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An S&P 500 analysis recommends buying Moody's (MCO) and The Trade Desk (TTD) on strong growth metrics while advising to sell Assurant (AIZ) due to its 5.1% five-year revenue growth lagging behind peers.
Fintech firm Fiserv has become the worst-performing stock in the S&P 500 for 2025, recording a 70% decline year-to-date due to a reduced revenue forecast and slowing merchant services growth.
A recent report identified 2025's worst-performing large-cap stocks, while Wall Street analysts simultaneously issued strong 2026 forecasts, projecting significant divergence among tech giants. The market is rotating from broad tech holdings to specific firms poised to lead the next AI phase.
Wedbush has identified Pinterest, The Trade Desk, and Nice as potential underperformers in the artificial intelligence landscape through 2026, citing significant structural and competitive headwinds. The analysis suggests that not all tech companies are positioned to benefit from the ongoing AI boom, with some facing challenges in adapting their models.
The U.S. Securities and Exchange Commission has stopped the approval of exchange-traded funds offering more than 2x daily leverage, citing non-compliance with derivatives regulations. This impacts product issuers and signals a stricter stance on complex retail-focused products.
The Trade Desk has authorized a new $500 million share repurchase program, leveraging its debt-free balance sheet and substantial cash reserves. This action signals strong confidence from management in the company's current valuation and long-term growth prospects, particularly in AI and global expansion.
The Trade Desk's stock has plunged over 65% in 2025, creating a sharp divide between investors who see a buying opportunity and those concerned by slowing growth and a high valuation relative to peers like Meta Platforms.
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