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Blu Dot surpasses 2,000% ROAS with self-serve CTV ads

Home furniture brand Blu Dot blew up on CTV with help from Roku Ads Manager. Here’s how:

After a test campaign reached 211,000 households and achieved 1,010% ROAS, the brand went all in to promote its annual sales event. It removed age and income constraints to expand reach and shifted budget to custom audiences and retargeting, where intent was strongest.

The results speak for themselves. As Blu Dot increased their investment by 10x, ROAS jumped to 2,308% and more page-view conversions surpassed 50,000.

“For CTV campaigns, Roku has been a top performer,” said Claire Folkestad, Paid Media Strategist, Blu Dot. “Comping to our other platforms, we have seen really strong ROAS… and highly efficient CPMs, lower than any other CTV partner we've worked with.”

Using Roku Ads Manager, the campaign moved from a pilot to a permanent performance engine for the brand.

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⚡ 5 THINGS TO KNOW RIGHT NOW — BEFORE THE BELL

1. 🚀 $SPCX +9.6% Overnight — Elon Musk told SpaceX employees AI revenue will exceed all other SpaceX revenue combined by next month, and "significantly" exceed it by Q4. Starship reusability odds before 2028 are now priced at 75% on prediction markets, up 7 points.

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🌍 MACRO BACKDROP — THE BIG PICTURE

Wednesday's session was a holding pattern ahead of data. July's Consumer Price Index landed exactly in line with estimates — headline +0.1% MoM (3.4% YoY), core +0.2% MoM (2.5% YoY) — and while that print eased the most hawkish fears, it didn't fully settle the debate: three regional Fed presidents dissented in favor of a rate hike at the July 28–29 meeting, the most hawkish split since 2016. That tension carries directly into today's Producer Price Index at 8:30 AM ET, the second leg of this week's inflation double-header, followed by retail sales on Friday.

Equities closed Wednesday near record territory, with the Nasdaq's rally getting an extra boost from strong AI infrastructure earnings out of CoreWeave and Super Micro Computer, which provided a positive read-through for the entire semiconductor complex — Broadcom, AMD, and Micron all caught a bid. Overnight, that AI-infrastructure narrative got a fresh jolt from SpaceX, where CEO Elon Musk told employees AI revenue will overtake all other company revenue streams within a month — sending SPCX up nearly 10% in extended dealing.

The overnight narrative shift is twofold: (1) the White House formally expanded its cybersecurity posture by authorizing private companies to run offensive cyber operations, a structural tailwind for the cybersecurity complex, and (2) oil is giving back ground, with WTI sliding over 1% after the IEA flagged a 1.8 million barrel/day shortfall this quarter even as forecasters trim demand estimates — a genuinely two-sided commodity tape.

This is a HEADLINE-DEPENDENT session. PPI at 8:30 AM will do more to set today's tone than anything in the overnight tape — trade size accordingly until that print is digested.

🗓️ TODAY'S ECONOMIC CALENDAR

🏦 SECTOR PERFORMANCE SNAPSHOT

🟢 ADVANCING (Pre-Market)

🤖 STOCK MARKET NEWS — SECTOR BY SECTOR

🔥 HOT SECTOR #1: AI INFRASTRUCTURE & SPACE

SpaceX's AI Pivot Is the Story of the Morning

Musk's comments — AI revenue overtaking all other SpaceX segments combined within a month, and "significantly" exceeding them by Q4 — have SPCX up nearly 10% in extended trading, closing Wednesday at $146.15–$146.29 after opening the week near $135 (its June IPO price). Traders are now pricing a 75% probability Starship achieves full reusability before 2028, up seven points on the week. This dovetails directly with the broader AI-infrastructure narrative that lifted the Nasdaq Wednesday on strong CoreWeave and Super Micro Computer results, and with Lenovo's overnight guidance raise built on a $54B AI-server pipeline (+157% q/q).

🎯 SPCX Trade Setup:

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⚠️ DISCLAIMER: This newsletter is for educational and informational purposes only. All trade ideas and analysis are based on publicly available information as of August 13, 2026. This is NOT financial advice. All trading involves substantial risk of loss. Always do your own due diligence and trade with proper risk management. DCG Command Center does not guarantee any trading results.

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