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Bernstein's latest traffic analysis shows low-income U.S. consumers facing sustained pressure from inflation, shopping more often at dollar stores with smaller baskets. Higher-income groups show no broad trade-down while favoring online channels. Recent reports from Morgan Stanley, Deloitte and TD Economics confirm the slowdown concentrated among lower- and middle-income households. The K-shaped pattern persists.
Download the eBook, The impact of AI on data center security, sustainability, and talent development, to explore AI’s impact on data centers and how to prepare for what’s next.
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A federal judge blocked California's Truth in Recycling law, which restricted chasing-arrows symbols to truly recyclable materials. The ruling cites First Amendment concerns over commercial speech. Low recycling rates persist as industry and environmental groups clash. The decision adds to legal challenges facing the state's packaging reforms.
Amazon's advertising revenue has topped $70 billion on a trailing basis, driven by Prime Video's 315 million ad-supported viewers who spend 132% more on the platform. With full-funnel campaigns, AI tools and unmatched purchase data, the company is closing the gap on Google and Meta while reshaping how brands reach consumers. Growth shows no signs of slowing in 2026.
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India and the United States are advancing discussions toward an interim trade agreement to address imbalances, reduce tariffs, and improve market access in sectors like agriculture, technology, and pharmaceuticals. The early harvest deal aims to deliver quick wins while broader negotiations continue, building on their strong strategic partnership.
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