The Trade Desk Disrupted?
The Trade Desk (TTD) remains the dominant independent demand‑side platform, offering the widest, high‑quality inventory across connected TV, audio, and mobile. Its new OpenPath feature connects advertisers directly with publishers, bypassing traditional SSP fees, while AI‑driven campaign setup lowers barriers for smaller brands. Over half of the $10‑12 million‑plus annual budgets on TTD are agency‑driven, yet the platform is attracting more in‑house programmatic teams. Despite a recent share price slump, the stock now trades around a 10‑times forward earnings multiple, prompting debate over valuation versus structural strength.
Everspin & the MRAM Market
Magnetoresistive RAM (MRAM) offers non‑volatile, high‑speed performance with virtually infinite endurance, positioning it as a potential "universal memory." Industry analysts forecast the global MRAM market to expand from roughly $912 million in 2025 to $4.8 billion by 2035, a compound annual growth...