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It's time to set up your holiday streaming campaign
Are you ready to reach holiday shoppers on CTV? For many streamers, the season is already underway.
Last year, according to Roku internal data, holiday content searches on Roku saw an 86% increase during October. And in November, those searches rise an average of 39% weekly. This surging holiday spirit is mirrored by consumer activity, as about half of Roku streamers shopped Black Friday and Cyber Monday deals in 2025.
Meeting those shoppers is easier than you might think. Begin with the seasonal outcome you hope to drive: awareness, online sales, leads, store visits, or another measurable goal. From there, define your audience, upload your creative, set the budget and campaign dates, and establish measurement before launching. You can even create a shoppable ad unit that lets streamers buy with a click of their remote.
Our holiday playbook offers a month-by-month guide to reaching shoppers during this all-important time of year.
First-time spenders get a $5,000 match on the first $5,000 spent with code BEEHIIV5K. Terms apply.
Good morning. Election week opens with stocks on the back foot after Friday's tech sell-off, with factory data at 10:00 AM ET and Apple's earnings after the close.
The Market Gauge
Stocks ended last week on a sour note. On Friday the S&P 500 fell 1.82% to 7,580.07, the Nasdaq dropped 2.86% to 25,437.00, and the Dow lost 572.29 points, or 1.09%, to 51,770.31. Chip and tech stocks led the slide after weak reports from Intel and Sandisk, and the VanEck Semiconductor ETF fell 7%. Amazon trimmed an early loss of about 6% to finish down about 1%. For the week, the S&P 500 lost 0.6% and hit a six-week low, while the Nasdaq lost 2% and touched a three-month low, close to its 200-day moving average. Energy, healthcare and insurance stocks held up better. The 10-year Treasury yield fell to 4.93%, and U.S. oil settled near $103 a barrel.
IBD's read: all three major indexes are back below their 50-day moving averages, and with more big earnings, Tuesday's midterm elections and Friday's jobs report ahead, this is a time to think defensively. IBD suggests limited exposure, extra caution on new buys, and taking at least partial profits in recent winners. Futures rose modestly Sunday night, with Nasdaq-100 futures up about 0.8%, but that wins back only a small part of the last two sessions.
Beginner note: The 50-day moving average is the average closing price of the last 50 trading days. When an index falls below it and stays there, many growth investors treat it as a yellow light: buy less, keep positions smaller, and protect the gains they already have.
On today's calendar
ISM Manufacturing (10:00 AM ET): A monthly survey of purchasing managers at U.S. factories. A reading above 50 means manufacturing is growing; below 50 means it is shrinking.
Construction spending (10:00 AM ET): How much was spent last month on building homes, offices, factories and public projects. It shows whether builders and businesses are still investing.
Apple earnings (after the close; call at 5:00 PM ET, per Apple's investor site): Apple is one of the largest companies in both the S&P 500 and the Nasdaq, so its report can move both indexes on Tuesday. IBD notes the stock is trading right around buy points.
Election week: Tuesday is Election Day for the midterms, and U.S. stock markets are open as usual. IBD says the results could move AI, crypto, health insurer and hospital stocks. The September jobs report follows on Friday at 8:30 AM ET.
On the radar: eBay
$EBAY ( ▼ 1.91% ) eBay runs one of the world's largest online marketplaces, where people and businesses buy and sell everything from collectibles to car parts. On Friday it rose 0.37% to close at 121.64, on a day the Nasdaq fell 2.86%, and volume came in about 22% above its average. Last Wednesday eBay beat third-quarter estimates: earnings rose 12%, sales jumped 14%, and gross merchandise volume, the total value of everything sold on the site, grew 13%. IBD says the stock bounced off its 21-day line and climbed back into the buy zone for a 119.31 buy point. Friday's close left it about 2% above that entry, inside a buy zone that runs to 125.27, and about 2.4% below its record high of 124.59, which IBD says could also serve as a higher entry.
Why it's worth watching: A stock that rises on a day the market drops is showing relative strength, one of the traits leading stocks tend to share. eBay also shows a second chance in action: it broke out in mid-October, pulled back, and is now back in its buy zone with earnings already behind it. In a market this weak, many traders still keep a stock like this on a watchlist and wait for the indexes to recover before buying.
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