How much can gen AI ad creative improve ad revenue growth?

META CEO Mark Zuckerberg has recently discussed in several forums how he sees AI driving more automation of the digital advertising workflow, including the creation of ad copy. Moreover, the company has disclosed that ~5M advertisers are already using gen AI ad creative tools, which have driven ~7.5% conversion improvement for campaigns with gen AI creative versus those without.

Daily Views on Tech Headlines

Daily Views on Tech Headlines

Alphabet (GOOGL, Buy, $210 target) What the OpenAI partnership & price...

Yesterday, Reuters reported that OpenAI and GOOGL signed a partnership agreement in May allowing OpenAI to use Google Cloud compute capacity for its products. In addition, yesterday OpenAI also reduced pricing for the o3 model by 80%, and introduced a new version for premium users called o3-pro.

Daily Views on Tech Headlines

Musk Starting Apology Tour With Trump; Smart Move with Robotaxi Launch...

Wedbush Morning Call - Jun 11 2025 6:59AM

Top 500 Supercomputers - Key Takeaways From List #65

Daily Views on Tech Headlines

Wedbush Morning Call - Jun 10 2025 6:57AM

May Sales Review

PSA Autos / New Mobility: Toyota (7203 JT) Keeps Calm – but Should The...

Toyota Motor is facing another challenging year, as it continues to invest heavily in new technologies, is supporting its suppliers, while having to deal with the uncertainty over the impact of US import tariffs. Its FY25 guidance numbers do not yet fully reflect the potential costs related to these duties, risking an earnings downgrade later this year. Criticism over its handling of the Toyota Industries privatisation is mounting, with questions raised over corporate governance. Analyst Julie B...

SATS Public Notice Final Filings: What Have We Learned

The record formally closed on Friday for the two FCC Proceedings affecting SATS. In this note we update our analysis of the situation considering the new filings.

Musk and Trump Situation Starting to Cool Down; Robotaxi Launch On the...

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Bible 1Q25 – Hyperscale & Cloud: Inference inflecting, more hints on 2...

Today, we are publishing the Hyperscale & Cloud section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. In the coming weeks we will publish sections on Telecom Infrastructure, Memory, Enterprise IT, and PCs. Hyperscale revenues grew 11% YoY, with cloud services stabilizing in the mid-20%, and acce...

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Bible 1Q25 – Autos: recovery on track. Expect strong momentum through ...

Today, we are publishing the automotive section of our 27th Tech Infrastructure Quarterly Bible. The Tech Bible is a must-read for any tech investor, as it summarizes the quarterly earnings reports from the over 140 companies we track, providing an update on our key perspectives and convictions. Auto semi revenues declined, reflecting the ongoing inventory correction. However, nearly all companies have now called the bottom. We expect strong sequential momentum through 2025, which should suppor...

Chapter 11 and Spectrum Values – Questions We Didn’t Get To

We hosted a call on Monday that covered our analysis of the impact of the FCC inquiries on spectrum values, and how this could change if the Company files for Chapter 11 protection. We hosted the call with Jeff Carlisle who is perhaps the leading expert on matters that sit at the intersection of telecom policy and bankruptcy. We got more questions than we could answer in the time we had, and so we covered the questions we didn’t get to in this note.

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