Core Viewpoint - A class action securities lawsuit has been filed against The Trade Desk, Inc. for alleged securities fraud affecting investors between May 9, 2024, and February 12, 2025 [1] Group 1: Allegations and Impact - The lawsuit claims that The Trade Desk faced significant execution challenges in rolling out its AI forecasting tool, Kokai, which included transitioning clients from the older platform, Solimar [2] - These execution challenges reportedly delayed the Kokai rollout and negatively impacted the company's business operations, particularly revenue growth [2] - Positive statements made by the defendants regarding the company's business and prospects were allegedly materially false and misleading due to the aforementioned issues [2] Group 2: Legal Process and Participation - Investors who suffered losses during the specified timeframe have until April 21, 2025, to request appointment as lead plaintiff, although participation in any recovery does not require serving as a lead plaintiff [3] - Class members may be entitled to compensation without any out-of-pocket costs or fees, with no obligation to participate [3] Group 3: Firm Background - Levi & Korsinsky, LLP has a history of securing hundreds of millions of dollars for shareholders and is recognized as one of the top securities litigation firms in the United States [4]

Core Viewpoint - The Trade Desk, Inc. is facing a class action lawsuit due to its failure to meet revenue expectations, which has resulted in significant stock price decline [1][3][5]. Financial Performance - For the fourth quarter and full year of 2024, Trade Desk reported revenue of $741 million, which was below the previously issued guidance of "at least" $756 million [3]. - Following the earnings announcement, Trade Desk's stock price dropped by $40.31, or 32.98%, closing at $81.92 per share on February 13, 2025 [5]. Operational Challenges - The company disclosed that its digital advertising platform, Kokai, experienced a slower rollout than anticipated, attributed to a careful approach to understanding customer needs [4]. - Trade Desk acknowledged "a series of small execution missteps" and underwent the "largest reorganization in company history" to address these operational challenges [4].

Core Viewpoint - A securities class action lawsuit has been filed against The Trade Desk, Inc. for allegedly making materially false and misleading statements regarding its business operations and the rollout of its new platform, Kokai, during the specified class period from May 9, 2024, to February 12, 2025 [1][2]. Group 1: Allegations Against The Trade Desk - The lawsuit claims that The Trade Desk faced significant execution challenges in transitioning clients from its older platform, Solimar, to the new Kokai platform, which delayed the rollout [2]. - It is alleged that these execution challenges negatively impacted the company's business operations and revenue growth, contradicting the positive statements made by the defendants about the company's prospects [2]. - The defendants are accused of failing to disclose material adverse facts about the company's business, leading to misleading information being provided to investors [2]. Group 2: Lead Plaintiff Process - Investors in The Trade Desk have until April 21, 2025, to seek appointment as a lead plaintiff representative for the class, which involves directing the litigation on behalf of all class members [3]. - The lead plaintiff is typically the investor or group of investors with the largest financial interest in the case and must be adequate and typical of the proposed class [3]. - Participation as a lead plaintiff does not affect an investor's ability to share in any recovery from the lawsuit [3].

Core Viewpoint - The announcement of tariffs by President Donald Trump has led to a decline in stock prices, raising concerns about a potential global trade war and its impact on the economy. However, this situation has created attractive entry points for investors in several tech stocks [1]. Group 1: Nvidia - Nvidia is currently trading at a forward price-to-earnings (P/E) ratio of 23 and a price/earnings-to-growth (PEG) ratio near 0.4, indicating it is undervalued [3][6]. - The company is positioned well for growth, particularly in the AI sector, with its GPUs driving advancements in AI technology. Tariffs are not expected to hinder this growth, as semiconductors are reportedly exempt from the tariffs imposed on Taiwan [4][5]. - Nvidia anticipates that data center capital expenditures will reach $1 trillion by 2028, with major cloud computing companies planning to spend $250 billion on AI infrastructure this year [5]. Group 2: Amazon - Amazon's shares have been negatively affected by the new tariffs, as many goods sold are sourced from countries like China, potentially leading to increased prices and a slowdown in sales [7]. - Despite this, Amazon continues to benefit from long-term trends in e-commerce and is enhancing earnings through its higher-margin sponsored ad business and logistics efficiencies driven by AI [8][9]. - The company is trading at a forward P/E of 28.5, one of the lowest valuations in a decade, while its AWS segment is investing heavily in data center infrastructure to support growing AI service demand [9]. Group 3: Meta Platforms - Meta Platforms has experienced a decline in stock price due to tariff announcements, but it reported a 21% revenue growth last quarter, driven by its AI initiatives [10]. - The company faces potential short-term challenges due to higher prices and a possible global recession, which may lead advertisers to reduce spending [11][12]. - Meta is developing its new social media platform, Threads, which currently does not contribute to revenue but has strong monetization potential in the future. The stock is trading at a forward P/E of just above 21, representing a bargain for a leading digital advertising company [13][14].

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against The Trade Desk, Inc. due to allegations of misleading statements and execution challenges related to the rollout of its new platform, Kokai, which negatively impacted the company's revenue growth [2][4]. Group 1: Allegations and Impact - The complaint alleges that Trade Desk and its executives violated federal securities laws by making false statements and failing to disclose significant execution challenges in transitioning clients to Kokai from the older platform, Solimar [4]. - The execution challenges delayed the Kokai rollout and negatively impacted Trade Desk's business operations and revenue growth [4]. - Following the release of disappointing fourth quarter 2024 revenue results, Trade Desk's stock price dropped over 32%, from $122.23 to $81.92 per share [5][6]. Group 2: Legal Proceedings - Investors who suffered losses exceeding $100,000 between May 9, 2024, and February 12, 2025, are encouraged to contact Faruqi & Faruqi to discuss their legal rights and options [1]. - There is an April 21, 2025 deadline for investors to seek the role of lead plaintiff in the federal securities class action against Trade Desk [2]. - The lead plaintiff is defined as the investor with the largest financial interest in the relief sought, who will direct and oversee the litigation on behalf of the class [7].

Core Viewpoint - Securities class action lawsuits have been filed against The Trade Desk, Inc. for allegedly making materially false and misleading statements regarding its business operations and the rollout of its new platform, Kokai, during the specified Class Period from May 9, 2024, to February 12, 2025 [1][2]. Group 1: Allegations Against The Trade Desk - Defendants are accused of failing to disclose significant execution challenges related to the Kokai rollout, which involved transitioning clients from the older platform, Solimar [2]. - The execution challenges reportedly delayed the Kokai rollout and negatively impacted the company's business and revenue growth [2]. - Positive statements made by the defendants about the company's operations and prospects are claimed to be materially misleading and lacking a reasonable basis [2]. Group 2: Lead Plaintiff Process - Investors in The Trade Desk have until April 21, 2025, to seek appointment as a lead plaintiff representative for the class action [3]. - A lead plaintiff acts on behalf of all class members and is typically the investor or group of investors with the largest financial interest [3]. - The decision to serve as a lead plaintiff does not affect an investor's ability to share in any recovery from the lawsuit [3].

Group 1 - DISQO utilizes identity-based measurement methods and first-party data to provide unbiased insights into advertising effectiveness, covering 1,650 campaigns from March 2021 to December 2024 across various metrics and business categories [1] - Social media advertising significantly outperforms cross-channel activities in brand awareness, ad recognition, consideration, and purchase intent, with ad recognition increasing by 6 times and category website visits rising by 5.3 times [2][8] - Different categories of social media advertising show varying effectiveness, with consumables having high purchase intent but low competitive search and website visits, indicating a need for optimized shopping experiences and timely promotions [3][37] Group 2 - The relationship between brand maturity and social media effectiveness varies, with new brands showing significant awareness uplift but weaker downstream action capabilities [5][7] - Emerging brands excel in the consideration phase, while mature brands demonstrate clear advantages in category e-commerce but lag in brand search, necessitating adjustments in social strategies based on development stages [6][7] - DISQO's measurement methodology involves insights from over 23 million shared opinions and online experiences, ensuring data reliability and representativeness through strict standards [7] Group 3 - Social media is transforming consumer behavior from discovery to action, with significant increases in engagement and conversion rates, emphasizing the need for brands to adapt their strategies accordingly [24][25] - The effectiveness of social media varies by category, with specific metrics revealing that while social media generally outperforms cross-channel benchmarks, its impact is not uniform across all categories [29][30] - Brands must leverage benchmark indicators to optimize advertising strategies and achieve better results in social media marketing [18][8]

Core Viewpoint - A securities class action lawsuit has been filed against The Trade Desk, Inc. for allegedly making materially false and misleading statements regarding its business operations and the rollout of its new platform, Kokai, during the specified class period from May 9, 2024, to February 12, 2025 [1][2]. Group 1: Allegations Against The Trade Desk - The lawsuit claims that The Trade Desk faced significant execution challenges in transitioning clients from its older platform, Solimar, to the new Kokai platform [2]. - These execution challenges reportedly delayed the Kokai rollout and negatively impacted the company's business operations and revenue growth [2]. - The defendants are accused of making positive statements about the company's prospects that were materially misleading and lacked a reasonable basis [2]. Group 2: Lead Plaintiff Process - Investors in The Trade Desk have until April 21, 2025, to seek appointment as a lead plaintiff representative for the class [3]. - A lead plaintiff acts on behalf of all class members and typically is the investor or group of investors with the largest financial interest [3]. - The decision to serve as a lead plaintiff does not affect an investor's ability to share in any recovery from the lawsuit [3].

Market Overview - Current market conditions are characterized by intense headwinds, including international tensions, pressured trade networks, and persistent inflation affecting consumer spending power [1] - Despite these challenges, there are opportunities as several world-class companies are trading at significant discounts to their long-term potential [2] Nvidia - Nvidia is recognized as the leading designer of specialized computer chips essential for gaming and advanced AI systems [4] - Since the beginning of 2025, Nvidia shares have decreased by 27% from their 52-week high, leading to a valuation of 24 times forward earnings, which is half of its valuation at the end of 2024 [5] - The recent Graphics Technology Conference highlighted Nvidia's technological advancements, with a three-year GPU roadmap that reinforces its market position [6] - Nvidia's proprietary Compute Unified Device Architecture (CUDA) software creates substantial switching costs, solidifying its role as a critical infrastructure provider for AI development [7] - The current valuation of Nvidia presents a rare opportunity for investment in a key player in the computing sector [8] Alphabet - Alphabet is a cornerstone of the digital economy, with its Google search engine, YouTube, and expanding cloud infrastructure shaping global information flow [9] - Alphabet's stock has fallen 28% from its 52-week high since early 2025, presenting a buying opportunity with shares priced at 17.8 times forward earnings, below the S&P 500's average [10] - The company's strong positioning in high-growth sectors, particularly in advertising and cloud computing, enhances its valuation appeal [11] - A proposed acquisition of cloud security company Wiz for approximately $32 billion could strengthen Alphabet's competitive position in the enterprise cloud market [12] - Despite antitrust concerns, Alphabet's diversified business model and investments in AI and cloud computing make it a foundational technology holding at an attractive valuation [14]

Core Viewpoint - The "Magnificent Seven" stocks have been instrumental in driving market growth but have recently experienced pullbacks due to macroeconomic concerns, AI return expectations, and tariff uncertainties [1] Group 1: Nvidia - Nvidia has seen its revenue more than double in each of the past two years, with projections indicating at least a 50% revenue increase this year [3] - The company's GPUs are essential for AI model training and inference, and its CUDA software platform provides a competitive edge [4] - Nvidia's stock is attractively valued with a forward P/E ratio of 24 and a PEG ratio below 0.5, indicating it is undervalued as long as AI infrastructure spending remains strong [5] Group 2: Amazon - Amazon leads in e-commerce and cloud computing, with AWS holding the No. 1 market share and significant investments in AI to enhance logistics and profitability [6][8] - AWS is experiencing strong growth by enabling customers to build and deploy AI models through solutions like Bedrock and SageMaker [7] - The company plans to invest around $100 million in data center capex this year to meet demand and has developed custom AI chips to improve performance and reduce costs [8] Group 3: Alphabet - Alphabet is the largest digital advertising company and has a rapidly growing cloud computing business, with a 30% revenue increase last quarter and a 142% rise in operating income [9][10] - AI is driving growth in Google Cloud, with customers leveraging its Vertex AI platform for custom model development [10] - The stock is trading at a forward P/E of about 17, which is considered cheap given its market-leading positions [11] Group 4: Meta Platforms - Meta is the second-largest digital advertising company and is focusing on AI with its Llama AI model, which enhances user engagement and ad targeting [12][14] - The new platform Threads is growing rapidly, adding about 1 million users daily, which could drive future growth once monetization begins [13] - Meta's stock is trading at a forward P/E of about 23, with its core business being even cheaper despite significant losses in its Reality Labs segment [15]