Joshua Brown from Ritholtz Wealth Management endorsed The Trade Desk on CNBC's "Halftime Report Final Trades," while Bryn Talkington from Requisite Capital selected Nvidia Corporation (NVDA) as her top pick.

On Wednesday, Nvidia's CEO Jensen Huang announced on CNBC's Closing Bell Overtime that the company’s much-anticipated Blackwell chips have entered full production. Huang emphasized the high demand for these chips, stating, "Blackwell is in full production, Blackwell is as planned, and the demand for Blackwell is insane. Everyone wants to have the most, and everyone wants to be first."

Nvidia shares responded positively to the news, rising 3.4% to close at $122.85 in Thursday’s trading session. This excitement comes amid broader market data released by CME Group on October 2. The group reported a record-breaking average daily volume of 28.3 million contracts for the third quarter and 28.4 million contracts for the month of September. CME shares experienced a modest increase of 0.3%, closing at $224.27.

Additionally, The Trade Desk saw favorable market action after analyst Youssef Squali of Truist Securities maintained a Buy rating on the stock and raised the price target from $108 to $120 on October 2. The shares gained 2.5%, closing at $111.46 on Thursday.

Investors are closely watching these developments as market leaders like Nvidia, CME Group, and The Trade Desk continue to show robust activity and growth, driven by new product rollouts and strong market fundamentals.