Motley Fool Money The Trade Desk Joins the S&P 500
20 snips
Jul 17, 2025 
Tom Gardner, co-founder of The Motley Fool, brings his insights on investment strategies and long-term growth. He discusses The Trade Desk's recent inclusion in the S&P 500 and what it means for investors. The rising appeal of Bitcoin as a corporate treasury strategy is explored, along with the surging interest in zero-day options. Gardner also shares his thoughts on hidden stock gems for the upcoming earnings season, including Rocket Companies and Progressive Corporation, highlighting their potential in the current market landscape.
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Trade Desk's S&P 500 Impact
- The Trade Desk joining the S&P 500 boosts its profile and can increase institutional ownership.
- However, this inclusion doesn't change the company's core business or long-term growth trajectory.
Trade Desk's Growth Drivers
- Trade Desk grew rapidly by capturing market share in high-margin programmatic advertising.
- Its margins and returns on invested capital improved, though competitive threats have increased recently.
Institutional Bitcoin Adoption
- Institutional and corporate adoption is driving Bitcoin's rise beyond individual early adopters.
- Bitcoin's growing legitimacy includes ETFs and major institutional holders, positioning it as an alternative store of value.