Trade Desk (NasdaqGM:TTD) Integrates Bell Media's First-Party Data Into Kokai Platform
In June 2025, the integration of Bell Media's marketing tools into The Trade Desk's (NasdaqGM:TTD) Kokai platform offered advertisers advanced data and audience-building features, with support for privacy-conscious targeting using UID2. This collaboration likely contributed positively to the firm's 28% price increase over the past month. Along with the robust integration news, The Trade Desk's positive first-quarter earnings and forward guidance announcements provided additional fundamental strength. The broader market also showed resilience, as evidenced by the S&P 500 reaching 6,000, indicating a supportive environment for the stock's upward trajectory.
Buy, Hold or Sell Trade Desk? View our complete analysis and fair value estimate and you decide.
The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 25 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.
The integration of Bell Media's tools into The Trade Desk's Kokai platform not only contributed to a recent 28% share price increase, it also underscores the company's strategic push toward AI and privacy-conscious advertising solutions. This initiative aligns with its broader goals of improving operational efficiency and deepening client relationships. Over the last five years, The Trade Desk delivered an impressive total return of 104.61%, highlighting its potential for long-term growth, although it recently underperformed the US media industry by showing 104.7% earnings growth compared to the industry's negative returns.
The company's focus on AI and structural reorganization suggests a promising outlook for revenue and earnings enhancement. With analysts forecasting revenue growth of 17.8% annually and a profit margin increase from 16.1% to 20.4% over the next three years, the recent platform upgrades could act as a catalyst for achieving these targets. However, the company's current share price of US$55.63 remains at a 21.4% discount to the consensus price target of US$86.32, reflecting mixed analyst confidence and potential future uncertainties. Investors should weigh these forecasts against current market conditions to assess if the recent developments can sustain the company's favorable growth trajectory.
Navigate through the intricacies of Trade Desk with our comprehensive balance sheet health report here.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include NasdaqGM:TTD.
This article was originally published by Simply Wall St.
Have feedback on this article? Concerned about the content? with us directly. Alternatively, email editorial-team@simplywallst.com
Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
an hour ago
- Yahoo
Why Wall Street's Dr. Doom now wants to be Dr. Boom
Nouriel Roubini, who's been known as "Dr. Doom" for 17 years, is feeling more upbeat. The economist has scaled back his recession call and thinks the US is headed for an investment boom. He told BI there are three things that have driven his newfound optimism. Wall Street has been calling him "Dr. Doom" for 17 years, but Nouriel Roubini — the economist famous for his persistently bearish and frequently dystopian takes on the world economy — is sounding surprisingly positive lately. He's rescinded his earlier call for a recession, and now sees a US tech and artificial intelligence investment boom unfolding that will uplift the economy through the rest of this decade. By 2030, Roubini thinks economic growth in the US will double from around 2% to 4%, while productivity growth surges from around 1.9% to 3%. The stock market is also likely to climb higher, he told Business Insider in an interview, predicting the S&P 500 would see high single-digit percentage growth in 2025, on par with its historical return. It's a sharp turnaround from the gloomy forecasts he' is known for. Roubini told BI the nickname started to stick in 2008, when the New York Times referred to him as "Dr. Doom" after he correctly called the Great Financial Crisis, he told BI. "Even before, I always said I'm not Dr. Doom and I'm Dr. Realist, first of all," Roubini said. He said that he's made numerous forecasts that were more bullish than the consensus throughout the years when the evidence lines up. "So I don't know why people think that I'm always Dr. Doom. It's not the case." His outlook, though, has brightened considerably since 2022. Back then, he appeared on TV and penned op-eds warning of a coming stagflationary debt crisis. At the time, he described the turmoil he saw looming as an all-in-one financial crisis involving spiraling debt levels, soaring inflation, and a severe recession. Roubini told BI there are a few things that have gotten him to change his tune. Roubini says he began to hear the murmurs of the AI revolution well before ChatGPT went viral at the end of 2022. In his 2022 book, "Megathreats," he acknowledged the potential for artificial intelligence to significantly boost economic growth and serve as a major tailwind for markets. That's become a reality way faster than Roubini expected, and a major reason he's become more bullish, he told BI. He believes the economy could start to reap the growth and productivity benefits of AI in the next several years, particularly as humanoid robots enter the mainstream. A breakthrough in fusion energy would be another bullish force for the economy, Roubini said. Fusion energy hasn't been achieved yet, but tech firms are pouring vast sums of money into making it happen. Chevron and Google contributed to a more than $150 million funding round this week for TAE Technologies, a fusion energy company that plans to have a working prototype power plant by the early 2030s. Type One Energy, another fusion energy firm, also plans to roll out a power plant by the middle of the next decade. "We're not in an AI winter anymore. We had the fusion winter for 40 years. We're not anymore," Roubini said, pointing to the stagnation in tech and fusion energy development is the past. "Now it's happening." President Donald Trump's tariffs may not be as harmful to the US economy as some investors think, Roubini says. He thinks it's more likely that markets will throw a tantrum and force Trump to walk back his most aggressive policies. That's already happened a few times this year. Roubini pointed to sharp sell-offs in the bond market that preceded Trump's 90-day pause of his "Liberation Day" tariffs, and the softening of his tone regarding firing Jerome Powell. "That means the bond vigilantes are the most powerful people in the world," Roubini said. "The instincts might be very bad, but then, markets are unforgiving," he added of policymakers. Roubini speculates that tariffs on China, for instance, could wind up somewhere around 39%, well-below the 145% tariff rate Trump proposed earlier in the year. Meanwhile, AI, quantum computing, and other tech advancements in the US can more than offset the impact of the trade war, Roubini said. Tariffs are expected to drag down GDP growth by 0.06% a year through 2035, according to estimates from the Congressional Budget Office. It's a fraction of the 2 percentage point increase in growth Roubini expects to see by the end of the decade. Roubini now pegs the odds of a recession to just around 25%. Even if the US enters a downturn this year, Roubini says he expects it to be shallow and short, as the Fed can cut interest rates to boost the economy, while tech powers growth over the long-run. That's not to say Dr. Doom has shed all of his bearish views. Roubini says many of the things he feared several years ago — stagflation, spiraling government debt levels, and rising geopolitical conflict — still loom. He rattled off a list of potential risks the US could conceivably face in the future: migration controls fueling stagflation in the economy, the US dollar collapsing in value, and China and the US not reaching a trade agreement and seeing an escalating cold war, to name a few scenarios. "So there's plenty of stuff in the world that can go wrong," he said. Read the original article on Business Insider Sign in to access your portfolio
Yahoo
an hour ago
- Yahoo
This investment turned $50,000 into $23 million in 10 years. It's still a buy.
In life, you make things happen, watch things happen or wonder what happened. Don't let your cash slip away unnoticed. Throughout history, moments come when our basic assumptions shift quietly beneath our feet. Most people don't notice until it's too late. I bought my mother-in-law a condo — and she took out a $30,000 car loan. Now she refuses to get a roommate. 'I prepaid our mom's rent for a year': My sister is a millionaire and never helps our mother. How do I cut her out of her will? Circle's stock is having another big day. What the blockbuster IPO has meant for other cryptocurrency plays. I help my elderly mother every day and drive her to appointments. Can I recoup my costs from her estate? S&P 500 changes are imminent. Robinhood and these other stocks could join the index. Imagine two young fish swimming together. An older fish passes by, greeting them, 'Good morning, boys. How's the water?' One fish looks puzzled, leans toward the other, and mutters, 'What the hell's water?' This analogy perfectly illustrates our relationship with our money. You've been floating cluelessly in a fish tank of government funny money for so long you've forgotten you're all wet. Every year, central banks crank the printing presses into overdrive, flooding the economy with more paper currency. Politicians treat debt as endlessly available, with no consequences. This is not capitalism. This is economic waterboarding. And yet we accept it as normal, just as residents of a town that floods every spring casually accept disaster. They move their sofas upstairs, prop up their televisions and shrug: Flooding, to them, is inevitable. When a fresh-faced optimist asks, 'Why don't we just drain the swamp?' he's laughed out of town — until someone suddenly realizes, 'Wait, we actually can drain the swamp.' That's our money system. Instead of sandbags, politicians toss trillions of newly printed dollars at us, hoping we'll float a bit longer. But each fresh flood of cash makes the problem worse. MarketWatch Live: Home to the world's top-performing currency this year, Russia cuts interest rates for the first time since 2022 Bitcoin BTCUSD is the grown-up choice in a world run by toddlers with credit cards. It's not a Band-Aid or a 'patch' or one more empty promise from a politician who'd lose money running a lemonade stand. Instead, bitcoin is stable precisely because no central banker can muck it up. Every minute you hesitate is another moment your wealth gets eaten by money-printing machines run by bureaucrats who think math is an inconvenience. Bitcoin isn't just another investment; it's financial Kevlar for the inevitable gunfight between your wallet and the world's central planners. Protect your savings, or don't — but don't say you weren't warned. But first, understand clearly why you're facing this situation. We live with a profound economic paradox: Technological advances continually lower the cost of living, yet prices keep climbing. Your money buys far less today than 10 or 20 years ago, despite incredible progress. Why? Inflation. It's baked into a monetary system engineered to steadily devalue currency. Most accept this erosion as natural — it isn't. Bitcoin provides an alternative, yet few truly grasp it. Labels like 'digital gold,' 'investment' and 'bubble' confuse rather than clarify, causing bitcoin to remain vastly underutilized. Bitcoin isn't digital gold, although it shares gold's GC00 scarcity. It is not merely a speculative asset you buy hoping prices rise. Instead, understanding bitcoin requires adopting a new mindset. Bitcoin is an open, decentralized system built specifically to securely store and freely exchange value — without banks or bureaucrats getting in the way. Nobody controls bitcoin. Yet everybody can benefit. Consider how the internet transformed information. Before, gatekeepers— newspapers, TV networks — controlled what you saw. The internet removed those gatekeepers, allowing free and instant access to information. Bitcoin applies the same principle to money. It removes financial gatekeepers, eliminates fees and prevents inflationary manipulation, putting control of your finances permanently into your hands. Bitcoin's core innovation is decentralization. Its security isn't backed by banks or governments; it's rooted in mathematics, cryptography and a global network of independent participants. There is no CEO, no headquarters and, crucially, no way to print more currency. This revolutionary design ensures no one can seize your bitcoin, freeze your accounts or dilute your savings. It's money designed intentionally to be fair, neutral, secure and universally accessible. Grasping bitcoin demands a fundamental rethinking — not just about technology but about money itself. It challenges deeply held beliefs about freedom and control. Read: Here's how much higher gold prices can still go — even after doubling the past two years Right now, governments and banks decide how much money to print. Imagine playing the board game Monopoly, but one player secretly prints extra bills. Suddenly, everyone's cash is worth less, and prices rise uncontrollably. This is inflation. It shrinks your savings and paycheck, making everyday life more expensive. Asset owners — those with stocks and real estate — benefit, while regular earners suffer dwindling purchasing power. Bitcoin completely flips this scenario. Its supply is capped at 21 million coins. No government or bank can ever create more. Rather than losing value over time, bitcoin protects — and potentially enhances — your purchasing power. Think of bitcoin like rare baseball cards or limited-edition sneakers. Finite supply plus growing demand equals increased value. Instead of your savings eroding each year through inflation, bitcoin rewards you by maintaining or growing your buying power. Secured by mathematics and powerful computing, it's unforgeable digital gold: safe, scarce and impossible to manipulate. Bitcoin isn't just new money — it forces us to reconsider money's role in our lives entirely. Consider this 10-year investing lesson: On June 2, 2015, imagine you faced a crucial choice. You had $50,000 saved for your child's education. Two investment paths appeared clearly. One, a familiar S&P 500 SPX fund — the SPDR S&P 500 ETF SPY —promising stable, reliable growth. The other, bitcoin: experimental, misunderstood, yet uniquely resistant to inflation. Ten years later, the outcomes diverged dramatically: Bitcoin: Your $50,000 bought roughly 220 coins at about $227 each. Now, with the cryptocurrency recently at about $102,000 per coin, your investment is worth around $23.2 million. S&P 500 ETF: Your $50,000 purchased roughly 236 shares at about $212 each. Now, with the ETF recently at $593 per share, your investment totals roughly $140,000. After adjusting for inflation averaging 3% annually, each 2025 dollar equals 74 cents in 2015 purchasing power. In real, after-inflation terms, your bitcoin investment maintains $17.1 million in buying power, while your S&P 500 ETF preserves about $104,000 — still a gain, but dwarfed by bitcoin's inflation-adjusted returns. This 10-year lesson teaches us something profound about our assumptions. Ultimately, the question isn't just about returns; it's about sovereignty. The real lesson isn't about luck or risk. It's about whom you trust with your money. Do you want your financial destiny dictated by institutions that profit from quietly eroding your wealth, or do you want to become your own banker, operating under principles that respect your financial independence? Read: Trump administration rescinds Biden-era caution about crypto in 401(k) plans — here's what that means for you Here's what keeps me up at night: Right now, somewhere, a couple is arguing over money. A parent is calculating whether they can afford their kid's college tuition. A retiree is watching their savings evaporate, one grocery trip at a time. They're all making the same mistake. See, there are only two kinds of people in this story. Those who act. And those who become cautionary tales their grandchildren whisper about: 'If only Grandpa had bought bitcoin when it was just six figures … ' The math doesn't lie. The 10-year proof is staring you in the face. Your choice isn't between safe and risky anymore. It's between two futures: In one, you're explaining to your family why you ignored the biggest wealth transfer in human history when the evidence was screaming at you. In the other, you're the one who saw what was coming and acted. Twenty years from now, only one question will matter: Were you the smart money or the scared money? Garcia holds positions in bitcoin and gold. . More: America's biggest lender is closing its wallet — and investors and home buyers will feel it. Here's what to watch. Also read: The 'mother of all credit squeezes' is coming — hang on to your wallet 'I'm not wildly wealthy, but I've done well': I'm 79 and have $3 million in assets. Should I set up 529 plans for my grandkids? What's at stake if world's most powerful market finally buckles after decades-long U.S. debt splurge My daughter's boyfriend, a guest in my home, offered to powerwash part of my house — then demanded money How do I make sure my son-in-law doesn't get his hands on my daughter's inheritance? Never mind the tariffs and tantrums. The 'dual equity pain trade' means new highs for stocks. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Miami Herald
an hour ago
- Miami Herald
Veteran fund manager resets stock market forecast amid Musk, Trump fallout
Put two mercurial personalities in the room, add competing goals and a hefty dose of media pressure, and what do you get? Let's just say that the high-profile friend-to-foe saga isn't overly surprising. Elon Musk and Donald Trump are polarizing figures with a penchant for dropping verbal bombshells, and that was particularly evident this week as the two sparred over the Big Beautiful bill, electric vehicle credits, and debt. The rift may shock some, however, given how closely Musk and Trump worked together over the past year. Don't miss the move: Subscribe to TheStreet's free daily newsletter Musk spent hundreds of millions helping elect Donald Trump as president, and Trump rewarded Musk with a high-profile role in his administration as the head of the Department of Government Efficiency, or DOGE. Trump even went so far as to host a Tesla showroom on the White House lawn to support Musk after Musk's political activism caused a drop in Tesla's sales. One person who wasn't the least bit surprised by the high-profile dust-up was veteran hedge fund manager Doug Kass. Back in December, Kass picked the break-up as one of his top 15 surprises for 2025. It was far from the only correct forecast for Kass. He also predicted a stock market reckoning could cause the S&P 500 to fall 15%, and in April, he accurately forecast that stocks would find their footing after the brutal sell-off. Kass recently revisited his take on Musk and Trump, and how stocks may react to their fallout. His S&P 500 outlook may disappoint many, while his take on Trump and Musk might surprise most. After back-to-back 20% gains in the S&P 500 in 2023 and 2024, including an impressive 24% return last year, investors may have complacently expected more good times in 2025. Then reality set in. The stock market has whipsawed amid a series of shocks, many delivered by President Trump and Elon Musk, via his high-profile and much-debated cost-cutting at DOGE. Related: Elon Musk latest message sends Tesla stock surging Stocks came into 2025 arguably priced to perfection. Optimism for a friendly Federal Reserve shift in monetary policy to dovish interest rate cuts and a flood of artificial intelligence spending fueled big returns last year, pushing the S&P 500's price-to-earnings ratio north of 22. Historically, returns following high P/E ratios have been largely lackluster. That point wasn't lost on Kass, who correctly said in December that the S&P 500 could drop 15% in 2025. "Surprise #9: In 2025, the S&P Index falls by about 15%. The technology-laden Nasdaq drops by over 20%," wrote Kass. Kass beat the bearish drum continuously through February, when the S&P 500 reversed after hitting all-time highs. From mid-February through early April, bombshells in the form of shockingly high tariff announcements from President Trump and job losses stemming from Musk's DOGE efforts caused the benchmark index to plummet. At its worst, the S&P 500 fell 19%, while the tech-heavy Nasdaq fell about 24%. The sharp drop was painful, and many hit the sell button, worried that an endless stream of uncertainty would cause even greater losses. Kass, however, correctly reversed course, making bargain-basement buys on the indexes and tech leaders, including Amazon, near the lows. Since then, Trump's pause on tariffs and potential for trade deals that ease the tariffs' bite have helped fuel a dramatic recovery, lifting the S&P 500 by 20%. More Economic Analysis: Hedge-fund manager sees U.S. becoming GreeceA critical industry is slamming the economyReports may show whether the economy is toughing out the tariffs The result has been a nausea-inspiring roller coaster ride for buy-and-hold investors. That's been particularly true for Tesla (TSLA) shareholders. The EV company rallied after Trump's election amid hope that Musk's White House connections would pave the way to sales growth. Instead, Musk's DOGE efforts, and arguably controversial political comments, caused a mass exodus of left-leaning Tesla buyers. Sales cratered in key markets, including Europe and California, the largest U.S. auto market. In Europe, Tesla sales dropped 49% year-over-year in April to 7,261 vehicles, according to the European Automobile Manufacturers' Association. In California, Tesla registrations fell 21.5% year-over-year in the first quarter, while non-Tesla electric vehicle (EV) registrations grew 14%. Tesla's stock price got hammered as a result, falling 54% from mid-December highs to early April lows. It's since recovered alongside the broad market, jumping 35%, largely on news Elon Musk would step away from DOGE. Doug Kass has seen a thing or two. His career stretches back into the 1970s at money manager Putnam, including a stint as research director for billionaire Leon Cooperman's Omega Advisors. His deep experience navigating markets professionally means he had a front-row seat to his share of political, economic, and stock market surprises. He witnessed Richard Nixon's Watergate implosion, the inflation-riddled 70s, the Savings & Loan crisis, the Internet boom and bust, hanging chads, the housing-bubble-driven Great Financial Recession, Trump presidency version 1.0, Covid, and the recent inflation shock and recovery. Related: Veteran strategist unveils updated gold price forecast Every December, he tests that experience with his "surprises" list for the coming year. This year, in addition to predicting the S&P 500 sell-off, he forecast the unfriendly end of the Trump-Musk relationship. "Surprise #2: The 'other' romance, between Trump/Musk, doesn't make it past spring 2025," wrote Kass. "National protests and demonstrations emerge and demands from a wide array of members of both the Republican and Democratic parties (including conservatives and liberals) call for 'ousting' Elon Musk, an unelected official, from playing such a dominant role in the U.S. government." Kass's Musk prediction is a longer read, but the gist is simple: Musk and Trump will suffer a fallout, which may have consequences for investors. He revisited his outlook, offering a new take on the Trump-Musk situation. "Right in front of us, it is obvious that political positions of influence can easily be bought-sold by both parties (and that certainly includes the presidency)," wrote Kass. "I am not even sure where the performance ends and reality begins. In the end (probably sooner than later) - just like the president's opening salvos of ridiculously high tariff proposals - the two actors will likely have a detente (and kiss and make up) because the downside is certain for both of them, as no one will win. When that make-up happens, no one knows. It could happen today, next week or next month, but the parties' 'interests' are now so enmeshed that Musk and Trump recognize where their bread is buttered." A potential "easing" of tensions would be welcome, given that a long-term tit-for-tat would fuel market volatility. Still, Kass's view of what happens to the stock market next isn't encouraging. "Never in my investing career has there been so many possible social, political, geopolitical, economic, interest rates and fiscal policy outcomes (many of which are adverse). That is why I don't understand the uber confidence expressed by the Perma Bull cabal (led by Fundstrat's Tom Lee) and manifested in a near-vertical move higher for equities over the last two months," continued Kass. "With a forward PE of 22x, equities remain overvalued and, after covering my Index shorts yesterday, I plan to reshort any rally." If Kass is correct that instability will force stocks lower, how low could it go, and when might things improve? "I see seven lean months ahead for our markets. We estimate downside risk to be roughly 3x the upside reward," concludes Kass. Related: Veteran fund manager who predicted April rally updates S&P 500 forecast The Arena Media Brands, LLC THESTREET is a registered trademark of TheStreet, Inc.
