The Trade Desk Joins the S&P 500

Motley Fool Money

The Motley Fool

Business, Investing

4.4 • 3K Ratings

🗓️ 17 July 2025

⏱️ 21 minutes

🔗️ Recording | iTunes | RSS

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Summary

The Trade Desk is now included in the S&P 500 but are there any actionable takeaways for investors today? Also we discuss Bitcoin's rising appeal as a corporate treasury strategy, a surging interest in trading stock options, as well as 3 stocks that our hosts believe are hidden gems going into this earnings season. (00:21) Jon Quast, Matt Frankel, and Tom Gardner discuss: - The Trade Desk inclusion in the S&P 500 - Bitcoin's all-time high amid surging institutional demand - Investors' increased appetite for zero-day options - Hidden gems on our radar Companies discussed: TTD, BTC, SMLR, MSTR, BLK, HOOD, RKT, PGR, XMTR Host: Jon Quast Guests: Matt Frankel, Tom Gardner Engineers: Dan Boyd, Adam Landfair Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	What does it mean for investors now that the trade desk is set to be the newest member of the S&P 500?
0:11.7	This is Motley Fool Money.
0:25.3	Welcome to Motley Fool Money. I'm your host today, John Quast. And joining me today is long-term Motleyful contributor Matt Frankel, as well as Motley Fool co-founder, Tom Gardner. Both
0:31.6	of you guys, thank you so much for being here today. We've got a lot of things to look at today,
0:35.8	whether it is Bitcoin, investing trends,
0:38.0	but let's start with our first story here. So, semiconductor company synopsis just received
0:43.6	all the approvals it needs to buy out S&P 500 Constituous ANSys in a $35 billion deal. That leaves
0:51.0	a spot open in the index, and it's getting filled by advertising technology company,
0:56.1	the Trade Desk.
0:57.3	Matt, Tom, the Trade Desk was down by 68% earlier in 2025 after the company missed its own
1:04.0	guidance for the first time as a publicly traded company.
1:06.9	Now, just a little while after the scare, joining the S&P 500 officially tomorrow, July 18th.
1:14.2	Matt, let's start with you. What does this mean for the trade desk shareholders?
1:18.2	Yeah, I mean, if anything, it's time to take a victory lap. The biggest impact in the immediate
1:22.9	sense is just that the S&P 500 index funds are all going to be required to buy shares, which is why you
1:28.1	saw the stock pop. The average S&P 500 component is something like 25 to 30 percent owned by
1:34.1	just like three or four big S&P index funds. So that is a lot of upward pressure on the stock.
1:40.5	Now, having said that being in the S&P doesn't affect the business itself, but it is very
1:45.3	impressive how far the trade desk has come.
1:47.9	It really is just an example of the Hidden Jim's process at work.
1:52.6	It does get the stock on the radar of some institutional investors, but it's not a big
1:56.5	victory business-wise, but it kind of is, right?
	...

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