Strong advertisements for technology began to work from Trump’s trade war

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Mark Zuckerberg arrives at the opening of Donald Trump as head of 47 for the United States, who is held inside the Capitol Rotonda in the American Capitol Building in Washington, DC, on Monday, January 20, 2025.

Kenny Holston By Reuters

Digital propaganda The market was sufficiently sunny for investors in the past quarter, which provides what could be last before the economic storm that waved on the horizon of the president Donald Trump‘s tariff attacks.

Wall Street chanted the results of the first quarter of Technology giants Love Dead and alphabetAnd that witnessed that the stocks rise on strong revenues Profits That overcome analysts’ expectations.

Strong numbers of advertising via the Internet in the face of Economic concerns It has shown that companies are still ready to promote goods and services for consumers online.

Amazon The growing online advertising unit It also topped analysts for a quarter. Online retail sales jumped in the first quarter of her age by 19 % on an annual basis, which represents a faster growth rate than Meta and Google ads, which was 16 % and 9 % respectively.

Smaller social media and online advertising companies like I respondedand pop and Pinterest to publish Sales in the first quarter Which – which Rise Wall Street forecast. Even advertising technology companies such as Applovin and Trade office Spreading strong quarterly profits.

Applovin shares increased by approximately 15 % on Wednesday after the mobile technology provider Analyst estimates exceeded She said she will sell mobile games to Tripledot Studios.

Trade Office shares jumped by 18 % on Friday, just one day after the advertising technology company I mentioned the profits of the first quarter That overcomes the upper and lower lines.

However, the celebrations stopped when it was time for executives to discuss the rest of the year.

Meta Financial Director Susan Lee said last week The “Asia -based e -commerce exporters” spend less on digital advertisements due to the stopping of the trade loophole at the minimum that benefited from retail retail and Heavy expenditures on Facebook like Temu and Shein.

“It is very early, it is difficult to know how things will work for a quarter, and certainly, it is difficult to know this for the rest of the year.”

Executive officials of Alphabet and Pinterest shared similar feelings about the sales of slow advertisements, Asia and wider broader scale Overage economic uncertainty Promising to the rest of the year. Snap went to the point of withdrawing its directives in the second quarter on the unexpected economy, the budgets for corporate advertisements are likely to reduce the rest of the year.

Jeff Green, CEO of the Commercial Office, also pointed to the difficult economy on Thursday, saying that the marketers face an “important time” during their work “amid increasing total fluctuations for the start of the year.

“The good news is that the first quarter was really strong, and the fourth quarter of last year was very good,” said Samir Samana, head of global stocks and real assets of the Wales Fargo Investment Institute.

But with companies from a variety of sectors or even comment 2025 Sales instructionsAs in the case Car giants Love Ford Motor And playmaker MattelSamana believes that good times are likely to approach.

“What you tell me is that we enjoy this gathering better, we enjoy better these good numbers,” Samana said. “This will be as good as next year.”

In a fateful mark of social media and online advertising companies, such as retail business and consumers Procter & Gamble Ownership Caution for poor sales Amid the troubled economy.

Yasmine Inberg, Vice President and lead analyst at Emarketer, said that companies in these sectors generate “about half of all social ads in the United States”, and that the decrease in their advertising spending “will have a ripples on the social advertising market.”

Mark Zuckerberg, CEO of Meta Platforms Inc. ; From the left, Lauren Sanchez; Jeff Bezos, Founder Amazon.com Inc. ; Sundar Pichai, CEO of Alphabet Inc. ; Eleon Musk, CEO of Tesla Inc. During the 60th presidential opening in Rotonda in the American Capitol in Washington, DC, on January 20, 2025.

Julia Demari Nikhson Bloomberg Gety pictures

Enberg believes that the potential slowdown in advertising spending will harm technical platforms that are smaller than their largest competitors.

“I think what we can see is what we tend to see in times of economic uncertainty, which is that advertisers are asking a shelter on larger platforms that provide them with a fixed and consistent investment.”

But even technology giants such as Meta may feel some financial pain, explained by Greg Silverman, the international director of the brand economy at Interbrand Consulting.

Although other retailers may decide to run Facebook ads now after China’s retail traders like TEMU have declined, these promotional campaigns are unlikely to be profitable to those companies.

Silverman said Timo was ready to spend advertisements on Facebook because he had previously benefited from the minimum trade loophole, and it is unlikely that any retail dealer in the United States would do the same, especially with the dilapidated supply chain and high definitions that may raise the cost of his goods.

“It is difficult to rescue the return on the advertisement that Timo was getting on Facebook,” said Silverman.

For Wells Fargo’s Samana, the current economic uncertainty of commercial policy and definitions can be tracked and its effects that followed throughout the markets.

“We started the year at very low levels on the definitions,” Samana said. “The customs tariff will be at the end of this higher, and it will be much higher, and this is not good for the markets. I think this is the only point that concerns.”

Correction: Applovin said she will sell mobile games to Tripledot Studios. A previous version made a mistake in this step.

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