Good evening, this is Markets Desk with your closing look at the stories moving markets and media today.
Marvell Technology posted record quarterly revenue of two point seven billion dollars, up thirty seven percent year over year, and the AI bookings picture looked strong. But it was the gross margin guidance that drove the real price action — a reminder that in this market, how you make money matters as much as how much you make.
Shifting to the digital advertising space, AppLovin continues to draw serious comparisons to Alphabet heading into two thousand twenty six. The company posted seventy percent revenue growth last fiscal year with margins that rival much larger platforms, raising genuine questions about whether scale still belongs exclusively to the giants of search and display.
And Meta's eighteen billion dollar privacy settlement is beginning to ripple through the creator economy in ways the headline number alone doesn't capture. Brands and influencers whose entire playbook was built around reaching teenage audiences on Instagram and Facebook now face real structural uncertainty about who they can target, how, and under what terms.
That's the tape. Markets Desk, signing off the floor.
