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Sui· 2025-10-09 17:42
Alkimi verifies 20M+ ad impressions per day - each one cryptographically proven.Reconciled onchain with Nautilus.Built on the Sui Stack.This is how you bring adtech into the age of transparency.Alkimi (@AlkimiExchange):Nautilus is helping Alkimi fix advertising’s biggest flaw → verification.We validate 20M+ ad impressions daily, some of which are worth a fraction of a dollar, so verification must be fast and economical.Enter Trusted Execution Environments (TEEs): secure, cryptographic ...
Gold spikes up and breaks hearts, stocks make everybody happy for years: Lee Munson
Youtube· 2025-10-09 16:16
Gold Market Overview - Gold has increased by over 50% in 2025, currently holding above $4,000, driven by the debasement trade and central bank diversification [1][5] - Central banks, including those from China, India, and Turkey, are diversifying their reserves into gold due to geopolitical concerns, despite the dollar remaining the main reserve currency for the next decade [5] - The surge in gold prices is also attributed to FOMO (Fear of Missing Out) and momentum trading, with a significant portion of the American population expressing fear regarding the current presidential administration and global stability [6][20] Trading Dynamics - Gold trading is characterized by cyclical patterns, with successful trading often occurring in only two out of ten years [3] - The trading strategy typically starts with gold bullion, followed by gold miners, which have seen a 100% increase this year, and then silver, which is viewed as a speculative asset [9][10] - The market for precious metals, including platinum and palladium, is also experiencing significant growth [11] Investment Sentiment - Younger investors are increasingly shifting their focus from Bitcoin to gold, viewing it as a hedge against potential dollar devaluation [15] - Despite the current enthusiasm for gold, there is skepticism regarding its long-term value, as it is often seen as a trade rather than a stable investment [17][18] - The volatility of gold prices can lead to significant losses for investors who enter the market during peaks, as gold often experiences prolonged periods of stagnation or decline after surges [19][20] Alternative Investment Opportunities - Companies like Trade Desk are highlighted as potential investment opportunities, particularly in the ad-supported streaming market, which has seen a significant decline in market cap [22] - The payments sector is also noted for its growth potential, with companies like Shift4 making strategic moves into European markets, capitalizing on the lack of innovation in the region [24][26]
VML Named Network of the Year at Jay Chiat Awards, Securing Grand Prix and Multiple Wins for Strategic Excellence
Businesswire· 2025-10-09 15:08
NEW YORK--(BUSINESS WIRE)--VML, a leading global creative company, proudly announces its recognition at the prestigious Jay Chiat Awards, held this week. The agency was honored with the distinction of Network of the Year, alongside the coveted Grand Prix for its groundbreaking work with Child Focus, Belgian Center for Missing Children. VML also came home with an array of gold, silver, and bronze trophies which celebrate VML's strategic, human first creative philosophy and impactful work for a d. ...
Prediction: This Unstoppable Stock Will Join Nvidia, Microsoft, Apple, and Alphabet in the $3 Trillion Club Before 2028
The Motley Fool· 2025-10-09 07:02
A trio of growth drivers and a long history of strong execution will secure this company's membership in an elite fraternity.The U.S. economy has undergone a paradigm shift over the past two decades. In 2005, the two largest publicly traded companies in the U.S., when measured by market cap, were energy giant ExxonMobil at $392 billion and industrial bellwether General Electric worth $375 billion. Now, just 20 years later, technology companies spearheading advances in artificial intelligence (AI) rule the r ...
Billionaire Philippe Laffont Sells Amazon Stock and Buys an Nvidia-Backed AI Stock Up 230% This Year
The Motley Fool· 2025-10-08 07:10
Group 1: CoreWeave - CoreWeave is an AI stock backed by Nvidia, which has become the largest holding in Philippe Laffont's portfolio, accounting for 8% [2] - The company reported a revenue surge of 207% to $1.2 billion in the second quarter, with non-GAAP operating income increasing 135% to $200 million [9] - CoreWeave's revenue backlog increased by 86% due to expanded contracts with OpenAI and a major hyperscale customer, likely Microsoft or Alphabet [9] - The company has a substantial amount of debt due to its rapid expansion of AI data centers, with interest expenses erasing over 20% of revenue in the second quarter [10] - Wall Street expects CoreWeave's revenue to grow at an annual rate of 90% through 2027, making its current valuation of 15 times sales appear reasonable [11] Group 2: Amazon - Amazon holds a significant market share, accounting for over 40% of U.S. e-commerce sales and 15% of digital ad spending, while AWS represents 30% of cloud infrastructure spending [3] - The company reported second-quarter financial results that exceeded estimates, with revenue rising 13% to $167 billion, driven by strong growth in advertising and cloud services [5] - Amazon's operating margin expanded by 1.5 percentage points, and GAAP net income increased by 33% to $1.68 per diluted share [5] - Wall Street estimates that Amazon's earnings will grow at an annual rate of 18% over the next three years, making its current valuation of 34 times earnings seem fair [6] Group 3: AI Industry - AI has become integral to growth strategies across various sectors, including retail, advertising, and cloud computing, enhancing inventory management, demand forecasting, and campaign creation [4] - CoreWeave is recognized as a leader in the emerging GPU cloud sector, specifically designed for AI workloads, distinguishing itself from traditional cloud providers [7] - The close partnership with Nvidia provides CoreWeave with early access to the latest GPUs, enhancing its competitive edge in the AI cloud services market [8]
Digital News Publishers Association (DNPA) Adopts Magnite Access to Streamline Access to Premium Inventory and Audience Data
Globenewswire· 2025-10-08 04:30
Core Insights - Magnite and the Digital News Publishers Association (DNPA) have announced that several DNPA members will adopt Magnite Access, a self-service tool for audience segment activation [1][2] - This collaboration aims to create a shared data infrastructure for DNPA publishers, enabling them to deploy high-value audience segments and enhance the value of their premium inventory [2][3] Group 1: Company Overview - Magnite is the largest independent sell-side advertising company, providing technology for publishers to monetize content across various formats including CTV, online video, display, and audio [4] - The company operates globally with offices in major cities such as New York, Los Angeles, London, Singapore, Mumbai, and Sydney [4] Group 2: Industry Context - The DNPA represents 22 leading digital news media publishers in India, focusing on promoting high standards of journalism and driving digital innovation [5] - The partnership with Magnite is seen as a forward-looking approach to address industry challenges and enhance collaboration among publishers [3]
Morgan Stanley Sees Key Catalyst Ahead for AppLovin’s (APP) AI-Powered Ad Platform
Yahoo Finance· 2025-10-07 13:02
AppLovin Corporation (NASDAQ:APP) is one of the AI Stocks Investors Are Watching Closely. On September 29, Morgan Stanley reiterated the stock as “Overweight” and raised its price target to $750 per share from $480. According to the firm, AppLovin’s self-serve tool for non-gaming, the AXON Ads Manager, is likely to be a “key catalyst” that will prove that the company can “tap into billions of ad dollars outside the game industry.” “This is a key catalyst to grow its ad business and prove that it can tap ...
Criteo, DoorDash announce new multi-year partnership
Yahoo Finance· 2025-10-07 10:05
Core Insights - Criteo (CRTO) and DoorDash (DASH) have entered into a multi-year partnership aimed at enhancing advertising across DoorDash's marketplace, focusing on grocery, convenience, and non-restaurant retailers [1] Group 1: Partnership Details - Criteo will act as an extension of DoorDash's U.S. ad sales team, collaborating with brands and agencies [1] - The partnership will explore opportunities for integrating advertising technologies between the two companies over time [1]
Magnite to Announce Third Quarter 2025 Financial Results on November 5, 2025
Globenewswire· 2025-10-06 12:00
Core Insights - Magnite, the largest independent sell-side advertising company, will announce its Q3 financial results on November 5, 2025, after market close [1] - A conference call will be held on the same day at 1:30 PM PT / 4:30 PM ET to discuss the financial results and outlook [1] Company Overview - Magnite operates as the world's largest independent sell-side advertising company, providing technology for publishers to monetize content across various formats including CTV, online video, display, and audio [3] - The company facilitates billions of advertising transactions each month, trusted by leading agencies and brands for access to high-quality ad inventory [3] - Magnite has a global presence with offices in North America, EMEA, LATAM, and APAC, including locations in New York City, Los Angeles, Denver, London, Singapore, and Sydney [3]
Advertisers are Missing Millions of Consumers with Nearly $4 Trillion in Buying Power
Prnewswire· 2025-10-06 11:05
New DISH Research Confirms Addressable TV Unlocks Growth in a Fragmented Market New modeling from DISH Media shows that reallocating just 10% of a campaign budget to addressable TV delivers double-digit gains in light TV viewer reach and improves in-target accuracy across the board. "Whether an advertiser is shifting dollars from traditional TV or streaming, addressable TV delivered consistent, measurable impact," said Howard Shimmel, President of Janus Strategy & Insights, LLC. "This proves that addressab ...