Core Insights - President Donald Trump's announcement of a U.S.-Vietnam trade deal and a solid June jobs report positively impacted stock markets, presenting investment opportunities for investors seeking stocks with strong fundamentals and growth potential [1] Dell Technologies - Dell Technologies (DELL) is highlighted as a stock pick, with Evercore analyst Amit Daryanani maintaining a buy rating and a price target of $150, while TipRanks' AI analyst has an "outperform" rating with a price target of $128 [3][4] - Daryanani expressed optimism about Dell's potential for high-single-digit revenue growth and double-digit increases in earnings per share (EPS) and free cash flow (FCF), supported by cost optimization initiatives and AI investments [4][6] - The analyst noted that Dell's AI server margins are exceeding expectations, allowing the company to earn a premium compared to competitors, and emphasized innovations in infrastructure offerings, particularly in liquid cooling capabilities [5][6] Trade Desk - Trade Desk (TTD) is another stock recommendation, with Evercore analyst Mark Mahaney upgrading the stock to Buy from Hold, setting a price forecast of $90, while TipRanks' AI analyst has an "outperform" rating with a lower target of $83 [7][8] - Mahaney views the recent pullback in TTD stock as a buying opportunity, citing improved online ad demand sentiment and execution since April/May, despite uncertainties for the second half of the year [8][11] - The analyst highlighted that Trade Desk's product announcements have alleviated concerns regarding the transition to the AI-powered Kokai platform, and he anticipates achievable growth setups for fiscal 2025 [10][12] Amazon - Amazon (AMZN) is the third stock pick, with Jefferies analyst Brent Thill reaffirming a buy rating and raising the price target to $255 from $250, while TipRanks' AI analyst has an "outperform" rating with a target of $233 [14][15] - Thill's price target increase follows a survey indicating that Amazon remains resilient despite tariff-related price increases, with 62% of respondents spending the same or more in the past three months [15][16] - The survey revealed that Amazon Prime is a significant loyalty driver, with 73% of respondents holding a Prime membership, and Thill expects the upcoming Prime Day event to be more impactful due to its extended duration [16][17]

The digital retailer is venturing further into The Trade Desk's turf.Amazon (AMZN -0.23%) made a name for itself by leading not just one industry, but two. The company, known for its smiley-faced delivery boxes, has long been the dominant force in e-commerce as the world's largest digital retailer. If that weren't enough, Amazon Web Services (AWS) is the undisputed leader of the cloud computing industry it pioneered.In recent years, Amazon has been focused on an area that has become the company's fastest-gr ...

Key Takeaways TTD expands its Instacart partnership to enable real-time sales and ROAS tracking in programmatic ads. Advertisers can now build custom units mid-campaign using CART's grocery catalog via TTD's Kokai platform. Instacart's integration spans 220 sites, making it a full-funnel hub for omnichannel campaign execution.The Trade Desk, Inc. (TTD) recently extended its collaboration with North America's top grocery technology platform, Instacart (CART) . This partnership makes Instacart the first U.S ...

Core Insights - Instacart has expanded its partnership with The Trade Desk to enhance programmatic campaign performance using retail media data, allowing advertisers to create custom audiences based on specific product criteria [1][4][6] - The integration enables real-time sales measurement signals from Instacart to be accessed directly within The Trade Desk platform, facilitating closed-loop measurement for advertisers [5][6] Group 1: Partnership and Integration - The partnership allows approved advertisers to build first-party custom audiences and optimize campaigns mid-flight without the need for insertion orders [4][6] - Instacart is the first U.S. retail media network to integrate its grocery selection with The Trade Desk platform, streamlining self-service use cases for advertisers [1][4] Group 2: Advertising and Measurement - Advertisers can now measure the impact of Instacart audience segments on business outcomes, including attributed sales and return on ad spend (ROAS) [5][6] - The closed-loop reporting feature provides clear insights into sales impact, enabling media teams to optimize campaigns in real-time [5][7] Group 3: Market Position and Ecosystem - Instacart collaborates with over 7,000 active brands and 1,800 retail partners, simplifying the advertising process across fragmented retail networks [9] - The expanded functionality is part of Instacart's growing advertising ecosystem, which includes partnerships with major platforms like Google, Meta, and NBCUniversal [8][9]

The stock has outperformed the broader market since 2016, but has slumped 40% from its all-time high.Stock prices can do irrational things from day to day, or even for a few years. But if you look at more extended periods, you'll see that the market is pretty good at sniffing out winning and losing companies. That's why The Motley Fool recommends long-term investing.So, when a stock, say, The Trade Desk (TTD 0.46%), returns over 2,300% since its initial public offering in 2016, investors can feel like that ...

Group 1: Market Overview - Recent stock market volatility due to U.S. trade policy uncertainty is beginning to stabilize, with leading technology companies showing strong business performance [1][2] Group 2: Nvidia - Nvidia reported a 69% year-over-year revenue increase in Q1 of fiscal year 2026, with a 12% rise from the previous quarter, driven by its leadership in AI data center chips [4][5] - Despite an anticipated $8 billion revenue loss from government restrictions on chip sales to China, Nvidia's Q2 guidance met Wall Street expectations, highlighting ongoing investments in AI infrastructure [5] - Analysts project Nvidia's earnings to grow by an average of 29% annually in the long term, justifying its current price-to-earnings (P/E) ratio of 48 [6] Group 3: The Trade Desk - The Trade Desk's stock rebounded after a poor Q4 last year, with Q1 2025 results exceeding analyst estimates, indicating strong performance in the growing digital advertising market [8][9] - The company has transitioned two-thirds of its customers to its new Kokai platform, which uses AI algorithms to optimize ad spending and campaign performance [9] - The stock's enterprise value-to-sales ratio decreased from 29 to 14, allowing investors to purchase shares at a significant discount [10] Group 4: Meta Platforms - Meta Platforms dominates the social media advertising landscape with 3.43 billion daily active users and generated over $10 billion in free cash flow in Q1 2025 [11] - The company is investing heavily in AI projects and aims to create a new consumer ecosystem featuring augmented reality headsets and smart glasses [12] - Analysts expect Meta's earnings to grow by an average of 18% annually in the long term, with a P/E ratio of about 25, presenting a potential bargain for investors [13]

The Trade Desk, Inc. (TTD) and Criteo S.A. (CRTO) are players in the digital advertising technology space. TTD operates a leading demand-side platform (DSP), which aids advertisers in focusing on data-driven advertising, while Criteo is a global commerce media company that operates as both a DSP and supply-side platform.The digital advertising market is poised for strong growth, fueled by rising mobile penetration, the proliferation of social media platforms, and the continued expansion of programmatic adve ...

The tech-focused Nasdaq-100 is home to some of the most innovative and fastest-growing companies around. As of May 14, most of the stocks in the index are up year to date. But some of them still offer attractive long-term growth prospects and are trading well off their recent highs, including Datadog (DDOG 0.38%) and The Trade Desk (TTD -1.52%).Datadog shares are currently down 17% year to date, while The Trade Desk shares are down 34.5%. However, these growth stocks jumped off their recent lows following s ...