Unfortunately I think the message here is you need to deliver more ads to end users.

Harvesting data from ai is probably worth more to them in the long run.

their profits went up a huge amount, just not as much as the speculators had hoped for.

Their data center spend was a little less than anticipated but their forward projections on data center spends is enormous.

there's no good news in any of this

Now if only it'd drop another 100% and leave those demons penniless, though of course that's a pipe dream.