Overview
- OpenAI has held early discussions with The Trade Desk about using its platform to help sell and scale advertisements on ChatGPT, according to The Information, with no finalized agreement confirmed by either company.
- OpenAI is currently testing ads in ChatGPT for logged‑in adult users on the Free and Go tiers in the United States, as it explores partnerships across the ad ecosystem.
- The Trade Desk shares surged as much as about 18% following the reports, extending a multi‑day rebound after steep declines tied to slowing growth and competitive pressures.
- CEO Jeff Green disclosed purchases of roughly 6 million shares totaling about $148 million between March 2 and March 4, signaling insider confidence per SEC filings.
- Analyst views diverged: Evercore ISI reiterated an outperform rating and a $35 target, while Wedbush cut the stock to underperform with a $23 target, warning OpenAI could ultimately internalize ad technology and noting guidance that implies about 10% year‑over‑year growth for Q1 2026.