Category: Programmatic AdTech

  • The Rise of Connected TV and DSPs: Trade Desk (TTD) & Magnite (MGNI)

    The Rise of Connected TV and DSPs: Trade Desk (TTD) & Magnite (MGNI)

    Programmatic software platforms automate the buying and selling of digital advertising through real-time bidding, helping brands and publishers transact inventory more efficiently across channels like display, video, and connected TV. On the buy side, The Trade Desk has emerged as a leading demand-side platform, giving advertisers advanced targeting, measurement, and campaign optimization tools. On the sell side, Magnite stands out as a major supply-side platform, helping media owners manage inventory, maximize yield, and connect with premium demand sources.

    As connected TV continues to grow, platforms like TTD and MGNI play an increasingly important role in shaping how ad dollars move through the ecosystem, offering more data-driven execution for both advertisers and publishers.

    In the most recent trading session, The Trade Desk (TTD) closed at $19.31, indicating a +1.1% shift from the previous trading day.

    While Wall Street was still sizing up its gaming empire, AppLovin was quietly building a second, faster-growing one right on its earnings calls.

    Brown Advisory, an investment management company, released its “Brown Large-Cap Growth Strategy” for the first-quarter 2026 investor letter. A copy of the letter is available to download here. The Brown Advisory Large-Cap Growth Strategy experienced a decline in the first quarter of 2026, modestly trailing the Russell 1000 Growth Index. Despite negative absolute returns amidst volatility, […]

    The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer. However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.

    Check out the companies making headlines yesterday:

    Shares of digital advertising platform The Trade Desk (NASDAQ:TTD) jumped 5.7% in the afternoon session after Guggenheim’s John DiFucci upgraded both Salesforce and ServiceNow to Buy, arguing the AI-disruption fear that gutted the sector during the year had pushed valuations too low.