Hello – When central banks, retail investors and industry all clamor for the same metal, prices don’t just rise—they can launch. Our 2026 Gold Forecast: A Perfect Storm for Demand explains why spot gold could break past $4,000 this year and provides guidance on how to position yourself before it happens. Inside, you’ll discover: -
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Three practical ways to add gold—from physical bars to high-margin mining stocks paying dividends. -
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Thursday's Bonus Content As Digital Ad Spend Hits a High, These Firms Could Reap RewardsAuthored by Nathan Reiff. Date Posted: 4/1/2026. 
Key Points - Digital ad spending could roughly triple over the next decade, and AI and other innovations may open up a range of new investment opportunities.
- Capitalizing on the growth of connected TV ad sales, Magnite shares could more than double according to estimates.
- DoubleVerify and Zeta Global offer crucial tools including verification and analytics services, making them essential players in the growing digital ad industry as well.
- Special Report: Have $500? Invest in Elon's AI Masterplan
The digital ad spending market could roughly triple to about $1.6 trillion in the next decade, potentially creating ample opportunities for companies in this fast-growing space. The world of digital advertising that was once dominated by major tech players like Alphabet (NASDAQ: GOOG) has given way to a landscape where AI-driven targeting and other innovations have opened the door for numerous smaller competitors. Three companies in particular stand out for their positions in this industry—posting demonstrable growth while trading at a discount relative to Wall Street's expectations. Magnite's CTV Strength Could Drive Continued Growth Magnite Inc. (NASDAQ: MGNI) is a supply-side advertising platform that enables publishers to monetize inventory via programmatic advertising across media channels. The company reported a strong final quarter of 2025, with total revenue of $205 million—up 6% year-over-year (YOY)—and net income that more than tripled YOY to $123 million. Management also announced a $200 million stock buyback program. SpaceX is already one of the most valuable private companies on Earth, and some analysts believe its valuation could reach over $1.5 trillion. But since SpaceX isn't publicly traded, most investors assume they have no way to invest—that assumption may be wrong. According to veteran investor Matt McCall, there's a little-known public investment vehicle that provides exposure to SpaceX and dozens of other private companies, and today shares trade for less than $30. Click here to see the full story Driving Magnite's performance was CTV, or connected television, advertising, which grew sales at a rate of 32% (excluding political advertisements). The company is positioning itself as an industry leader in the CTV space, supported by partnerships with key streaming-platform providers like Netflix (NASDAQ: NFLX) and Roku (NASDAQ: ROKU). Magnite's services are also sticky, with customers often preferring to maintain existing relationships rather than incur the high costs of switching providers. Beyond its earnings performance, Magnite offers a price/earnings-to-growth (PEG) ratio of just 0.66, suggesting it could be undervalued relative to its growth prospects. Analysts are optimistic, forecasting more than 51% in earnings gains in the coming year and anticipating over 100% upside potential based on a consensus price target above $24 per share. Independent Verification Keeps DoubleVerify in Demand Operating outside of direct ad sales but remaining essential to advertisers, DoubleVerify Inc. (NYSE: DV) provides digital media analytics, ad fraud detection, and verification services. The rise in overall digital ad spending benefited DoubleVerify, with full-year 2025 revenue up 14% YOY to $748 million and an adjusted EBITDA margin of 38% for the final quarter of 2025. Like Magnite, the company has sticky products—it reported no deactivations among its top 100 customers and showed strong net revenue retention. CTV measurement impression volumes are climbing rapidly alongside increased social advertising activity, signaling two developing corners of the market that are likely to continue fueling growth. Management has guided revenue of $810 million to $826 million for 2026, representing YOY improvement of 8% to 10%, and has authorized a share repurchase program of up to $300 million. DoubleVerify may become even more important if AI-generated content continues to proliferate; more AI content could mean more ad fraud and, therefore, greater demand for independent verification. Analysts see more than 60% upside potential, with a consensus price target of $16. Zeta's Consistent Growth Suggests Stable Demand Zeta Global (NYSE: ZETA) is an up-and-coming name in the AI-driven marketing cloud space, leveraging a large consumer database to help advertisers grow their customer bases. In its latest earnings, the stock delivered more than a 17% return over the last year despite a slump at the start of 2026. Revenue surged 25% YOY to $395 million in the final quarter of 2025, while full-year revenue rose 30%. Free cash flow strengthened to $165 million (up 78% YOY), and the number of super-scaled customers increased by almost a quarter over the same period. Zeta stands out for its consistency: it has more than four years of sequential beat-and-raise quarterly results, an indicator that demand for its products is solid. Profitability remains a concern, but the company expects to achieve positive GAAP net income in full-year 2026 for the first time, with midpoint revenue guidance of $1.8 billion—implying roughly 35% YOY growth. Analysts also expect significant share price gains, with more than 80% upside potential projected. The launch of Zeta's new AI platform could be the catalyst that drives growth to that level. |
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