Group 1: Streaming Industry Trends - Streaming viewership surpassed the combined total of broadcast and cable viewership for the first time in May 2025, with streaming viewership increasing by 71% over the past four years, while broadcast and cable viewership dropped by 21% and 39%, respectively [1] - The programmatic ad market is massive, with estimates indicating that 91% of digital advertising and at least 56% of total global advertising is programmatic, and global advertising spending is expected to reach $1 trillion this year [6] Group 2: The Trade Desk Overview - The Trade Desk operates as a Demand Side Platform (DSP), executing programmatic advertising purchases on behalf of its clients [3] - The Trade Desk adds value by providing clients with a wealth of useful data during the ad bidding process [4] Group 3: Financial Performance and Valuation - The Trade Desk's stock experienced a decline after missing earnings estimates for the first time in eight years in Q4 2024, leading to valuation metrics dropping significantly below historical averages, with the price-to-sales ratio being 82% off its five-year average [9][11] - Despite the earnings miss, The Trade Desk reported a 22% year-over-year sales growth to $741 million in Q4 2024 and a full-year sales growth of 26%, surpassing $2.4 billion [12] - The company reported encouraging Q1 2025 results with a 25% growth in sales reaching $616 million year-over-year, and operating income nearly doubled from $28.7 million to $54.5 million [12] - The Trade Desk is in a strong financial position with $1.7 billion in cash and investments, current assets of $4.9 billion, and $386 million in common stock repurchased during the quarter [13] Group 4: Investment Potential - The Trade Desk is considered to be growing rapidly, in great financial shape, and significantly undervalued, making it an attractive buy for investors at this time [14]

Core Viewpoint - Artificial intelligence (AI) is emerging as a significant technological innovation, presenting investment opportunities in companies that are either providing AI infrastructure or utilizing AI to enhance their operations [1] Group 1: Nvidia - Nvidia is the leading company in AI infrastructure, with its GPUs being the primary chips for training and running AI models [2] - The company holds over 90% market share in the GPU space and is experiencing rapid demand for its AI factories [3] - Nvidia's CUDA software platform has established a competitive advantage, making it a key player in the AI infrastructure market [2][3] Group 2: Taiwan Semiconductor Manufacturing (TSMC) - TSMC is the largest semiconductor contract manufacturer globally, crucial for producing advanced chips used in AI [4] - The company's Q1 revenue increased by 35%, with high-performance computing now accounting for nearly 60% of its business [4] - TSMC is expanding capacity and raising prices, leading to improved margins and profits, positioning it well for the AI infrastructure boom [5] Group 3: Meta Platforms - Meta Platforms is leveraging AI to enhance user engagement and ad performance, resulting in a 5% increase in ad impressions and a 10% rise in pricing in Q1 [7] - The company is monetizing new platforms like WhatsApp and Threads, which have significant user bases, indicating potential for future growth [8] - Meta is heavily investing in AI talent, positioning itself to benefit from advancements in the technology [8] Group 4: Alphabet - Alphabet is a significant player in AI, with advantages in distribution and a vast ad network, despite concerns about AI disrupting its search business [9] - The company is investing in AI technologies, with its Gemini model performing well in independent tests and Google Cloud rapidly growing [10] - Alphabet has a first-mover advantage in autonomous driving and quantum computing, providing numerous growth opportunities [11] Group 5: Amazon - Amazon's AWS is the market leader in cloud computing, with AI driving growth as customers utilize its services for AI model deployment [12] - The company has developed custom chips for AI training, enhancing its cost and performance advantages [12] - Amazon is also a leader in robotics, with over 1 million robots in fulfillment centers, utilizing AI to improve efficiency and reduce costs [13][14]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased DoubleVerify Holdings, Inc. common stock during the specified Class Period of the upcoming lead plaintiff deadline for a class action lawsuit [1][3]. Group 1: Class Action Details - Investors who bought DoubleVerify common stock between November 10, 2023, and February 27, 2025, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and interested parties must move the Court to serve as lead plaintiff by July 21, 2025 [3]. Group 2: Case Allegations - The lawsuit alleges that DoubleVerify made false and misleading statements regarding its business operations, including the shift of customers' ad spending to closed platforms where DoubleVerify's capabilities were limited [5]. - It is claimed that the company overbilled customers for ad impressions served to declared bots and that its risk disclosures were materially false and misleading [5]. - The lawsuit asserts that the defendants' positive statements about DoubleVerify's business lacked a reasonable basis, leading to investor damages when the true details became public [5]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company at the time and being ranked No. 1 for the number of settlements in 2017 [4]. - The firm has recovered hundreds of millions of dollars for investors, securing over $438 million in 2019 alone [4].

Core Insights - Lamar Advertising (LAMR) shares have increased by 18.4% over the past three months, outperforming the industry growth of 10.1% [1][8] - The company has a strong presence in outdoor advertising across the U.S. and Canada, supported by a diversified tenant base, which contributes to stable revenues [1][3] - The focus on expanding digital capabilities and acquisitions positions the company for long-term growth [2][4][5] Company Performance - Lamar completed 10 acquisitions worth $22.1 million in the first quarter of 2025, enhancing its market position [4] - The company operates approximately 5,100 digital billboards, making it the largest network of digital displays in the U.S. [5] - Lamar has raised its dividend eight times in the last five years, with a five-year annualized dividend growth rate of 24.17% [6][8] Shareholder Value - The company has repurchased common stock worth $150 million year to date, with an additional $150 million approved for repurchase, totaling $250 million remaining under the program [9] - These share repurchase efforts are aimed at enhancing shareholder value and boosting investor confidence [9] Industry Trends - Out-of-home (OOH) advertising is experiencing rapid growth and increasing market share compared to other media forms [4] - Higher technology investments are expected to further support the growth of OOH advertising in the coming years [4]

Core Viewpoint - Rosen Law Firm is reminding investors who purchased DoubleVerify Holdings, Inc. common stock during the specified Class Period of the upcoming lead plaintiff deadline for a class action lawsuit [1]. Group 1: Class Action Details - Investors who bought DoubleVerify common stock between November 10, 2023, and February 27, 2025, may be eligible for compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - A class action lawsuit has already been filed, and those wishing to serve as lead plaintiff must act by July 21, 2025 [3]. - Investors can join the class action by visiting the provided link or contacting the law firm directly for more information [6]. Group 2: Legal Representation - Rosen Law Firm emphasizes the importance of selecting qualified legal counsel with a proven track record in securities class actions, highlighting their own success in recovering significant amounts for investors [4]. - The firm has been recognized for its leadership in securities class action settlements, achieving the largest settlement against a Chinese company at the time and securing over $438 million for investors in 2019 alone [4]. Group 3: Allegations Against DoubleVerify - The lawsuit alleges that DoubleVerify made false and misleading statements regarding its business operations, including the shift of customer ad spending to closed platforms where its capabilities were limited [5]. - It is claimed that DoubleVerify's high-margin advertising optimization services faced significant challenges in monetization due to the high costs and time required for technology development on closed platforms [5]. - The lawsuit also points out that DoubleVerify overbilled customers for ad impressions served to bots and that its risk disclosures were misleading, leading to investor damages when the true situation was revealed [5].

NEW YORK, July 03, 2025 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in DoubleVerify Holdings, Inc. ("DoubleVerify Holdings, Inc." or the "Company") (NYSE: DV) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of DoubleVerify Holdings, Inc. investors who were adversely affected by alleged securities fraud between November 10, 2023 and February 27, 2025. Follow the link below to get more information and be contacted by a member of our team: ...

Core Viewpoint - Criteo S.A. (CRTO) has received an upgrade to a Zacks Rank 1 (Strong Buy), indicating a positive outlook on its earnings estimates, which is a significant factor influencing stock prices [1][3]. Earnings Estimates and Stock Performance - The Zacks rating system emphasizes the importance of earnings estimate revisions, which have shown a strong correlation with near-term stock price movements [4][6]. - For the fiscal year ending December 2025, Criteo is expected to earn $4.39 per share, with a 12% increase in the Zacks Consensus Estimate over the past three months [8]. Zacks Rank System - The Zacks Rank system classifies stocks into five groups based on earnings estimates, with Zacks Rank 1 stocks historically generating an average annual return of +25% since 1988 [7]. - Criteo's upgrade to Zacks Rank 1 places it in the top 5% of Zacks-covered stocks, suggesting a strong potential for market-beating returns in the near term [10].

Key Takeaways TBLA stock has jumped 36.5% in 3 months, outperforming its industry, sector and the market. TBLA is expanding into display and commerce formats via its Realize platform to tap a $55B market. Revenues were $1.8B in 2024 and are expected to be $1.89B in 2025, with growing profit and strong cash flow.Shares of Taboola.com Ltd. (TBLA) have rallied 36.5% in the past three months, zooming past its industry, sector and the Zacks S&P 500 composite in the same time frame.TBLA is now trending above i ...

Group 1 - Shares of PubMatic, Inc. have rebounded approximately 70% from their all-time low of $7.46 set on April 7, 2025, which marked a 90% decline from their all-time high [1] - The digital advertising landscape is evolving, potentially favoring supply-side platforms like PubMatic [1] - The Busted IPO Forum, led by Bret Jensen, focuses on stocks that have been public for 18 months to 6 years and are significantly under their offering price [1]

Core Insights - Assembly Control is a customized platform developed in partnership with a leading ad verification and measurement platform, aimed at enhancing programmatic advertising for clients [1] - The platform addresses inherent risks in programmatic advertising, such as ad misplacement and fraud, while improving campaign performance and accountability [2][3] Company Overview - Assembly is a global omnichannel media agency that integrates data, talent, and technology to drive growth for top brands, supported by a proprietary operating system called STAGE [4] - The agency employs a global team of 2,300 experts across 35 offices, focusing on impactful work and redefining marketing as part of the Stagwell network [4] Programmatic Advertising Insights - Programmatic advertising accounts for over 90% of US digital display ad spend, highlighting its significance and complexity in the digital media landscape [2] - The agency aims for a 75% client adoption rate of Assembly Control globally by the end of 2025, indicating a strong commitment to programmatic leadership [3] Key Features of Assembly Control - The platform offers improved campaign outcomes through strategic inventory selection and reduces brand safety risks across various publishers and environments [5] - It includes tiered controls based on advertisers' safety and suitability approaches, along with a proprietary inclusion list of compliant publishers and sellers [5]