High frequency traders are being offered millisecond access to Truth Social posts through Trump Media & Technology Group’s new Truth API, and that puts a fresh spotlight on companies that live and breathe real time market data. This move, with fees reported as high as US$100,000 per month, raises questions about information access, regulation and the value of ultra fast feeds for trading firms. For investors, it opens up a focused way to think about which financial technology and market data providers could be most exposed to this news. This article breaks down 3 stocks from that screener.

Duos Technologies Group (DUOT)

Overview: Duos Technologies Group builds and operates AI driven inspection, monitoring and edge data center solutions that collect and analyze real time data from fast moving assets and critical infrastructure for customers across North America. The company also provides related consulting, software, hosting and support services that help clients run these systems in day to day operations.

Operations: Duos Technologies Group generates about US$20.0 million from Asset Management Services and US$3.8 million from Technologies, with revenue almost entirely from the United States at roughly US$23.5 million out of US$24.8 million in total.

Market Cap: US$284.9 million

Duos Technologies Group may interest investors watching the Truth API story because it already focuses on AI powered analytics and edge data centers that are built for real time decision making. These are the kinds of tools high frequency traders and data intensive clients may look for as information speeds up. The company is in the middle of a shift from episodic capital projects to subscription style recurring revenue. At the same time, it is managing funding risks after recent equity raises and a loss making profile. Growth expectations and index inclusions have put Duos on more institutional radars. However, contract concentration and execution risk around new deployments remain important pressure points that you should weigh carefully against the potential in this market data theme.

Duos Technologies Group is working to turn recurring AI driven infrastructure into a real business engine, yet the market may be overlooking how that mix of opportunity and funding risk really compares in the 1 key reward and 2 important warning signs (1 is major!)

DUG Technology (ASX:DUG)

Overview: DUG Technology provides high performance computing hardware, software and services that help clients in resource and technology sectors process and visualize complex scientific data, from seismic imaging to other data intensive workloads, across Australia, the US, the UK, Malaysia and the UAE.

Operations: DUG Technology generates about A$59.2 million from Services, A$31.6 million from HPCaaS and A$11.6 million from Software, with reported revenue largely tied to the US and UK alongside Australia.

Market Cap: A$272.3 million

DUG Technology sits in an interesting spot for investors watching the Truth API story, because its immersion cooled high performance computing and software platforms are built for exactly the kind of real time analytics that high frequency trading and market data clients rely on. The company has become profitable and it carries a very high P/E multiple and funding that leans on higher risk borrowing. On the business side, DUG is working to reduce its reliance on oil and gas by scaling software and newer data center offerings, which could support margins but also requires heavy investment and execution in competitive global markets. If you want to understand how that balance of growth potential, valuation and funding risk stacks up for DUG Technology, there is more detail in the Simply Wall St report.

DUG Technology’s high P/E and shift toward newer data center offerings suggest that the headline numbers do not fully explain the situation. Get the full context in the analysis report for DUG Technology

Similarweb (SMWB)

Overview: Similarweb provides digital intelligence and analytics that help companies and institutional investors see how websites, apps and online channels are performing so they can benchmark competitors, spot demand trends and refine marketing, sales and product decisions. Its platforms and data feeds turn raw online behavior into structured insights that support everything from campaign planning to investment research.

Operations: Similarweb generates about US$289.4 million from online financial information provider services.

Market Cap: US$637.7 million

Similarweb is notable in the Truth API story because it already supplies real time digital traffic, marketing and app data that can feed into algorithmic trading models and fintech tools. The company reports more than US$300 million in ARR with multi year, seven figure contracts that indicate relationships with large customers, while its shares are trading below some fair value estimates and peer P/S levels. At the same time, Similarweb is currently loss making, funds itself with higher risk external borrowing and faces pressure from privacy rules, walled gardens and reliance on a limited number of large AI data deals. How those risks compare with its AI data partnerships, data as a service APIs and stock intelligence offering is a central consideration in its broader investment narrative.

Similarweb’s ARR, AI data partnerships and stock intelligence tools suggest the current share price may not tell the whole story. See how the risk reward trade off really shapes up in the full narrative for Similarweb

The three stocks in this article are only a starting point. The full screener has surfaced 30 more financial technology and market data providers with equally compelling narratives around real time feeds, trading infrastructure and data APIs, all grouped in the Financial Technology (FinTech) and Market Data Providers screener. Use Simply Wall St to identify and analyze the specific catalysts, risk profiles and business models that matter to you so you can focus on the highest conviction ideas in this theme.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.