Good MorningStocks finished the day driven by tech and headline news. NVIDIA remained a top performer and climbed as AI demand continues to underpin chip names, while cannabis shares jumped after President Trump signed an executive order moving marijuana toward a Schedule III status. A separate deal drawing market attention was Trump Media’s planned merger with fusion firm TAE Technologies, a $6 billion-plus all-stock tie-up aimed at powering AI with future energy solutions.
On the macro front, US inflation cooled to 2.7% year-over-year, and Freddie Mac reported that the average 30-year mortgage rate slipped to 6.21%, easing some pressure on consumers. The Fed’s recent 25-basis-point rate cut and lower rates have pushed investors toward dividend-paying stocks and income ETFs, which appear more attractive in a lower-rate environment.
Energy and infrastructure moves also mattered for markets: federal regulators cleared a path for large data centers to connect directly to power plants, a development that could lower energy bottlenecks for Big Tech and support further investment in AI capacity. Featured: I'm giving you a space stock today. Free. (Ad) 
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Technology | |
Since reporting earnings on Dec. 11, investors have hit shares of semiconductor giant Broadcom (NASDAQ: AVGO) with a tidal wave of selling. On Dec. 17, Broadcom shares closed near $326. This marks an approximately 20% decline versus the stock’s pre-earnings level near $406.
Despite this, ... Read the Full Story |
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From Our Partners | | Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening.
The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result. | | Watch the free briefing and see the three steps to prepare today |
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Industrials | |
In mid-December 2025, the stock market experienced a significant psychological shift. High-flying semiconductor stocks, which had led the market for months, faced heavy selling pressure following earnings reports from major tech players like Oracle (NYSE: ORCL) and Broadcom (NASDAQ: AVGO). Investo... Read the Full Story |
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Technology | |
After reporting Q3 fiscal year 2026 (FY2026) results on Dec. 1, MongoDB (NASDAQ: MDB) is seeing sentiment improve following pressure in Q1 and early Q2. The data tracked by MarketBeat shows that analyst and institutional support are swelling, driving an influx of capital that has this stock on t... Read the Full Story |
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From Our Partners | | Anthropic's IPO prospectus just leaked, revealing 261 pages tied to a record $2 trillion valuation.
Beyond headline backers Amazon and Google, tech analyst Matt McCall has tracked a smaller partner that got in early, before most investors knew Claude existed.
Matt calls it a Second IPO opportunity and reveals its name and ticker in a free interview. | | Get the full name and ticker in this free interview now |
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Consumer Staples | |
Dollar General’s (NYSE: DG) turnaround efforts are gaining traction, and analysts like what they see. The latest activity includes numerous price target increases and upgrades, culminating with an upgrade and price target revision from JPMorgan Chase & Company. Analysts at the firm upgra... Read the Full Story |
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Technology | |
Tech titan AppLovin Corp. (NASDAQ: APP) is one of the more unusual stories in the market right now. The $230 billion company operates an advertising platform that helps app developers drive engagement and monetization. It might not be exactly a household name, but the stock has still rallied close... Read the Full Story |
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From Our Partners | | Big Tech is on pace to spend nearly $700 billion on AI infrastructure this year, and a new free report identifies five companies positioned to benefit.
One firm holds $638 billion in contracted business still to be delivered. Another saw AI chip revenue surge 143 percent, while a smaller, lesser-known player is growing revenue 93 percent by solving a key problem for expanding AI clusters. | | Get the free report before the next wave of AI earnings hits |
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Technology | |
Fears of an artificial intelligence bubble may linger.
However, Micron’s (NASDAQ: MU) recent earnings results suggest the rally is far from over.
The company delivered standout fiscal Q1 performance, driven by explosive demand in NAND and DRAM markets, a persistent shortage of HBM suppli... Read the Full Story |
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Consumer Staples | |
If analysts are correct, lower interest rates today will bring an unwelcome spike in inflation in 2026.
While it may not be anything like the 7% to 8% inflation rate of 2022 and 2023, the consensus view is that inflation will remain above the Federal Reserve’s preferred 2% target for some t... Read the Full Story |
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Real Estate | |
At the start of the new year, investors seeking a fresh approach might consider stocks that are positioned for a reset. Companies trading at or near their lowest level for 2025 could be primed for gains in the new year if conditions are right. Of course, a new year does not automatically mean a fi... Read the Full Story |
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Healthcare | |
News from the White House sent cannabis stocks up by robust double-digit figures in early December, setting them up for a complete market reversal. The news is that President Trump is contemplating an executive order to reclassify marijuana as a Schedule III substance.
While not sufficient to ena... Read the Full Story |
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Markets | |
The Federal Reserve's year-end decision to cut interest rates by 25 basis points (0.25%), the third rate trim of 2025, marked a bid to further stimulate borrowing and investment amid a complex and shifting economic environment. While some of the usual impacts of a rate cut have yet to materialize&... Read the Full Story |
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Friday's Early Bird Stock Of The Day The Trade Desk, Inc. operates as a technology company in the United States and internationally. The company offers a self-service cloud-based platform that allows buyers to plan, manage, optimize, and measure data-driven digital advertising campaigns across various ad formats and channels, including video, display, audio, digital-out-of-home, native, and social on various devices, such as computers, mobile devices, televisions, and streaming devices. It provides data and other value-added services. The company serves advertising agencies, brands, and other service providers for advertisers. The Trade Desk, Inc. was incorporated in 2009 and is headquartered in Ventura, California. | Should I Buy Trade Desk Stock? TTD Bull and Bear Case Explained
These insights were generated using artificial intelligence. They are based on proprietary MarketBeat data, news articles, and custom LLM A.I. algorithms. This analysis of Trade Desk was last updated on Wednesday, October 14, 2026 at 8:21 PM.
Trade Desk Bull Case -
The stock is trading at $12.18, which is significantly below the consensus price target of $18.19, suggesting potential upside if the company stabilizes its growth trajectory.
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UBS maintains a "Buy" rating on the stock, recently adjusting its price target to $15, indicating that some analysts still see value in the company's long-term position in the digital advertising market.
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The company is expanding its connected television (CTV) offerings in international markets, such as Italy, by selling pause-screen ads on platforms like HBO Max and discovery+, which could drive new revenue streams.
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The Trade Desk, Inc. reported a net margin of 13.61% and a return on equity of 16.09% in its most recent quarterly results, demonstrating a strong ability to convert revenue into profit despite slower growth.
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Several hedge funds, including Tidal Investments LLC and RFG Advisory LLC, increased their stakes in the company during the second quarter, suggesting institutional confidence in the stock's recovery potential.
Trade Desk Bear Case -
The stock has fallen 76% over the past year, with the 52-week low reaching $11.62, indicating severe de-rating and a loss of investor confidence in the company's growth model.
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Revenue growth has decelerated significantly, with the most recent quarter showing only 3.0% year-over-year growth, missing consensus estimates and falling short of management's own guidance.
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The consensus rating from analysts is "Reduce," with 26 analysts issuing a "Hold" rating and 9 issuing a "Sell" rating, reflecting widespread skepticism about the company's future performance.
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Short interest has increased, with 84,083,928 shares shorted as of the latest record date, representing a short percentage of float of 20.27%, which signals that many investors are betting against the stock.
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Insiders have been selling shares, with Director Samantha Jacobson selling 53,681 shares in May 2026 and Director Kathryn E Falberg selling 152,828 shares in March 2026, which may indicate a lack of confidence from those closest to the company.
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