Trade Desk Rallies on OpenAI Ads Talks for ChatGPT

TL;DR Summary
Trade Desk stock jumped roughly 18–20% after reports that OpenAI has discussed selling ads on ChatGPT, with OpenAI planning to test ads in ChatGPT in the U.S. on its Free and Go tiers to broaden access to features. The move comes as Trade Desk, which has faced slower revenue growth and fierce competition, sees a rare market rally; however, analysts warn the gains could be temporary if ChatGPT ultimately develops its own ad-tech capabilities.
- Trade Desk Stock Skyrockets. Why the Shares Are Getting a Big Boost. Barron's
- The Trade Desk Shares Jump After OpenAI Report The Information
- Trade Desk Reportedly In Ad Talks With Open AI 03/05/2026 MediaPost
- OpenAI reportedly explored ad sales with The Trade Desk as revenue hit $25B, TTD stock rallies Seeking Alpha
- Why The Trade Desk Stock Skyrocketed on Thursday The Motley Fool
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