Markets fret over AI capex as TV advertising shows signs of life

from Unfiltered Media Podcast · host Justin Lebbon & Ian Whittaker

This week we examine investor nerves around the colossal levels of capital being poured into AI, and whether those investments will truly pay off without fundamental change across gaming, software, and agency businesses. We also look at signs of advertisers returning to TV, following positive financial signals from NBCUniversal and Fox in the US, before closing with a discussion on the importance of independent oversight after Google’s legal action against Kantar.

Episode metadata supplied by the publisher feed · Published Feb 6, 2026

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Markets fret over AI capex as TV advertising shows signs of life

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