QUOTES AS OF SEP 21, 2026 · VIA NASDAQ
Application-layer vendors and revenue line breakouts.
The Information pegs ByteDance's first-half net profit down single digits even as revenue jumped 30%, while a $70B AI spend squeezes the ad economics small sellers rely on.
AI-first ARR grew more than 150% to over $650M and Creative freemium MAU crossed 100M, yet shares slipped as the Q4 revenue midpoint only bracketed the Street.
Qualcomm issued Amazon a warrant for 25M shares at $161.26 vesting against up to $60B in server-chip purchases; revenue starts the December 2026 quarter.
Samsung-led round doubles Mistral's valuation from a year ago; CEO says owned compute will grow ~100% over five years as ARR tracks past $1B by year-end.
OpenAI's 200-day-old ad business now reaches tens of thousands of advertisers, with SMBs a material share, as CPC bidding dominates campaigns.
Pre-IPO investors are pressing Anthropic for revenue per token and revenue per gigawatt — the same unit economics that will shape how every AI vendor gets priced downstream.
Constant Contact's Q2 2026 global survey of 5,000-plus owners and consumers puts social at 49% versus 40% for search — while 47% of owners still run every post themselves.
Small advertisers face two default-on Google Ads changes in the next 72 hours: an automatic AI Max upgrade for legacy Search settings and generative resizing of Performance Max video assets.
Apple lifted Apple TV's monthly price by $2 and pushed Apple One's Individual tier to $21.95, joining Netflix and Peacock in a 2026 wave TechCrunch links to AI hardware component shortages.
OpenAI's largest geographic rollout opens August 24 through agency partners, with self-service Ads Manager to follow. Ad revenue is up more than 25% since August 1.
Packaged workflows and pre-built SaaS connectors take Anthropic into a segment dominated by bundled Microsoft and Google productivity-AI.