ad-tech

Analyst predicts Shopify and AppLovin could exceed Palantir's $360B valuation in five years via AI-powered platforms and strong 2025 growth momentum.

Trade Desk trades at 14.5x forward earnings after revenue growth slowed to 14% YoY. Potential OpenAI partnership could reignite growth.

The Trade Desk surges 20% after CEO Jeff Green purchases $150M in stock and partnership talks with OpenAI emerge.

The Trade Desk shares fell 4.83% after Q1 guidance missed expectations with 10% projected growth and declining margins, signaling demand headwinds in programmatic advertising.

Digital Culture Group launches Forward 30 program recognizing 30 marketing and advertising leaders who combine cultural intelligence with data-driven innovation for business impact.

Knorex stock surged 170% after launching an AI-powered advertising API supporting Meta, Google, LinkedIn, and TikTok platforms. Trading volume spiked dramatically amid investor enthusiasm for automation-focused ad tech.

Druckenmiller exits Meta, buys Amazon as tech giants diverge on AI spending strategies. Meta's profits lag despite revenue growth; Amazon's $200B investment plan sparks mixed investor reaction.

Shannon River Fund invests $47M in Unity Software, betting on turnaround amid 90% stock decline. Move signals confidence in operational improvements despite competitive pressures.

Ackman's Pershing Square allocates 23% to Amazon and Meta, betting on their AI capabilities and monetization potential across cloud, e-commerce, and advertising platforms.