The Motley Fool·5h ago·Josh Kohn-LindquistTrade Desk Stumbles on Earnings Miss, Q2 Guidance Underwhelms$TTD slides 2.15% after missing EPS targets and signaling weak 8% Q2 growth. Revenue momentum deteriorates amid macro headwinds. TTDPUBMMGNIad-techmargin pressure
The Motley Fool·1d ago·Jonathan PoncianoVan Berkom Exits $38M DoubleVerify Position as Ad-Tech Stock Lags MarketVan Berkom & Associates dumped its entire $38.22M DoubleVerify position in Q1 2026 as shares underperformed S&P 500 by nearly 50 percentage points despite solid earnings. TTDDVfund exitstock underperformance
The Motley Fool·Mar 13·Trevor JennewineTwo AI Stocks Poised to Overtake Palantir's $360B Valuation, Analyst SaysAnalyst predicts Shopify and AppLovin could exceed Palantir's $360B valuation in five years via AI-powered platforms and strong 2025 growth momentum. METAGOOGGOOGLPLTRAPP+1e-commerceartificial intelligence
The Motley Fool·Mar 9·Keithen DruryAd-Tech Powerhouse Trade Desk Trades at Rare Discount Despite 900% Decade RallyTrade Desk trades at 14.5x forward earnings after revenue growth slowed to 14% YoY. Potential OpenAI partnership could reignite growth. TTDvaluationrevenue growth
Benzinga·Mar 5·Erica KollmannTrade Desk Surges 20% on CEO's $150M Stock Bet and OpenAI Partnership TalksThe Trade Desk surges 20% after CEO Jeff Green purchases $150M in stock and partnership talks with OpenAI emerge. TTDad-techstock surge
The Motley Fool·Feb 26·Josh Kohn-LindquistThe Trade Desk Declines on Cautious Outlook Despite Strong Q4 ResultsThe Trade Desk shares fell 4.83% after Q1 guidance missed expectations with 10% projected growth and declining margins, signaling demand headwinds in programmatic advertising. TTDPUBMMGNIrevenue guidancevaluation
GlobeNewswire Inc.·Feb 20·Digital Culture GroupDigital Culture Group Recognizes 30 Industry Leaders in Inaugural Forward 30 InitiativeDigital Culture Group launches Forward 30 program recognizing 30 marketing and advertising leaders who combine cultural intelligence with data-driven innovation for business impact. KOGMPGad-techmarketing leadership
Benzinga·Feb 19·Erica KollmannKnorex Stock Surges on AI-Powered Advertising API LaunchKnorex 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. GOOGGOOGLKNRXagentic AIad-tech
The Motley Fool·Feb 19·Trevor JennewineDruckenmiller Shifts to Amazon as Tech Titans Race on AI InfrastructureDruckenmiller 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. METAAMZNcapital expenditureAI investment
The Motley Fool·Feb 18·Jake LerchShannon River Fund Takes $47M Stake in Unity Software Amid Turnaround BidShannon River Fund invests $47M in Unity Software, betting on turnaround amid 90% stock decline. Move signals confidence in operational improvements despite competitive pressures. APPUturnaroundad-tech
The Motley Fool·Feb 16·Trevor JennewineAckman's Pershing Square Doubles Down on Amazon, Meta With 23% Portfolio AllocationAckman's Pershing Square allocates 23% to Amazon and Meta, betting on their AI capabilities and monetization potential across cloud, e-commerce, and advertising platforms. METAAMZNAI chipscloud computing