This stock is up 10% in a week, but U.S. politicians are fleeing

Core Insights - The Trade Desk (TTD) shares have increased nearly 10% in the past week, reaching $53.90, following a significant rebound in the digital advertising sector [1] - Despite the recent gains, TTD's stock is still down over 50% year-to-date after a challenging 2025 [1] Stock Performance - TTD's share price rose by 8.5% over the last five days and 19% over the past six months [1] - The stock's recent rally was driven by stronger-than-expected Q2 results, with revenue of $694 million, a 19% year-over-year increase, slightly exceeding Wall Street estimates [6] Political Activity - Several U.S. lawmakers, including Representatives Ro Khanna, Byron Donalds, and Lisa McClain, reported selling TTD shares valued between $1,001 and $15,000 between August 13 and September 5, 2025 [3] - Donalds, a member of the House Committee on Financial Services, sold shares on September 4, raising potential conflict-of-interest concerns due to his committee's oversight of financial innovation [5] Company Strategy and Outlook - Over 70% of client ad spending is now managed through TTD's AI-driven Kokai platform, which is central to its automated ad targeting strategy [7] - The company repurchased $261 million in shares and reaffirmed guidance, projecting at least $717 million in Q3 revenue [7] - CEO Jeff Green indicated that tariffs and policy uncertainty have caused major advertisers to reduce their campaign budgets, impacting overall ad spending [8] Market Sentiment - The stock's rebound suggests improving sentiment, but the recent political selling underscores ongoing uncertainty regarding TTD's long-term prospects [9]