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Ryan Roslansky, CEO of Microsoft’s LinkedIn subsidiary, speaks at a LinkedIn event in San Francisco on Sept. 22, 2016.

David Paul Morris | Bloomberg | Getty Images

Influencer marketing has become big business on TikTok and Instagram, where popular creators can make good money by helping brands promote their stuff. Now, LinkedIn wants in the game.

As of last week, LinkedIn is letting advertisers pay to amplify posts from users, including those with sizable followings. Its product, called Thought Leader ads, launched in a limited capacity last year.

The Microsoft-owned business is looking for a jolt, as LinkedIn’s revenue growth has been stuck in single digits since 2022. The company is turning to its membership, which topped 1 billion in November, to help fuel expansion.

Influencer marketing to date has largely been a phenomenon of consumer apps, where shticks and gimmicks can turn internet-savvy creators into celebrities with millions of followers. Almost two-thirds of U.S. social media marketing dollars this year will flow to Instagram parent Meta and TikTok’s Chinese owner ByteDance, with Instagram and TikTok picking up a combined 2 percentage points of additional share by 2026, according to estimates from eMarketer.

LinkedIn, which was launched a year before Facebook, will grab just 4% of the market, equal to $4.5 billion in marketing revenue, eMarketer says, and its share will remain flat over the next two years.

“It takes a long time for ads and ad formats to really take root,” said Max Willens, a senior analyst at eMarketer, referring to LinkedIn’s latest endeavor.

LinkedIn introduced Thought Leader ads last year but with limited use. Brands could only amplify posts from their own employees. Mastercard, for example, promoted posts written by some of its leaders in Singapore, with one receiving over 500 notifications on the first day. LinkedIn has used Thought Leaders ads itself for some posts from operating chief Dan Shapero, but not yet for CEO Ryan Roslansky.

By opening up Thought Leader ads, LinkedIn is letting anyone boost a post as long as the author grants permission. Social media marketer Brendan Gahan is so bullish on the format that he’s focusing much of his efforts on helping companies use Thought Leader ads.

“In an era where brand safety is a big issue, LinkedIn has a leg up, particularly in contrast to Twitter,” said Gahan, who started an agency last year called Creator Authority, referring to the social media platform now known as X.

X, formerly Twitter, being overrun by 'trolls and lunatics,' Wikipedia founder says

X lost some leaders working on brand safety last year, just as the Elon Musk-owned platform was seeing a surge in hate speech on the app.

LinkedIn has long been an effective site for advertisers because members list their employment details, making it easy for brands to target ads to relevant audiences. Advertising skews toward business-focused products like software and computer infrastructure, though automakers, universities and banks also use the network to reach potential customers.

“If you’re looking to sell a high-end B2B product, and you know the buying group is a CFO and someone in finance and like someone in HR, we can literally put ads in front of those specific people on LinkedIn, because the first-party data is so strong,” Roslansky said at a conference in late 2022.

Thought Leader ads came about after employees saw marketing clients promoting screenshots of other users’ content. Since turning on the offering last fall, the ads have yielded higher engagement than regular ads that run with images, said Abhishek Shrivastava, a LinkedIn vice president of product management.

“Humanizing your brand is critical for B2B and has been underused in that space,” said Shrivastava, adding that clients are very excited about it.

It might not be cheap. Racking up a thousand ad impressions generally costs more on LinkedIn than on Instagram or TikTok, partly because the company charges more for advertisers to reach its more affluent user base. Shrivastava said that rather than comparing the costs to other sites, brands will look at the sales and business leads they get from running ads.

For months, project management software startup ClickUp has been paying to promote LinkedIn posts from its own executives. Chris Cunningham, head of social marketing at the company, said traditional ads on LinkedIn can sometimes be repetitive and generic, and he’s eager to see how promoted posts will perform when influencers get involved.

On other social networks, ClickUp has found more success promoting posts from creators than with standard ads, Cunningham said. Plus, he said, “it’s super easy.”

Betsy Hindman, a marketer in Tennessee who helps companies make the most of their LinkedIn presence, said a brand ambassador with an audience can have a bigger impact than a typical ad.

“It’s part of a full end-to-end strategy that includes warming people up along the way with whatever type of content they respond to,” she said.

Building up a roster of creators will likely take time. Some influencers are represented by agencies, and LinkedIn’s Campaign Manager advertising system doesn’t have an automatic process for connecting media buyers with agencies.

“That’s a direction we are exploring,” Shrivastava said.

More data will soon be available to advertisers. Starting in a few weeks, LinkedIn members will be able to look up any company’s collection of ads and see its Thought Leader ads, a spokesperson said. That could help advertisers see what works best.

One potential boon for LinkedIn rests with the fate of TikTok. The app faces a possible ban in the U.S. after the House of Representatives passed legislation last month that would force ByteDance to sell it within six months. Momentum has since slowed, though Senate Minority Leader Mitch McConnell, R-Ky., urged lawmakers to take action on the matter earlier this week.

Willens from eMarketer said agencies are keeping an eye on the issue, but said “nobody feels there’s an imminent threat.”

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CNBC Daily Open: Investors are loving the Paramount-Warner Bros-Netflix drama

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CNBC Daily Open: Investors are loving the Paramount-Warner Bros-Netflix drama

A drone view shows a sign for Paramount in front of the Hollywood sign in Los Angeles, California, December 8, 2025.

Daniel Cole | Reuters

Paramount Skydance on Monday launched a hostile takeover bid for Warner Bros. Discovery, following Netflix’s announcement last week that it had reached a deal to buy the HBO owner.

The company is “here to finish what we started,” CEO David Ellison told CNBC, upping the ante with a $30-per-share, all-cash offer compared to Netflix’s $27.75-per-share, cash-and-stock offer for WBD’s streaming and studio assets.

Investors were certainly pleased, sending Paramount shares 9% higher and WBD’s stock up 4.4%.

Another development that traders cheered was U.S. President Donald Trump permitting Nvidia to export its more advanced H200 artificial intelligence chips to “approved customers” in China and other countries — so long as some of that money flows back to the U.S. Nvidia shares rose about 2% in extended trading.

Major U.S. indexes, however, fell overnight, as investors awaited the Federal Reserve’s final rate-setting meeting of the year on Wednesday stateside. Markets are expecting a nearly 90% chance of a quarter-point cut, according to the CME FedWatch tool.

Rate-cut hopes have buoyed stocks. “The market action you’ve seen the last one or two weeks is kind of essentially baking in the very high likelihood of a 25 basis point cut,” said Stephen Kolano, chief investment officer at Integrated Partners.

But that means a potential downside is deeper if things don’t go as expected.

“For some very unlikely reason, if they don’t cut, forget it. I think markets are down 2% to 3%,” Kolano added.

In that case, investors will be waiting, impatiently, for the Fed meeting next year — hoping for a more satisfying conclusion.

What you need to know today

U.S. stocks slid on Monday. Major indexes closed lower, even though technology stocks, such as Broadcom, Confluent and Oracle, had a good showing. The pan-European Stoxx 600 closed flat, but defense stocks broadly rose.

Paramount Skydance makes hostile bid for Warner Bros. Discovery. The company made a $30-per-share, all cash, tender offer to WBD shareholders, following Netflix’s acquisition deal. Here’s what to expect from Paramount and Netflix as competition intensifies.  

Trump allows Nvidia to sell H200 chip to China. But that’s only if the U.S. gets a 25% sales cut, the White House leader said in a Truth Social post on Monday. Trump added that Chinese President Xi Jinping had “responded positively” to the proposal.

Berkshire Hathaway leadership shuffle. Todd Combs, investment manager and Geico CEO, will be leaving for JPMorgan Chase, while Berkshire will be adding a general counsel and a president overseeing consumer, service and retail units.

[PRO] Ray Dalio’s views on the market. The Bridgewater Associates founder told CNBC that he would bet on AI — but in different way.

And finally…

A cargo ship loaded with containers departs from Qingdao Port in Qingdao City, Shandong Province, China, on December 4, 2025.

Costfoto | Nurphoto | Getty Images

China’s trade surplus tops $1 trillion despite Trump’s attempt to contain it. Here’s what that means

China’s trade surplus roared above $1 trillion in November for the first time ever, despite the ongoing global trade war that has resulted in a steep drop in exports to the U.S. In the first 11 months this year, China’s overall exports grew 5.4% compared to the same period in 2024 while imports fell 0.6%.

The rebound in export growth would help mitigate the drag from weak domestic demand, putting the economy on track to deliver the “around 5%” growth target this year, said Zhiwei Zhang, president and chief economist at Pinpoint Asset Management.

— Anniek Bao and Jeff Cox

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ICEBlock developer sues U.S. government after DOJ demanded Apple remove app from store

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ICEBlock developer sues U.S. government after DOJ demanded Apple remove app from store

In this photo illustration, the ICEBlock app is displayed on an Apple iPhone on October 02, 2025 in Los Angeles, California.

Justin Sullivan | Getty Images

The developer of ICEBlock, an app used to track local sightings of ICE agents and other law enforcement authorities, sued the U.S. government on Monday for allegedly infringing his free speech rights.

After Apple removed the app from its store in October, creator Joshua Aaron criticized the Trump administration for pressuring the iPhone maker to ban ICEBlock over fears it could be used to harm U.S. Immigration and Customs Enforcement agents.

Attorneys for Aaron wrote in the complaint that U.S. Attorney General Pam Bondi made clear that the government “used its regulatory power to coerce a private platform to suppress First Amendment-protected expression,” when she said the Department of Justice demanded that Apple remove the app, which was only available on iOS.

The suit claimed Apple cited one of its review guidelines that says apps can’t allow objectionable content that can be used to harm a targeted group. Apple said ICEBlock targets law enforcement officers, according to the suit.

Aaron told CNBC on Monday that his complaint was inspired by the U.S. founding fathers, who held the view that, “The survival of our democratic republic isn’t guaranteed.”

“It requires constant vigilance, active and informed participation of its citizens,” Aaron said. “When we see or think our government is doing something wrong, it’s our duty to hold them accountable. And that is the heart of this lawsuit.”

Aaron said attorneys with law firm Sher Tremonte in New York are representing him on a pro bono basis.

It’s not the first time Apple has made such a move.

In 2019, the company removed an app that Hong Kong protesters used to track police movements during a public dispute over the city’s relationship with China. Apple said at the time that the app was removed because criminals used it to target and ambush police.

Aaron had developed an Android version of his app, but said he couldn’t release it. After Apple’s move to remove ICE Block, Google parent Alphabet also agreed to ban apps that help people track the whereabouts of law enforcement from its app store, he said.

Representatives for Apple and Google didn’t immediately respond to requests for comment. The DOJ didn’t also didn’t immediately provide a comment.

Aaron launched ICEBlock in April in response to the aggressive crackdown on immigrants by the Trump administration. According to new data obtained by the University of California at Berkeley via the school’s Deportation Data Project, “more than a third of the roughly 220,000 people arrested by ICE officers in the first nine months of the Trump administration had no criminal histories.” Gallup’s polling data released on Nov. 28 found only 37% of US voters approved of the way Trump is handling immigration.

Read the full complaint here:

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China’s AI wearables market is already booming: From the practical to peculiar

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China's AI wearables market is already booming: From the practical to peculiar

China Lens: Beijing betting big on AI devices

China’s artificial intelligence device market is already booming, and in the advanced technology race against the U.S., the country’s expertise in hardware could give it an edge.

“The advantage comes from the fundamental root that China is a nation of manufacturing,” Dr. Kai-Fu Lee, CEO of 01.AI and chairman of Sinovation Ventures, told CNBC. “Today, the competition is on the software, the models, the agents, the applications. But soon it will move to devices.”

Meta has sold millions of its smart glasses since introducing the specs in 2023, and the Chinese have caught on, with more than 70 Chinese companies creating competing products in the space.

Eyewear from companies such as Inmo and Rokid are sold worldwide. Xiaomi and Alibaba‘s are found only in China and are embedded with the tech giants’ own AI.

Alibaba’s DingTalk, a messaging platform for the workplace, this year released a credit card-sized AI gizmo meant for note-taking on the job.

The DingTalk A1 can record, transcribe, summarize and analyze speech from as far as 8 meters (26 feet) away, about the length of a large boardroom.

The device is similar to the Plaud Note, which is available in the U.S.

The device experimentation in China spans from the practical to the unconventional.

Chinese startup Le Le Gaoshang Education Technology released a “Native Language Star” brand translating gadget aimed at Chinese parents with limited English to teach English to their own children.

Read more CNBC tech news

The contraption, which is looped around the back of a user’s neck like a travel neck pillow and comes down toward the chest, has a sort of muzzle unit that goes over the mouth and mutes the user’s own voice.

The unit is embedded with Tencent and iFlyTek AI and is billed as a way to turn an English-speaking Chinese parent into a “laowai,” or foreigner. It retails for $420.

Having so many hardware touchpoints helps with adoption and with getting people used to the technology. It’s also a boost for companies to gather a war chest of data compared to other countries, analysts say.

“When you still hear people outside of China talking about what the future of the AI device might be, the market is full of AI devices here already,” tech consultant Tom van Dillen of Greenkern said at his office in Beijing. “This creates this feedback loop again to make the AI even better.”

Yet an edge in hardware is far from a guarantee to win the AI race, especially if China’s AI lacks appeal with global customers due to privacy or other issues, or if it falls well behind its counterparts in the U.S. or elsewhere.

“You really have to be that Apple iPhone to reap the most of the reward,” Lee cautioned, referencing late entrepreneur Steve Jobs’ invention that is often seen as one of the most transformative consumer products ever. “I think the China advantage for building the Apple iPhone for the AI age is that the capabilities are there — engineers and entrepreneurs, and so on. But it will still be a race.”

U.S. Commerce Department to allow exports of Nvidia H200 chips to China

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