Agentic commerce is reorganizing retail around five ecosystem layers. As AI agents gain influence, retailers and brands must decide where to compete, where to partner, and who controls the customer relationship.

The deal could give Klarna a boost of consistent, high-value volume.

Wearables are shifting from fitness trackers to connected healthcare platforms. The value of AI, clinician access, and health data integration is expanding, as high costs risk excluding consumers who need these tools the most.

Reaching patients through insurers and providers could unlock wearable adoption among higher-need cohorts and strengthen long-term loyalty.

Consumer spending will come under greater pressure during the 2026 holiday season, slowing retail and ecommerce sales growth compared with the rest of the year.

The race to build AI infrastructure has triggered an unprecedented rush for capital and spending, reshaping capital markets and creating new pricing, platform, and vendor risks for marketers.

In June 2026, we analyzed 4,010 ChatGPT recommendations across 13 categories in the tech hardware and devices industry to compile the AI Visibility Index.

Apple is positioning its redesigned Siri to compete directly with ChatGPT and other AI assistants with what competitors can't match: billions of active devices already in users' hands and deep integration with personal data stored on those devices. "It's less of a takeover, but more like a fork in the road," said our analyst Gadjo Sevilla, on a recent episode of "Behind the Numbers." "Apple is not competing in that space. It's not a general free-for-all model. What it is doing, however, is infusing its own brand of safe, and as we're seeing, highly personalized AI features designed around its users."

Netflix seeks new viewing habits: Live channels and bundles aim to lift viewing time as originals lose staying power and engagement cools.

In May 2026, we analyzed 5,600 ChatGPT responses across nine financial services categories to compile the AI Visibility Index.

As multiracial audiences expand, brands ignoring them risk ceding revenues to rivals that don't.

Apple-Spotify alliance redraws video podcast playbook: Shared tech and revenues lower barriers for video podcasts, leaving YouTube as the only major the lone silo.

Global ad spending is accelerating again, despite geopolitical shocks. Digital is tightening its grip, even as traditional media gets a temporary boost from major events. The sources of growth are shifting across regions—and among platforms.

Google Health app will use device data and medical records to deliver health insights, intensifying competition among consumer health wearables and AI tools.

Uploaded via QR codes, Apple works to make more ticket and card functions Wallet-compatible.

In today’s podcast episode, we discuss what will define Tim Cook’s legacy as he steps down as CEO of Apple; whether the company needs another “iPhone moment”; and the top priority for incoming boss John Ternus. Join Senior Director of Podcasts and host Marcus Johnson, along with Analyst Jacob Bourne and Principal Analyst Yory Wurmser. Listen anywhere, or watch on YouTube or Spotify.