Shares of Zeta Global Holdings Corp. slipped nearly 1% in overnight trading and are on track to snap a three-day winning streak on Thursday, as retail investors grew uneasy over reports that OpenAI is in talks with rival The Trade Desk to sell ads. Stocktwits sentiment for ZETA dropped from ‘extremely bullish’ to ‘bearish’ in 24 hours, with message volumes at ‘low’ levels. One bearish user on Stocktwits said, “OpenAI choosing TTD over ZETA tells a lot. You better sell now till its too late.” The Information reported that OpenAI may initially rely on external partners to scale its advertising business on ChatGPT, which is still in its early stages. Wall Street has a consensus rating of ‘Strong Hold’ on Zeta, according to Koyfin, while The Trade Desk has a consensus ‘Buy’ rating. Zeta’s shares remain down more than 7% so far this year due to worries of an AI disruption.