Omnicom Orders Independent Audit of The Trade Desk After Publicis Fee Controversy
Omnicom has commissioned a third-party audit of The Trade Desk following Publicis’ claims of hidden fees.
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Publicis vs. Trade Desk — A Temporary Tug-of-War Over Fees? Needham Bets Yes
Needham reaffirms Buy rating and $32 target on TTD despite Publicis dispute. Analysts see short-lived power struggle; stock selloff already prices in risks.
Bilibili Gets a Boost: JPMorgan Upgrades to Overweight, Sees Upside Thanks to AI Investments
JPMorgan bullish on BILI: AI investments fuel engagement, 25%+ ad revenue growth. "Solid profit compounder" with strong upside potential.
Leaked Memo: Publicis No Longer Recommends The Trade Desk Following Third-Party Audit Red Flags
Leaked Publicis memo urges clients to steer clear of The Trade Desk DSP following failed third-party audit on fees, opt-ins, and transparency. TTD denies claims.
Meta Prepares Deep Layoffs Amid AI Spending Surge – JPMorgan Stays Bullish at $825
Meta Platforms may cut 20%+ of its staff (~16K jobs) to counter massive AI spending, per Reuters. A spokesperson called the report "speculative." JPMorgan maintains an Overweight rating with an $825 price target as shares rise.
Morgan Stanley Turns Bullish on Match – Thanks to Tinder’s Product Revival
Morgan Stanley turns more optimistic on Match Group stock after Tinder's first product showcase, citing faster innovation, growing user trends, and potential for share price gains.