As the final reports of the Q4 2025 earnings season trickle in this late February, a familiar narrative has solidified: the American technology sector remains the undisputed engine of global equity markets. While the broader economy flirted with "no landing" scenarios throughout the year, the Information Technology and Communication Services
As of February 27, 2026, the broad market appears to be in a state of tranquil suspended animation. The S&P 500 has crawled to a modest year-to-date gain of approximately 0.7%, a figure that suggests a lack of conviction from investors. However, this surface-level serenity is an illusion.
February 27, 2026 The global advertising technology landscape has undergone a tectonic shift over the last decade, transitioning from simple browser-based retargeting to a complex, data-driven ecosystem centered on commerce. At the heart of this transformation sits Criteo (NASDAQ: CRTO), a company that once defined the "retargeting" era and is now positioning itself as the [...]
March S&P 500 E-Mini futures (ESH26) are trending down -0.41% this morning as investors continue to trim exposure to risky assets at the end of a volatile month.
Shares of digital advertising platform The Trade Desk (NASDAQ:TTD) fell 4.2% in the afternoon session after the company reported fourth-quarter results that beat expectations but issued a disappointing financial outlook for the first quarter of 2026.
The digital advertising landscape was jolted on February 26, 2026, as The Trade Desk (Nasdaq: TTD) saw its stock price crater by more than 16% in pre-market trading. The sharp decline followed the company’s fourth-quarter 2025 earnings report, which presented a jarring contrast: a solid revenue beat for the
On February 26, 2026, the digital advertising landscape is at a crossroads, and no company embodies this tension more than The Trade Desk (NASDAQ: TTD). Once the undisputed darling of growth investors and the primary beneficiary of the shift toward programmatic advertising, TTD finds itself in the crosshairs of a volatile market. Following its Q4 [...]
Jefferies noted that management projected roughly 10% YoY revenue growth for the first quarter, below the Street’s 12% estimate, and signaled a margin decline of about 500 basis points compared with last year.
Software stocks have faced a significant selloff in the new year amid mounting fears of AI-driven disruption, particularly from new AI tools from Anthropic.
The company said that it expects first quarter of 2026 revenue of at least $678 million, below analysts’ estimates of $689.5 million, as per data from fiscal.ai.
Digital advertising platform The Trade Desk (NASDAQ:TTD) reported revenue ahead of Wall Street’s expectations in Q4 CY2025, with sales up 14.3% year on year to $846.8 million. On the other hand, next quarter’s revenue guidance of $678 million was less impressive, coming in 1.5% below analysts’ estimates. Its non-GAAP profit of $0.59 per share was in line with analysts’ consensus estimates.
