The Trade Desk has had a terrible 2025. Will it rebound in 2026?The Trade Desk (TTD 1.04%), a former highflying digital advertising disruptor, has fallen on hard times this year.Just how hard? The former market darling is neck and neck with financial stock Fiserv as the worst-performing stock in the S&P 500 Index in 2025, having shed 66.2% of its value this year through Dec. 9. A decline like that could portend longer-term secular problems, but could also signal a buying opportunity. So, which is it for the ...

Alphabet recently overtook Microsoft as the third-most valuable company in the world.No company in the technology industry has benefited from the rise of artificial intelligence (AI) as much as Nvidia (NVDA 2.27%). Over the last three years, shares of the semiconductor giant have soared by more than 970% -- propelling its market cap to $4.5 trillion and making it the most valuable company in the world.  By contrast, Alphabet's (GOOGL 1.00%) (GOOG 0.98%) price action was fairly muted throughout much of the A ...

After hitting an all-time high of $525.15 in February, AppLovin Corp.'s (NASDAQ: APP) share price tumbled more than 35% due to a pending class action lawsuit and to short seller reports. However, the software company's better-than-expected quarterly reports this year have given the stock a boost. The stock hit a new high of $745.61 in September. AppLovin stock may be taking another run at that high and is now 112.0% higher than a year ago, outperforming the S&P 500 and the Nasdaq in that time. Loading stock ...

It has been a painful year for The Trade Desk (NASDAQ: TTD). The stock has plunged roughly 67% year-to-date, falling through two major sell-offs, including a brutal 39% drop in August after the company issued soft guidance.With that kind of drawdown, investors naturally want answers. Is this just another fallen growth stock, or is there still something worth holding on to?The company’s third-quarter 2025 results provided an important clue. The question this time was not just about the earnings numbers. It w ...

公司股价与市场表现 - 百融云-W(06608)尾盘涨超3%，截至发稿涨3.42%，报9.38港元，成交额1832.77万港元 [1] 行业趋势与市场机会 - 当前国内企业（如跨境电商、手游）出海需求旺盛 [2] - 营销智能体能够批量生成符合海外用户偏好的广告文案、图片和视频脚本，并在文化差异、语言习惯、法律合规检查等环节提供辅助，帮助品牌融入当地市场 [2] 对标公司业务动态 - AppLovin为全球领先的移动游戏广告渠道商，电商业务逐步扩张 [1] - AppLovin开始将客户拓展至Web广告与电商领域，今年10月公司推出邀约制自助服务平台拓展电商等品类客户，目前处于早期阶段 [1] - 根据公司3Q25 Earnings Call，AxonAds Manager推出后，自助广告主的支出每周增长了大约50% [1] - AppLovin展望4Q25和2026年的重点工作包括：引入AI Agent优化新广告商入驻流程、自助服务平台的全面开放、测试基于生成式AI的广告创意功能、积极测试付费营销 [1] 公司技术与业务布局 - 百融云-W以自研BR-LLM大模型与VoiceGPT为底座，面向金融及泛行业B端客户提供AI智能营销与精准获客全链路解决方案 [2] - 公司拥有CybotStar智能体平台，作为企业级AI Agent构建平台，支持客户快速定制营销、客服等场景化智能体，适配对内运营与对外获客需求 [2]

Hello and welcome to Ask Me for a Trend. I'm Josh Lipton. For the next half hour, we are breaking down [music] the trends of today that'll move stocks tomorrow.There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve. Here's some of the trends we're going to be [music] diving right into. Watching the key earnings movers after the bell.Broadcom shares jumping [music] after the company posted better than expected results. We get analyst reaction straight ahead. Plus ...

Green arrow shoots up against city skyline, symbolizing rebound potential for certain undervalued stocks. Key Points Historical reversal patterns suggest FI, TTD, and DECK could swing from 2025 laggards to 2026 outperformers as leadership broadens beyond AI. Rate cuts, election ad spending, and cyclical mean reversion create favorable setup conditions for fintech, ad tech, and discretionary rebounds. Analysts project significant upside for Fiserv and The Trade Desk, with Deckers delivering quieter but ...

Marketers have appreciated the availability of digital channels, which offer better targeting and measurement of results.The advertising industry is one of my top industries for investors when considering the duration of growth.*Stock prices used were the afternoon prices of Dec. 8, 2025. The video was published on Dec. 10, 2025. ...

核心观点 - 文章作者认为Clear Channel Outdoor的股票在过去十多年里表现不佳 这被归因于一种典型的集团折价现象 即其资产分散在欧洲和拉丁美洲 导致其真实价值被掩盖[1] - 作者阐述其投资理念是寻找市场估值与公司基本面经济状况严重脱节的机会 重点关注现金流持续性、资产负债表实力以及不同资本结构相关的实际风险[1] - 投资方法侧重于识别由恐惧、主流叙事或简单误解造成的错误定价机会 并倾向于投资周期性行业、能源、工业以及关注度较低的中型市值公司 这些领域的预期常与现实脱节[1] - 作者也寻找不对称的投资机会 即那些已在市场受到惩罚 但基本面正在稳定或悄然改善的公司 在这些情况下 情绪的转变滞后于现实 预期的微小变化可能驱动股价大幅变动[1] 作者背景与目的 - 作者自称基本面投资者 拥有公司财务分析的专业背景 这深刻塑造了其投资视角[1] - 作者在Seeking Alpha上分享其投资想法 目的是在为自己投资组合进行创意生成和公司分析的过程中 与读者交流 并欢迎读者对其论点提出质疑和挑战[1]

Amazon's cloud, advertising and e-commerce businesses will drive revenue and margin growth in 2026, according to TD Cowen ...