NMS Editorial Team

NMS Editorial Team

GameStop's eBay Bid Calls Out $2.4B in Marketing That Added 1M Buyers

GameStop made a $55.5 billion unsolicited bid for eBay on May 4, 2026, and the pitch names eBay's $2.4 billion fiscal 2025 sales and marketing budget as the single biggest target for cuts. The bid's logic: that spend produced one million net active buyers,

Blueprint of Google's two AI search systems: classic index feeding AI Overviews on left, AI Mode platform with fan-out query tree on right

Google Concedes AI Overviews and AI Mode Run on Separate Stacks

Google confirmed on May 4 that AI Overviews and AI Mode run on separate infrastructure. AI Overviews sits on top of the classic search index with a small fan-out and a summary layer. AI Mode runs on its own bigger platform, with longer queries, longer reasoning, and a much larger

Isometric illustration of Anthropic and OpenAI corporate towers with engineers parachuting into client buildings, bypassing a Big Four Consulting tower

Anthropic and OpenAI Both Skipped the Consulting Layer on May 4

Anthropic and OpenAI each launched enterprise implementation arms on Monday, May 4. Anthropic's joint venture closed at a $1.5 billion valuation with Blackstone, Hellman & Friedman, and Goldman Sachs as founding partners. OpenAI's "Deployment Company" closed hours earlier at $10 billion with TPG,

Amazon Rented Out Its Logistics Network and the DTC Margin Story Just Got Cheap

Amazon launched Amazon Supply Chain Services on May 4, 2026, opening its logistics network to any business, not just sellers on the marketplace. Day-one customers include P&G, 3M, Lands' End, and American Eagle, and the press release is explicit about the framing: "AWS for logistics."

Blueprint-style technical chart showing Search Console impressions inflated above clicks across May 2025 to April 2026 timeline with corrupted data window annotation

Google Won't Backfill 50 Weeks of Bad Search Console Data

Google fixed a Search Console logging error that overstated impressions from May 13, 2025 to April 27, 2026. The fix only restores accuracy going forward. The 50 weeks of inflated historical data will stay in place permanently. That means anyone reporting year-over-year impressions through July 2026 is comparing real numbers

Pop-art halftone illustration of TikTok, Google, Bing, Meta, LinkedIn and X logos with click fraud percentages floating around them in red and yellow comic style

Lunio Audited 2.7B Clicks. TikTok Was 24% Fake, Google Was 7.57%.

Lunio's 2026 Global Invalid Traffic Report analyzed 2.7 billion paid ad clicks across six major networks and reported TikTok at 24.20% invalid traffic, LinkedIn at 19.88%, X at 12.79%, Bing at 10.32%, Meta at 8.20%, and Google at 7.57%. The 17-point

Dark data dashboard showing healthcare enrollment form fields for race and citizenship feeding into Meta, TikTok, and Google pixel trackers with red alert markers

State Health Exchanges Leaked Race and Citizenship Data to Meta and TikTok

Bloomberg's May 4 investigation found pixel trackers on nearly all 20 U.S. state health insurance exchanges sending sensitive application data, including race, citizenship status, sex, ZIP codes, phone numbers, and questions about incarcerated family members, to Google, LinkedIn, Meta, Snap, and TikTok. More than seven million Americans