Columbia Threadneedle Investments, an investment management company, released its “Columbia Global Technology Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Markets continued their upward journey in the third quarter, driven by strong earnings growth, continued enthusiasm around artificial intelligence (AI), and easing trade tensions. The composite returned 12.06% in the quarter, compared to the S&P Global 1200 Information Technology Index’s 12.82% return.  Po ...

Key Takeaways The Trade Desk's international revenue growth outpaced North America, reaching 14% of total spend.Global CTV and retail media adoption are fueling TTD's expansion and higher returns on ad spend.The Kokai platform and OpenPath tools are driving efficiency, transparency and stronger client results.The Trade Desk, Inc. (TTD) is showing accelerating global momentum as international revenue growth outpaces its U.S. performance, underscoring the company’s success in expanding its footprint beyond it ...

According to the Interactive Advertising Bureau's recent report (IAB's 2025 Outlook Study September Update: A Snapshot of the Latest Ad Spend Trends, Opportunities, and Strategies for Growth), 91% of over 200 surveyed ad buyers reported concerns about tariffs affecting media budgets. Nearly 62% to 69% of ad buyers expect the auto, retail, and consumer electronics sectors to be hit hard by the tariffs. Many advertisers in these segments are already adjusting their spending strategies to balance costs.It is i ...

Today, I’m breaking down two companies that don’t look identical if you compare their business models directly, but investors often choose between the two as they are ultimately “eating” from the same “bowl”. Both Roku (I write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim ...

Mumbai: For the longest time, India’s digital marketing industry has been dominated by two major rivals—Meta and Google. Most brands, large and small, cannot escape these two gated ecosystems for access to customers, their third-party data, and most importantly—their attention. With over ₹31,000 crore and ₹22,000 crore in annual advertisement revenue, respectively, Google and Meta cumulatively represent more than ₹50,000 crore of direct digital ad revenues; industry estimates place their dominance in this b ...

Whales with a lot of money to spend have taken a noticeably bearish stance on Trade Desk.Looking at options history for Trade Desk (NASDAQ:TTD) we detected 10 trades.If we consider the specifics of each trade, it is accurate to state that 10% of the investors opened trades with bullish expectations and 70% with bearish.From the overall spotted trades, 5 are puts, for a total amount of $189,769 and 5, calls, for a total amount of $154,936.What's The Price Target?After evaluating the trading volumes and Open ...

Rowan Street Capital, an investment management company, has recently released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund remained unchanged in the third quarter (+0.22%), making the YTD returns through September 30, 2025, to +20.4% net of fees compared to the S&P 500’s +14.8% year-to-date gain. Over the past three years, the firm’s capital compounded at approximately +54.2% annually (net), delivering a +266% cumulative return — more than doubling the S&P 5 ...

The Trade Desk, Inc. (TTD), headquartered in Ventura, California, operates as a technology company. Valued at $26.4 billion by market cap, the company offers a self-service cloud-based ad-buying platform that allows buyers to plan, manage, optimize, and measure data-driven digital advertising campaigns. The leading independent demand-side platform is expected to announce its fiscal third-quarter earnings for 2025 after the market closes on Thursday, Nov. 6. Ahead of the event, analysts expect TTD to repor ...

The Trade Desk, Inc. (NASDAQ:TTD) is among the overlooked AI stocks to buy now. On September 30, 2025, Guggenheim reiterated its ‘Buy’ rating on The Trade Desk, Inc. (NASDAQ:TTD), while cutting the price target to $55.00 from $75.00. This revision stemmed from the intensifying competition, primarily driven by Amazon’s demand-side platform (DSP). 2025 is the year of transition, the analyst noted, emphasizing the company’s launch of its Kokai platform, double-digit headcount growth, and new leadership, feat ...

We came across a bullish thesis on The Trade Desk, Inc. on Global Equity Briefing’s Substack by Ray Myers and Sergey. In this article, we will summarize the bulls’ thesis on TTD. The Trade Desk, Inc.'s share was trading at $50.73 as of October 14th. TTD’s trailing and forward P/E were 61.30 and 38.02 respectively according to Yahoo Finance. marketing Rawpixel.com/Shutterstock.com The Trade Desk (TTD) remains the leading independent force in programmatic advertising, anchored by its AI-driven Kokai platf ...