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Trade Desk Stock Plummets 12.5% Amid Netflix-Amazon Deal

9/16/2025

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Summary

Story summary

Trade Desk's stock (NASDAQ: TTD) fell 12.5% in five days following Netflix's advertising partnership with Amazon, affecting TTD's exclusivity.
Year-to-date, the stock has declined over 60%, raising valuation concerns at $45.54.
Retail interest on Stocktwits surged by 280%, with sentiment shifting to 'extremely bullish' despite a 2% premarket drop.
Morgan Stanley downgraded TTD from 'Overweight' to 'Equal Weight', reducing the price target from $80 to $50.
TTD has lagged behind the S&P 500 during previous economic downturns and operates a global cloud-based digital advertising platform.

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Story summary

Trade Desk's stock (NASDAQ: TTD) fell 12.5% in five days following Netflix's advertising partnership with Amazon, affecting TTD's exclusivity.
Year-to-date, the stock has declined over 60%, raising valuation concerns at $45.54.
Retail interest on Stocktwits surged by 280%, with sentiment shifting to 'extremely bullish' despite a 2% premarket drop.
Morgan Stanley downgraded TTD from 'Overweight' to 'Equal Weight', reducing the price target from $80 to $50.
TTD has lagged behind the S&P 500 during previous economic downturns and operates a global cloud-based digital advertising platform.