A brutal earnings miss sent one ad-tech giant into freefall while its closest rivals barely flinched, raising urgent questions about whether the company faces a temporary stumble or a much deeper structural…
Ad-tech stocks are getting brutally sorted on Thursday as earnings season forces traders to pick sides, and the gap between winners and losers is widening by the hour.
SanDisk cratered despite a blowout quarter, AppLovin tumbled on mixed results, and Western Digital slid on a weak forecast, yet UBS just raised its S&P 500 target to levels that would have…
Wall Street analysts made some dramatic moves on Thursday, slashing price targets by double digits on several high-profile names while upgrading others to buy. Find out which stocks got the most surprising…
AppLovin has beaten earnings four straight quarters, yet the stock sits nearly 38% below its yearly highs as Q2 results hit after the close tonight. Will another beat finally reverse the slide,…
Thomas Richmond Lone Pine Capital's latest 13F reveals five positions that trace one unified macro thesis from jet engine alloys to AI advertising, and three of them are trading well below what their raised…
The market still labels AppLovin a mobile gaming company, but the games are gone and what replaced them is generating margins that rival the most profitable software businesses on earth. The question…
Trey Thoelcke AppLovin is cratering 12% on Monday with no company-specific news to blame, leaving investors to wonder whether the selloff signals real trouble or just a high-beta name taking the brunt of a…
AppLovin (NASDAQ:APP | APP Price Prediction) has had a wild ride in 2026. After a blistering 2025 that pushed shares higher, the stock has cooled meaningfully, leaving investors wondering whether the AI…
Vandita Jadeja Ad-tech investors are staring at a tough tape in 2026 so far. Trade Desk (NASDAQ:TTD | TTD Price Prediction) trades near $21, while AppLovin (NASDAQ:APP) sits around $561 as some loyal shareholders…
The ERShares Private-Public Crossover ETF (NYSEARCA:XOVR) sits at an awkward crossroad heading into summer 2026. Shares trade near $19.08, down 5% year-to-date even as the public-side AI mega-caps it holds have ripped…
On the May 8 episode of CNBC’s Halftime Report, the panel openly questioned whether the AI-driven rally has stopped discriminating between core AI plays and merely AI-adjacent names. One of the cleanest…
Shares of The Trade Desk (NASDAQ:TTD | TTD Price Prediction) are down roughly 13% to $20.41 in early Friday trading after the company posted a Q1 2026 earnings miss and issued a…
Our AppLovin (NASDAQ:APP | APP Price Prediction) call comes at a moment when the stock has recovered ground after a weak first quarter. Shares trade at $468.83 as of writing, and our…
Vandita Jadeja Live Updates AppLovin Coverage Wrap-Up4:50pm ETThat wraps up our initial coverage of AppLovin’s Q1 results. Thank you for stopping by! Stay tuned for more updates from management’s earnings call at 5 PM…
Thomas Richmond 
