Core Insights - Viewbix Inc. has made a significant advancement in its quantum-focused initiatives through its subsidiary Quantum Transportation Ltd., achieving Milestone 1 in the Transformer-Based Quantum Decoder program [1][3] Group 1: Milestone Achievements - Milestone 1 was successfully completed, which is crucial for the company's intellectual property license from Ramot at Tel Aviv University, related to a pending patent for a machine-learning-powered Quantum Error Correction (QEC) decoder [3][4] - Quantum computers are recognized for their potential to solve complex problems across various fields, but they face challenges due to noise and error-prone qubits, making Quantum Error Correction a critical hurdle for practical applications [2][6] Group 2: Future Plans - Quantum Transportation is progressing to Milestone 2, which involves developing a System Proof of Concept, including thorough patent feasibility assessments and in-depth research into QEC models [4][6] - The company is exploring real-world implementation paths and has initiated early discussions with potential design partners and collaborators [8] Group 3: Acquisition Details - Viewbix has signed a definitive agreement to acquire up to 100% of Quantum X Labs, which includes an expanding patent portfolio related to quantum error correction [4] - The acquisition is expected to close within 90 days from December 15, 2025, pending due diligence and regulatory approvals, with stockholder consent already obtained [4]

Core Viewpoint - BofA has lowered the price target for Trade Desk (TTD) to $40 from $49 and maintains an Underperform rating on the shares, citing concerns over revenue growth and management changes [1] Group 1: Price Target and Rating - BofA reduced the price target for Trade Desk to $40 from $49 [1] - The firm continues to hold an Underperform rating on Trade Desk shares [1] Group 2: Financial Forecast - BofA forecasts that Trade Desk's Q4 results will at least meet guidance on revenue and adjusted EBITDA [1] - There is an expectation of topline deceleration in 2025 [1] Group 3: Competitive Concerns - Management changes at Trade Desk have heightened competitive concerns [1] - The analyst describes the stock as a "show me" story, indicating a need for evidence of revenue growth acceleration through 2026 to become more positive on the stock [1]

Core Insights - BrandPilot AI Inc. will attend and sponsor eTail Palm Springs, a leading global conference for ecommerce and retail marketing leaders, from February 23-26, 2026 [1][2] Company Overview - BrandPilot AI is a performance marketing technology company based in Toronto, focused on identifying and eliminating inefficiencies in digital advertising for global enterprise brands [7] - The company's core offering, AdAi, analyzes live advertising activity to identify low-quality, invalid, or economically inefficient spending, allowing advertisers to recover wasted budgets and reallocate them more effectively [7][8] Event Participation - At eTail Palm Springs, BrandPilot and its technology partner Revvim will participate in a keynote panel discussion titled "Maximize Every Dollar: Proven Strategies for Ad Spend Efficiency That Drive Real Results" [3] - The session will educate retail marketers about the hidden costs of branded search advertising, highlighting how automation and bidding dynamics can inflate costs and dilute efficiency [3][5] Strategic Goals - The collaboration aims to demonstrate how brands can uncover and address inefficiencies in branded search campaigns, which are often significant yet overlooked portions of retail advertising budgets [5] - BrandPilot's presence at the event aligns with its broader 2026 strategy to engage enterprise advertisers through education, independent validation, and real-world performance insights [6]

Core Viewpoint - Super League announced a reverse stock split of its common stock at a ratio of 1-for-12, aimed at maintaining compliance with Nasdaq listing requirements [1][3]. Group 1: Reverse Stock Split Details - The reverse stock split will take effect at 12:01 AM on January 23, 2026, with shares trading on a split-adjusted basis on the same day [2]. - The number of outstanding shares will decrease from approximately 14.0 million to about 1.16 million [3]. - Each stockholder's percentage ownership and voting power will remain largely unchanged, with fractional shares being rounded up to the nearest whole share [4]. Group 2: Stockholder Impact - Stockholders with shares in brokerage accounts will have their positions automatically adjusted, and no action is required from them [5]. - Registered stockholders holding shares in book-entry form will also not need to take any action to receive post-split shares [5]. Group 3: Company Overview - Super League is a leader in playable media, focusing on connecting brands with consumers through playable ads and gamified content across various platforms [10]. - The company utilizes proprietary technologies and a network of creators to enhance brand visibility and consumer engagement [10].

Group 1 - Criteo S.A. will announce its financial results for Q4 and fiscal year 2025 on February 11, 2026 [1] - The conference call will be hosted by CEO Michael Komasinski and CFO Sarah Glickman at 8:00 AM ET [1] - The conference call will be accessible via dial-in numbers and will also be webcast live on the company's website [2] Group 2 - Criteo is a global platform that connects the commerce ecosystem for brands, agencies, retailers, and media owners [3] - The company's AI-powered advertising platform has access to over $1 trillion in annual commerce sales [3] - Criteo provides technology, tools, and insights to help businesses drive performance and growth [3]

Group 1 - The Trade Desk (TTD) experienced a challenging year in 2025, with its stock price declining approximately 70% [1] - Revenue growth rates for TTD in the second and third quarters of 2025 were significantly lower than expected [1] Group 2 - Mosaic Insights focuses on identifying companies with high revenue growth, expanding margins, and durable competitive advantages [1] - The investment strategy emphasizes quality growth, global scope to reduce portfolio volatility, and a business-first analysis approach [1] - The philosophy of high-quality growth is inspired by renowned investors such as Charlie Munger, Peter Lynch, and Terry Smith [1]

Core Insights - Criteo S.A. is a global technology company specializing in digital advertising, focusing on personalized online display advertisements through data analytics [1] - The stock has been highlighted as a top pick due to its promising performance metrics, with a modest gain of 1.32% over the past 30 days, despite a recent decline of 5.05% in the last 10 days [2][6] - The company's growth potential is significant, with an impressive figure of 87.40%, indicating strong market optimism about its future [3][6] - Criteo's financial health is robust, evidenced by a Piotroski Score of 8, which reflects strong fundamentals in profitability, liquidity, and operational efficiency [4][6] - Analysts have set a target price of $37.33 for Criteo, suggesting substantial upside potential from current trading levels [5]

Industry Overview - The global digital advertising market is projected to grow at a CAGR of 15.4% from 2025 to 2030, indicating its attractiveness as a long-term growth market in technology [1]. Company Profiles The Trade Desk, Inc. (TTD) - TTD operates as a demand-side platform (DSP) in the digital advertising ecosystem, facing macroeconomic volatility that could pressure revenue growth due to reduced programmatic demand [2][4]. - The company is experiencing intense competition from major players like Meta Platforms, Apple, Google, and Amazon, which dominate the ad space with their control over inventory and first-party user data [5]. - TTD is investing in AI across its portfolio, leading to increased capital expenditures and operational costs, with total operating costs rising 17% year over year to $457 million [6]. - Geographic expansion poses complexities and risks, compounded by regulatory changes such as the deprecation of cookies and tightening data privacy laws [7]. - Despite challenges, TTD benefits from a shift towards an open Internet and expects decision-based CTV buying to become the default model, with 85% of clients using its AI-powered Kokai DSP [8]. Magnite, Inc. (MGNI) - MGNI operates as a supply-side platform (SSP) and is significantly benefiting from the connected TV (CTV) trend, with CTV accounting for approximately 45% of its total contribution excluding TAC [9]. - The company has established deep partnerships with major publishers and agency marketplaces, particularly in live sports and SMB advertising, with Netflix and Roku as key partners [11]. - MGNI is enhancing its ClearLine platform, which now has over 30 clients, and is integrating new technologies like the Model Context Protocol (MCP) to automate tasks [12]. - SpringServe, MGNI's CTV ad serving platform, is highlighted as a critical differentiator, especially after being selected by Spotify as its global programmatic partner [13]. - However, MGNI faces competitive pressures and macroeconomic uncertainties that could impact ad budgets, with a raised capex guidance to $80 million for 2025 [14]. Share Performance & Valuation - Over the past month, TTD shares have decreased by 4.8%, while MGNI shares have fallen by 12.5% [17]. - TTD is trading at a forward 12-month price/earnings ratio of 16.73X, compared to MGNI's 13.74X, indicating a higher valuation for TTD [18]. - Analysts have kept their earnings estimates unchanged for both TTD and MGNI over the past 60 days, suggesting stability in expectations [19][21]. - In terms of Zacks Rank, MGNI is currently rated as a better pick with a Zacks Rank 3 (Hold), while TTD carries a Zacks Rank 4 (Sell) [22].

Core Insights - Reddit (RDDT) and Alphabet (GOOGL) are significant players in the digital advertising sector, with RDDT emerging as a community-driven platform and GOOGL maintaining its dominance in global search and digital ads [1][2] Digital Advertising Market Overview - The global digital advertising market was valued at $573.06 million in 2025 and is projected to grow to $2,114.41 million by 2034, with a CAGR of 15.61% from 2026 to 2034 [2] Reddit (RDDT) Analysis - Reddit's advertising revenues increased by 74% year over year to $549 million in Q3 2025, driven by enhanced user engagement [3][10] - The platform reported 116 million daily active users and 444 million weekly active users, both up 20% year over year, with ARPU rising 41% to $5.04 [4][10] - Reddit's beta launch of Max campaigns, an AI-powered ad solution, has shown early testers achieving up to 27% more conversions [5] Alphabet (GOOGL) Analysis - Alphabet's advertising revenues grew by 12.6% year over year to $74.18 billion in Q3 2025, making up 85.2% of total revenues [6][10] - YouTube's advertising revenues improved by 15% year over year to $10.26 billion, with strong growth attributed to AI initiatives [6][8] - Alphabet's ongoing AI integration in its advertising products is expected to unlock new opportunities for advertisers [8] Stock Performance and Valuation - Over the past six months, Reddit's shares have increased by 57.9%, while Alphabet's shares have risen by 73.6% [11] - Both RDDT and GOOGL shares are currently considered overvalued, with RDDT trading at a forward Price/Sales ratio of 14.21X compared to GOOGL's 10.13X [15] Earnings Estimates - The Zacks Consensus Estimate for RDDT's 2025 earnings is $2.35 per share, indicating a 170.57% year-over-year increase [18] - GOOGL's 2025 earnings estimate is $10.58 per share, reflecting a 31.59% year-over-year increase [18] Conclusion - Both Reddit and Alphabet are positioned to benefit from the growing digital advertising market, but Alphabet is seen as having greater upside potential due to its advancements in AI and cloud computing investments [19]

Core Viewpoint - Growth stocks have experienced significant gains, with the S&P 500 Growth Index up over 112% since the start of 2023, outperforming the S&P 500 Value Index [1][2] Group 1: The Trade Desk - The Trade Desk faced challenges in 2025 due to a slow transition to its AI-powered ad-buying platform, Kokai, which alienated some advertisers [4] - Amazon's entry into the ad space has increased competition, potentially pressuring The Trade Desk's pricing and market share [5] - Despite a drop in stock price, The Trade Desk's digital advertising market is expected to grow at 15% annually through 2030, presenting a buying opportunity [7] - The stock is trading around $36, with a market cap of $17 billion and a forward P/E ratio of 17.4, alongside a projected 17% earnings growth for 2026 [8] Group 2: Fortinet - Fortinet's stock has declined about 33% from its peak, attributed to weak firewall sales and disappointing product updates [9][10] - The company anticipates a 12% year-over-year revenue growth, down from 14% in the previous quarter [10] - Transitioning to software products like SASE and SecOps shows promise, with billings in these areas growing 19% and 33% respectively [12] - The stock is priced around $76, with a forward P/E ratio of 26, indicating potential for future growth as software becomes a larger part of its business [13] Group 3: Marvell Technology - Marvell Technology is crucial in AI data centers, with its networking chips and custom AI accelerators driving growth [14] - Reports of Microsoft considering a rival chipmaker for its Maia chip have raised concerns, but demand for AI accelerators remains strong [15] - Marvell is projected to generate $8.2 billion in revenue this year, targeting $10 billion next year, despite potential revenue impacts from competition [15] - The stock is trading around $80, with a forward P/E ratio of 28.4, and expectations for 22% revenue growth and 27% earnings growth next year [18]