AI Market Movers · Applied AI & software
The Trade Desk
TTD
The Trade Desk is ad buying. Kokai is the AI layer on the DSP that already sits between brands and the open web.
In the Daily
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Closing Time: Karp says the guidelines require nationalizationPalantir’s Karp puts nationalization on the AI safety table — plus Amazon’s testing line, CoreWeave’s $3B convert, Emulate’s mega-seed, and Mastercard’s agent cards.
· Closing Time
Closing Time: The trillion-dollar warm-up lapOpenAI tests investor appetite above $1.2 trillion pre-IPO — plus Suleyman vs. Anthropic on Claude's inner life, a UN push on AI rules, Apple's enterprise server, and a unified Claude.
· Closing Time
Closing Time: The backlog became the productDell’s AI queue hit the tape, Washington backed fair use, Chapel Hill exported the pitch, IPO calendars tightened, and Omaha called Alphabet a compounder.