The Trade Desk's revenue fell for the first time since 2016, Meta set out why it must raise hundreds of billions and Google let AI agents write to Ads accounts.

Sixteen terms in four groups for midweek. Two sets come from the latest platform and policy coverage, and the oldest-looking tiles have a second career.

Political ads were a mid-single-digit share of revenue, and after past election years Q1 fell about 25% from Q4, the CFO said. What follows the US midterms?