Stock Movers Trade Desk, UniFirst Soar; Nvidia Falls
Mar 5, 2026
Carmen Reinecke, Bloomberg equities reporter and deputy U.S. equities team leader, breaks down market movers. She covers Trade Desk rally tied to OpenAI talks. She explains possible ad formats in ChatGPT. She outlines draft U.S. export rules hitting Nvidia and how chip winners and losers may shift. She reviews takeover chatter lifting UniFirst shares and deal timing.
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Trade Desk Rally From OpenAI Ad Talks
- Trade Desk stock jumped ~20% after a report said OpenAI has held talks to use Trade Desk to sell ads on ChatGPT.
- Bloomberg Intelligence called the headline positive for sentiment but said the deal likely wouldn't be a game changer and uncertainty remains.
Draft US Rules Cloud AI Chip Exports
- Nvidia and AMD shares fell after reports U.S. officials drafted rules to restrict AI chip shipments without U.S. approval.
- The draft would give Washington broad control over where chips for training AI can be sold, potentially hitting revenue for chipmakers.
Executive Trips To The White House When Policy Gets Sticky
- Carol Massar speculated executives like Nvidia's Jensen Huang might visit the White House when export rules get sticky.
- She highlighted sector dynamics where Broadcom was rallying while others fell, noting competitive repositioning.