Strong AD Tech selling starts cracking Trump’s trading war

Digital advertising In the past quarter the market was sunset enough for investors, providing what could become the last hurricane before the president’s economic storm is coming Donald Trump‘s rate Press.

Wall Street pleased the results of the first quarter Technology giants allegedly Meta and Alphabetwho both saw as stocks rise to strong profits and income This won the analyst’s expectations.

Strong figures from Internet titans in the face Economic worries They showed that the companies are still ready to promote their goods and services to consumers on the Internet.

Amazon Growing Internet Reclamation Block Also heads the assessments of analysts for the quarter. Advertising sales on the first quarter of the online commercial giant jumped in 19%, which was a faster growth rate than Meta and Google advertising sales, which made up 16% and 9% respectively.

Smaller social media and online advertising firms like Reddit. Hair and Pinterest published Sales in the first quarter which decorated Wall -Strit forecasts. And even advertising technology companies like Applovin and Shopping table A strong quarterly profit is located.

Applovin’s stock rose almost 15% on Wednesday after Mobile Advertising Provider Outdated analysts’ estimates And he said he would sell his mobile game business for Tripledot Studios.

The stock of the trading table on Friday jumped on 18%, just a day after a special firm reported earnings in the first quarter beaten over the top and bottom line.

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

Chief Financial Director Meta Susan Lee last week said What “E-Commerce Exporters on Asia” is less spending on digital advertising due Hard Costs on Facebook such as Temu and Shein.

“Very early, it is difficult to find out how everything will be played in a quarter, and it is definitely harder to find out what during the rest of the year,” Lee said during a call with analysts.

Alphabet and Pinterest executives shared similar moods about more slower, Asian advertising sales and wider macroeconomic uncertainty heading to the rest of the year. SNAP went so far as to pull your instructions in the second quarter over the unpredictable economy, which has potentially declined with budgets for corporate advertising for the rest of the year.

Jeff Green, CEO of the trading table, also noted the difficult economy on Thursday, saying that marketers face a “important time” when they work “amid an increase in macro -lynxness to start a year.”

“The good news is that the Q1 was really strong, and the Q4 last year was pretty damn good,” said Summer Saman, head of global stocks and real assets for the Wells Fargo Investment Institute.

But with companies from different sectors that decrease or even suspension their 2025 Guide for salesas in the case Auto -giants allegedly Ford Motor and toys MotelSamana believes that good times are probably going to the end.

“What they say to me is what we better enjoy this action, we better enjoy these good numbers,” Samana said. “It will be approximately as good as next year.”

In the sinister sign for social media and online advertising companies, retail and consumer packed business as Procter & Gamble have warned of a weakening sales Among the stormy economy.

Jasmin Enberg, Vice President and Chief Analyst Emarketer, said the companies in these sectors create “about half of all social ads in the US” and a decrease in their advertising costs “will render a pulsation to the social ad market.”

Enberg believes that the potential slowdown in the detriment of smaller technological platforms than their big competitors.

“I think we will probably see what we usually see during economic uncertainty, this is what advertisers seek asylum on large platforms that provide them with scale and consistent profitability,” Enberg said.

But even technical giants, such as Meta, can feel some financial pain, explained Greg Silverman, the Global Director for Economics of the brand at the consulting company Interbrand.

Although other retailers can decide to launch advertising on Facebook, when retailers associated with China, such as Temu retreat, these advertising campaigns are unlikely to be so profitable for these companies, Silverman said.

The topic was ready to spend big on the ads on Facebook, since he used to take advantage of the de minimis trading crack, Silverman said, and hardly any American retailer would do the same, especially with a vague supply chain and high tariffs that potentially increase the cost of his goods.

“The profitability of advertising costs that Temu falls on Facebook will be difficult to recreate anyone else,” Sylverman said.

For Samony Wells Fargo, modern economic uncertainty can be traced to trade policy and tariffs and their subsequent consequences in the markets.

“We started a year with very low levels at the tariffs,” Samana said. “The tariffs at the end will be higher and they will be much higher and it’s just not good for markets. I think it’s the only moment that matters.”

Correction: Applovin said he would sell his mobile game business for Tripledot Studios. The previous version imposed this step incorrectly.