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    Real estate investment trusts specializing in logistics hubs report occupancy rates above 96%. For investing long term, industrial REITs remain well-positioned to harness e-commerce fulfillment trends. The first big customer for The Trade Desk 's (NASDAQ: TTD) TV operating system (OS) is finally here. The ad-buying platform announced on Wednesday that it will co-develop a custom version of its Ventura TV OS with DirecTV, pairing DirecTV's consumer interface with Ventura's ad-tech plumbing and app store. The announcement arrives nearly a year after Ventura was introduced, giving investors their first look at how the company plans to bring its TV platform to market. Catch up on CNBC Select's in-depth coverage of credit cards , banking and money , and follow us on TikTok , Facebook , Instagram and Twitter to stay up to date. Semiconductor capex announcements indicate $50B in new plant investments. Long-term strategies focusing on chip manufacturing capacity expansion could yield compounded returns as demand for AI accelerators grows.

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