Trade Desk slammed after earnings miss
Summary
Host Ken Khan covers Trade Desk’s pre-market drop following a Q2 earnings miss and slowing ad momentum. The episode discusses Trump’s new tariffs on polysilicon to protect domestic manufacturers and OpenAI’s upcoming AI-first device designed by Jony Ive. Additionally, the show highlights SK Hynix’s chip expansion, David Einhorn’s SpaceX IPO comments, and market anticipation for the July jobs report.
Topics discussed
Trade Desk earnings miss and stock drop
Trump imposes tariffs on polysilicon imports
OpenAI developing dedicated AI device
Trending: SK Hynix, SpaceX IPO, Bitcoin
Market preview ahead of July jobs report
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