Reddit's rapid ad growth and expanding advertiser base give it an edge over Meta Platforms, despite a richer valuation and search traffic headwinds.

Amazon Ads is gaining momentum as AI-driven shopping creates new opportunities for sponsored discovery and stronger advertiser returns.

NVIDIA and top institutional investors are piling into AI infrastructure, with 13F filings revealing bets on Intel, CoreWeave, Nebius and more.

Oklo's nuclear opportunity is expanding, but rising spending and execution risks cloud its path to recurring power revenues.

SHOP's AI-driven commerce is gaining traction as AI traffic, orders and conversions rise, strengthening its growth prospects.

RDDT's ad growth, AI-powered Reddit Max, and expanding advertiser base strengthen its push against Meta and Snap.

Trade Desk shares slid 23.5% in a week as slowing revenue growth, weaker margins and execution gaps deepen concerns over advertiser demand.

Meta's AI investments face monetization uncertainty, while Texas Instruments and CrowdStrike benefit from strong demand and Weyco gains sales momentum.

SpaceX's AI compute and Starlink businesses are surging, while Starship advances and CAPEX normalization could fuel its next phase of growth.