Could Google’s Legal Battle Spark a Turnaround for The Trade Desk?

While The Trade Desk shares have ranked among the worst performers in the S&P 500, an antitrust lawsuit targeting its rival, Google, may unexpectedly provide a catalyst for change. A critical phase of this landmark legal proceeding commenced on Monday, with the potential to fundamentally reshape the entire digital advertising industry. Investors are watching closely to see if this represents the opportunity they have been anticipating.

The ongoing federal court case in Virginia could result in the breakup of Google’s dominant advertising technology division. The U.S. Department of Justice is pushing for the sale of Google’s publisher and exchange ad businesses—a move that would dramatically alter the competitive dynamics of the online ad market. For... Read more...