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 At Whale Rock Capital Management, a Boston-based technology-focused hedge fund managing billions in assets, Alex Sacerdote focuses on concentrating capital into a small number of companies at the center of major technology…
AppLovin (NASDAQ:APP | APP Price Prediction) stock just picked up a high-profile new bull. Macquarie initiated coverage with an Outperform rating and a $710 price target, joining a crowded but conviction-heavy analyst…
David Moadel Pre-Market Stock Futures: Futures are trading lower this morning, as many on Wall Street feel the temporary ceasefire may be just that. But what a difference a day can make. After it…
Unity Software (NYSE:U | U Price Prediction) stock is skyrocketing on two major catalysts Friday morning. The main share-price drivers are reports of a China business sale and a blowout preliminary revenue…
AppLovin (NASDAQ:APP | APP Price Prediction) has been one of the standout growth stories in tech over the past two years. The company, known for its AI-powered advertising platform, delivered explosive revenue…
Rich Duprey 
