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ad-tech: Archive

Kashvi Chandgothia

MercadoLibre vs. Amazon: Which E-Commerce Stock Has More Upside?

AMZN's AI-powered ads and logistics gains drive margins as MELI leans into GMV growth and credit expansion amid rising risks.

AMZNNegative Net Change MELINegative Net Change

Subhasish Mukherjee

Roku vs. Alphabet: Which Streaming Ad Stock Is the Better Buy Now?

ROKU stands out against GOOGL as CTV ad growth, strong platform gains and a cheaper valuation make it the more compelling stock now.

GOOGLNegative Net Change ROKUPositive Net Change

Kashvi Chandgothia

Disney's Sports Segment Faces Rising Costs: Is Growth Sustainable?

DIS' sports unit faces rising rights costs and margin pressure, as ESPN investments outpace revenue growth despite steady demand for live sports.

AMZNNegative Net Change NFLXNegative Net Change DISPositive Net Change