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Tesla struggles to keep up as production challenges, Musk controversy hurt sales: The company is in a difficult spot as tariffs threaten to curb demand further and jack up production costs.

While pitched for fun, Character AI鈥檚 animated model could pave the way for enterprise uses like customer service and AI-driven job interviews

Could OpenAI turn ChatGPT into a shopping hub? The company is reportedly partnering with Shopify in an effort similar to other genAI shopping efforts by Perplexity and Microsoft.

CTV ads reach less than 20% of households: The findings indicate that advertisers need a more strategic approach to capitalize on CTV鈥檚 massive potential.

On today鈥檚 podcast episode, we discuss (now that tariffs are here), how they鈥檙e impacting consumer behavior, some unexpected outcomes, and the numbers that will guide retailers in the months ahead. Listen to the conversation with our Senior Analyst Sara Lebow as she hosts Analyst Rachel Wolff and Senior Analyst Zak Stambor.

Retailers aren鈥檛 likely to get certainty any time soon: The Trump administration is considering slashing China tariffs down to a still-astronomical 50% or 65%, leaving merchants to stay cautious on merchandising.

Google has backtracked on its cookie plans once again, this time scrapping its decision to offer users a prompt to opt out of third-party cookies.

Meta and Apple receive first fines for DMA violation: The landmark decision marks the biggest effort to date to curb the market power of Big Tech.

Consumer spending for the 2025 back-to-school shopping season will slow for the second year in a row as growth aligns with full-year retail. Ecommerce and K-12-focused purchases will drive overall spending.

Perplexity eyes smartphone deals to challenge Google鈥檚 mobile search dominance: With Motorola on board and Samsung talks underway, Perplexity鈥檚 AI could replace Google Gemini on Android phones

In light of rising watch time on YouTube and a booming podcast ad market, video podcasts could be Netflix鈥檚 next frontier for new content.

Tariffs will hurt US economic growth this year: The IMF expects growth of just 1.8%, as the trade war and rampant uncertainty chill consumer and business spending.

Several weeks ago, Amazon announced Nova Act, an AI model that can search for products, add to cart, and make purchases on someone鈥檚 behalf without intervention. As AI agents like Nova Act become more popular, marketers will need to target not only people, but the machines operating on their behalf, using a strategy called machine-to-machine鈥攐r M2M鈥攎arketing.

Planning for the holidays may be harder this year as tariffs cast a shadow over both consumers and retailers. 鈥淎s of right now, we鈥檙e seeing a lot of unusual consumer behavior that鈥檚 likely to persist as long as tariff uncertainty persists,鈥� said our analyst Sky Canaves, author of our 鈥淯S Holiday 2024 Recap and 2025 Preview鈥� report. Still, there are steps retailers can take to prepare. Here are three key strategies to help navigate a challenging holiday season.

US adults spend over 32.3 hours monthly on the Spotify app, compared with 3.5 hours on Amazon Music and less than an hour on Apple Music, according to a January 2025 Comscore study.

A recent J.D. Power survey revealed credit union members鈥� biggest qualm with their primary FIs.

Delta SkyMiles members can now earn points on Uber and Uber Eats: The tie-up aims to cement loyalty at a time when consumers are increasingly price-sensitive.