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The traditional TV slump is intensifying as viewers switch off

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Traditional TV experiences its most significant drop in viewership since Ofcom began recording data.

While major events like the Queen’s funeral and England football matches continue to attract large audiences, public service broadcasters ITV and BBC are facing tough competition as viewers increasingly turn to alternative sources of entertainment.

According to a recent report by Ofcom, the proportion of people watching broadcast TV each week declined from 83% in 2021 to 79% in 2022, the largest decrease on record. The rise of streaming platforms like Netflix and Apple, along with social media sites such as YouTube and TikTok, has been drawing younger viewers away from traditional television.

Older audiences

Surprisingly, the report also indicates a significant decline in daily broadcast TV viewing among older audiences (aged 65+), dropping by 10% year on year and 6% below pre-pandemic levels.

Furthermore, the average time spent watching broadcast television per person per day decreased from two hours and 59 minutes in 2021 to two hours and 38 minutes in 2022.

While public service broadcasters still dominate the list of most-watched programs in the UK, the number of shows with over four million viewers has more than halved in the past eight years, indicating a shift towards streaming platforms.

Netflix, in particular, accounts for the majority of programs with large viewership on streaming services.

TV decline

The decline in traditional TV viewership is evident in the reduced number of people watching early and late evening news bulletins, as well as popular soaps like Coronation Street, EastEnders, and Emmerdale.

BBC One and ITV1 remain the top choices for viewers when they first turn on their TVs, but streaming platforms like Netflix are catching up.

On-demand services such as BBC iPlayer and ITVX are also experiencing growth in usage.

Yih-Choung Teh, Ofcom’s group director for strategy and research, stated that today’s viewers have an abundance of broadcasting and online content to choose from, leading to declining viewership for traditional broadcasters.

Nevertheless, public service broadcasters continue to unite the nation during important cultural and sporting events, and their on-demand platforms are witnessing positive growth as they adapt to meet audience demands.

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Global markets outperform US stocks by largest margin as AI tech rallies in 2025

Global markets outperform US stocks in 2025, marking widest gap since 2009 as international gains surge

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Global markets outperform US stocks in 2025, marking the widest gap since 2009 as international gains surge

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In Short:
– Global markets outperformed U.S. stocks in 2025, with international equities showing significant gains.
– Helen Jewell highlighted that international performance was key, aided by the U.S. dollar’s decline.

In 2025, U.S. investors watching AI stocks closely may have missed the bigger picture: international markets delivered their strongest performance against U.S. equities in over three decades. While the S&P 500 rose just 15%, foreign markets outperformed by more than 10 percentage points, led by South Korea, Peru, and other European nations.

Helen Jewell, BlackRock’s CIO, highlighted that the dollar’s 13% decline earlier in the year further amplified returns for Americans holding foreign assets. This marked the widest performance gap since 2009 and reminded investors of the value of diversification beyond domestic tech giants.

Continued Tech Rally

Nvidia, Tesla, and Palantir Technologies emerged as the most-viewed ticker pages on Yahoo Finance in 2025. Nvidia alone attracted 250 million page views, while Palantir soared an eye-popping 140% for the year. Despite this hype, the S&P 500 lagged behind global peers, showing that concentrated U.S. tech gains can mask broader market opportunities.

U.S. stocks saw a boost after Micron Technology exceeded earnings expectations, jumping 10% on strong AI-related demand. The Technology Select Sector SPDR Fund also gained 1.5%, driven by semiconductor optimism. However, analysts warn investors to avoid over-concentration in U.S. tech, even if AI-driven rallies persist into 2026.

As portfolios prepare for next year, the key question is whether semiconductor demand will expand beyond AI applications. Diversification remains essential, balancing excitement over tech gains with the risks of narrow market exposure.

 


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Australia’s sharemarket set for weakest annual return in three years

Australia’s sharemarket set for weakest return in three years; gains from gold and critical minerals offset blue-chip losses.

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Australia’s sharemarket set for weakest return in three years; gains from gold and critical minerals offset blue-chip losses.


Australia’s sharemarket is on track for its weakest annual return in three years, with the S&P/ASX 200 Index expected to finish 2025 up around 6 per cent. Investors are feeling the impact of major losses from blue-chip companies, including Commonwealth Bank and CSL, which have dragged overall performance.

Despite the slow year, certain sectors provided a boost. Gains were largely driven by surging gold prices and rising interest in critical minerals, helping offset some of the losses from larger companies.

Smaller companies in the resources sector outperformed their larger counterparts, highlighting a shift in investor focus towards niche opportunities and high-demand commodities.

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US stocks surge amid AI hype despite market volatility

US stock market bounced back, S&P 500 up 16% in 2023, driven by AI excitement amid policy uncertainties.

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US stock market bounced back, S&P 500 up 16% in 2023, driven by AI excitement amid policy uncertainties.


The US stock market has experienced a rollercoaster year, with the S&P 500 nearly entering a bear market in April due to tariff concerns. Investor sentiment shifted following policy changes from President Trump, setting the stage for a dramatic rebound.

By June, the S&P 500 was hitting new records, fueled by excitement over artificial intelligence and its impact on the tech sector. Corporate profit forecasts improved, contributing to an overall annual gain of 16%, despite ongoing market fluctuations.

Yet, the S&P 500 still trails international markets, reflecting lingering policy uncertainties in the US.

Investors are watching closely to see how domestic and global factors will shape the next year.

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