Alphabet Inc.

Advertising could be a new revenue driver for OpenAI, according to analyst Mark Mahaney

OpenAI will hit $25 billion in ad revenue by 2030s - analyst. Is this a threat to Google?

American Eagle Outfitters, Inc.

Shares of jeans retailer American Eagle Outfitters <a href="https://finance.yahoo.com/quote/AEO/">jumped</a>&nbsp;more than 13% in early trading this morning, December 3, after the company <a href="https://investors.ae.com/press-releases/news-details/2025/AEO-Inc--Reports-Third-Quarter-Fiscal-2025-Results-Exceeding-Expectations-Raises-Fourth-Quarter-Outlook/default.aspx">posted</a>&nbsp;record quarterly revenue. The rally was supported in part by a marketing campaign featuring actress Sydney Sweeney, which U.S. President Trump called “the hottest ad ever.” Against this backdrop, American Eagle has now raised its fiscal-year outlook ahead of the holiday season.

American Eagle shares up 13% after record 3Q revenue, boosted by Sweeney ads

Meta Platforms, Inc.

US Senators Josh Hawley and Richard Blumenthal have asked the US Federal Trade Commission (FTC) and the Securities and Exchange Commission (SEC) to investigate Meta Platforms following reports that the company may have received up to 10% of its revenue from fraudulent advertising, Reuters <a href="https://www.reuters.com/legal/litigation/us-senators-call-probe-scam-ads-facebook-instagram-2025-11-24/">writes</a>.

Senators demanded an audit of Meta because of possible proceeds from fraudulent advertising

In October, Jimmy Donaldson, aka Mr. Beast, a global YouTube star with 450 million subscribers, launched <a href="https://www.vyro.com/">Vyro</a>, a new platform for clipping, i.e. producing short videos. The videos "masquerade" as user-generated fan content, but in reality they are elaborate advertising campaigns paid for by sponsors.

Short clips for stars began to bring in millions. Mr. Beast

Snap Inc.

Pinterest, Inc.

At the same time, analysts named Snap's competitors whose growth they believe in

Stifel advised to sell shares of Snapchat owner. What does this have to do with TikTok?

Amazon.com, Inc.

Needham believes it is a serious mistake for investors to underestimate the importance of the company's advertising business

Market doesn't see 'core value' in Amazon, analyst confident. Is it time to buy shares?

Netflix, Inc.

The Walt Disney Company

Streaming service Netflix plans to open two theme parks - in Philadelphia and Texas - by the end of the year, and another in Las Vegas in 2027. The company is investing heavily in gaming and sports streaming and calls the TV show market "an obvious growth point." The all-around expansion in entertainment is making the online movie theater more and more like Disney. Journalist Roman Mighty broke down for Onivest whether this strategy can bring the company growth to its planned trillion-dollar capitalization.