Magnite Jumps 5% as Craig-Hallum Lifts Target to $32 on Google Auction Remedies; PubMatic Rises 6%, Trade Desk Barely Budges

The Justice Department's antitrust ruling against Google sent supply-side ad tech names sharply higher Thursday, but the demand side sat out the rally entirely, and that split tells you exactly how the market is reading who wins and who doesn't.