Podcasts about The Trade Desk

Wir sehen nach dem Abverkauf am Freitag eine technische Gegenbewegung. Viele Marktteilnehmer gehen allerdings davon aus, dass wir im S&P 500 einen Test der 50-Tageslinie sehen werden, die bei 6170 Punkten liegt. Wie auch Ende letzter Woche, lösten schwache Arbeitsmarktdaten zwischen Ende Juli und Anfang August 2024 ein raschen, aber temporären Rücklauf aus. Tesla tendiert nach der Ausgabe eines Zahlungspakets an Elon Musk freundlich. Berkshire Hathaway tendiert nach den Zahlen wiederum leicht freundlich. Auch wenn der Gipfel der Berichtssaison hinter uns liegt, werden diese Woche rund 100 Unternehmen im S&P 500 Ergebnisse melden. Im Fokus stehen unter anderem AMD, Airbnb, Disney, DoorDash, Eli Lilly, Microchip, Shopify, Trade Desk und Uber. Morgan Stanley empfiehlt die Aktien von Disney im Vorfeld der Zahlen an diesem Montag zum Kauf, mit einem Kursziel von $140. Die Bank of America erwartet wiederum bei DoorDash besser-als-erwartete Ergebnisse, und empfiehlt den Wert zum Kauf, mit einem Ziel $285. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Wir sehen nach dem Abverkauf am Freitag eine technische Gegenbewegung. Viele Marktteilnehmer gehen allerdings davon aus, dass wir im S&P 500 einen Test der 50-Tageslinie sehen werden, die bei 6170 Punkten liegt. Wie auch Ende letzter Woche, lösten schwache Arbeitsmarktdaten zwischen Ende Juli und Anfang August 2024 ein raschen, aber temporären Rücklauf aus. Tesla tendiert nach der Ausgabe eines Zahlungspakets an Elon Musk freundlich. Berkshire Hathaway tendiert nach den Zahlen wiederum leicht freundlich. Auch wenn der Gipfel der Berichtssaison hinter uns liegt, werden diese Woche rund 100 Unternehmen im S&P 500 Ergebnisse melden. Im Fokus stehen unter anderem AMD, Airbnb, Disney, DoorDash, Eli Lilly, Microchip, Shopify, Trade Desk und Uber. Morgan Stanley empfiehlt die Aktien von Disney im Vorfeld der Zahlen an diesem Montag zum Kauf, mit einem Kursziel von $140. Die Bank of America erwartet wiederum bei DoorDash besser-als-erwartete Ergebnisse, und empfiehlt den Wert zum Kauf, mit einem Ziel $285. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

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

Juli 2025 – ein Monat der Extreme! Trotz turbulenter Märkte legt das Echtgeld.TV-Depot um über 4 % bzw. 12.810 € zu. Tobias Kramer analysiert die spannendsten Gewinner & Verlierer und zeigt, wie er auf den Crash bei Novo Nordisk, starke Quartalszahlen bei Nike und Kursexplosionen bei Warner & Trade Desk reagiert.

This week's episode of The Refresh skips the usual industry drama to spotlight three major developments in advertising and media. Host Kait walks through The Trade Desk's milestone entry into the S&P 500, NBCUniversal's record-setting upfront performance, and Delta's bold use of AI for personalized airfare pricing. From validating independent ad tech to the future of programmatic sports buys and the controversy surrounding dynamic pricing, the episode unpacks where innovation is winning, and where it's raising eyebrows. The Trade Desk Joins the S&P 500: The Trade Desk became the first pure-play ad tech company in over 20 years to join the S&P 500, a sign of its financial strength, consistent profitability, and key role in the digital advertising ecosystem. Stock Surge Following Announcement: Following news of its inclusion, The Trade Desk's stock jumped 14% on July 14. Historically, companies newly added to the index see a 13–14% gain over the next year. NBCUniversal's Best Upfront Ever: NBCU reported a 15% YoY increase in total upfront commitments, with a 45% spike tied to sports. One-third of upfront spend went to Peacock, marking its largest digital upfront to date. Programmatic Drives New Advertiser Growth: NBCU attracted more small and midsize advertisers this year, many of whom used programmatic buying. Their programmatic revenue alone reached $1 billion in this cycle. Delta's Controversial AI Pricing Rollout: Delta plans to use AI to set prices for 20% of domestic tickets by the end of 2025. While positioned as innovation, critics have raised concerns over potential bias and lack of transparency in AI-driven fare models. Learn more about your ad choices. Visit megaphone.fm/adchoices

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

⁠Some people change your trajectory — Bruce Falck changed mine.⁠In 2019, he greenlit the acquisition of my startup by Twitter. A few years and one tech rollercoaster later, I sat down with Bruce in San Francisco to record Episode 1 of the OVNI Podcast.⁠Bruce's story is wild: ⁠➤ Born in Johannesburg. ⁠➤ Moved to the US without a visa. ⁠➤ Waited tables. ⁠➤ Built a startup from scratch. ⁠➤ Led a $5B ads business at Twitter. ⁠➤ Got fired the week Elon took over.⁠And now — he's building again.⁠A startup in the energy mapping space. At 54. With 3 kids. With humility and fire.⁠We talked about ego death, reinvention, customer obsession, and why being an immigrant made him a better founder.This episode is personal. Raw. And full of lessons for anyone thinking of starting over — again.⁠

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training We've been talking about AI on this podcast for years — not just as the next shiny tool, but as the biggest shift agencies will face this decade. Yet most agencies still haven't done more than dabble. Meanwhile, their competitors (or even their clients) are using AI to move faster, make sharper decisions, and drive results that leave everyone else scrambling to catch up. If you're still on the sidelines, you're already behind. Today's guest is clear about the game-changing role of AI in the agency world. He argues it's not just about making your shop more efficient — it's about driving better client results, delivering faster, deeper insights, and adding to your bottom line. Agencies that fail to embrace AI risk being outpaced by clients who bring it in-house or by competitors already using it to gain an edge. To stay competitive, you have to take a forward-thinking approach that uses AI to scale operations, increase client value, and keep your best people. Phil Parrish is the co-founder & President of PrograMetrix, a boutique programmatic advertising agency that also crushes it in paid search and paid social. Celebrating their 10-year anniversary this past April, Phil's team has stayed nimble, focused, and mighty — helping clients dominate their digital paid media while driving real, measurable results. He'll discuss his vision on AI, how he's using it as a multiplier, and why that are not already adapting their processes to include this technology, will be exposed. In this episode, we'll discuss: Navigating pipeline churn anxiety. Delivering quick wins with AI. Why agencies that don't adapt will get exposed. Focus on the wins, not just the tasks. Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources E2M Solutions: Today's episode of the Smart Agency Masterclass is sponsored by E2M Solutions, a web design, and development agency that has provided white-label services for the past 10 years to agencies all over the world. Check out e2msolutions.com/smartagency and get 10% off for the first three months of service. Betting on Yourself (And Getting Clients to Bet on You Too) Phil didn't stumble into agency ownership by accident, but he didn't overcomplicate it either. He built strong client relationships over the years, recognized the moment when he thought, “I can do what this company does — why not do it for myself?” and took the leap. With clients ready to follow, he launched PrograMetrix and started generating revenue quickly, sidestepping much of the risk that keeps many would-be agency owners stuck. The takeaway? If you've built trust and consistently delivered, clients will follow when you launch your own shop. Relationships and results are your best startup capital. Navigating Uncertainty Without Panic Every agency owner hits moments of chaos—those “Are we going under?” nightmares that keep you up at 3 AM. So far, Phil's journey hasn't quite hit the “we can't make payroll” panic, but pipeline uncertainty and client churn anxiety were very real, especially during COVID-19. Ironically, the pandemic ended up being a huge growth driver. As trade shows and in-person events vanished, clients who were spending six figures on live events had to redeploy budgets digitally. PrograMetrix was perfectly positioned to catch that wave. “You've got to have a good business plan, offer strategic value, make smart bets, and stay laser-focused when your back's against the wall.” It's a solid reminder: when chaos hits, the cream rises. The agencies that pivot fast come out stronger.   AI: Beyond Social Posts and Rocket Emojis Let's get real: most agencies are looking at AI like it's a shortcut to crank out social posts and blog content (and yes, that's part of it). But Phil's approach is a level above—he's integrating AI deeply into PrograMetrix's operations to enhance speed, insights, and performance, not just save a few hours per week. In his view, agencies that have depended on time as their inventory and work on the basis that the more time they can utilize the more revenue they can drive will struggle unless they modernize operations using AI. For its part, Phil's agency is building a proprietary product using a licensed data warehouse, pulling data from all their platforms (The Trade Desk, Meta, Google, TikTok, LinkedIn, etc.), and using AI to run advanced queries and develop unique optimization techniques. The end goal would be to deliver faster, clearer, and more impactful insights that clients can't get by simply logging into their ad accounts. The bottom line: If your agency isn't embedding AI into how you operate and deliver, not just as a tool to “save time,” clients will either bring it in-house or go with an agency that does. The market is moving, and speed and value are non-negotiables if you want to win and retain serious clients. Delivering Quick Wins and Story-Driven Insights Mid-market and enterprise clients dropping six to seven figures on ad spend need to feel your authority and your velocity from day one. They need to breathe easier knowing your agency has it handled, and they need to see progress fast, or they'll be out. Using AI, Phil's agency uncovers insights like: Path to conversion (impressions and touchpoints before a sale) Channel impact across the funnel Audience segment insights Messaging that drives real ROI They're not just sending reports but turning complex data into actionable stories for their clients. If you're still measuring your agency's success by how much time you can bill rather than how much impact you can deliver, it's time to rethink your model before your clients rethink you. Why Agencies That Don't Adapt Will Get Exposed Look, AI isn't going to wipe out agencies. But it will wipe out agencies that are stuck operating like it's 2015, coasting on outdated processes, and sending the same recycled reports clients can pull themselves. AI is like the giant scoreboard in baseball, showing every advanced stat in real-time. Agencies that are half-assing delivery can't hide anymore. If you're running bad ads, AI will show your client you suck, and you'll get fired. (Like the agency I just fired.) AI won't kill the agency model, but it will expose agencies not using best-of-breed tools to deliver value faster. AI as a Multiplier, Not a Threat — and Saves Him $200K Phil is using AI as a force multiplier to: Deliver faster, clearer insights for clients Optimize campaigns for even a 2-3% lift that compounds over time And they're doing this without having to invest in new talent at the rate they otherwise would have. As Phil says, “if we can skip hiring one or two traders, that's a $200K swing to the bottom line.” And it's not because he doesn't value his team—he's investing in making his team better. AI helps smart people do better work, get better results, and actually enjoy their jobs. Clients see more value, your agency scales efficiently, and your team sticks around longer, reducing churn and recruitment costs. It's About Buying Wins, Not Just Doing Tasks If you've seen Moneyball, know Billy Beane reinvented baseball by focusing on “getting on base,” not vanity stats. Agencies should think the same way: What are your “get on base” moves that drive client results? Are you outcome-driven and problem-solving, or are you a task rabbit waiting to be replaced by AI? When clients have big challenges, do they come to you first, or are you stuck doing low-value production work? If it's the latter, it's a sign to reposition your agency now. If you don't, you're writing your own exit letter from the industry. Make AI Use Mandatory, Not Optional As an agency leader, it's time to go all-in on integrating AI across all SOPs, not just as an add-on for the leadership team. Why? Because this tech: Makes employees more valuable in the marketplace Makes them happier by removing annoying, low-leverage tasks Keeps your team aligned with your agency's growth goals Before they started using AI prompts to understand how to optimize a campaign or improve performance, their campaign managers were conducting huge Excel exports. Now they can focus on strategy. If you're the only one using AI in your agency, you're toast. You need to lead, train, and require your team to use these tools to become outcome-focused problem solvers rather than task executors. Stop Being Fearful. Start Doing If you're feeling fear around AI, that's normal. But you'll stay scared if you don't start using it. Phil's team didn't wait for a perfect moment; they're actively building, testing, and refining AI use across their delivery and ops. The agencies that will win over the next 3-5 years aren't the ones worrying about AI—they're the ones using it to solve bigger problems faster for their clients. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

Mehr Infos zum Private-Equity-Angebot von Scalable Capital: https://de.scalable.capital/private-equity Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. BlackRock & Wells Fargo leiden unter reichen Kunden + wenig Zinsen. NVIDIA, AMD, Tencent, Baidu & Alibaba profitieren von TACO. MP Materials profitiert von Apple. Trade Desk goes S&P 500. FTSE 100 & Citigroup haben Rekorde. JPMorgan hat gute Banker. Deutsche Autobauer haben's schwer. Daimler Truck (WKN: DTR0CK) will den Börsenwert verdoppeln. Asien soll's richten. Alphabet (WKN: A14Y6H) wird an der Börse wie der große KI-Verlierer gehandelt. Ist vielleicht das Gegenteil der Fall? Kapitalanlagen bergen Risiken. Es bestehen Liquiditätsbeschränkungen. Beachten Sie die spezifischen Produktinformationen. Diesen Podcast vom 16.07.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

We moeten het hebben over Prometheus en Hyperion. Dan denk je misschien aan personages uit Transformers, maar het zijn toch écht de nieuwe projecten van Meta. Het moederbedrijf van Facebook wil namelijk gigantische datacenters met die namen bouwen. Datacenters waar Meta volgens eigen zeggen honderden miljarden dollars aan wil uitgeven. Mark Zuckerberg heeft een missie en dat is dat zijn Meta de AI-kampioen wordt. Hij wil de achterstand op bedrijven als Microsoft ombuigen in een voorsprong. Deze aflevering kijken we of dat niet ten koste gaat van de financiën van het bedrijf. Betalen beleggers niet zijn nieuwe fiasco?Hebben we het ook over Nvidia. Het is topman Jensen Huang gelukt: hij heeft exportrestricties weggewerkt. Van de Trump-regering mag hij bepaalde chips nu tóch naar China exporteren. Leuk voor hem, maar het lijkt erop dat Trump hiermee de Chinezen machtiger maakt. Machtig mooi zijn ook de kwartaalcijfers van drie grote Amerikaanse banken. JP Morgan, Citigroup en Wells Fargo komen met goede cijfers, al zitten er wel wat schoonheidsfoutjes in. Ook moeten beleggers een flinke waarschuwing verwerken van JP Morgan-baas Jamie Dimon. Die waarschuwt voor een waslijst aan slecht nieuws. Ook in deze uitzending: Robinhood is klaar voor de S&P500, maar de S&P500 negeert het bedrijf Aandeel TomTom beleeft extreem volatiele beursdag Allereerste Tesla-showroom geopend in India G20 is steeds meer de G19: Amerika komt steeds niet opdagen See omnystudio.com/listener for privacy information.

NVIDIA bekommt von der Trump-Administration grünes Licht und darf den H20 Chip in China verkaufen. Die Tech-Euphorie wird durch diese Meldung gespeist, zumal dadurch auch eine voranschreitende Stabilisierung im Handelskonflikt beider Nationen signalisiert wird. Laut Bloomberg soll Trump heute außerdem $70 Milliarden an Investitionen in die KI-Stromversorgung melden. Google plant über die nächsten zwei Jahre $25 Mrd. in die Stromversorgung für Data Center und KI-Infrastruktur zu investieren. Ansonsten setzt die Wall Street darauf, dass die für den 1. August angedrohte Ausweitung der Zölle gegenüber den wichtigsten Handelspartnern in dieser Form nicht kommen werden. Der TACO-Trade bleibt somit in Takt. Die vor dem Opening gemeldeten Ergebnisse aus dem Bankensektor halten die optimistische Stimmung ein und fallen überwiegend solide aus. BlackRock, JP Morgan, die Citigroup und Wells Fargo konnten die Ertragsziele jeweils schlagen. Da Wells Fargo die erwarteten Netto-Zinseinnahmen senkt, steht der Wert aber eicht unter Druck. Die Aktien von Trade Desk werden ab Freitag im S&P 500 aufgenommen, mit vorbörslich starken Kursgewinnen. Wir haben außerdem viele positive Analystenstimmen zum Tech-Sektor. Die Ziele für Google, Meta, Microsoft und Netflix werden angehoben. Was Inflation betrifft, lagen die Juni-Verbraucherpreise lagen so ziemlich im Rahmen der Ziele. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

NVIDIA bekommt von der Trump-Administration grünes Licht und darf den H20 Chip in China verkaufen. Die Tech-Euphorie wird durch diese Meldung gespeist, zumal dadurch auch eine voranschreitende Stabilisierung im Handelskonflikt beider Nationen signalisiert wird. Laut Bloomberg soll Trump heute außerdem $70 Milliarden an Investitionen in die KI-Stromversorgung melden. Google plant über die nächsten zwei Jahre $25 Mrd. in die Stromversorgung für Data Center und KI-Infrastruktur zu investieren. Ansonsten setzt die Wall Street darauf, dass die für den 1. August angedrohte Ausweitung der Zölle gegenüber den wichtigsten Handelspartnern in dieser Form nicht kommen werden. Der TACO-Trade bleibt somit in Takt. Die vor dem Opening gemeldeten Ergebnisse aus dem Bankensektor halten die optimistische Stimmung ein und fallen überwiegend solide aus. BlackRock, JP Morgan, die Citigroup und Wells Fargo konnten die Ertragsziele jeweils schlagen. Da Wells Fargo die erwarteten Netto-Zinseinnahmen senkt, steht der Wert aber eicht unter Druck. Die Aktien von Trade Desk werden ab Freitag im S&P 500 aufgenommen, mit vorbörslich starken Kursgewinnen. Wir haben außerdem viele positive Analystenstimmen zum Tech-Sektor. Die Ziele für Google, Meta, Microsoft und Netflix werden angehoben. Was Inflation betrifft, lagen die Juni-Verbraucherpreise lagen so ziemlich im Rahmen der Ziele. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

We moeten het hebben over Prometheus en Hyperion. Dan denk je misschien aan personages uit Transformers, maar het zijn toch écht de nieuwe projecten van Meta. Het moederbedrijf van Facebook wil namelijk gigantische datacenters met die namen bouwen. Datacenters waar Meta volgens eigen zeggen honderden miljarden dollars aan wil uitgeven. Mark Zuckerberg heeft een missie en dat is dat zijn Meta de AI-kampioen wordt. Hij wil de achterstand op bedrijven als Microsoft ombuigen in een voorsprong. Deze aflevering kijken we of dat niet ten koste gaat van de financiën van het bedrijf. Betalen beleggers niet zijn nieuwe fiasco?Hebben we het ook over Nvidia. Het is topman Jensen Huang gelukt: hij heeft exportrestricties weggewerkt. Van de Trump-regering mag hij bepaalde chips nu tóch naar China exporteren. Leuk voor hem, maar het lijkt erop dat Trump hiermee de Chinezen machtiger maakt. Machtig mooi zijn ook de kwartaalcijfers van drie grote Amerikaanse banken. JP Morgan, Citigroup en Wells Fargo komen met goede cijfers, al zitten er wel wat schoonheidsfoutjes in. Ook moeten beleggers een flinke waarschuwing verwerken van JP Morgan-baas Jamie Dimon. Die waarschuwt voor een waslijst aan slecht nieuws. Ook in deze uitzending: Robinhood is klaar voor de S&P500, maar de S&P500 negeert het bedrijf Aandeel TomTom beleeft extreem volatiele beursdag Allereerste Tesla-showroom geopend in India G20 is steeds meer de G19: Amerika komt steeds niet opdagen See omnystudio.com/listener for privacy information.

In this episode of Next in Media, Mike Shields interviews Ann Harrell, Head of Product Enablement at Pacvue, about the evolving landscape of retail media. Harrell explains the challenges of data availability and cross-channel attribution in retail media, highlighting the role of data clean rooms and the blurring lines between retail, social, and traditional search as all become channels for commerce.

Send us a textThe CPG Guys are joined in this episode by Dan Bonert, SVP of Retail Analytics and Retail Media at NielsenIQ. Dan has a background in media from his days at Amazon and was able to share quite a few insights on today's environment LIVE from the NielsenIQ c360 conference down in Hollywood, FL. Ajay Sharma, VP of ecommerce + omnichannel was our guest co-host for this episode, officially now his 6th appearance on the CPGGUYS.Find Dan Bonert on Linkedin at: https://www.linkedin.com/in/danbonert/Find NielsenIQ on Linkedin at: https://www.linkedin.com/company/nielseniq/Find NielsenIQ online at: https://nielseniq.com/global/en/Here's what we asked him : What are the key challenges you foresee in the retail media landscape, and how do you intend to address them?How does your experience at Amazon and The Trade Desk inform your approach go forward in retail media?How is NielsenIQ integrating advanced analytics to enhance retail media offerings?What technological innovations are you most excited about in the retail media space?Can you discuss how NielsenIQ's Full View™ platform contributes to retail media strategies?How do you foster collaboration between retailers and brands within NielsenIQ's ecosystem?What emerging trends do you believe will shape the future of retail media?What consumer behavior changes have you observed, and how are they impacting retail media? How do you see the role of personalization evolving in retail media strategies? What advice would you give to brands looking to optimize their retail media investments?CPG Guys Website: http://CPGguys.comFMCG Guys Website: http://FMCGguys.comCPG Scoop Website: http://CPGscoop.comRhea Raj's Website: http://rhearaj.comLara Raj in Katseye: https://www.katseye.world/Subscribe to Chain Drug Review here: https://chaindrugreview.com/#/portal/signupSubscribe to Mass Market Retailers here:https://massmarketretailers.com/#/portal/signupDISCLAIMER: The content in this podcast episode is provided for general informational purposes only. By listening to our episode, you understand that no information contained in this episode should be construed as advice from CPGGUYS, LLC or the individual author, hosts, or guests, nor is it intended to be a substitute for research on any subject matter. Reference to any specific product or entity does not constitute an endorsement or recommendation by CPGGUYS, LLC. The views expressed by guests are their own and their appearance on the program does not imply an endorsement of them or any entity they represent. CPGGUYS LLC expressly disclaims any and all liability or responsibility for any direct, indirect, incidental, special, consequential or other damages arising out of any individual's use of, reference to, or inability to use this podcast or the information we presented in this podcast.

Don't miss Claire Wyatt, GM Client Services, The Trade Desk, on this episode of The CMO Suite podcast - Presented by MiO Marketplace and Hosted by Sean Halter.

In this week's episode of The Refresh, Kait dives into the wave of major announcements that dominated Cannes Lions 2025 highlighting a shift inadvertising where TV and streaming platforms stole attention from AI. From exclusive inventory deals to AI-powered product placement, the episode unpacks how players like Amazon, Disney, Netflix, and Comcast are racing to transform TV into a full-funnel, performance-driven channel. As advertisers demand better data, measurement, and real-time capabilities, DSPs and media giants are forming strategic alliances to claim their spot at the top. We cover: Amazon and Roku Partner Up: Amazon secured exclusive access to Roku's logged-in user base via its DSP, and integrated Disney's Drax exchange to enable commerce-data targeting across Disney+ and Hulu inventory. Disney Expands DSP Access: Disney added 12 new DSPs to its “Disney Live Certified” program and is scaling its Magic Words AI targeting product to enhance live event advertising. Netflix Enters Virtual Ad Placement: Netflix is rolling out AI-driven dynamic ad products, including branded insertions during paused content—mirroring The Trade Desk and Rembrand's new virtual product placement offerings. Walmart x NBCU and Comcast's Triple Play: Walmart's new partnership with NBCUniversal unlocks shopper data for cross-platform targeting, while Comcast announced three major updates spanning outcome-based measurement, dynamic shoppable ads, and identity resolution. Data Becomes the New Differentiator: With premium inventory access now considered baseline, platforms are competing on who can provide better data, targeting precision, and real-time performance insights—especially as programmatic buying expands in live content. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of The Refresh News, host Kait unpacks a headline-heavy week across the advertising industry, setting the stage for big Cannes conversations. From Warner Bros. Discovery's strategic split to Mark Read's departure from WPP, and a flurry of pre-Cannes product rollouts, this episode highlights how the future of media, agency relevance, and AI-powered innovation are all colliding in real time.  - Warner Bros. Discovery will divide into two focused businesses—Streaming & Studios vs. Global Networks—with cable taking on the debt burden as the company bets fully on streaming.  -WPP CEO Mark Read is stepping down amid pressure and stock declines, with the holding company finally embracing an ad tech and AI-first future years later than needed.  -WPP's recent moves—acquiring InfoSum, consolidating under WPP Media, and investing in AI—mark a delayed but necessary transformation for agency survival.  -Multiple vendors including FreeWheel, Mediaocean, The Trade Desk, and Basis Technologies announced major product innovations focused on CTV, retail media, AI, and data integration ahead of Cannes.  -The episode emphasizes that agencies must evolve from service vendors to tech-powered solutions providers or risk becoming irrelevant in a self-serve media world. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mike and Emily Riley talk media agency paralysis, Amazon vs Trade Desk, Paramount Drama and Sydney Sweeney Soap.

Listen to Milken Institute Global Conference coverage. In this episode, Adam Torres and Shelly Mittal, Senior Executive Communications at The Trade Desk, explore The Trade Desk and the Milken Institute Global Conference. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

Listen to Milken Institute Global Conference coverage. In this episode, ⁠Adam Torres⁠ and ⁠Shelly Mittal⁠, Senior Executive Communications at The Trade Desk, explore The Trade Desk and the Milken Institute Global Conference. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

Today in the business of podcasting: Why podcasting's advertising advantage is bigger than we thought, The Trade Desk looks at audio's effectiveness in Australia, and Gartner has a new annual CMO survey.Find links to every article mentioned right here on SoundsProfitable.com

Today in the business of podcasting: Why podcasting's advertising advantage is bigger than we thought, The Trade Desk looks at audio's effectiveness in Australia, and Gartner has a new annual CMO survey.Find links to every article mentioned right here on SoundsProfitable.com

Tobias Kramer wirft zum Monatsende einen Solo-Blick auf das Echtgeld.tv-Depot – und der hat es in sich! Vier spannende Aktien stehen im Fokus:

In this episode of the VENDO Velocity Podcast, the VENDO team partners with The Trade Desk to explore the future of retail media and DSP. We'll dive into the power of retail media, how to unlock retailer data, and why it's a game-changer for brands in 2025. Tune in for best practices, key trends, and strategies to stay ahead. Topics Covered: What does The Trade Desk do? (1:34) What determines the level of data that each retailer gives to TTD? (3:24) What type of brands are best suited for Retail Media? (10:05) Best Practices for Retail Media Ad Campaigns vs D2C (13:35) Landscape of Retail Media moving forward (16:11) Speakers: Becky Gesswein, Retail Data Partnerships Director, The Trade Desk Matan Laredo, Lead Programmatic Advertising Manager, VENDO Chase Snider, Walmart Programmatic Specialist, VENDO Want to stay up to date on topics like this? Subscribe to our Amazon & Walmart Growth #podcast for bi-weekly episodes every other Thursday! ➡️ YouTube: https://www.youtube.com/channel/UCr2VTsj1X3PRZWE97n-tDbA ➡️ Spotify: https://open.spotify.com/show/4HXz504VRToYzafHcAhzke?si=9d57599ed19e4362 ➡️ Apple: https://podcasts.apple.com/us/podcast/vendo-amazon-walmart-growth-experts/id1512362107

Mike Wolk grew up around the family business, then known as Goodway Group. He wasn't pushed into the business, nor was he steered away from it. Instead, he forged his own path. In this episode of GENeration EXcellence, we explore Mike's journey into cutting-edge digital marketing, his time working in New York, and the thoughtful way he transitioned to Goodway from The Trade Desk. (Fun fact: Mike's father, David Wolk, was our guest on Episode #2 of the podcast.) During our conversation, I also learned about a new management framework called SBAR—Situation, Background, Analysis, and Recommendation—which Mike uses in his leadership approach. You'll hear about that and much more in this 67th episode of GENeration EXcellence.

What if you could stretch your media budget without spending more? In this episode of Leader Generation, host Tessa Burg talks with Wandrille Leroy, the brains behind the Scibids AI at DoubleVerify, about how marketers can get more value from their ad spend using smarter, customizable automation.  Wandrille explains how Scibids helps marketers take control of their media-buying strategy, align spending with their specific goals and achieve better outcomes across platforms like DV360, The Trade Desk, Meta and more. You'll hear how Scibids fits into a landscape filled with walled gardens, bot fraud and limited visibility—and how it offers a way forward by boosting transparency and performance.  Whether you're a seasoned media buyer or just trying to make your budget work harder, Wandrille shares insights that can help you measure what matters and make sure every impression counts.   Leader Generation is hosted by Tessa Burg and brought to you by Mod Op.    About Wandrille Leroy: Wandrille Leroy leads revenue for DoubleVerify's Scibids AI, where he plays a central role in advancing the adoption of AI-powered optimization solutions across the digital advertising ecosystem. As a trained engineer, he brings nearly a decade of experience in programmatic media, with a strong focus on delivering greater customization and control to marketers. His career has centered on bridging technical innovation with strategic outcomes, helping brands and agencies navigate an increasingly complex and automated landscape. Since joining Scibids in its very early stages, Wandrille has been instrumental in shaping the company's vision and driving its global growth through impactful, scalable technology partnerships.    About Tessa Burg: Tessa is the Chief Technology Officer at Mod Op and Host of the Leader Generation podcast. She has led both technology and marketing teams for 15+ years. Tessa initiated and now leads Mod Op's AI/ML Pilot Team, AI Council and Innovation Pipeline. She started her career in IT and development before following her love for data and strategy into digital marketing. Tessa has held roles on both the consulting and client sides of the business for domestic and international brands, including American Greetings, Amazon, Nestlé, Anlene, Moen and many more. Tessa can be reached on LinkedIn or at Tessa.Burg@ModOp.com.

The ad industry is seeing major shifts, with Microsoft stepping back from Xandr amidst the rise of AI and the complexities of CTV advertising at the forefronts. Meanwhile, the value of local advertising is in question, as it struggles to keep up with the evolution of digital platforms and measurement.

In this episode of The Refresh News, Kait from Marketecture breaks down the top stories shaking up the advertising world. The focus is on the evolving nature of the TV upfronts, with a spotlight on how platforms are embracing ad tech to meet buyer demands. The Trade Desk makes headlines with the launch of OpenSincera, and Microsoft officially closes Xandr to make way for a more conversational future in media buying. We Cover TV upfronts are shifting focus from showbiz glitz to tech-driven capabilities like programmatic and AI-powered campaigns. Flexibility is a new must-have: Netflix and Disney introduced ad tech that lowers entry barriers and enables agile buying. AI made a splash with creative automation, emotional scene alignment, and smarter ad insertion across major platforms. The Trade Desk's OpenSincera launches as a free API, offering real-time, transparent data on ad impressions and media quality. Microsoft sunsets Xandr to focus on a Copilot-powered, chatbot-style ad buying interface, signaling a move away from traditional DSP models. Learn more about your ad choices. Visit megaphone.fm/adchoices

The digital advertising industry is, in many ways, a bellwether of the American economy. It's a direct look at how and where companies are acquiring new customers, as well as how things are going in the business world.PubMatic (Nasdaq: PUBM) is one of the digital advertising industry's earliest trailblazers. Founded in 2006, its mission has always been to provide a platform for PUBlishers to autoMATICally monetize their websites, podcasts, and streaming TV channels with programmatic ads. In the future, that might expand to new formats like VR headsets or even self-driving cars. 7investing recently sat down with PubMatic founder & CEO Rajeev Goel to discuss how he sees the digital ad industry evolving. Here's a look at the topics we discussed:1) Industry overview (0:00): Where does digital advertising stand in 2025?2) Competitive advantage (4:45): What are PubMatic's structural sources of competitive advantage, especially compared to your peers?3) The Next Big Thing (13:32) : Header bidding for CTV in 2020, then Connect in 2022, then Activate in 2023. What's your next major growth format?4) Connected TV (18:26) : Streaming ads seem more interactive now. How is CTV evolving?5) Supply Path Optimization (22:32) : SPO is still 55% of total activity yet DBRR fell during Q1. Have the large publishers now fully consolidated their inventory?6) The Trade Desk (26:02): The Trade Desk continues to promote OpenPath and says it will disrupt the industry. How do you believe OpenPath will most likely impact PubMatic?7) The Macro (33:24): Several forecasts are reducing expectations for ad budgets in 2025. What are you seeing on the near-term horizon?8) Capital Allocation (37:46): Just announced a $100m buyback expansion. How are you prioritizing capital allocation to maximize shareholder value?Are you ready to begin investing in your future? Join 7investing today at 7investing.com/subscribe and get your first 7 days absolutely free!

In der heutigen Folge von „Alles auf Aktien“ sprechen die Finanzjournalisten Philipp Vetter und Holger Zschäpitz über zwei gelungene Börsengänge, einen weiteren Tiefschlag für Bayer und einen Absturz bei Tui. Außerdem geht es um Etoro, Pfisterer Holding, Super Micro, AMD, Nvidia, Coreweave, Cisco, Eon, Daimler Truck, Brenntag, Renk, Hapag Lloyd, Baidu, WeRide, Uber, General Motors, Mercedes-Benz, BMW, Volkswagen, Pony.AI, Momenta Technology, Tesla, Alphabet, Archer Aviation, Marvell Technology, Broadcom, The Trade Desk, Datadog, MongoDB, Adobe, Diamondback Energy, Regeneron Pharmaceuticals, Warner Bros Discovery, Rheinmetall, Siemens Energy. 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. Außerdem bei WELT: Im werktäglichen Podcast „Das bringt der Tag“ geben wir Ihnen im Gespräch mit WELT-Experten die wichtigsten Hintergrundinformationen zu einem politischen Top-Thema des Tages. +++ 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

This week, Mike and Emily dive into the recent positive performance of The Trade Desk, questioning if the earlier concerns about the ad tech market were overblown, and then shift gears to discuss the evolving landscape of search with the rise of sophisticated AI prompting and its implications for information access and optimization.

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. Trade Desk, Axon und Pinterest überraschen. Shopify und Match haben gute und schlechte Seiten. Trump-Fans haben Kohle in Krypto und Trump selbst hat einen Deal mit UK. Boeing ist happy. Maersk drückt auf Stimmung. Siemens Energy, Heidelberg & Rheinmetall = solide. Coinbase (WKN: A2QP7J) kauft Firma. Strategy (WKN: 722713) verkauft Aktien und kauft Bitcoin. PayPal (WKN: A14R7U) attackiert Apple Pay und Klarna. Diesen Podcast vom 09.05.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

Die Wall Street wartet mit Spannung auf das Wochenende, mit dem Treffen hoher Handelsvertreter der USA und von China. Trump hatte diese Woche zuerst betont, dass die USA bei den Zöllen keine Eingeständnisse machen werden. Am Donnerstag betonte Trump, dass Raum für Flexibilität bestehe. Kurz vor dem gestrigen Closing der Wall Street schrieb die New York Post, gefolgt von Bloomberg am Abend, dass die Zölle von 145% auf bis zu 50% gesenkt werden könnten. Donald Trump betont an diesem Freitag, dass eine Reduktion auf 80% denkbar wäre. Auch Indien bemüht sich den USA entgegen-zukommen. Indien hat angeboten, die durchschnittliche Zolllücke gegenüber den USA von derzeit knapp 13 % auf unter 4 % zu senke. Im Gegenzug soll Trump von den „derzeitigen und potenziellen“ Strafzöllen absehen. Die Reaktionen auf die seit gestern Abend gemeldeten Quartalszahlen sind gemischt bis positiv aus. Pinterest, Toast, CloudFlare, Trade Desk, Microchip und Lyft legen in Folge der Ergebnisse teils deutlich zu, mit Coinbase, Affirm, Expedia und Monster Beverage unter Druck. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Werbung | Handelsblatt mit 30 % Rabatt – exklusiv für unsere Hörer: Sichert euch jetzt das Handelsblatt – gedruckt oder digital – für 12 Monate mit 30 % Rabatt. Alle Infos zum Angebot findet ihr unter: www.handelsblatt.com/wallstreet30 Die Wall Street wartet mit Spannung auf das Wochenende, mit dem Treffen hoher Handelsvertreter der USA und von China. Trump hatte diese Woche zuerst betont, dass die USA bei den Zöllen keine Eingeständnisse machen werden. Am Donnerstag betonte Trump, dass Raum für Flexibilität bestehe. Kurz vor dem gestrigen Closing der Wall Street schrieb die New York Post, gefolgt von Bloomberg am Abend, dass die Zölle von 145% auf bis zu 50% gesenkt werden könnten. Donald Trump betont an diesem Freitag, dass eine Reduktion auf 80% denkbar wäre. Auch Indien bemüht sich den USA entgegen-zukommen. Indien hat angeboten, die durchschnittliche Zolllücke gegenüber den USA von derzeit knapp 13 % auf unter 4 % zu senke. Im Gegenzug soll Trump von den „derzeitigen und potenziellen“ Strafzöllen absehen. Die Reaktionen auf die seit gestern Abend gemeldeten Quartalszahlen sind gemischt bis positiv aus. Pinterest, Toast, CloudFlare, Trade Desk, Microchip und Lyft legen in Folge der Ergebnisse teils deutlich zu, mit Coinbase, Affirm, Expedia und Monster Beverage unter Druck. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

Today I'm joined by Jimmy Douglas, CEO of Plug. We dive into why over half of dealers are missing an entire used segment, how two months on the lot is the tipping point for EV valuations, why dealers are shipping EVs an average of 800 miles — and much more. This episode is brought to you by: 1. Copart – Are you looking to expand your dealership's wholesale inventory? Finding front-line ready vehicles from finance, fleet, and rental consignors is now easier than ever. Copart Select gives you transparency that drives profitability and the assurance you need. Register as a Member to Get Started @ www.copart.com/doRegistration 2. Podium - With Podium's AI BDC, dealerships are seeing an 80% increase in after-hours appointments by handling leads 24/7. Instantly respond to inquiries, book test drives, and let your team focus on what matters: closing deals. Learn how Podium can help you sell more cars @ http://www.podium.com/car-dealership-guy 3. Plug – The only wholesale auction built for EV's, making used EV buying fast, transparent, and profitable. If your dealership is taking EV trade-ins you need to check out https://plug.vin/ Need help finding top automotive talent? Get started here: ⁠⁠⁠⁠⁠https://www.cdgrecruiting.com/⁠⁠⁠⁠⁠ Interested in advertising with Car Dealership Guy? Drop us a line here: ⁠⁠⁠⁠⁠https://cdgpartner.com⁠⁠⁠⁠⁠ Interested in being considered as a guest on the podcast? Add your name here: ⁠⁠⁠⁠⁠https://bit.ly/3Suismu⁠ Topics: 00:15 Why are EV trade-ins important? 03:09 How did you transition to Tesla? 04:45 Key lessons from Elon Musk? 08:33 Biggest secondary EV market challenges? 10:32 How charging networks impact value? 22:39 How does Trade Desk work? 26:53 What EV trends excite dealers? 32:11 Where is EV charging headed? 42:59 Hardest part of founding company? Check out Car Dealership Guy's stuff: CDG News ➤ ⁠⁠⁠⁠⁠https://news.dealershipguy.com/⁠⁠⁠⁠⁠ CDG Jobs ➤ ⁠⁠⁠⁠⁠https://jobs.dealershipguy.com/⁠⁠⁠⁠⁠ CDG Recruiting ➤ ⁠⁠⁠⁠⁠https://www.cdgrecruiting.com/⁠⁠⁠⁠⁠ My Socials: X ➤ ⁠⁠⁠⁠⁠x.com/GuyDealership⁠⁠⁠⁠⁠ Instagram ➤ ⁠⁠⁠⁠⁠instagram.com/cardealershipguy/⁠⁠⁠⁠⁠ TikTok ➤ ⁠⁠⁠⁠⁠tiktok.com/@guydealership⁠⁠⁠⁠⁠ LinkedIn ➤ ⁠⁠⁠⁠⁠linkedin.com/company/cardealershipguy⁠⁠⁠⁠⁠ Threads ➤ ⁠⁠⁠⁠⁠threads.net/@cardealershipguy⁠⁠⁠⁠⁠ Facebook ➤ ⁠⁠⁠⁠⁠facebook.com/profile.php?id=100077402857683⁠⁠⁠⁠⁠ Everything else ➤ ⁠⁠⁠⁠⁠dealershipguy.com⁠⁠⁠⁠⁠ This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

Does a connected TV DSP need lower take rates? Inside the battle among DSP's to take on The Trade Desk's dominant market position. Plus: an on-the-ground report from the TV NewFronts.

What separates the top 1% of venture capitalists from the rest? For Roger Ehrenberg, Managing Partner at Eberg Capital, it's the ability — and the appetite — to invest before the crowd, before the product is built, and before there's even proof of concept. In a recent episode of the Skin in the Game VC podcast, Roger joined Tom Wallace and Saxon Baum to share how he turned a late-career pivot into one of the most impressive track records in early-stage venture capital.Roger didn't come from the startup world. He spent nearly two decades on Wall Street, running billion-dollar trading desks at Citi and Deutsche Bank. From the outside, it looked like a career anyone would want — but for Roger, it had run its course. Tired of internal politics and craving something more entrepreneurial, he walked away. Around the same time, he'd been dabbling in angel investing on the side. That small experiment — backing builders before product-market fit — quickly turned into a full-time obsession.He began writing a blog, Information Arbitrage, to share his thinking publicly. The blog gained traction. Founders started reaching out. Other investors began to follow his thesis. At a time when the idea of a “New York tech ecosystem” was almost laughable, Roger had the clarity to see where it could go — and the conviction to act. By early 2010, he scraped together a $17 million first close. That first fund would eventually land at $50 million, and IA Ventures was born.But the money was only part of the story. What set Roger apart then — and still does — is how early he's willing to go. He prefers backing companies before the market even knows they exist. In fact, he often writes the first check before there's a line of code written. This isn't blind optimism. It's founder-first investing grounded in deep research and sharp intuition.Roger's track record speaks for itself. He was an early backer of The Trade Desk when it was just a deck. He seeded Datadog, TubeMogul, and multiple other companies before they became category leaders. The common thread? Founders who could not only see the future but build their way into it. To Roger, great founders share something intangible: what he calls “aesthetic and empathy.”“Great founders understand where their product stops and where the customer starts,” he said. That could mean designing APIs that developers love or building consumer apps that feel inevitable. Either way, the best founders have an intuitive sense of product, user behavior, and market timing. Roger knows how to find them — or maybe, they know how to find him. That's the power of publishing, he says. His blog didn't just clarify his thesis — it attracted the right people. It helped him raise a fund when few believed in early-stage investing outside Silicon Valley.Since then, IA Ventures has grown to four funds and backed dozens of successful startups. Roger has since passed the torch to his partners and launched his next chapter: Eberg Capital. Now, he invests alongside his sons in a new wave of innovation — spanning sports, media, entertainment, and the evolving world of fandom.But whether he's backing a Marlins ownership stake, investing in Formula 1, or writing angel checks to creator economy startups, one thing hasn't changed: Roger Ehrenberg still goes early. He still backs founders before the world sees their potential. And more often than not, he's right.Listen to the full episode with Roger Ehrenberg now. Hosted on Acast. See acast.com/privacy for more information.

Next in Media spoke with Tim Vanderhook and Chris Vanderhook, co-Founders of Viant Technologies. The CEO and COO of the ad tech firm talked about their Trade Desk rivalry, whether a Google breakup will be good for their business and the open web, and why CTV offers a chance for fewer monopolies.

We're bringing back the 7investing podcast!After remaining dormant for a few months, 7investing founder Simon Erickson introduces the new-and-improved show format. That will include:Deeper company-specific insights - including Wolfspeed's financial stability, AMD's leap into the datacenter, Palantir's stock-based compensation, and The Trade Desk's valuation (and that is all just this week!)New guests - including those looking at different sectors of the market such as REITs, crypto, banking, dividends, special situations, and international opportunitiesExclusive offers - new partnerships with other investing newsletters and products with exclusive rates for the 7investing audienceLivestream formats - recorded live and available for guests to join at riverside.fm/studio/7investing-live.I'm excited to get started with our new-and-improved 7investing podcast. See you in the speakers!Are you ready to get started with 7investing, to see all of our active recommendations, our five monthly Best Buys, our buy/hold/sell conviction ratings, and our interactive community forum? If so, your first week is free at:7investing.com/subscribe

Charles Moon with Prosper Trading Academy turns to companies he expects to move with upcoming earnings and key technical levels. He looks into The Trade Desk's (TTD) tie to Meta Platforms' (META) earnings, Dell Technologies' (DELL) push toward its 50-day SMA, and Tesla's (TSLA) critical support point. Rick Ducat shows the technical patterns investors should watch in all three stocks.======== 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

In 2017, Mediaocean CEO Bill Wise predicted the demise of supply-side platforms. The category survived, but he's sticking to his theory that pureplay SSPs are a thing of the past. Plus: An update on Mediaocean's $550 million Innovid acquisition and Wise's counterpoint to recent criticisms of The Trade Desk.

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.In this explosive video, we break down a Top 5 Stocks to Buy Now During the Market Crash list that's been circulating—and let's just say, it gets WILD. If you've ever been tempted to follow one of those “stock gurus” promoting flashy picks like Trade Desk, SoFi, or even Shark Ninja... you need to STOP and watch this first.We go deep into the charts, calling out hype from reality, and using real trading logic—not influencer fantasies—to separate the winners from the total disasters. You'll learn why some of these so-called “top stocks” are in actual free fall, and how to spot the difference between a stock that looks good on paper and one that's actually making money move.This is more than just a stock reaction video—it's a masterclass in price action, trend validation, and spotting manipulation from a mile away. We're talking about:➡️ Nvidia – A beast of a company, but is it really a deal right now?➡️ Uber – Better than you think? We examine the real potential.➡️ SoFi – Hype or trap? The data doesn't lie.➡️ Trade Desk (TTD) – A textbook example of “why price pays.”➡️ Robinhood – Could this be the dark horse no one saw coming?➡️ Google (GOOG) – Trending down, but is there hope on the horizon?➡️ Shark Ninja – Cool brand. Bad setup?You'll see how fundamentals alone don't tell the full story—and how influencer-driven picks can leave you monkey-hammered if you're not careful.

Mike and ad consultant Emily Riley are back talking about the big headlines in media and advertising, including the plunge in consumer confidence, how brands are viewing retail media right now, the fate of Yahoo's DSP, and lawsuits against the Trade Desk.

The future of media isn't human vs. machine—it's human with machine. In this episode, Chris Marine and David Gogel from Campfire Consulting sit down with Adriana Richards and Evan Bogris from AI Digital to explore how AI can supercharge media strategy without replacing the human insight that makes campaigns resonate.We unpack how their DSP-agnostic tech helps brands plan smarter across platforms like Amazon, TikTok, and Trade Desk—while keeping the emotional intelligence, storytelling, and cultural awareness that AI simply can't replicate in media strategy, planning and media buying.Curious how to find the right balance in your own media strategy? Reach out to Campfire Consulting and let's talk about building media that performs and connects.Enjoying this content? Text us your thoughts! (if you want a response please include an email address in your text)Campfire Consulting Website

In this week's episode of The Future of Security Operations podcast, Thomas is joined by Joe McCallister. Joe's journey in security is truly unique - in less than a decade, he pivoted from selling BMWs to his current role as Senior Manager of Cybersecurity Operations at The Trade Desk. He's also led impactful initiatives in risk management, threat hunting, and incident response at Synoptek. In this episode: [02:18] Transitioning from selling BMWs to leading a security team [06:14] Moving from practitioner to manager and leaning into the role of the "communications guy" [09:52] Balancing security team priorities with company goals [11:40] The threats that keep Joe up at night [14:06] How The Trade Desk's rapid growth has affected day-to-day operations [16:10] Ensuring security stays top of mind for other business units [19:32] Practical tips for strengthening collaboration with IT and other teams [22:13] Joe's approach to hiring and building a resilient team [26:30] Enabling his incident response team to thrive, even when he's not there [30:58] Joe's top three leadership principles [33:22] Tips for salary negotiation, both as a practitioner and a manager [39:58] Navigating imposter syndrome and anxiety [42:37] How AI is fueling Joe's optimism for the future of SecOps [44:29] Connect with Joe The Future of Security Operations is brought to you by Tines, the orchestration, automation, and AI platform that powers some of the world's most important workflows.  Where to find Joe: LinkedIn Rocky Mountain Information Security Conference (May 28 - 30, 2025) Where to find Thomas Kinsella: LinkedIn Tines Resources mentioned: Colorado=Security Annual Salary Surveys & Resources

Jason and Jeff discuss The Trade Desk (TTD). They delve into the company's recent quarterly underperformance, the reasons behind its stock drop, and their approach to decision-making in turbulent times. 00:20 Savvy Trader Portfolio Overview01:15 Focus on The Trade Desk02:37 The Trade Desk's Recent Performance04:26 Understanding The Trade Desk's Business Model07:17 Challenges and Future Outlook09:33 Investment Strategies and Personal Insights12:13 Comparisons and Market Context19:12 Final Thoughts and Recommendations*****************************************Subscribe to our portfolio on Savvy Trader *****************************************************Email: ⁠investingunscripted@gmail.com⁠Twitter: @InvestingPodBluesky: @investingpod.bsky.socialYouTube: ⁠https://www.youtube.com/@InvestingUnscripted⁠******************************************To get 15% off any paid plan at finchat.io, visit ⁠https://finchat.io/unscripted⁠

SaaStr 793: The 10-Point Checklist For When You Sell Your Company with David Frankel Managing Partner at Founder Collective and SaaStr CEO and Founder Jason Lemkin David Frankel is Managing Partner at Founder Collective, a successful seed fund with investments in companies like The Trade Desk, Olo, and Coupang. With decades of experience as both a founder and investor, David brings a unique perspective to the often-misunderstood process of selling a company. He openly admits that many of his past exits were mistakes, which makes his advice on the topic particularly valuable. He joined SaaStr Workshop Wednesday LIVE to do a deep dive with Jason Lemkin on his 10 Point Checklist when you sell your startup. -------------------------------------------------------------------------------------------   Alright everybody in SaaS, this is it.  The biggest, best, most action-packed SaaS + AI event of the year—SaaStr Annual 2025—is coming this May. Three full days. 10,000+ SaaS and AI leaders and more tactical, no-fluff content than you'll find anywhere else.   If you want to scale faster—$10M, $50M, $100M ARR and beyond—you need the right playbooks, the right connections and the right people in your corner. And SaaStr Annual is where it all happens. We'll have 100's of Legendary speakers from companies like Snowflake, HubSpot, OpenAI, Canva, and more. More networking than you can handle—meet your next investor, co-founder, or biggest deal.  A New AI Demo & Pitch Stage— with your chance to win up to $5M in funding!  So don't wait—grab your tickets now at SaaStrAnnual.com with my code jason100 to save $100 on tickets before prices go up. That's jason 100 at saastrannual.com   See you in May!    --------------------------------------------------------------------------------------------   Do you know what would make your customer service helpdesk dramatically better? Dumping it and switching to Intercom.  But, youʼre not quite ready to make that change. We get it!   Thatʼs why Fin, the worldʼs leading AI customer service agent, is now available on every helpdesk.   Fin can instantly resolve up to 80% of your tickets,  Which makes your customers happier. And you can get off the customer service rep hiring treadmill.   Fin by Intercom. Named the #1 AI Agent in G2ʼs Winter Report.      Learn more at : inter.com/saastr   --------------------------------------------------------------------------------------------

The market plays a love/hate relationship with earnings from Fool stocks, and we talk about the ways you and your partner can be on the same page this Valentine's Day and for years to come. (00:21) Jason Moser and Emily Flippen break down: - The Trade Desk's 30% post-earnings decline, and why it's more about the company's internal structure and execution rather than the long-term ad market opportunity. - Roku's impressive position in streaming and progress in advertising. Airbnb's vision to become the Amazon of travel and living. - Green flags from Dutch Bros, Shopify, and Upstart in their earnings reports. (19:11) Answers crew Alison Southwick and Robert Brokamp break down how to talk to your spouse about money and why “money issues” might really be the symptom of other problems in a relationship. (30:00) Emily and Jason offer love letters to their favorite stocks, and two stocks on their radar this week: AAON and Zoetis Stocks discussed: TTD, ROKU, ABNB, BROS, UPST, ZTS, AAON Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Digital ad platform, The Trade Desk, missed its own expectations for the first time in 33 quarters. Its investors were not pleased. (00:21) Alicia Alfiere joined Ricky Mulvey to discuss: - The expectations, and real business performance of The Trade Desk. - Robinhood blowing away expectations, and what its earnings reveal about retail investing trends. - How restaurants are responding to egg shortages. Then, (15:40) Sanmeet Deo joins Ricky for a look at Celsius's reposition and what the stock needs for a comeback. Companies discussed: TTD, HOOD, CRBL, CELH, PEP Host: Ricky Mulvey Guests: Alicia Alfiere, Sanmeet Deo Producer: Mary Long Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices