TTD

News of the Week

News of the Week (October 20-24, 2025)

Sections 4-14 are for paid subscribers. If you'd like to read about SoFi credit market information, Rubrik's Agent Cloud Release, a

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NKE

News of the Week (September 29 - October 3, 2025)

Table of Contents: * Nike – Earnings Review * Cloudflare – Earnings Review * The Trade Desk – New Product & a Partner * Mercado Libre – Noisy Week * SoFi – Data & Products

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PYPL

News of the Week (September 15-19, 2025)

Covering a few investor days and another noisy week in markets.

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ORCL

News of the Week (September 8 - 12, 2025)

Wrapping up earnings season, Goldman Sachs conference coverage and more.

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TTD

Trade Desk News Alert

The Trade Desk sold off this morning on Walmart contract news. Per an article posted by The Information, Walmart renegotiated their programmatic ad contract to

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