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Market Data Table

Breakfast News: TTD's CEO Makes $148 Million Bet

March 5, 2026

Wednesday's Markets
S&P 500 6,870 (+0.78%)
Nasdaq 22,807 (+1.29%)
Dow 48,739 (+0.49%)
Bitcoin $73,214 (+7.56%)

A chart showing The Trade Desk's quarterly revenue growth over the past five years, starting at just over $200 million in 2021 and mostly rising throughout the period to end at $847 million in early 2026.

1) The Trade Desk Jumps 15% on CEO Stock Buy

Recommended by both Team Hidden Gems and Team Rule Breakers, The Trade Desk (NASDAQ:TTD) rose 15% ahead of the market open after a regulatory filing showed CEO Jeff Green purchased stock in the company worth $148.1 million in multiple transactions this week.

Reported talks with OpenAI to explore and automate ad sales on ChatGPT: The stock price may also be boosted from a report by The Information that notes The Trade Desk is being tapped up by OpenAI to help with advertising, with potential to double consumer revenue on ChatGPT to $17 billion this year.
"I don't think The Trade Desk is finished": On Monday, Fool contributing analyst Danny Vena addressed concerns about the company and growing competition, saying to "step back for a minute here and look at the fact that The Trade Desk grew for years and years and years without a blip."

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2) Nvidia Drops China H200 Output

The Financial Times reports Nvidia (NASDAQ:NVDA) has stopped production of H200 chips made for China, shifting capacity to Vera Rubin hardware instead, indicating it no longer expects significant export sales to the Chinese market.

Focus shifting to pushing next-generation Vera Rubin products: Allocating further capacity to Vera Rubin hardware will help speed up delivery timelines, with its ability to support complex artificial intelligence (AI) systems underscoring the company's main focus right now.
Continued uncertainty around U.S. export approvals: Under national security grounds, exporting H200 chips has stalled, with CFO Colette Kress saying last week that they had yet to generate any revenue this year from China.

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3) Rule Breakers Earnings Outperform

Okta (NASDAQ:OKTA) -- recommended in Stock Advisor by Team Rule Breakers -- edged up 1% in pre-market trading after results showed a record total contract value of $1.3 billion, with CEO Todd McKinnon stressing the importance of AI agent security solutions.
Veeva Systems (NYSE:VEEV) rocketed over 11% following the closing bell as quarterly results detailed a successful launch of AI agents in its core applications, supporting future revenue growth.
Broadcom (NASDAQ:AVGO) soared over 5% after the market closed due to strong earnings. CEO Hock Tan attributed it partly to "better than expected growth in AI semiconductors" and forecast the company to reach $100 billion in AI chip revenue by 2027.

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4) Thursday's Consumer Staples Results

JD.com (NASDAQ:JD) nudged over 1% after releasing earnings before the opening bell, with the Stock Advisor recommendation by Team Rule Breakers reporting a 1.5% increase in revenue. CFO Ian Su Shan said, "Our revenue mix has become increasingly diversified."
Kroger (NYSE:KR) should post results ahead of the market open. Investors will be watching to see whether the caution around consumer spending from last quarter pans out. The Dividend Investor rec has increased the annual dividend per share each year since 2016.
Costco (NASDAQ:COST) will report after the market closes. The SA rec from Team Hidden Gems is projected to grow revenue by a further 8.4% year on year, building on digital expansion and sales momentum from last quarter.

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5) Your Take

When you see a "notable" insider purchase, do you view it as a green light to follow suit, or does it just make you wonder what the public is missing?

Discuss with friends and family, or become a member to hear what your fellow Fools are saying!

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