“`html
The Trade Desk (NASDAQ: TTD) was the worst performer in the S&P 500 in August 2025, dropping 37%, while Super Micro Computer (NASDAQ: SMCI) fell by 30%. Both declines were primarily attributed to disappointing earnings reports. The Trade Desk’s poor performance followed its announcement of weak third-quarter guidance and the unexpected resignation of its CFO. In contrast, Super Micro Computer reported a 47% year-over-year revenue increase but simultaneously posted its lowest gross margin to date.
During this earnings season, The Trade Desk’s declines have sparked a debate among investors about potential overreactions to its outlook. Analyst concerns include shifting advertising expenditures, particularly toward Amazon. While investors currently face uncertainty, some believe there may still be long-term investment opportunities with The Trade Desk, given its strong revenue performance despite the guidance setback.
“`
