Why The Trade Stock Is Getting Hammered Today - 2025’s Brutal Reality Check

Another day, another stock getting crushed—welcome to the circus.

Market Carnage Unleashed

The Trade Stock just got thrown into the woodchipper. No fancy footwork here—just straight-up red numbers bleeding across the board. Blame it on weak guidance, sector rotation, or just plain old investor panic. Doesn't matter. The result's the same: a classic market beatdown.

Earnings? More Like Burnings

Missed targets. Slashed forecasts. Maybe both. Who's surprised? Certainly not the cynics watching from the crypto sidelines—where gains don't beg for permission from suits in boardrooms.

Institutional Exodus

Big money's pulling out faster than a scared turtle. Hedge funds, mutual funds—the usual suspects bailing before the ship fully sinks. Retail's left holding the bag, as always. Some things never change in traditional finance.

Bottom Line: Trust Nothing but the Chart

Stocks tumble. Crypto pumps. Tale as old as 2021—except now it's louder, sharper, and way more entertaining. Maybe it's time to ask why we still play by old rules while digital assets rewrite the game entirely. Just a thought—before the next rug pull.

Image source: Getty Images.

The Trade Desk's troubles continue

The Trade Desk has been the worst-performing stock in thethis year as growth has slowed in the face of competition from Amazon and other platforms, so the news that Amazon and Netflix are teaming up only exacerbated existing concerns.

The partnership will allow advertisers using Amazon's DSP to get direct access to Netflix's ad inventory in several major markets around the world. The partnership will begin in the fourth quarter.

The deal has implications for The Trade Desk because it will make Amazon's DSP more attractive for advertisers, especially as Netflix's ad tier is rapidly growing. It also strengthens the so-called "walled gardens" that The Trade Desk is competing with, referring to complete ad ecosystems that big companies likeanduse. The alliance between Netflix and Amazon essentially represents two walled gardens teaming up.

Additionally, Morgan Stanley lowered its rating to equal weight from overweight and slashed its price target on the stock from $80 to $50. The investment bank said it was wrong about the durability of The Trade Desk's growth and noted "mounting headwinds" this year.

Can The Trade Desk recover?

For years, The Trade Desk could do little wrong, and the stock marched higher as the adtech company delivered outstanding results quarter over quarter. However, The Trade Desk stock has tumbled in two of its last three earnings reports now as its growth is slowing, and management's efforts to reassure investors have fallen flat.

Amazon may now be the company's biggest rival in connected TV as it signed a deal withearlier this year, and its DSP now works with every major streaming service.

Whether that leads to advertisers dropping the service remains to be seen, but it does seem to limit its growth opportunity. The Trade Desk is already integrated with Netflix, but the deal is still likely to put pressure on it.

The Trade Desk's valuation has proven to be a vulnerability during the sell-off this year, and while the price is certainly more reasonable after this year's sell-off, the company will have to prove that its growth rate won't continue to compress.