Group 1 - Johnson Fistel, PLLP has initiated an investigation into the board members of Integral Ad Science Holding Corp. (IAS) regarding potential breaches of fiduciary duties related to the proposed sale to Novacap [1] - The proposed acquisition price is $10.30 per share, which is significantly lower than the average Wall Street analyst price target of $13.04 per share, with some targets reaching as high as $18.00 per share [7] - IAS's initial public offering was priced at $18.00 per share, indicating that the proposed sale undervalues the company [7] Group 2 - Shareholders who believe the proposed deal undervalues their investment are encouraged to join the investigation [3] - Johnson Fistel, PLLP is recognized as a leading law firm in securities fraud and investor rights, with a history of recovering significant amounts for clients [5] - The firm has been ranked among the Top 10 Plaintiff Law Firms in 2024, having recovered approximately $90.725 million for clients in various cases [5]

Core Insights - The Trade Desk (TTD) is well-positioned to capture growth opportunities in the advertising technology sector, particularly through its strong presence in CTV, retail media, digital audio, and data analytics [1] - The company's Joint Business Plans (JBPs) with global advertisers and agencies have reached record levels, indicating robust growth potential [2][10] Group 1: Joint Business Plans (JBPs) - JBPs are strategic agreements that define shared goals and responsibilities between partners, aimed at enhancing performance and mutual growth [2] - TTD is signing more multi-year JBPs than ever, with the number of active JBPs reaching a record high, leading to increased spending under these agreements [2][10] - Nearly 100 JBPs are currently in progress, many in late-stage development, showcasing a collaborative model with brands and their agencies [3] Group 2: Platform and Ecosystem Performance - TTD's platform, Kokai, powered by Koa AI, is delivering significant performance improvements, with clients experiencing over 20-point KPI enhancements [4] - OpenPath is enhancing supply chain efficiency, providing transparency to publishers and confidence to clients, resulting in substantial revenue gains [4] - The company emphasizes objectivity in ad tech, offering unbiased access to premium inventory, which is particularly beneficial for advertisers targeting live sports [4] Group 3: Competitive Landscape - The advertising technology market is competitive, with significant players like Google and Amazon, as well as independent companies such as Magnite and PubMatic [5] - Magnite is a leading supply-side platform (SSP) that has expanded through mergers and partnerships, including a notable collaboration with Netflix [6][7] - PubMatic is also an SSP, focusing on CTV and emerging revenue streams, with CTV now accounting for nearly 20% of its total revenues [8][9] Group 4: Financial Performance and Valuation - TTD's shares have declined by 57.7% over the past year, contrasting with the rise of the Zacks Internet -Services industry and S&P 500 composites [11] - The forward price/earnings ratio for TTD is 23.11X, which is lower than the industry average of 24.69 [12] - The Zacks Consensus Estimate for TTD's earnings for 2025 has decreased over the past 60 days, indicating potential challenges ahead [13]

Group 1: Apis Flagship Fund Performance - The Apis Flagship Fund achieved a net return of 23.7% in Q2 2025, driven by strong alpha generation from high-conviction positions [1] - Long investments contributed 35.9% on a gross basis, while short positions detracted 4.9% [1] - As of June 30, the portfolio had gross exposures of 92% long and 32% short, resulting in a net long position of approximately 60% [1] Group 2: Magnite Inc. Overview - Magnite Inc. operates as an independent omni-channel sell-side advertising platform, serving digital publishers [2][3] - Over the past month, Magnite Inc. returned -3.56%, but its shares gained 84.09% over the last 12 months [2] - As of September 22, 2025, Magnite Inc. shares closed at $24.16, with a market capitalization of $3.446 billion [2]

Core Insights - Acxiom has launched 'True Intelligence,' a new measurement solution aimed at providing marketers with enhanced insights into the effectiveness of their digital and connected TV advertising [1] Group 1 - The 'True Intelligence' solution integrates Interpublic's Interact operating system, Acxiom's Real ID, and The Trade Desk's media buying platform, Kokai [1]

Core Viewpoint - The Trade Desk has experienced significant stock performance fluctuations, with a 352% increase from 2020 to 2024, but a 63% decline in 2025, making it the worst-performing stock in the S&P 500 [1][2]. Financial Performance - The Trade Desk reported Q2 2025 results and projected Q3 revenue of $717 million, reflecting a growth rate of only 14%, which is notably low compared to historical performance [4][11]. Product Development - The company launched an AI-powered platform called Kokai, touted as the most significant upgrade to date, yet investor expectations for growth have not been met, leading to disappointment [6][11]. Client Feedback and Adoption - CEO Jeff Green indicated that all clients are expected to use Kokai by year-end, but reports suggest that many clients prefer the older Solimar platform due to user-friendliness issues, causing some to explore alternative adtech options [8][10]. Competitive Landscape - The Trade Desk faces competitive pressures from Amazon's growing advertising business and other platforms like Yahoo!, which offers lower take rates, prompting some advertisers to switch [9][10]. User Interface Concerns - The issues appear to stem from user interface problems rather than technological shortcomings, with the company actively seeking client feedback to make rapid improvements to Kokai [12][13]. Future Outlook - The Trade Desk is expected to address its current challenges, and with its history of success, it is likely to regain the anticipated growth rate once improvements are made [14].

As filed with the U.S. Securities and Exchange Commission on September 22, 2025 Registration No. 333-283112 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 6 to FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 KNOREX LTD. (Exact name of registrant as specified in its charter) Cayman Islands 7370 Not Applicable (State or Other Jurisdiction of Incorporation or Organization) (Primary Standard Industrial (I.R.S. Employer Identification Number) If any of the ...

Group 1 - MNTN, Inc. (NYSE:MNTN) recently experienced a significant stock price increase, reaching over $31 shortly after its IPO at $16, but faced a decline following its first earnings report, which was deemed suboptimal [1][2] - The company operates a self-serve platform for performance marketing on Connected TV, enabling brands to run ads and track outcomes like conversions and revenue [2] - Despite better-than-expected revenue and earnings before interest, taxes, depreciation, and amortization (EBITDA), the stock traded lower after hours due to a large bottom-line loss attributed to the IPO process [2] Group 2 - Management provided strong guidance for the current quarter, indicating potential for future growth despite the recent stock performance [2] - The investment community acknowledges MNTN's potential but suggests that other AI stocks may offer greater upside with less risk [2]

Group 1 - Growth stocks have the potential to generate significant returns for investors, especially turnaround stories, although not all struggling stocks will recover [1] - A $7,000 investment in Palantir Technologies, AppLovin, and Carvana at the beginning of 2023 would yield substantial returns as of September 18 [2] Group 2 - Palantir Technologies has seen its popularity surge among retail investors, driven by enhancements in its AI platform, leading to a quarterly revenue exceeding $1 billion for the first time, with a 48% year-over-year growth [4][5] - The company reported a net income of $326.7 million, a significant turnaround from a net loss of $373.7 million in 2022 [5] - Since the start of 2023, Palantir has generated returns of over 2,600%, making a $7,000 investment worth nearly $193,000, although its valuation is considered inflated with a P/E ratio exceeding 570 [6] Group 3 - AppLovin has outperformed Palantir, leveraging AI to enhance its advertising technology operations, resulting in explosive growth [7] - The company's recent quarterly sales reached $1.3 billion, a 77% increase year-over-year, with earnings soaring by 164% to $820 million [9] - AppLovin's profit margins have improved significantly, and while it trades at around 90 times earnings, its forward P/E is estimated to be a more reasonable 46 [9]

Core Viewpoint - Nexxen International Ltd. has announced a new $20 million Ordinary Share repurchase program following the completion of its previous $50 million program, indicating a commitment to returning capital to shareholders [1][2]. Group 1: Share Repurchase Program - The new repurchase program will continue until the earlier of March 19, 2026, or until the program is completed [2]. - The program does not obligate the company to repurchase any specific amount of shares and can be suspended, modified, or discontinued at the company's discretion [3]. - Any shares repurchased will be classified as dormant shares under Israeli Companies Law and held in treasury without rights [3]. Group 2: Company Overview - Nexxen is a global advertising technology platform specializing in data and advanced TV, offering a flexible and unified technology stack that includes a demand-side platform (DSP) and supply-side platform (SSP) [4]. - The company is headquartered in Israel and has offices across the United States, Canada, Europe, and Asia-Pacific, and is traded on Nasdaq under the ticker NEXN [5].

Group 1: Western Union - Western Union announced the acquisition of Intermex for approximately $500 million to strengthen its position in high-growth Latin American markets [1] - Western Union shares fell 1.7% to settle at $8.20 [7] Group 2: Johnson Controls - Johnson Controls raised its dividend from 37 cents to 40 cents per share [2] - Johnson Controls shares gained 1% to close at $108.48 [7] Group 3: MNTN, Inc. - MNTN reported a second-quarter loss of 65 cents per share, an improvement from a loss of 69 cents per share a year ago, with quarterly sales of $68.460 million, exceeding analyst estimates of $64.483 million [2] - MNTN shares rose 0.1% to settle at $20.08 [7] Group 4: Nordic American Tankers - Nordic American Tankers posted weaker-than-expected quarterly sales, leading to a negative outlook [3] - Nordic American shares fell 0.3% to $3.30 [7] Group 5: Occidental Petroleum - UBS analyst maintained Occidental Petroleum with a Neutral rating and raised the price target from $45 to $46 [3] - Occidental Petroleum shares rose 0.4% to close at $47.36 [7] Group 6: Kenvue Inc. - Kenvue was maintained with a Neutral rating by Citigroup, with the price target lowered from $22 to $20 [4] - Kenvue shares fell 1.3% to settle at $18.10 [7]