The article compares two advertising technology companies, Zeta Global and AppLovin, as potential investment opportunities in the expanding advertising industry, which is forecasted to surpass $1 trillion in 2026.

Granahan Investment Management sold 1.59 million shares of Zeta Global (worth ~$29.50 million) in Q1 2026, reducing its stake despite the stock being up 37% over the past year. Despite the fund's exit, Zeta delivered strong fundamentals with 50% YoY revenue growth, beat guidance, and raised full-year guidance for the 19th consecutive quarter, while its new AI-powered Athena platform showed strong early adoption.

CES 2026 highlighted semiconductor and AI advancements with major announcements from NVIDIA, Intel, and AMD. Governments are tightening AI regulation, with Britain forcing tech companies to block unsolicited sexual images. Key developments include NVIDIA's Vera Rubin platform in production, Intel's Panther Lake processor, Tesla's 2nm chip development, and xAI's $20 billion funding round. However, some companies face headwinds: GM took a $7.1 billion EV charge, Meta delayed Ray-Ban smart glasses rollout, and regulatory scrutiny intensified on AI safety.

The article recommends three growth stocks for 2026: Nvidia, trading below its October highs with strong revenue growth despite AI headwinds; Zeta Global, an AI-powered adtech platform outperforming peers with 36% trailing revenue growth; and Costco, a recession-resistant retailer down 3% over the past year but with consistent growth and 20 consecutive years of dividend increases.

Manatuck Hill Partners increased its stake in Zeta Global by 415,000 shares, bringing total holdings to 705,000 shares worth $14 million, despite the stock being down 26% over the past year. The investment suggests confidence in the company's financial performance and growth potential.

Connecticut-based Manatuck Hill Partners acquired 2.5 million shares of Plug Power, increasing its stake to $5.9 million, signaling potential interest in the company's future despite ongoing financial challenges.

Whetstone Capital Advisors sold its entire stake in Zeta Global, liquidating 416,867 shares worth approximately $6.46 million. Despite the complete exit, the article suggests this might not be a significant concern for investors.

Zeta Global, an AI-powered marketing technology platform, reported strong Q3 earnings with 26% sales growth, 83% free cash flow increase, and over 20% customer count growth, leading to a stock price surge.

The article highlights three lesser-known stocks with potential long-term growth: Weave Communications, PubMatic, and Zeta Global. Despite risks like lack of profitability and market competition, these companies show promising fundamentals and strategic positioning in their respective technology sectors.

Law firm investigating Zeta Global Holdings Corp. following a class action complaint alleging artificial revenue inflation and predatory data collection practices through 'consent farms'.

Three companies are targeting massive markets with breakthrough technologies: aTyr Pharma in immunology, Zeta Global in AI marketing, and Vertical Aerospace in urban air transportation, each offering significant potential despite inherent risks.

Zeta Global reported strong Q2 2025 financial results, with revenue of $308.4 million (35.4% YoY growth), beating analyst forecasts. The company saw significant momentum in AI-powered marketing technology, raising full-year guidance and demonstrating robust customer expansion.