n in t he Open）即Google 开发者大会，于2025年8月13日召开，聚焦 Google 创新技术，Android、AI、web、cloud 等领域最新动 态。]上发布的"AI模式"将Gemini模型深度嵌入搜索、推荐与广告生成流程中，展示了广告从"被动呈 现"到"主动交互"的彻底转变。腾讯AI广告创意平台——"妙思"借自主研发的混元大模型打通创意制 作、投放流程与广告审核多个环节。 广告的投放逻辑发生质变。如在跨境电商广告投放中，生成式智能技术已被广泛应用于人群洞察、素材 生成与多平台投放策略优化， ...

Group 1: Core Insights - In 2025, global e-commerce media ad revenue is expected to surpass television advertising for the first time, reaching $178.2 billion compared to $171.1 billion for TV ads [1] - The share of TV ad revenue from video streaming is projected to increase from 26.2% to 29.5% [1] - WPP and Madison & Wall have raised their advertising spending growth forecasts for 2026 due to better-than-expected performance in global and U.S. ad markets [3] Group 2: Search Advertising Resilience - Despite the rise of AI in search, traditional search ad budgets remain strong, with global spending expected to reach $244.9 billion in 2025, a 10.2% increase [2] - Traditional search advertising is anticipated to maintain mid-to-high single-digit growth over the next decade [2] - AI is reshaping consumer product discovery rather than significantly impacting advertisers' search budget allocations [2] Group 3: Advertising Market Growth Expectations - WPP forecasts an 8.8% growth in global advertising revenue for 2025, up from a previous estimate of 6% [3] - Madison & Wall predicts an 11% growth in U.S. advertising spending for 2025, significantly higher than the earlier forecast of 3.6% [3] - The growth in advertising is expected to peak in the first half of 2026, driven by events like the Winter Olympics, before gradually slowing down [3] Group 4: Preparing for the AI Era - The advertising industry is on the threshold of the "AI era," with many platforms investing in AI infrastructure to support advertising products [4] - AI is creating efficiencies in workflows, supply chains, and product development, allowing for more budget allocation towards media investments [4] - AI-driven media buying platforms are becoming increasingly centralized, combining creative, optimization, and measurement functions [4] Group 5: WPP's Strategic Framework - WPP Media has introduced the "Advertising Intelligence Future Framework," which evaluates companies based on data assets, AI and technology capabilities, distribution, transaction capabilities, and content and media [5] - This framework aims to provide guidance and strategic direction for advertisers in the AI era, emphasizing the central role of AI in transforming the global advertising ecosystem [5]

Core Insights - Amazon enters 2026 in a stronger and more diversified position, with cloud computing, advertising, and AI driving its economic engine alongside retail [1][2] AWS Performance - AWS regained momentum in 2025, becoming Amazon's most important profit engine with revenue growth in the mid to high teens, driven by rising enterprise demand and AI workloads [4][5] - The company focused on custom silicon strategies, such as Trainium and Inferentia, to provide cost-efficient options for AI training and inference [5][6] - AWS's strategy involved powering the backend of AI adoption rather than competing for consumer-facing AI attention, enhancing customer stickiness and long-term opportunities [6] Advertising Growth - Amazon's advertising business became its fastest-growing segment in 2025, with annualized ad revenue exceeding $60 billion, surpassing retail and AWS [7][8] - The shift to an ad-supported tier for Prime Video and integration with Fire TV helped scale Amazon's streaming ads [8] - Expansion of partnerships with Netflix, Roku, and third-party publishers allowed Amazon to sell targeted ads beyond its own properties, positioning it as a broader adtech player [9] Retail Performance - Retail growth moderated in 2025 due to increased competition from Walmart, Temu, and Shein, but still showed strategic importance [10][11] - U.S. e-commerce revenue rose 11% in Q3 2025, while international markets like India and Brazil grew at 14% year-over-year [11] Expectations for 2026 - AWS is expected to enter an AI-driven acceleration phase, with AI workloads representing a larger share of revenue and strong demand for training and inference [13] - Advertising is anticipated to remain a key growth driver, with expansion in retail media, connected TV, and off-Amazon adtech [15] - Retail is expected to focus on efficiency rather than growth, with automation and improved personalization through AI [16][17] - Overall profitability could improve with stronger contributions from AWS and advertising, even if retail growth remains modest [17][18]

Core Viewpoint - The article discusses the Top 15 Lowest P/E Ratios of the S&P 500 in 2025, highlighting the market's positive response to lower-than-expected inflation data and the outlook for the S&P 500 index [1][2][3]. Market Overview - The S&P 500 index closed at 6,870.40, marking a 0.19% gain on December 5, and has achieved year-to-date gains of 16.81%, indicating a potential for a third consecutive year of double-digit returns [1][3]. - Nine major investment banks forecast an average growth of 10% for the S&P 500 over the next 12 months, with expectations for the index to surpass 7,500 next year [3]. Company-Specific Insights Omnicom Group Inc. (NYSE:OMC) - Omnicom Group Inc. has a forward P/E ratio of 9.47 and is held by 42 hedge funds [9]. - UBS analyst Adam Berlin raised the price target for Omnicom to $108 from $99, citing benefits from the acquisition of Interpublic Group [9][10]. - The acquisition is expected to enhance Omnicom's competitive position in the advertising sector, particularly in a challenging market environment [10]. - Analysts have a bullish outlook on Omnicom, with a one-year average price target of $101.56, indicating a 38% upside from its recent close [11]. - The company announced a quarterly dividend increase to $0.80 per share, scheduled for payment on January 9, 2026 [11]. Norwegian Cruise Line Holdings Ltd. (NYSE:NCLH) - Norwegian Cruise Line Holdings has a forward P/E ratio of 9.04 and is held by 58 hedge funds [13]. - Truist Securities reduced its price target for Norwegian Cruise Line to $26 from $31 while maintaining a Buy rating [13][14]. - The cruise line industry is facing challenges with supply exceeding demand, leading to promotions and discounts to fill cabins [15]. - Despite price target reductions, over two-thirds of analysts maintain a Buy rating for Norwegian Cruise Line, with a one-year average price target of $27.84, representing a 47% upside potential [16].