CMOs Adapt Media Strategies Amid AI and Attention Fragmentation
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jun 09 2026
0mins
Source: Newsfilter
- Decline in Content Quality: A Gartner survey reveals that 49% of U.S. consumers believe GenAI has worsened content quality, with 57% of younger consumers (Gen Z and millennials) agreeing, compelling brands to enhance credibility and quality to maintain competitive edge.
- Fragmented Attention: The survey indicates that 59% of U.S. consumers prefer multitasking across media activities, suggesting that while screen time is abundant, consumer attention is scarce, necessitating brands to create meaningful engagement quickly in fast-paced environments.
- Changing Search Behaviors: Another Gartner survey found that 20% of U.S. consumers report more specific search inputs due to AI, with 19% asking questions more frequently, prompting CMOs to reassess media strategies to align with evolving consumer behaviors.
- AI and Brand Trust: Analysts emphasize that brands must focus on building consumer trust in an AI-driven landscape, urging CMOs to understand where consumer attention is concentrated and what experiences they wish to remember, thereby crafting more effective marketing strategies.
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Analyst Views on IT
Wall Street analysts forecast IT stock price to rise
11 Analyst Rating
4 Buy
6 Hold
1 Sell
Moderate Buy
Current: 133.580
Low
150.00
Averages
190.70
High
240.00
Current: 133.580
Low
150.00
Averages
190.70
High
240.00
About IT
Gartner, Inc. delivers actionable, objective business and technology insights. Its segments include Business and Technology Insights (Insights), Conferences, and Consulting. The Insights segment delivers independent, objective insight to leaders across an enterprise through subscription services that include on-demand access to published research content, data and benchmarks, and direct access to a network of research experts located around the globe. The Conferences segment is designed for information technology (IT) and business executives as well as decision-makers looking to adapt and evolve their organizations through disruption and uncertainty, navigate risks and prioritize investments. The Consulting segment serves chief information officers and other senior executives to optimize technology investments and drive business impact. It also provides solutions for a range of IT-related priorities, including IT cost optimization, digital transformation, and IT sourcing optimization.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Nvidia's Bond Offering: Nvidia plans to raise at least $20 billion through a bond offering with maturities ranging from 2 to 30 years, offering yields between 4.25% and 5.625%, indicating confidence in future growth as the funds will be used for general corporate purposes.
- Micron's Price Target Increases: Analysts raised Micron's price target significantly, with Stifel increasing it from $550 to $1,500, projecting nearly 80% quarter-over-quarter revenue growth driven by strong AI-driven DRAM demand, contributing to a nearly 9% rise in Micron's stock price.
See More
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- IT Spending Contraction Trend: As the rate outlook hardens, CFOs are pressured to tighten IT budgets, with discretionary IT spending typically being one of the first areas to face cuts, which could negatively impact IT service firms reliant on multi-year contracts.
- EPAM Stock Volatility Analysis: EPAM's shares have experienced 18 moves greater than 5% in the past year, and while today's drop is notable, it suggests that the market does not fundamentally alter its perception of the company's business, reflecting ongoing investor confidence.
- Stock Buyback Plan Signal: EPAM's board has authorized a stock repurchase program of up to $1 billion over the next 24 months, a move seen as a sign of management's confidence in the company's financial health and future prospects, despite a 55.6% decline in stock price since the beginning of the year.
See More
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- Robust GPU Demand: Oracle's latest earnings report reveals a global GPU utilization rate of 97.5% in data centers, highlighting sustained demand for GPUs in AI workloads, which bodes well for Nvidia, reinforcing its dominant market position.
- Optimistic Market Outlook: According to Gartner, global AI infrastructure spending is expected to soar to $1.36 trillion in 2023 and reach $1.75 trillion by 2027, indicating a sustained investment boom in the AI sector, from which Nvidia is poised to benefit significantly.
- Earnings Growth Projections: Nvidia is forecasted to achieve an 88% earnings growth in fiscal 2027, far surpassing the S&P 500's 23% growth, with an expected earnings per share of $12.73 for fiscal 2028, suggesting a potential stock price increase to $318 if valued at 25 times earnings, representing a 50% upside.
See More
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- Surge in Capital Expenditure: Oracle expects capital expenditures to reach $70 billion in fiscal 2027, with total capex projected between $90 billion and $95 billion, significantly higher than the $56 billion spent in fiscal 2026, reflecting a strong commitment to AI infrastructure investment.
- Expanding Market Potential: Oracle's remaining performance obligations surged from $138 billion a year ago to $638 billion, indicating that Nvidia's addressable market is rapidly expanding, presenting substantial growth opportunities ahead.
- Rising Earnings Expectations: Nvidia is forecasted to see an 88% increase in earnings for fiscal 2027, significantly outpacing the S&P 500's 23% growth, highlighting its leadership position in the AI chip market and strong profitability prospects.
See More
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See More
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- Strong Financial Performance: In Q1 of fiscal 2027, CrowdStrike reported a 26% year-over-year revenue increase to $1.39 billion, with annual recurring revenue (ARR) rising 24% to $5.5 billion, driving adjusted earnings per share (EPS) up 51% to $1.10, showcasing robust profitability.
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See More
