Ad deal buzz lifts Trade Desk
Wall Street Breakfast
Seeking Alpha
4.1 • 1K Ratings
🗓️ 5 March 2026
⏱️ 5 minutes
🧾️ Download transcript
Summary
Episode transcripts seekingalpha.com/wsb.
Show links:
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Transcript
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| 0:00.0 | Welcome to Seeking Alpha's Wall Street Breakfast, where we cover the top news for investors every morning. |
| 0:07.6 | It's good to have you here on this Thursday, March 5th. I'm Julie Morgan. |
| 0:13.7 | The trade desk is up 15% in pre-market action. |
| 0:17.8 | This comes after the information reported on Wednesday that OpenAI has held early talks to partner with TTD to help it sell advertising. |
| 0:27.3 | OpenAI is also reportedly in talks with other brands, media agencies, and ad tech firms as part of the early ads pilot. |
| 0:35.7 | The company recently said it was beginning to test ads and chat GPT in the U.S. |
| 0:40.9 | The test will be for logged-in adult users on the free and go subscription tiers. |
| 0:46.8 | According to a separate report, the AI startup topped $25 billion in annualized revenue as of the end of last month. This is a 17% increase from the $21.4 billion in annualized revenue that the company generated at the end of the year. |
| 1:04.7 | OpenAI confirmed last Friday that it has raised an astonishing $110 billion in its latest funding round, with $50 billion from Amazon, |
| 1:14.0 | and $30 billion apiece from SoftBank and NVIDIA. |
| 1:18.5 | Robin Hood has a new platinum credit card targeting high-income wealthy customers. |
| 1:23.6 | The card is invite-only, carries a $695 annual fee similar to other luxury cards, |
| 1:30.3 | and is positioned to compete with top-end cards like those from American Express and J.P. Morgan Chase. |
| 1:37.1 | Robin Hood claims that its benefits are worth over $3,000 annually in value, |
| 1:41.9 | which comes in the form of complementary memberships, lifestyle credits, |
| 1:46.5 | and a courtesy Robin Hood Gold membership. |
| 1:49.6 | The vice president and general manager of Robin Hood Money said they're going after legacy |
| 1:55.0 | players' customers, adding that Amex was obviously the benchmark. |
| 2:00.7 | A federal trade court judge has ordered the Trump |
| 2:03.1 | administration to start issuing refunds for the tariffs that were struck down by the Supreme Court |
| 2:08.5 | last month. Judge Richard Eaton at the Court of International Trade said, all importers of record |
| 2:14.8 | whose entries were subject to AipA duties are entitled to the benefit. |
... |
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