DIRS.INFO The most relevant business & tech news

☆ GNC is redesigning stores to draw people taking Ozempic
▼ + stars: | 2024-04-29 | by ( Nathaniel Meyersohn | ) edition.cnn.com time to read: +3 min

The brand hopes a new strategy tailored to people taking GLP-1 drugs for weight loss will help draw customers into stores and grow its business. We can help,” advertises an overhead banner in GNC’s new GLP-1 “support section.”GNC's new GLP-1 support section is available in all 2,300 stores across the United States. JON SIMON/GNCDanish pharmaceutical company Novo Nordisk is reaping huge profits from creating and selling the hit GLP-1 products. JPMorgan researchers estimate that 30 million people may be taking GLP-1 drugs by 2030, or around 9% of the US population. GNC, which filed for bankruptcy in 2020 and closed more than 1,200 stores, is the latest brand to build a strategy around people taking GLP-1s.

Persons: New York CNN — GNC, GNC, ”, JON SIMON, WeightWatchers Organizations: New, New York CNN, Novo Nordisk, Pfizer, Roche, JPMorgan, Equinox Locations: New York, United States, Danish

One strategist, however is looking keenly at European equities, and notes that "Europe isn't a boring market." "You would hope that will translate through to the stock market in terms of company earnings growth in Europe. "While you might see some kind of short-term downturn, in the longer-term the picture is very positive for the sector," Field added. He sees value in payments, which he described as "one of the most undervalued parts of European financial services." The sector has trailed market performance, with valuations looking "interesting" over the last 12 months, Morningstar noted in its recent report.

Persons: Michael Field, Field, Morningstar Organizations: CNBC Pro, European Central Bank, Consumer, Swatch Group, Financial, Morningstar, ING Bank, Group, Health, Novo Nordisk Locations: U.S, Europe, Netherlands, British, Swiss

☆ Google is once again dictating the future of the online ad industry and all its rivals can do is brace for impact
▼ + stars: | 2024-04-24 | by ( Lara O'Reilly | ) www.businessinsider.com time to read: +7 min

When Google sneezes, the entire online advertising industry catches a cold. Google's announcement Tuesday that it would again delay its planned timeline for killing off third-party tracking cookies had long been anticipated by the digital advertising industry. Google has a 28% share of the online ad market, according to market research firm Emarketer (a sister company to BI). Regulators could step in to resolve the cookie chaosSome industry experts are hoping regulators will step in to untangle the mess. Amid the four years of confusion, chaos, and harumphing, there has been one consistent theme: When it comes to the future of online advertising, Google calls the shots.

Persons: Ciaran O'Kane, WireCorp, hasn't, Sundar Pichai, Stephen Lam, Mathieu Roche, James Rosewell, Google's, haven't, Pierre Devoize, Devoize Organizations: Google, Business, Gmail, Antitrust, US Department of Justice, European Commission, UK's, Markets Authority, CMA, Industry, IAB Tech, EU Google, Chrome, Movement Locations: FirstPartyCapital

☆ Swiss pharma giant Roche's first-quarter sales edge higher as its emerges from post-Covid-19 slump
▼ + stars: | 2024-04-24 | by ( Karen Gilchrist | ) www.cnbc.com time to read: +1 min

Swiss pharmaceutical company Roche on Wednesday reported a modest uptick in first-quarter sales, even as waning demand for its Covid-19 products continued to weigh on the company. Sales were up 2% at constant exchange rates, led by stronger demand for Roche's newer medicines and diagnostics, the company said. Excluding Covid-19 products, sales were up 7%. But sales tightened when reported in the company's local currency, down 6% off the back of a strong Swiss franc. Roche CEO Thomas Schinecker on Wednesday confirmed the company's 2024 outlook, saying it was largely out of the woods following a post-Covid-19 slump.

Persons: Roche, Thomas Schinecker, Schinecker Organizations: Roche, AG, Wednesday, Reuters Locations: Basel, Switzerland, Swiss

☆ David Roche: Israeli escalation against Iran is 'baked in the cake'
▼ + stars: | 2024-04-15 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDavid Roche: Israeli escalation against Iran is 'baked in the cake'David Roche, president and global strategist at Independent Strategy, discusses Iran's drone and missile attack on Israel and says "you have all degrees of escalation that are possible, but escalation you will get — there's no doubt about that."

Persons: David Roche Organizations: Independent Locations: Iran, Israel

☆ Israel vows to 'exact a price' after Iran's attack. Here's what analysts expect could happen
▼ + stars: | 2024-04-15 | by ( Lee Ying Shan | In Ying-Shan-Lee | ) www.cnbc.com time to read: +4 min

But Israel will need to strike a delicate balance, he noted, highlighting that "they don't want an overt conflict with Iran." Iran has said the attack on Israel was in response to an Israeli strike on its embassy compound in Damascus, Syria earlier this month. The Islamic regime has accused Israel of the April 1 attack which killed seven Iranian military personnel, including senior commanders. Israel and Iran have been at odds for decades, with Iran funding and supporting groups opposing Israel including Palestinian militant group Hamas. The ongoing conflict in Gaza has often been referred to as a proxy war between Israel and Iran.

Persons: Amir Cohen, Israel, Joe Biden, Ryan Bohl, Bohl, CNBC's, Biden, Benjamin Netanyahu, Benny Gantz, Amir Saeid Iravani, Bashar al, Assad, David Roche, Roche, Israel's, What's Organizations: Reuters, Middle East, Rane, NBC News, United Nations, Palestinian, Hamas, Yemeni, Independent, CNBC Locations: Gaza, Ashkelon, Israel, Reuters Israel, Iran, North Africa, Damascus, Syria, Tehran, United States

☆ Check out the pitch deck that helped adtech identity company ID5 raise $20 million from investors including TransUnion and Martin Sorrell's S4S
▼ + stars: | 2024-04-09 | by ( Lara O'Reilly | ) www.businessinsider.com time to read: +4 min

Adtech company ID5 said Tuesday it had raised $20 million in Series B investment. The ID5 identifier has been deployed by more than 66,000 publishers, per the metadata company Sincera. ID5 has now raised just over $27 million in funding to date, though the company declined to disclose its post-money valuation. New investors in this round included the credit reporting and data agency TransUnion and advertising veteran Martin Sorrell's venture capital firm S4S Ventures. Check out key slides from the pitch deck that helped ID5 raise $20 million in Series B funding.

Persons: ID5, Mathieu Roche, Martin Sorrell's, Sorrell, Matt Spiegel, Spiegel, Matt, Roche Organizations: Business, Data Protection, Publishers, Trade, S4S Ventures, Progress Ventures, Seventure Partners, Capital Partners, Aperiam Ventures

☆ Robert Kiyosaki, David Einhorn, and Gary Shilling are all worried about inflation — and so is the Fed
▼ + stars: | 2024-04-04 | by ( Theron Mohamed | ) www.businessinsider.com time to read: +4 min

The central bank's current chief, Jerome Powell, is yet to defeat his mythical beast — and Wall Street is getting worried. Powell warned on Wednesday that the Fed's fight against inflation isn't over after annualized price growth accelerated to 3.2% in February. AdvertisementRaising the alarmBank of America analysts have suggested that stubborn inflation could mean the Fed doesn't start cutting rates until March next year. It's no wonder, then, that investors are waiting impatiently for the Fed to cut rates. Fundstrat's famously bullish boss, Tom Lee, proclaimed this week that it's dropping "like a rock" and the first rate cut is still likely to be in June.

Persons: —, Paul Volcker, Jerome Powell, Powell, Greenlight Capital's David Einhorn, Einhorn, Greenlight, Dad, Robert Kiyosaki, Gary Shilling, Julia La Roche, We've, Merrill Lynch's, they've, Shilling, It's, Fundstrat's, Tom Lee Organizations: Service, Federal, Business, of America, CNBC, Trust, Wall Street, Fed

☆ The bottom of interest rate in the new cycle will be much higher: David Roche and Euan Munro
▼ + stars: | 2024-03-25 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe bottom of interest rate in the new cycle will be much higher: David Roche and Euan MunroEuan Munro of Newton Investment and David Roche of Independent Strategy discuss the possibility of the Federal Reserve reducing interest rates against the backdrop of high government spending and budget deficits in the United States.

Persons: David Roche, Euan Munro Euan Munro Organizations: Newton Investment, Independent, Federal Reserve Locations: United States

☆ Nvidia's AI ambitions in medicine and health care are becoming clear
▼ + stars: | 2024-03-24 | by ( Michelle Castillo | ) www.cnbc.com time to read: +3 min

Last week, Nvidia announced deals with Johnson & Johnson for use of generative AI in surgery, and with GE Healthcare to improve medical imaging. "Health care, whether it's biotechnology, chemicals, or drug discovery is a very powerful area." About 41 percent of biotech CEOs surveyed by EY in late 2023 said they were looking at "concrete" ways generative AI could be used for their companies. "This is very high for my experience, having been 30 years in this industry," Ural said. It also partnered in 2021 with Schrödinger for drug discovery.

Persons: Johnson, Raj Joshi, It's, EY, it's, Colette Kress, Roche's Genentech Organizations: Nvidia, Johnson, GE Healthcare, Companies, NVIDIA, NVIDIA BioNeMo Locations: Arda, Americas, Ural, NVIDIA Clara

☆ Veteran investor Roche says a rebalancing from the U.S. to Europe is underway and has further to go
▼ + stars: | 2024-03-18 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailVeteran investor Roche says a rebalancing from the U.S. to Europe is underway and has further to goVeteran investor David Roche, president and global strategist at Independent Strategy, says Europe is well positioned to capitalize on a cooling off of sky-high U.S. stock valuations.

Persons: Roche, David Roche Organizations: Independent Locations: U.S, Europe

☆ Mob of hopping kangaroos invade Australian golf course
▼ + stars: | 2024-03-08 | by ( Ben Morse | ) edition.cnn.com time to read: +2 min

CNN —You’re having fun playing golf and then a mob of kangaroos suddenly interrupts your round. Golfer Stephen Roche must have thought he’d gone hopping mad when he saw the stream of ‘roos approaching him. Roche explained in his post that the kangaroos were traversing the fourth hole on the St John’s course at the Heritage Golf and Country Club in Victoria, Australia. Stephen Roche/XWhile the kangaroos’ appearance left some jumping for joy, others jokingly attributed some well-worn golfing habits onto the marsupials. At Anglesea Golf Club, also in Victoria, players share the fairways with over 300 Eastern Grey kangaroos, with a popular bus tour run to educate visitors on its resident ‘roo population.

Persons: CNN —, Stephen Roche, ‘ roos, Roche, “, ” Roche, ”, ‘, Marg Lacey, you’ve Organizations: CNN, Twitter, Heritage, Country Club, Golf Locations: Victoria, Australia

☆ European markets set for gains ahead of euro zone inflation data
▼ + stars: | 2024-03-01 | by ( Elliot Smith | ) www.cnbc.com time to read: +1 min

A TV presenter gets ready for the daily reporting from the floor of the German share price index DAX at the stock exchange in Frankfurt, Germany, November 15, 2023. LONDON — European markets are set to open higher on Friday to start the new trading month after a winning February, with euro zone inflation data due mid-morning. The European stock index notched an all-time high last month, powered by the 11 GRANOLAS large-cap stocks that made up half of the gains across the entire Stoxx 600. Focus will turn Friday to February's flash euro zone inflation reading, expected at 10 a.m. London time, with economists in a Reuters poll predicting the consumer price index rose 2.5% year on year, down from 2.8% in January. German consumer price inflation on Thursday came in line with forecasts at 2.7% year on year.

Persons: DAX Organizations: LONDON, GSK, Roche, ASML, Nestle, Novartis, Novo Nordisk, L'Oreal, LVMH, AstraZeneca, SAP, Sanofi, Focus, European Central Bank, ECB, Fed Locations: Frankfurt, Germany, London

☆ Meet the ‘Granolas,’ Europe’s answer to the Magnificent 7 stocks
▼ + stars: | 2024-02-27 | by ( Anna Cooban | ) edition.cnn.com time to read: +4 min

London CNN —The Magnificent 7 tech stocks have been a big part of the extraordinary US market rally. But there’s a rival group of companies powering European stocks to new heights with even better returns, by some measures. Dubbed the “Granolas,” those 11 companies accounted for 60% of the gains on Europe’s benchmark stock index over the past 12 months. They have even slightly outperformed the Magnificent 7 over a longer period, according to Goldman Sachs. Their standout performance has “raised the issue of concentration effects” in the region’s stock market, says Philip Lawlor, managing director of markets research at Wilshire Indexes.

Persons: London CNN —, Goldman Sachs, ASML, ” Goldman Sachs, Goldman Sachs, Guillaume Jaisson, Ozempic, ‘, Philip Lawlor, ” Lawlor Organizations: London CNN, GSK, Roche, Novartis, Novo Nordisk, L’Oréal, AstraZeneca, SAP, Sanofi, “, CNN, Danish, Wilshire Indexes, —, Deutsche Bank Locations: LVMH, Europe, France, Germany, Denmark, Switzerland, Netherlands, United Kingdom, United States

☆ The 11 GRANOLAS stocks power Europe to record highs, drawing Magnificent Seven comparisons
▼ + stars: | 2024-02-27 | by ( Elliot Smith | ) www.cnbc.com time to read: +3 min

The German share price index DAX graph is pictured at the stock exchange in Frankfurt, Germany, January 19, 2024. Staff | ReutersOver the last 12 months, just 11 stocks made up half of the gains that powered the pan-European Stoxx 600 stock index to a record-high close on Friday. "From a Global point of view, the GRANOLAS have even outperformed the so-called Magnificent 7 over the past two years. Their (out)performance is even more impressive on a risk-adjusted basis: with a volatility 2x lower than for the Magnificent 7, the GRANOLAS help to boost the Sharpe ratio." "This suggests that, in Europe, nearly all revenue growth of the STOXX 600 will come from the GRANOLAS.

Persons: Goldman Sachs, Sanofi —, Goldman, Tim Hayes, Ned Davis, Hayes Organizations: Staff, Reuters, GSK, Roche, ASML, Nestle, Novartis, Novo Nordisk, L'Oreal, LVMH, AstraZeneca, SAP, Sanofi, Street, Ned, Ned Davis Research, CNBC Locations: Frankfurt, Germany, Europe

☆ Viking stock doubled Tuesday. Here's where the next moves in the obesity space could come from
▼ + stars: | 2024-02-27 | by ( Christina Cheddar Berk | In | ) www.cnbc.com time to read: +8 min

VKTX YTD mountain Viking shares year to date Then, Viking shares more than doubled in trading on Tuesday, putting the stock on pace to report a more than 300% year-to-date gain, after the company said its GLP-1/GIP receptor agonist VK2735 hit all its primary goals in a phase 2 clinical trial. The Tema Cardiovascular and Metabolic ETF (HRTS) , which is up 12% year to date, owns Novo, Lilly and Viking. Still early days Some analysts and investors admit it is still very early days for obesity treatment and many questions remain to be answered. "We continue to expect above consensus growth in the space, as we are bullish on adoption from payers and broader obesity uptake," Meacham wrote. For obesity only, Lilly has already gained a 38% share, despite only being in the market for 13 weeks, he said.

Persons: Eli Lilly, Geoff Meacham, Meacham, Lilly, Yuri Khodjamirian, Khodjamirian, Jeff Jonas, Becton Dickinson, Novo, BofA's Meacham, What's, Tema's, it's, Gabelli's Jonas, he's, William Blair, Andy Hsieh, Hsieh Organizations: Novo Nordisk, Bank of America, Centers for Disease Control, Zealand Pharma, Viking Therapeutics, Zealand, Food and Drug Administration, Novo, Metabolic, Therapeutics, Pharmaceuticals, Rock, AstraZeneca, Roche, Gabelli Funds, FDA, Viking, Merck, Pfizer Locations: U.S, Tema, Novo Nordisk's, GLP, Lilly

☆ Novo Nordisk and Eli Lilly rival soars 32% after promising weight-loss drug results
▼ + stars: | 2024-02-26 | by ( Jenni Reid | ) www.cnbc.com time to read: +1 min

Vials move along a conveyor at the Novo Nordisk A/S production facilities in Hillerod, Denmark, on Monday, June 12, 2023. Shares of Denmark's Zealand Pharma rocketed higher, after the company posted strong results from a trial of a liver disease treatment that has been touted as a potential competitor in the booming weight-loss drug market. The drug has "demonstrated efficacy" in people with obesity and is currently undergoing five Phase-3 trials in a clinical program for people who are overweight or obese. Analysts latched onto the drug's possible efficacity in obesity research following the latest test results, which indicated the safety of the top dosage used in that trial. Several other firms, including Eli Lilly, Roche and AstraZeneca, also seek to compete in the sector.

Persons: Ozempic, Eli Lilly, Roche Organizations: Novo Nordisk, pharma, Denmark's Zealand Pharma, U.S . Food, Drug Administration, Zealand Pharma, Nordisk, AstraZeneca Locations: Hillerod, Denmark, U.S, London, Danish

☆ David Roche: Market's expectation that AI will revolutionize productivity will 'run out of fizz'
▼ + stars: | 2024-02-26 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailDavid Roche: Market's expectation that AI will revolutionize productivity will 'run out of fizz'David Roche, president and global strategist at Independent Strategy, says the market expects artificial intelligence to "revolutionize productivity" in the U.S. economy, but that narrative will eventually "run out of fizz."

Persons: David Roche Organizations: Independent Locations: U.S

☆ JPMorgan says buy this immunology stock primed to rally nearly 40%
▼ + stars: | 2024-02-20 | by ( Lisa Kailai Han | ) www.cnbc.com time to read: +2 min

Immunovant could emerge as a key player in the autoimmune space, according to JPMorgan. The bank initiated coverage of the biotech stock at an overweight rating, also setting a price target of $51. That implies that shares of Immunovant could rally more than 37% from their Friday closing price of $37.13. Immunovant stock has slid 9% so far this quarter. IMVT YTD mountain IMVT YTD chart As a key catalyst, the analyst underscored Immunovant's stats as one of the key players using anti-neonatal Fc receptor technology, or anti-FcRn technology, to treat autoimmune diseases.

Persons: Brian Cheng, Graves, Cheng, — CNBC's Michael Bloom Organizations: JPMorgan, IMVT, Telavant, Merck, Prometheus Locations: Immunovant, IMVT, Roche

A medication used to treat asthma can now be used to help people with food allergies avoid severe reactions, the U.S. Food and Drug Administration said Friday. Xolair, the brand name for the drug omalizumab, became the first medication approved to reduce allergic reactions caused by accidental exposure to food triggers. An estimated 17 million people in the U.S. have the type of food allergies that can cause rapid, serious symptoms, including severe, whole-body reactions that are potentially deadly. Wood estimated that 25% to 50% of people with food allergies, particularly children and young adults, would elect to use Xolair. The drug has been used “off-label” to treat food allergies, said Dr. Ruchi Gupta, director of the Center for Food Allergy & Asthma Research at Northwestern University.

Persons: Xolair, ”, Robert Wood, Wood, Ruchi Gupta Organizations: U.S . Food, Drug Administration, Johns Hopkins Children’s Center, FDA, National Institutes of Health, Center for Food Allergy, Asthma Research, Northwestern University, drugmakers Novartis, Roche, Genentech, Associated Press Health, Science Department, Howard Hughes Medical Institute’s Science, Educational Media Group, AP Locations: U.S

☆ Weight loss drugs are still hard to find — but Novo Nordisk and Eli Lilly are trying to change that
▼ + stars: | 2024-02-10 | by ( Annika Kim Constantino | ) www.cnbc.com time to read: +8 min

Victoria Klesty | ReutersThe insatiable demand for weight loss drugs is trouncing supply, leaving many patients struggling to find the injectable treatments. The dominant weight loss drugmakers, Novo Nordisk and Eli Lilly , have said supply woes likely won't go away anytime soon, as the popularity of those medicines continues to soar. Some Wall Street analysts project that the weight loss drug market could be worth $100 billion by the end of the decade. But both Novo Nordisk and Eli Lilly gave updates on positive supply developments to investors over the last week. Other forms of weight loss drugs could helpAlternative forms of weight loss drugs could also help alleviate supply constraints in the future.

Persons: Victoria Klesty, Eli Lilly, Cantor Fitzgerald, Louise Chen, Nordisk's Wegovy, Eli Lilly's Zepbound, Goldman Sachs, Jeff Friedman, Novo, Mike Segar, Eli, Catalent, Yves Herman Yves Herman, TD Cowen, Michael Nedelcovych, Anat Ashkenazi, Cantor Fitzgerald's Chen, Morgan Stanley, Eli Lilly's, George Frey Organizations: Novo Nordisk, CNBC, Nordisk's, University of Florida, Pfizer, AstraZeneca, Roche, Food, Nordisk, Company, FDA, Novo Holdings, Wegovy, REUTERS, Reuters, U.S Locations: Oslo, Norway, Novo, U.S, Branchburg , New Jersey, Brussels, Belgium, Catalent, Concord , North Carolina, North, Germany, Indiana, Denmark, France

☆ Asset manager names one under-the-radar market to buy when times are bad, giving 6 stock picks
▼ + stars: | 2024-02-08 | by ( Amala Balakrishner | In Amala-Balakrishner | ) www.cnbc.com time to read: +4 min

"People recommend investing in the Swiss market during uncertain periods – like if you are expecting a recession. "Maybe in a bull market, Swiss equities are not going to be a huge outperformer globally — but they can generate positive returns. But in difficult times, Swiss equities, besides the U.S., is one of the markets to buy," Bänziger said. In her view, Swiss stocks benefit from the strong Swiss franc and a political system that fosters innovation in companies. Meanwhile, Bänziger believes Swiss Prime Site and PSP Swiss Property make good investments among small- and mid-caps, given the opportunities in the Swiss real estate sector.

Persons: Carla Bänziger, Bänziger, Stocks Organizations: U.S . Federal, that's, CNBC Pro, Swiss, State Secretariat, Economic Affairs, Swiss Re, SIX Swiss Exchange, Dow Jones International Real, ABB, Nestle, Roche, Novartis Locations: that's Switzerland, Swiss, Zurich, U.S, Switzerland, Germany, China, Europe

☆ Startup funding is falling in most major cities. So why is Boston pulling ahead?
▼ + stars: | 2024-02-05 | by ( Melia Russell | Rebecca Torrence | ) www.businessinsider.com time to read: +8 min

AdvertisementThe Bay Area took the lion's share of capital raised on Carta in 2023, followed by Boston, then New York. AdvertisementAccording to Carta data, select metro areas saw the total early-stage funding raised decline by at least a third from 2022 to 2023. Yet early-stage funding was only down 24% in Boston, however, the smallest decrease of the metro areas that Carta tracks. According to Carta data, about $2.6 billion of capital raised in biotech flowed to Boston startups last year. Beyond biotechThe Carta data shows Boston also had strong showings across investment in software-as-a-service and hardware.

Persons: —, Zach Weinberg, Roche, Carta, Founders, that's, Rudina Seseri, Seseri, Peter Walker, Michael Greeley, Greeley, Mark Castleman, Castleman, Clement Cazalot, Cazalot, Walker Organizations: Service, Massachusetts Turnpike, Partners, Business, Carta, Boston, East Coast, Companies, Area, Flare Capital Partners, pharma, Intel Ignite, Glasswing Ventures, Founders, Machinery, Pritzker Group, Armory Square Ventures, Way Ventures, Klaviyo's, New York Stock Exchange Locations: Boston, New York City, East, Boston , Cambridge, Newton , Massachusetts, Newark, Jersey City , New Jersey, New York, San Francisco, Bay, France, Copley

☆ The inventor of Wall Street's favorite recession indicator predicts a slowdown this year - and slams the Fed for making things worse
▼ + stars: | 2024-01-26 | by ( Theron Mohamed | ) www.businessinsider.com time to read: +3 min

"The model is forecasting lower economic growth in 2024 and I believe that will be realized," Harvey said, predicting a slowdown this quarter that will continue into the summer. AdvertisementHarvey also called on the Fed to end its inflation fight, arguing price growth has already normalized based on real-time housing data. "What the Fed has done in this cycle has made things worse, so we will be very fortunate to get out of this with slow growth." That could slow economic growth in the short term but prevent a full-blown recession later, he said. On the other hand, he argued the US should aim to accelerate economic growth to 5% by capitalizing on innovations like artificial intelligence and decentralized finance.

Persons: Campbell Harvey, Julia Roche, Harvey, hasn't, it's Organizations: Service, Federal, Business, Duke University, Fed

Publicly listed data company LiveRamp's $200 million acquisition of data clean room provider Habu looks set to fire the starting pistol for a more buoyant year of adtech and martech M&A, experts have predicted. He noted that while ad teams aren't using these clean rooms en masse, many have activated them, which bodes well for the Habu acquisition. ID5's technology is deployed by the most online publishers of any identity service, according to Sincera , which measures which adtech companies are used across the industry. LiveRamp, also, could be an acquisition target, Salmon noted, as it builds out new data offerings like the clean rooms it will inherit from Habu. But not everyone is predicting the Habu acquisition will necessarily lead to an influx of M&A around cookieless adtech.

Persons: Conor McKenna, Luma's McKenna, Shailin Dhar, Dhar, Mathieu Roche, who've, InfoSum, Myles Younger, Dan Salmon, Wayne Blodwell, ID5, Roche, " Roche, Salmon, Elgin Thompson, hasn't, Thompson Organizations: Business, LUMA Partners, FIT Holdings, Companies, New, Research, Impact Media, Citizens JMP Securities, Walmart Locations: adtech, LiveRamp, Habu

Search resuls for: "Roche"

25 mentions found