The article discusses the significant impact of artificial intelligence on financial markets, highlighting Nvidia and Alphabet as key players benefiting from this trend. Despite their strong positions, the companies face potential challenges, particularly as research indicates a shift in ad spending from 'walled gardens' to the open web. With users allocating a significant percentage of their time online to non-Google ecosystems, advertisers are increasingly finding better returns on investments outside major platforms. Criteo is identified as a company poised to capitalize on this shift due to its efficient advertising solutions in the evolving landscape.
If we wanted to hone in on two of the best-positioned companies regarding AI change, we'd be looking at Nvidia and Google's parent company, Alphabet.
Research has shown that users spend as much as 61% of their online time on the open web, outside of the walled ecosystems of major tech companies.
With data privacy becoming an ever-more important issue, there's fertile ground for marketers to get a better bang for their buck on the open web.
Criteo might be the business that is best-positioned to benefit from this increasingly likely shift in ad spending.
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