Wall Street Breakfast Ad deal buzz lifts Trade Desk
4 snips
Mar 5, 2026 OpenAI's ad experiments and early talks with The Trade Desk spark a market move. A $25B revenue milestone and big funding rounds grab attention. Robinhood rolls out an invite-only $695 platinum card. A court orders refunds for struck-down tariffs, with logistics and appeals in play. Markets buzz with Nvidia production shifts, a Kospi surge, and Morgan Stanley job cuts.
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OpenAI Moves Into Advertising With Big Revenue Backdrop
- OpenAI's ad tests could rapidly reshape digital ad flows by partnering with major ad sellers like The Trade Desk.
- The Information reports OpenAI held early talks with The Trade Desk and topped $25B annualized revenue, while testing ChatGPT ads for logged-in U.S. users.
ChatGPT Ad Tests Target Logged In Users
- OpenAI is scaling ad experiments to paid tiers and large partners as it tests monetization in ChatGPT.
- Tests target logged-in adult users on free and Go tiers, and OpenAI reported a jump from $21.4B to $25B in annualized revenue.
Massive Funding Round Deepens Tech Partnerships
- OpenAI's latest funding round dramatically increases its financial firepower and strategic ties.
- The company raised $110 billion with $50B from Amazon and $30B each from SoftBank and NVIDIA, per the transcript.