Podcasts about The Trade Desk

In der heutigen Folge sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über miese Trick-or-Treat-Zahlen von Hershey, den Handels-Waffenstillstand zwischen den USA und China gruselige Fakten rund ums Anlegen. Außerdem geht es um Lufthansa, Atlassian, Coinbase, Reddit, Netflix, Air France, Alphabet, Meta, Volkswagen, Puma, Scout24, IAG, Broadcom, Nvidia, AMD, WisdomTree Silver 3x Daily Short (WKN: A1VBAP), The Trade Desk, Fiserv, Adidas, WPP. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter.[ Hier bei WELT.](https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html.) [Hier] (https://open.spotify.com/playlist/6zxjyJpTMunyYCY6F7vHK1?si=8f6cTnkEQnmSrlMU8Vo6uQ) findest Du die Samstagsfolgen Klassiker-Playlist auf Spotify! Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? [**Hier findest du alle Infos & Rabatte!**](https://linktr.ee/alles_auf_aktien) Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Welcome to EP27 of the Retail Media Therapy podcast with Viv Craske and Colin Lewis. Retail Media Therapy comes from Grace & Co - the marketing and commerce consultancy.This episode: OpenAI announces Instant Checkout partners – is it friend or foe to retail media networks?The Trade Desk's online gamble – partnering with Koddi and GoPuff to make Sponsored Products available on its platform. On The Couch: Are you doing Sponsored Search right? JamesTaylor, CEO, Particular Audience – an AI-native retail media and personalisation company – joins us to discuss the nerdy world of relevance gradients and getting the balance between organic products and sponsored ads right for shoppers. Hosted on Acast. See acast.com/privacy for more information.

Billboards at $0.75 CPM. Streaming TV you can actually measure. Tim Rowe breaks down how to blend OOH + CTV to drop blended CAC, spark geo-lift, and build “living-room” brand equity—without massive budgets.Streaming has turned TV into a performance channel you can buy, cap, and measure like digital—often at CPMs rivaling or beating social. Tim explains how their ad server + pixel connect living-room exposure to down-funnel actions, with many brands seeing $3–$4 cost per visit and 3–4× higher conversion vs other traffic sources. On OOH, the overlooked arbitrage is static or digital boards priced like real estate: win by buying the biggest formats in the largest markets at the lowest biddable entry price, then engineer earned media (social virality) and geo-lift. Start with ~$5k for a real CTV test (smaller tests can still work as an add-on), measure blended CAC, branded search, and market-level lift, and let creative—not hyper-granular targeting—do the heavy lifting.GuestWebsite: https://cognitionads.com/LinkedIn: https://www.linkedin.com/in/troweactualX (Twitter): https://x.com/oohinsiderTim's newsletter/resource hub: https://stateofstreaming.com/What You'll LearnWhy streaming made TV relevant again—and cheap ($1–$2 CPMs in some geos).How to attribute TV exposure → search → site visit → purchase within a 48-hour view-through window.The out-of-home (OOH) arbitrage: buying big signs in big markets for sub-$1 CPMs.How OOH + CTV lower blended CAC and lift branded search in target geographies.Practical first tests: budgets, pixels, frequency caps, creative, and geo measurement.Event playbooks: digital billboard trucks, rideshare screens, street teams, and QR flows.Targeting reality: on CTV, less targeting often wins—use creative as the filter.Retargeting on TV (yes): pixel site traffic and follow with CTV/audio/display.Timestamps & Chapters00:00 — Why TV is “back”: streaming CPMs and geo-targeted buys01:30 — Direct attribution: 48-hour view-through from TV → search → site → purchase03:45 — OOH primer: static vs digital, programmatic buys, and PMP tips06:05 — The arbitrage: big boards, big markets, tiny CPMs (often

In this episode of the AdTechGod Pod, host AdTechGod speaks with Brittany Scott, VP of Brand Partnerships at Zefr. Brittany shares her unique journey from working at major brands like Kellogg and SC Johnson to transitioning into the ad tech space at Meta and now Zefr. The conversation delves into the importance of brand safety and suitability in advertising, the impact of legacy brands on current strategies, and the challenges of navigating brand reputation in a digital landscape. Brittany also discusses the cultural shifts she experienced moving from brand to ad tech, and her excitement about the future of AI in advertising. Takeaways Brittany's journey into advertising was unplanned but rewarding. Working at legacy brands shaped Brittany's understanding of brand safety. Brand safety is crucial for maintaining brand reputation. Crisis management is a key aspect of brand partnerships. Cultural differences exist between brand and ad tech environments. AI presents both challenges and opportunities for advertising. Brands need to adapt their strategies to the evolving digital landscape. Building strong partnerships is essential for success in ad tech. Understanding regulatory components is vital for brand safety. Innovation and speed are critical in the ad tech industry. Chapters 00:00 Introduction to Brittany Scott and Zefr 01:23 Brittany's Journey in Advertising 05:48 Understanding Brand Safety and Zefr Role 08:29 The Importance of Brand Legacy 11:25 Navigating Brand Reputation in Crisis 14:58 Cultural Shifts from Brand to Ad Tech 22:29 The Future of AI in Advertising AdTech's New Frontier: OpenAds, AdCP, and the Streaming Power Duo This week's episode of The Refresh dives into three major developments reshaping the advertising landscape. The Trade Desk takes center stage with its new OpenAds and PubDesk tools, aiming to clean up the programmatic supply chain while stirring industry debate. Meanwhile, the debut of Ad Context Protocol (AdCP) marks a potential turning point for agentic AI in digital media, proposing a standardized framework for AI-driven ad transactions. Finally, Netflix and Spotify join forces to expand video podcast distribution, signaling a shift in how audiences consume and advertisers monetize cross-platform content. 5 Key Highlights: The Trade Desk's OpenAds and PubDesk Launch: Introduced at the Prebid Summit, these tools aim to bring transparency and auditability to programmatic auctions. OpenAds introduces auction verification features, while PubDesk provides publishers with detailed auction and market insights. Industry Controversy Around OpenAds: Critics argue that The Trade Desk's approach to transaction IDs and auction control gives it too much influence over publishers, echoing antitrust concerns seen in other major adtech cases. Introduction of Ad Context Protocol (AdCP): Spearheaded by Brian O'Kelley and built on Anthropic's Model Context Protocol, AdCP standardizes communication between AI agents in advertising, with backing from PubMatic, Yahoo, and Scope3. Promise and Challenges of Agentic AI: Supporters see AdCP as the next OpenRTB, enabling seamless AI-to-AI media transactions, while skeptics question its ability to overcome adoption barriers and address critical issues like fraud prevention and payments. Netflix and Spotify's Video Podcast Partnership: Starting next year, Spotify's video podcasts will stream on Netflix, enhancing reach for creators and advertisers while positioning Netflix as a new competitor in the video podcast space alongside YouTube. Learn more about your ad choices. Visit megaphone.fm/adchoices

Ari Paparo and Eric Franchi speak with Rich Greenfield from LightShed Ventures about the state of traditional and digital media. They discuss Paramount's evolving strategy, Larry Ellison's growing role in media and technology, TikTok's U.S. restructuring, and The Trade Desk's Ventura OS. The conversation also touches on how AI and new ad protocols may reshape advertising and what these shifts mean for the broader media landscape. Takeaways Legacy media struggles with tech execution Larry Ellison connects media, capital, and AI TikTok's U.S. setup eases advertiser uncertainty Ventura OS success depends on key app adoption AdCP could streamline agent-based transactions TV ads decline as digital engagement expands Spotify video boosts reach but product issues persist Ad tech contracts need better legal protection Chapters00:00 Intro and housekeeping 03:30 Traditional media updates and Paramount–Skydance 09:00 Larry Ellison's media influence 15:00 Why advertisers should care about these mergers 20:30 TikTok's U.S. ownership structure explained 26:00 The Trade Desk's Ventura OS and its hurdles 33:00 Ad Context Protocol and AI in ad buying 41:00 Shifting search behavior and Google's AI role 48:00 Spotify video, Netflix deal, and ad strategy 54:00 Rich Media Club lawsuits and wrap-up Learn more about your ad choices. Visit megaphone.fm/adchoices

The Trade Desk (TTD) has sold off close to 60% so far in 2025. LikeFolio's Andy Swan says the stock should "absolutely be thriving." So what's wrong? Andy believes the company's "superior" tech isn't being used in the right places, arguing that "closed systems" are nabbing many advertisers The Trade Desk normally profits from. Andy expects Big Tech companies like Alphabet (GOOGL), Meta Platforms (META), and Netflix (NFLX) will continue to eat market share unless The Trade Desk can change course.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Mike O'Sullivan (Co-Founder of Sincera and GM of Product at The Trade Desk) sits down with Michael Rubenstein, Co-Founder and Co-CEO of Firsthand, for a candid founder-to-founder conversation about innovation, risk, and leadership in the age of AI.From DoubleClick to AppNexus to Firsthand, Michael shares lessons from decades at the forefront of ad tech: what it means to build with purpose, how to hire and scale teams that thrive, and why the next wave of growth will come from brands who embrace AI directly.If you care about founder stories, AI, ad tech innovation, and building products that last, this episode offers a rare inside look from two builders shaping the future of the open internet. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

This week, we highlight all of the comments from Netflix's co-CEO regarding its upcoming release of five Party Games designed for connected TVs. We also detail his remarks on why Netflix doesn't bid for an entire season of NFL games, why Netflix doesn't want to acquire WBD, the impact of their new UI/UX and why trying to copy YouTube is the "dumbest move" a company can make. We also cover some announcements made during Advertising Week NY, with news from NBC, Paramount Skydance, Roku, Snap, The Trade Desk, Sky Media and Fox.Podcast produced by Security Halt Media

With its OpenAds wrapper, The Trade Desk is putting roots into ad tech's sell side. But publishers are wary.

Netflix looks poised to equalize average revenue per member between ad and ad-free viewers. The Trade Desk scored a win with DirecTV for its Ventura TV OS, as did Fubo with ESPN.

Ari Paparo and Eric Franchi speak with Omar Tawakol, CEO of Rembrand, about how artificial intelligence is influencing advertising and media. They explore the role of virtual product placement, its implications for creators and publishers, and how automation is shifting the ways audiences engage with content. The conversation also covers broader industry movements—from The Trade Desk's evolving strategy to Amazon's DSP and emerging ad networks from PayPal and Amex—offering perspective on the changing dynamics of attention and monetization. Takeaways Consumers are seeking fewer interruptions, pushing brands toward more natural ad integrations. AI tools are making virtual product placement more scalable and adaptable. Future ad innovation may focus on blending into content rather than surrounding it. Successful acquisitions depend on maintaining team culture and creative integrity. The intersection of retail media, AI, and creator monetization signals a major industry shift. Chapters  00:00 Ari and Eric welcome Omar and joke about his old Facebook photo.  01:30 Omar explains why ad-light consumer behavior is reshaping advertising. 04:00 Rembrand uses AI to automate and scale virtual product placement. 08:30 Automation reduces friction and improves brand safety for advertisers. 10:50 Attention-based metrics show “New News” campaigns perform best.  14:00 Rembrand grows through Spaceback and Myriad acquisitions.  20:00 Omar shares lessons on keeping acquired teams' culture intact.  29:30 The group discusses AI, retail media, and industry headlines.  38:40 They close with thoughts on AI's creative impact and media's future. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of the Programmatic Digest, host Ellen Parker welcomes two of LinkedIn's most active programmatic voices: Gary Guarnaccia and Ryan Verklin. Together, they dive into the realities of in-housing, retail media, DSP strategy, and the ongoing shifts in supply path optimization (SPO). Ryan shares his journey from agency life to in-house at Bayer, where he helped lead the transition to hands-on programmatic buying before moving into retail media. Gary reflects on his role supporting Bayer's in-house teams through ad tech partnerships, ensuring programmatic and retail investments drive real business outcomes. We dig into hot-button industry debates, including: In-house vs. agency vs. retail media networks – how traders' roles are evolving. DSP strategy – why more DSPs don't automatically mean more reach. Retail media networks – the difference between on-site and off-site, and how CPG brands leverage retailer data for incremental reach. Amazon DSP – is it really positioned to replace other omni-channel platforms? Traders' perspective – why user-friendly DSPs, efficient reporting, and reduced friction are critical to long-term success. SPO and transparency – reacting to Index Exchange's announcement and The Trade Desk's move to categorize SSPs as resellers. The conversation highlights a recurring theme: programmatic traders need more love. Empowering the hands-on-keyboard teams with better tools, education, and collaboration leads to stronger business results—and less burnout. If you're a programmatic trader, strategist, or leader navigating the complexities of DSPs, SSPs, and retail media, this episode is packed with insights and candid perspectives you won't want to miss. Additional resource: Gary LinkedIn post    About Us: We teach historically excluded individuals how to break into programmatic media buying and land their dream jobs. Through our Reach and Frequency® program, an engaged community, and expert coaching, we offer:   Programmatic Training & Coaching: Executive Membership: for the busy mid-level to senior or director-level programmatic ninja looking for a structured, high-impact way to stay ahead of evolving trends, sharpen your optimization skills, and connect with like-minded experts. Join Here: https://programmaticdigest14822.ac-page.com/executivemembership   Accelerator Program: A 6-week structured program with live coaching, hands-on DSP exercises, and real-time feedback. Sign Up: https://reachandfrequencycourse.thinkific.com/courses/program   Self-Paced Course: Learn at your own speed with full content access. Enroll Here: https://reachandfrequencycourse.thinkific.com/bundles/the-reach-frequency-full-course   Timestamps 00:00 – Welcome & Guest Introductions 03:11 – From Agency to In-House: Ryan & Gary's Journeys 08:35 – The Rise of Retail Media at Bayer 14:20 – DSP Strategy: Why More Doesn't Always Mean Better Reach 20:02 – Retail Media Networks: On-Site vs. Off-Site Explained 26:41 – Amazon DSP: Threat or Opportunity? 33:17 – Why Traders Deserve More Love in Ad Tech 40:05 – Reporting, AI, and Reducing Friction for Traders 46:28 – SPO Debate: Resellers, Transparency & Control 53:19 – Final Thoughts & Industry Takeaways   Meet Our Guest: Gary Guarnaccia – Ad Tech Partnerships, Bayer https://www.linkedin.com/in/gary-g-16328640/   Ryan Verklin – Retail Media Lead, Bayer https://www.linkedin.com/in/verklin/ https://www.instagram.com/verklin/ https://x.com/verklin   Meet The Team: Hélène Parker - Chief Programmatic Coach https://www.heleneparker.com/  https://www.linkedin.com/in/helene-parker   Manuela Cortes - Co-Host  Programmatic Digest In Espanol:  https://www.linkedin.com/in/manuela-cortes-   Learn Programmatic As a TEAM: https://www.heleneparker.com/workshop/ As a Programmatic Ninja: https://www.heleneparker.com/course/ Programmatic Coaching Newsletter:https://www.heleneparker.com/newsletter/   Programmatic Digest https://www.linkedin.com/company/programmatic-digest-podcast https://www.youtube.com/channel/UCBGMMRsZkw0IIUbQIJmMBxw   Looking for programmatic training/coaching?  Sign up to our Accelerator Program: A 6-week structured program with live coaching, hands-on within DSP(s) exercises, and real-time feedback—perfect for those who thrive on accountability and community, and looking to grow their technical skillset https://reachandfrequencycourse.thinkific.com/courses/program   Self-Paced Course: Full access to course content anytime, allowing independent learners to study at their own speed with complete flexibility. https://reachandfrequencycourse.thinkific.com/bundles/the-reach-frequency-full-course   Join our next workshop by signing up to our waitlist below:  https://www.heleneparker.com/waitlist/  

This week's episode unpacks OpenAI's launch of the Sora app and what it reveals about the company's push into advertising (2:39). We also dive into Meta's plan to use AI chatbot data for ad targeting (12:59), and Paramount's acquisition of The Free Press, with founder Bari Weiss set to lead CBS News as editor-in-chief (16:14). Then, Digiday's Seb Joseph and Ronan Shields join the show to discuss The Trade Desk's growing challenges (21:50).

Six years ago, media ecologist Jack Myers called it right on the almost total automation of media buying. Now he says extending principal trading models into retail media is the future for media agencies, as more retail media brands – the likes of Uber and United Airlines “that aren’t that interested in selling ads” – sell directly to agencies, who then arbitrage for bigger margins. Myers thinks that presents new competitive challenges for the likes of The Trade Desk (TTD) as holdcos simultaneously acquire FAST channels and digital assets from pressured publishers and hunt TTD’s robust market cap growth versus those of the global agency owners. As media owners, he argues, holdcos are far less likely to hand over 15 cents on the dollar to DSPs when that is margin they could keep. “That doesn’t mean The Trade Desk is going to go away. I just believe they’ll find the holdcos are going to be their competitor, as opposed to their client,” per Myers. “Media consolidation will happen inside of media agencies, which I believe will increasingly become media financial services companies.” While media owners seemingly grasp that they must “come together as a single force to compete with these [big tech] monoliths instead of fighting against each other for a declining share of business”, Myers remains bleak – because most looming M&A and deal-cutting is focused on cost-cutting rather than genuine transformation. A united media front, he says, is “not going to happen. Why? Because that's not what the leaders of those companies get paid to do. They're paid to make sure their Wall Street value remains viable, and they do that by holding on to the past until it's too late. They become the Kodak of the television business.” Across the piste, Myers thinks AI’s total disruption will force company leaders to focus less on quarterly results and more on actually leading their people “through a time when it's no longer about the answers, it's about the questions”, he suggests. “In a world where the answers are immediately available through technology, it's the quality of the questions, it's the insights that are gained, it's the use of those insights [that defines winners and losers]. “So when it comes to the advertising business and when it comes to people, I have two foundational beliefs. One is that creativity is going to be the saviour of the advertising and media business. Number two, it will only save those who invest in their human talent, and that means investing in the creativity, the ingenuity, the intuition of their human talent,” per Myers. “In order to lead that talent, the qualities that are most required are empathy and ethics… two things that modern corporations are not particularly well-versed in.” However, he sees some immediate potential wins for advertisers and streamers of all persuasions: Getting smarter about harnessing back-catalogue content that powers the bulk of viewing. How? Proactive, bespoke sponsorsh For everyone else, Myers advises getting more fluent in short-form content. “We're going to see more and more short-form, serial dramas and comedies … where every day there's a new episode, and it's going to be across social media. We're seeing that heavily in China, it's a big business. So I think we're going to see more advertising connecting up to the content and being content itself,” says Myers. “When that happens, we need new currency – based on attentiveness, based on brand equity value of the content, attention. So the fundamentals of the industry need to change.”See omnystudio.com/listener for privacy information.

In this session, Eric Franchi, Alan Chapell, and Ari Paparo discuss the Google remedies antitrust trial. They also cover OpenAI's approach to monetization and Amazon's recent collaborations with Spotify and Netflix. Takeaways The trial highlights whether behavioral fixes are enough or if divestiture is needed. Google once considered selling ADX, complicating its defense. OpenAI looks set to lean on ads and commerce for growth. Trade Desk and Amazon are both pushing harder for control of supply. Chapters 00:00 Updates on Marketecture Live 00:03 Google remedies trial overview 00:10 ADX divestiture debate 00:20 Publisher testimony and impact 00:28 OpenAI and ads 00:36 Trade Desk's strategy shifts 00:49 Amazon DSP and Spotify/Netflix 00:52 Vibe funding news and wrap-up Learn more about your ad choices. Visit megaphone.fm/adchoices

In today's MadTech Daily, we cover Spotify's CEO exit bringing dual leadership, Epic saying Apple's install changes slash drop-offs, and The Trade Desk overhauling its digital ad data marketplace.

In der heutigen Folge sprechen die Finanzjournalisten Anja Ettel und Holger Zschäpitz über die großen Verschiebungen im 3. Quartal, Trumps wirren Deal mit Pfizer und Wolfspeed, die wie Phoenix aus der Asche steigen. Außerdem geht es um Applovin, Western Digital Corp, Warner Bros, Seagate Technologies, Intel, Tesla, Charter Communications, Trade Desk, Lululemon, FactSheet, Molina Healthcare, Gartner, Commerzbank, Deutsche Bank, BMW, Airbus, Fresenius, Bayer, Deutsche Börse, Symrise, Beiersdorf, Lithium America, Berkshire Hathaway, Occidental Petroleum, Nike, Adidas, Puma, Electronic Arts, MoonLake Immunotherapeutics, Insmed Incorporated, Madrigal Pharmaceuticals, Krystal Biotech, Mineralys Therapeutics, Vera Therapeutics, Summit Therapeutics, TripAdvisor, Zoom Communications, Unity Software, Workiva, Trimble, Take-Two Interactive Software, Avepoint, Groupon, Magnolia Oil, Kinetik Holdings, Kosmos Energy, Parsons Corporation, Hexcel Corporation, Science Applications International, Kratos Defense & Security Solutions, Scout24, Brenntag, Hugo Boss, Nordex, Temenos, Avolta, Burberry, Remy Cointreau, Whitbread, Reckitt Benckiser, Amadeus IT Group, Moncler, Signify, Iveco Group, EDP Renovaveis, Solaria Energia, Novo Nordisk, Eli Lilly, Vanguard FTSE All-World ETF (WKN: A2PKXG). Wir freuen uns über Feedback an aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article104636888/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Derek Moore is back with Shane Skinner and Mike Syder to talk about the odds of government shutdown and whether it is really that impactful to markets. Plus, GDP growth surprises to the upside including the latest Atlanta Fed GDP nowcast for next quarter, so what recession? Later, what are the worst performing stocks in 2025, homebuyer demand vs affordability by state, NDX single stock implied volatility vs NDX Index volatility, and whether the new pattern day trader rules will mean anything for markets.   Real GDP growth surprises Atlanta Fed GDP Now Q3 jumps to new high Polymarket Odds of a government shutdown Ne Market-Gap Rules to redefine what it means to be a micro-cap up to mega-caps NDX Single Stock Vol vs NDX Index Vol Homebuyer Demand vs Affordability by State graph Worst stocks of 2025 include Trade Desk, Lululemon, and Deckers. Pattern day trade rules relaxed from 25k down to 2k, big deal or no impact?     Mentioned in this Episode     Derek Moore's book Broken Pie Chart https://amzn.to/3S8ADNT   Jay Pestrichelli's book Buy and Hedge https://amzn.to/3jQYgMt   Derek's book on public speaking Effortless Public Speaking https://amzn.to/3hL1Mag   Contact Derek derek.moore@zegainvestments.com

Jason and Jeff respond to listener questions on stock-based compensation, restaurant industry investments, and recent market dynamics related to the Trade Desk, while sharing their insights on various investing strategies and market trends.00:37 Listener Questions and Engagement02:58 Quarterly Earnings Debate17:32 YouTube Comments and Trade Desk Discussion23:27 Market Sentiment and Trade Desk Analysis23:48 Ad Tech Industry Dynamics26:08 Stock Valuation and Future Prospects30:25 Stock-Based Compensation Discussion38:44 Investing in Restaurant Stocks47:45 Spam Comment of the MonthCompanies mentioned: AMZN, ASAN, CAVA, CFLT, CMG, CPNG, CRWD, MCD, MELI, MSFT, SBUX, SE, TTD, XYZ*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Behind Dr Pepper's Fansville Gameplan with Ben SylvanNo brand collaboration is as synonymous with college football as Dr Pepper, and that's by no mistake. Now in its eight season, the leaders behind Fansville's effervescent brand story are running all new plays.In this episode of Brand Insider, Kate Terhune goes 1:1 with Ben Sylvan, SVP of Connected Media at Keurig Dr Pepper, to unpack how he's retooling a modern CPG media engine around one interconnected strategy.Fresh from The Trade Desk, Ben walks through why KDP moved from a “Chipotle assembly line” of channel owners to a true PESO formation—one integrated lead tackles everything from the biggest screen to the IRL interaction at point of sale. He talks team structures that empower success and measurement playbooks that allow for real time refinements.Ben's north star is simple: growth. The gameplan? Precision, personalization, and partnerships—from Jerry Jones in an “away game” cameo to RC Cola's legacy with the Chicago Bears. If you're building connected media for outcomes—not org charts—this conversation is your playbook.

Retail media networks have been striking deals and inking partnerships with social and streaming platforms to open up ad inventory across the internet. It's a push to get advertisers to see RMNs as full funnel marketing channels as opposed to a search and display one trick pony. Now, if advertisers like Ferrero see it as such, that's still up for debate (18:29). Also on this episode, why Paramount Skydance is eyeing a bid for Warner Bros Discovery (3:18), what the Amazon and Netflix DSP deal could mean for The Trade Desk (8:47) and inside the FTC's latest big tech probe (14:30).

Tobias Kramer öffnet das echtgeld.tv Depot: Von den ersten Käufen wie Intel, Frosta & Equal Weight ETF bis zum aktuellen Stand von rund 340.000 €. Welche Aktien lohnen sich 2025 zu kaufen – und wo lauern echte Risiken? Highlights im Update: • Novo Nordisk: Von 120 € auf unter 40 € – Value Trap oder Einstiegschance? • Hypoport: Nachkauf trotz Abwärtstrend – wie realistisch ist das Comeback? • Shimano: -45 % im Depot – wann kommt die Wende? • The Trade Desk: Vom Highflyer zum Flop – Übertreibung oder Trendbruch? • SoftBank: KI-Rallye & Allzeithoch – Gewinne sichern oder laufen lassen? • Lyft & Baidu: Momentum, China-Risiken & KI-Fantasie im Check

In this episode, Emma and Patrick break down Walmart ending its exclusive partnership with The Trade Desk and explore what that means for DSPs and advertisers. Next, they tackle the end of the de minimis tax exemption, unpacking the impact for global marketplaces, sellers, and small businesses. Finally, they debate whether agentic AI is truly the future of commerce or just the latest tech mirage.

Welcome to the Experian Auto Insights podcast — where we unpack key insights from Experian's Quarterly Automotive Trends Reports. In this episode, Kirsten Von Busch, Jennifer Ng and I explore trends in SUV registrations, automotive consumer lifestyle segmentation, insights from The Trade Desk and so much more! Get Experian's Quarterly Automotive Trends Reports here: https://www.experian.com/automotive/auto-quarterly-trends Kirsten Von Busch: Kirsten.VonBusch@experian.com Jennifer Ng: jennifer.ng@thetradedesk.com #automotive #automotiveindustry #automotivesoftware #dealership #dealerships #dealersolutions #strategy️ #data #automotivedata #automotivemarketing #experian

Gokul Rajaram is a founding partner at Marathon Management Partners and former product leader who helped build Google AdSense and Facebook's advertising platform. He serves on the boards of Pinterest, Coinbase, and The Trade Desk, and previously led product teams at Square and DoorDash.In this episode of World of DaaS, Gokul and Auren discuss:Building massive advertising platforms at Google and FacebookHow AI is transforming content recommendations and adsThe transition from operator to venture investorWhy founder mode debates miss the nuance of leadershipLooking for more tech, data and venture capital intel? Head to worldofdaas.com for our podcast, newsletter and events, and follow us on X @worldofdaas.You can find Auren Hoffman on X at @auren and Gokul Rajaram on X at @gokulr.Editing and post-production work for this episode was provided by The Podcast Consultant (https://thepodcastconsultant.com)

Can crops change the weather? We've done the myth busting, learn the truth. Plus, PRCA standings heat up - we talk Rodeo, share how a rancher raises Old Glory sky-high, and fishing records are about to be broken again! Join radio hosts Rebecca Wanner aka ‘BEC' and Jeff ‘Tigger' Erhardt (Tigger & BEC) with the latest in Outdoors & Western Lifestyle News! Season 5, Episode 253 Can Crops Affect the Weather? Chief Meteorologist Kenny Miller Explains When it comes to agriculture, we usually think about how weather affects crops — but what if the reverse is true? Can crops actually influence the weather? According to KX News Chief Meteorologist Kenny Miller, who has extensive experience in forecasting for agriculture and commodity trading, the answer is yes — in certain ways. “Large-scale crops can change local climate conditions through evapotranspiration,” says Miller. “That's the process where plants release moisture back into the atmosphere, which can lead to cooler temperatures and increased local humidity.” This matters not only for farmers, but also for agriculture professionals and commodity traders who rely on precise, short-term forecasts during critical planting and harvest windows. Kenny emphasizes that the impact is regional, not global — but in key ag zones, it can shape everything from yield timing to market behavior. PRCA Standings: Countdown to the 2025 Wrangler NFR As we approach the PRCA regular season deadline on September 30, 2025, the tension is building across the rodeo world. Cowboys and cowgirls across the country are laser-focused on making the Top 15 in their events to qualify for the Wrangler National Finals Rodeo (NFR) this December. Current PRCA Standings Here are the PRCA Rankings & Standings as of September 2, 2025. Stetson Wright, Beaver, Utah: All-Around Earnings: $391,000 plus. After the 8x World Champion sustained injuries at the 2023 NFR, sidelined during the 2024 rodeo season, he has made a runaway comeback for the coveted 2025 Wrangler NFR All-Around Champion. Events: #1 in Bull Riding, #9 in Saddle Bronc. Rocker Steiner, Weatherford, TX: World bareback riding leader with $243,000 plus with the closest contender being Bradlee Miller of Huntsville, TX and Jess Pope of Waverly, KS riding neck in neck with just a $1,000 year earnings in difference fighting for that 2nd place title. Ryder Wright, Beaver Utah: Saddle Bronc Earnings: $273,000 plus. Saddle Bronc this year is a tighter event. The top 12 in the world fighting for their seat in the winners circle have all earned well over $150,000… This includes well known names such as Damian Brennen in 2nd with Dawson Hay right behind, Brody Wells, and Zeke Thurston all over $200,000 in 2025 earnings. Following not far behind are Ryder Wright's brothers…  Statler Wright sitting in 6th, and Stetson Wright in 9th. And a shoutout to a friend of the show, Melstone, Montana cowboy Sage Newman, is right up there too sitting in 6th. Will Lummus, Byhalia, Missouri: Steer Wrestling leader with $161,000 in earnings. Tanner Tomlinson, Mineral Wells, Texas is the current world leader Team Roping Header with $153,000 plus, however it's a TIGHT race as a household favorite here Derrick Begay of Arizona is just $3,000 behind in earnings. Remember last year during the 2024 Wrangler NFR when Derrick Begay borrowed his well-known mule, John Henry, to saddle bronc favorite Zeke Thurston to ride in the first two Grand Entry parades! Levi Lord, Sturgis, South Dakota is the current world leader Team Roping Heeler with $155,000 plus. This 4x NFR qualifier is making sure the world knows there's more to Sturgis, South Dakota than just a HUGE motorcycle rally. Riley Webb, Denton, Texas is the current world leader Tie-Down Roping with $264,000 in earnings. Not a bad place to be after 2024 being his WNFR debut. Chasing him is 6x qualifier Shad Mayfield sitting with over $237,000. Cole Patterson, Pawnee, OK is currently leading world standings in Steer Roping with over $92,000. Kassie Mowry, Dublin, Texas is the world barrel racing leader at $202,000 plus in earnings. The top three looking to make this a race to watch just like in 2024 also include Texas stars Brittany Pozzi Tonozzi and Hailey Kinsel. But don't leave out the legend Lisa Lockhart as she's sitting 10th and this cowgirl knows the grind, and how to move mountains. That's just a quick snapshot of current standings as we look forward towards the Wrangler National Finals Rodeo (NFR) this December. Dates for Wrangler Finals National Rodeo: December 4 - December 13, 2025 Location: Thomas & Mack Center in Las Vegas, Nevada Reference: https://www.prorodeo.com/standings?eventType=AA&standingType=world&id=&circuitId=&year=2025 Outdoors & Western Lifestyle News 78-Year-Old Rancher Climbs 130-Foot Flagpole to Keep Old Glory Flying High When a storm took down the ropes on a 130-foot flagpole in Star Valley, Wyoming — most folks would've called it a job for the young and fearless. But not Darcel Hulse. At 78 years old, the rancher grabbed his gear, called a crane, and went straight up to fix it himself. That's because flying the American flag isn't just tradition on his Salt River Ranch — it's a statement. Hulse proudly flies a 1,500-square-foot flag from the highest point on his property, and when it needed replacing, he wasn't about to sit it out. Recently in a Cowboy State Daily interview, Darcel Hulce joked, 'I'm an old guy, but I'm not afraid of heights.” And judging by the 1.4 million views on his daughter's video of the flag-raising, the country loves him for it. The massive flag — 50 by 30 feet — has become a beloved landmark in Star Valley. Locals call it “our flag,” and when it was temporarily down, the phones lit up. Everyone wanted to know when Old Glory would be back. For Hulse, raising that flag is about more than patriotism. It's about values, family, and returning to his Western roots. And while he hopes that new rope holds strong for a while — you can bet that if it doesn't, he'll be right back up there making sure that star-spangled banner keeps waving high. Reference: https://cowboystatedaily.com/2025/08/31/78-year-old-rancher-scales-130-foot-flagpole-to-fly-massive-american-flag-over-star-valley/  Alaska Bans Invasive Berry Trees to Protect Native Forests and Wildlife A major move from Alaska officials this week — the state has officially banned two popular but destructive trees: the mayday tree and the chokecherry. These fast-growing ornamentals were once a garden favorite, but they've turned into a serious threat to Alaska's natural landscape. The ban — now statewide — blocks the import, transport, or sale of these trees, which have overrun native birch and spruce forests, especially around Anchorage and Fairbanks. They may look pretty, but they're wreaking havoc under the surface. Their berries? Toxic to moose. Their roots? So tough, new trees grow right out of the stumps. And now, they're even spreading a nasty fungal disease known as Black Knot. Not exactly the kind of greenery you want in your backyard. The good news? Officials are working hard to remove them and replace them with native trees, and this new ban is a big step forward. As Division of Agriculture Director Bryan Scoresby puts it: ‘With this quarantine, the flow of trees into Alaska will stop, making the goal of elimination more attainable.' So next time you're planting something new, remember — going native helps keep eco-systems wild, balanced, and beautiful. Check your state on plants that have landed on the Noxious or Invasive list by reaching out to your local extension agent. Reference: https://alaskabeacon.com/briefs/alaska-officials-impose-statewide-ban-on-invasive-berry-producing-trees/ Swordfish That ‘Looked Like a Dinosaur' Could Shatter Alabama Record An Alabama fishing trip turned legendary when Robert Fritze and his crew caught a massive 550.3-pound swordfish—over 100 pounds heavier than the current state record. The catch happened in the early morning hours of August 15, after the crew set out from Orange Beach Marina aboard the Trade Desk. Originally aiming for marlin, the six-man crew fished near deep-water oil rigs, dropping a squid bait setup hundreds of feet down overnight. Around 4 a.m., Robert noticed the reel clicking and jumped into the fighting chair for what became a four-and-a-half-hour battle. The swordfish fought hard and deep before finally surfacing—stunning the crew with its dinosaur-like appearance. Once landed, the fish was so big it filled the entire deck, forcing the crew to end their trip early. The swordfish measured 150 inches long with a 62-inch girth and is expected to break Alabama's current record of 448 pounds, pending official approval. Now my question is - Where does one find the wall space to hang a mount that big?! Reference:  https://www.outdoorlife.com/fishing/alabama-possible-record-swordfish/ OUTDOORS FIELD REPORTS & COMMENTS We want to hear from you! If you have any questions, comments, or stories to share about bighorn sheep, outdoor adventures, or wildlife conservation, don't hesitate to reach out. Call or text us at 305-900-BEND (305-900-2363), or send an email to BendRadioShow@gmail.com. Stay connected by following us on social media at Facebook/Instagram @thebendshow or by subscribing to The Bend Show on YouTube. Visit our website at TheBendShow.com for more exciting content and updates! https://thebendshow.com/ https://www.facebook.com/thebendshow WESTERN LIFESTYLE & THE OUTDOORS Jeff ‘Tigger' Erhardt & Rebecca ‘BEC' Wanner are passionate news broadcasters who represent the working ranch world, rodeo, and the Western way of life. They are also staunch advocates for the outdoors and wildlife conservation. As outdoorsmen themselves, Tigger and BEC provide valuable insight and education to hunters, adventurers, ranchers, and anyone interested in agriculture and conservation. With a shared love for the outdoors, Tigger & BEC are committed to bringing high-quality beef and wild game from the field to your table. They understand the importance of sharing meals with family, cooking the fruits of your labor, and making memories in the great outdoors. Through their work, they aim to educate and inspire those who appreciate God's Country and life on the land. United by a common mission, Tigger & BEC offer a glimpse into the life beyond the beaten path and down dirt roads. They're here to share knowledge, answer your questions, and join you in your own success story. Adventure awaits around the bend. With The Outdoors, the Western Heritage, Rural America, and Wildlife Conservation at the forefront, Tigger and BEC live this lifestyle every day. To learn more about Tigger & BEC's journey and their passion for the outdoors, visit TiggerandBEC.com. https://tiggerandbec.com/

Can The Trade Desk's Ventura upend the TV OS market? We discuss the key takeaways from our recent interview with Ventura SVP Matthew Henick and the TV OS's potential industry impact.

Explore the latest trends in HCP content consumption and how pharma marketers can adapt their strategies to reach their target audience effectively with The Trade Desk's senior director of business development Lindsay Reardon and Swoop's VP of client success Kevin Elwell. They will share research insights into how HCPs engage online, highlighting the growing importance of CTV and audio channels, how a data-driven approach can break down silos between HCP and DTC campaigns and how to elevate patient and HCP engagement strategies. Step into the future of health media at the MM+M Media Summit on October 30th, 2025 live in NYC! Join top voices in pharma marketing for a full day of forward-thinking discussions on AI, streaming, retail media, and more. Explore the latest in omnichannel strategy, personalization, media trust, and data privacy—all under one roof. Don't wait—use promo code PODCAST for $100 off your individual ticket. Click here to register! AI Deciphered is back—live in New York City this November 13th.Join leaders from brands, agencies, and platforms for a future-focused conversation on how AI is transforming media, marketing, and the retail experience. Ready to future-proof your strategy? Secure your spot now at aidecipheredsummit.com. Use code POD at check out for $100 your ticket! Check us out at: mmm-online.com Follow us: YouTube: @MMM-onlineTikTok: @MMMnewsInstagram: @MMMnewsonlineTwitter/X: @MMMnewsLinkedIn: MM+M To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.Music: “Deep Reflection” by DP and Triple Scoop Music.

Episode 394 of The VentureFizz Podcast features Brian Stempeck, CEO & Co-Founder of Evertune. Think about how people search for things on the web now and GenAI's massive impact. A lot of people just go straight to different platforms like ChatGPT with the goal of just getting the answer to what they are searching for versus having to go to a website to find the details. This evolution matters and it matters a lot, especially if you are a brand or publisher. In the past, you had to worry about SEO to hopefully rank high in the Google search results. Now, the rules have changed and companies are trying to figure out what to do. Is your brand being mentioned in the LLMs? If so, what is being said? And if you ask multiple times, how does the response vary from the LLMs versus the consistency of the search results that you would get from Google. It's a wild wild west and this was the void that Brian recognized and led him down the path of starting Evertune, which helps companies build its brand presence for visibility in AI search. It's a category called GEO that being Generative Engine Optimization. The company recently announced a $15M Series A funding, led by Felicis Ventures, including returning investors Eniac Ventures, NextView Ventures, Roger Ehrenberg and others. In this episode of our podcast, we cover: * A discussion around the shift in consumer behavior and how they are looking for information in the world of GenAI. * Brian's background and getting his career started as a journalist and then working in consulting at Bain after business school. * How he got involved in The Trade Desk as employee #8 even without adtech or sales experience. * The full lifecycle story of The Trade Desk to an IPO in 2016 and how they differentiated from the competition. * How Brian's role evolved through the years at the company and how he gained a board seat. * His biggest lessons learned from his experience at The Trade Desk. * The background story of Evertune and what led him and his co-founders down the path of starting the company. * All the details of Evertune and how they are helping brands and agencies. * Advice for building out your GTM strategy and a key piece of advice for hiring salespeople. * And so much more!

Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden.Lieber als Newsletter? Geht auch.Das Buch zum Podcast? Jetzt lesen.Der Kalender zum Podcast? Jetzt kaufen. August war gut für Intel und schlecht für Trade Desk. Freitag war gut für Rüstung. Schlecht für Chips. Der Grund: Marvell und Dell haben enttäuscht. Huawei und Alibaba haben geliefert. Außerdem: Pepsi kauft bei Celsius zu & Trumps Zölle sind vielleicht illegal. Adyen (WKN: A2JNF4) ist eine der erfolgreichsten Tech-Firmen Europas und fliegt trotzdem oft unterm Radar. Aber was macht die Firma eigentlich? Wir klären auf. An der Börse kann man nicht nur Rendite machen, sondern auch über die Welt lernen. Bestes Beispiel: Global Crossing Airlines (WKN: A3CSP0). Diesen Podcast vom 01.09.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

In this episode, Ari Paparo moderates a debate about the role of transaction IDs in the ad tech industry with Mike O'Sullivan, co-founder of Sincera and now part of The Trade Desk, and Chris Kane, founder of Jounce Media. The conversation covers the benefits and drawbacks of transaction IDs, publisher concerns about revenue and data privacy, and the influence of the Trade Desk. The episode also looks into the complexities of auction duplication and the need for transparency and standardization in digital advertising. In The Refresh, Ari and Eric Franchi discuss related topics, including CTV pause ads, AI payment models, and Amazon's decision to block AI bots from scraping data. Takeaways Transaction IDs help harmonize ad requests and improve auction processes. Publishers express concerns about potential revenue loss and data privacy. The Trade Desk's influence is a point of concern for many publishers. Request duplication presents a significant challenge in ad tech. Engaging with buyers is crucial for publishers to understand market needs. Recent pre-bid changes have limited publishers' strategic options. Cleaner auctions can benefit both buyers and sellers. Transparency is vital for fair competition in the ad market. Publishers should seek clarity on how their inventory is presented. Standardization is needed for better performance in the ad tech ecosystem. Chapters 00:00 Introduction to Transaction IDs 02:15 Understanding Transaction IDs and Their Controversy 05:15 Publisher Concerns and Revenue Implications 09:01 The Impact of Request Duplication 14:35 Practical Uses of Transaction IDs for DSPs 18:46 The Future of Transaction IDs in Ad Tech 19:22 The Pre-Bid Controversy 20:53 Skepticism in the Market 25:11 Fear of Trade Desk's Power 30:12 Navigating Publisher Concerns 35:03 Advice for Publishers Moving Forward Learn more about your ad choices. Visit megaphone.fm/adchoices

Today in the business of podcasting: The Trade Desk redefines SSPs as resellers, an interview with Ozen.fm co-founder Rodrigo Tigre, Taylor Swift set a Guinness World Record with her podcast album debut, and an interview with Casuals host Katie Nolan.Find links to every article covered by heading to the Download section of SoundsProfitable.com, or by clicking here to go directly to today's installment.

Today in the business of podcasting: The Trade Desk redefines SSPs as resellers, an interview with Ozen.fm co-founder Rodrigo Tigre, Taylor Swift set a Guinness World Record with her podcast album debut, and an interview with Casuals host Katie Nolan.Find links to every article covered by heading to the Download section of SoundsProfitable.com, or by clicking here to go directly to today's installment.

In this episode of the AdTechGod pod, Elizabeth Donovan, SVP Global Head of Commerce and Retail Media Networks at Kinesso/Acxiom/IPG , shares her journey into the retail media space, discussing her experiences at Marriott Media Networks and AccuWeather. She emphasizes the importance of first-party data, the transformation in retail media, and the challenges she faced as a woman in a predominantly male industry. Elizabeth also highlights the significance of work-life balance and her aspirations for the next generation in the advertising industry. Takeaways Elizabeth Donovan has a rich background in retail media, having worked at Marriott Media Networks and AccuWeather. She emphasizes the importance of first-party data in enhancing customer experiences. Kineso positions itself as a leader in retail and commerce networks, focusing on data-driven strategies. The retail media landscape is rapidly evolving, with a focus on personalization and customer engagement. Elizabeth believes in meeting clients where they are in their retail media journey. She highlights the importance of collaboration and support within the industry, especially for women. Work-life balance is crucial, and Elizabeth dedicates time to self-care amidst her busy schedule. She encourages the next generation to pursue their passions, regardless of industry. Elizabeth's journey reflects the challenges and triumphs of women in leadership roles in ad tech. The conversation underscores the need for continuous learning and adaptation in the fast-paced advertising landscape. Chapters 00:00 Introduction to Retail Media Expertise 01:08 Elizabeth's Journey into Retail Media 04:44 Kineso's Positioning in the Market 07:07 Transformation in Retail Media 09:52 The Role of First-Party Data 14:02 Challenges and Triumphs as a Woman in Ad Tech 19:06 Balancing Work and Personal Life 22:14 Future Aspirations for the Next Generation On Today's The Refresh News: Walmart, Google, and the Shifting Ad Market The Refresh breaks down three of the week's biggest stories in advertising: Walmart opening up its relationship with The Trade Desk, Google's use of advanced AI to combat ad fraud, and a recap of Upfront ad commitments that reveal the growing dominance of streaming. The conversation touches on the challenges facing independent DSPs, how advertisers continue to chase performance-driven platforms, and why streaming continues to pull dollars away from broadcast and cable. 5 Key Highlights: Walmart and The Trade Desk's partnership, once exclusive, is now open—raising questions about Walmart's long-term retail media strategy. The Trade Desk faces pressure from big tech platforms like Amazon and Google, who offer first-party data and vertically integrated capabilities independent DSPs can't match. Google has been quietly using multimodal large language models to reduce invalid traffic, achieving a reported 40% drop in mobile ad fraud. Variety reports that primetime TV ad commitments declined again in 2025, while streaming saw nearly an 18% increase in ad spend. Advertisers are chasing targeted audiences and programmatic opportunities in streaming, while networks push premium primetime content—including live sports—onto digital platforms. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Trade Desk's SVP of the Ventura TV Operating System, Matthew Henick, joins us for a deep dive into Ventura's competitive positioning and advantages, key challenges, and goals.

On this week's episode, AI startup Perplexity puts in its bid to buy Google Chrome and The Trade Desk loses exclusivity with Walmart DSP, signaling another tough loss for the tech titan. Then (19:00), Uber's global head of ads Kristi Argyilan shares how she got her job, and why her career path may no longer be replicable.

This week's episode of The Refresh dives into Walmart's evolving partnership with The Trade Desk, signaling potential changes in retail media alliances. We explore Google's use of large language models to combat ad fraud, achieving significant reductions in invalid traffic. Finally, we break down Variety's latest upfronts report, showing a continued decline in primetime TV ad commitments and notable growth in streaming investment. This week we cover: Walmart and The Trade Desk's relationship is moving from exclusive to open, raising questions about Walmart's retail data strategy and potential in-house platform development. The Trade Desk faces growing competition from vertically integrated giants like Amazon, Google, and Meta, which benefit from owned inventory and rich first-party data. Google's traffic quality team, in collaboration with Google Research and DeepMind, deployed large language models to detect and reduce mobile invalid traffic by 40%. Variety reports primetime TV ad commitments fell for the third consecutive year, with broadcast down 2.5% and cable down 4.3%. Streaming ad commitments surged nearly 18% year over year, driven by advanced targeting, programmatic buying opportunities, and high-value live sports content moving to digital platforms. Learn more about your ad choices. Visit megaphone.fm/adchoices

Kathy Perloff, Theo Wayt, and Shweta Khajuria talk with TITV Host Akash Pasricha about the ad tech rivalry between Amazon and The Trade Desk. We also talk with Theo Wayt about Elon Musk's xAI and its unique talent pool, Jake Loosararian, CEO of Gecko Robotics, explains how his company's robots are used across different sectors, and Lin Qiao, CEO of Fireworks AI, details how her company helps application developers with quality, speed, and cost for their AI products.Articles discussed on this episode:https://www.theinformation.com/articles/walmart-backing-away-trade-desk-amazon-ad-tech-rival https://www.theinformation.com/articles/amazons-quest-displace-google-internet-ad-powerbroker https://www.theinformation.com/articles/elon-musks-xai-runs-ex-google-talentTITV airs on YouTube, X and LinkedIn at 10AM PT / 1PM ET. Or check us out wherever you get your podcasts.Subscribe to The Information.Sign up for the AI Agenda newsletter

Yields spiking as markets digested this morning's hot inflation data. How our traders are navigating the market's reaction, and what the PPI report means for the Federal Reserve's next rate move. Plus Trade Desk shares taking another big blow on reports that Walmart is changing up its advertising strategy. What it means for the company's business, and what one analyst sees in store for the ad space.Fast Money Disclaimer

The Trade Desk has won the battle for supremacy on the open internet, says Needham & Company's Laura Martin. But it might just be losing the war for the future of the web to walled gardens and AI search.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über enttäuschende Zahlen bei Münchener Rück, einen KI-Schocker von C3 AI und eine der besten Aktien auf dem deutschen Kurszettel. Außerdem geht es um Nordex, Nvidia, AMD, Gilead Sciences, The Trade Desk, Firefly Airospace, Rocket Lab US, Vaneck Space Innovators (WKN: A3DP9J), ARK Space Exploration & Innovation ETF (WKN: A3CUNY), Allianz, Apple, Berkshire Hathaway, Tesla, Rheinmetall. Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts und AAA-Newsletter. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Der Börsen-Podcast Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Autonomous vehicles hit an inflection point, GPT-5 is here, and The Trade Desk drops 38%, plus the stocks on our radar. Companies discussed:.Alphabet (GOOG), Microsoft (MSFT), The Trade Desk (TTD), Hims & Hers (HIMS), Crocs (CROX), Shift4 (FOUR), Palantir (PTLR), Axon (AXON), Figma (FIG), Reddit (RDDT), Universal Display (OLED), Montrols Environmental (MEG). Host: Travis Hoium Guests: Lou Whiteman, Jon Quast Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Carl Quintanilla, David Faber, and Leslie Picker kicked off the hour with details on the President's new pick for the Federal Reserve: Stephen Miran – along with a check on how the broader markets are faring. Former Bridgewater Chief Investment Strategist Rebecca Patterson joined the team at Post 9 with her take, and more on the tariff headlines pushing gold prices to record highs. Plus: a deep-dive on key earnings movers, from Block's Bitcoin buys to Trade Desk's tariff warning… and a read on the health of New York City's economy and pensions – with Comptroller and former Mayoral Candidate Brad Lander, who's got new numbers when it comes to returns for retirees. 

From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jill Schneider.

From Wall Street to Main Street, the latest on the markets and what it means for your money. Updated regularly on weekdays, featuring CNBC expert analysis and sound from top business newsmakers. Anchored by CNBC's Jill Schneider.

The Trade Desk (TTD) reports earnings after the close on Thursday, and LikeFolio's Andy Swan likes the company's "superior" technology in the advertising space and "extremely high" client retention. However, he sees the Trade Desk struggling to get new customers. Sluggish trends of ad dollars moving from linear to streaming can also hamper future growth. Andy talks about his "mixed" view on the stock heading into earnings and explains what he wants to hear from management on the conference call.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Shawn and Daniel break down The Trade Desk (ticker: TTD), a pure-play bet on  the future of digital advertising, focusing specifically on supporting ad buyers who want to get the most value per impression across the so-called “Open Internet.” The Trade Desk has compounded its stock at 43% a year since its IPO almost a decade ago, and in that same period, it has grown revenues at an incredible rate of 50% a year. Learn about where TTD fits into the programmatic advertising ecosystem, why the company has fewer conflicts of interest than its competitors, how The Trade Desk is positioned to take advantage of antitrust regulatory enforcement against Google,  what they're trying to do to replace 3rd-party cookies tracking, plus so much more! Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 04:38 - What is TTD's niche in programmatic digital advertising 11:58 - Who are the major players in the digital advertising landscape 12:16 - How advertising across the internet has evolved over time 31:36 - What is the “Open Internet” and how it differs from “Walled Gardens” 36:42 - Why TTD has built its own alternative to 3rd‑party cookies 45:22 - What needs to happen to realize TTD's vision for the future of programmatic advertising 01:05:27 - Why regulators are taking action against Google's ad management unit, and how TTD could benefit from that 01:16:38 - Whether Shawn & Daniel add TTD to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Sign Up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Community.⁠⁠⁠⁠⁠⁠⁠⁠ Advertisers shift retail media spending beyond Amazon. The digital advertising ecosystem, explained. Check out Modernizing advertising with Trade Desk CEO Jeff Green. Read Zero to One by Peter Thiel. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Moncler, Uber,⁠⁠⁠⁠⁠⁠ Nike,⁠⁠⁠ ⁠⁠⁠Reddit,⁠⁠⁠ ⁠⁠⁠Nintendo⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠AutoZone⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠John Deere⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out the books mentioned in the podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Premium Feed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEW TO THE SHOW? Follow our official social media accounts: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X (Twitter)⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Browse through all our episodes (complete with transcripts) ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Try Shawn's favorite tool for picking stock winners and managing our portfolios: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TIP Finance⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy exclusive perks from our ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠favorite Apps and Services⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Learn how to better start, manage, and grow your business with the ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠best business podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠ SPONSORS Support our free podcast by supporting our sponsors: Harvest Right Connect with Shawn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

The Trade Desk is now included in the S&P 500 but are there any actionable takeaways for investors today? Also we discuss Bitcoin's rising appeal as a corporate treasury strategy, a surging interest in trading stock options, as well as 3 stocks that our hosts believe are hidden gems going into this earnings season. (00:21) Jon Quast, Matt Frankel, and Tom Gardner discuss: - The Trade Desk inclusion in the S&P 500 - Bitcoin's all-time high amid surging institutional demand - Investors' increased appetite for zero-day options - Hidden gems on our radar Companies discussed: TTD, BTC, SMLR, MSTR, BLK, HOOD, RKT, PGR, XMTR Host: Jon Quast Guests: Matt Frankel, Tom Gardner Engineers: Dan Boyd, Adam Landfair Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices