Notícias

AMD boasts superior margins and lower leverage, while AppLovin trades at a fraction of the valuation multiple despite explosive growth.

Both are navigating a difficult year for software stocks, but only one of them is doing it with a proven earnings track record behind it.

Wall Street analysts are reshuffling their bets ahead of a critical inflation report, with major calls hitting Airbnb, AppLovin, Boeing, Spotify, and a handful of others that could move your portfolio before the week is out.

AppLovin just posted its fourth straight earnings beat while the stock sits nearly 40% below its peak, and the tension between that contradiction points to something unusual happening inside this business.

Growth-stock selloffs after second-quarter earnings sparked retail dip-buying, with AppLovin and Dutch Bros leading investor interest.

One company builds the hardware that powers AI data centers while the other monetizes the apps that run on them.

AppLovin (APP) delivered earnings and revenue surprises of +1.08% and -0.75%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

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 guidance actually implies.

Intuit, AppLovin, and Strategy have all been in a free fall this year.

Core AI Holdings (NASDAQ:CHAI) is expanding its strategic relationship with TikTok as it builds a broader AI-driven distribution network designed to support customer acquisition, digital advertising, and future consumer applications. Key Investor TakeawaysCore AI is deepening its TikTok partnership as part of a broader AI-powered global distribution strategy.

FTSE 100 up 78 points at 10,814 Oil prices drop as US and Iran pause strikes AstraZeneca and Vodafone report as results season ups a gear 4.07pm: London blue-chips at highest since war started London stocks are back at their highest level since the first weekend of the Iran war,...

FTSE 100 up 163 points at 10,749 Index hits highest since 3 March Inflation eases to 2.6% from 2.8%, but core CPI unmoved Brent crude oil hits 6-week high Wetherspoon's, Greencore, Mulberry, Liontrust post updates 3.12pm: Super Micro with super update An exception to the selling...

Applovin Corp (NASDAQ:APP) is one of the best stocks to buy for the AI boom in the second half of 2026. Applovin shares have returned more than 50% over the past year and still carry nearly 30% upside potential, according to Street analysts. Some 91 hedge funds have confidence in the Applovin stock outlook. Applovin […]

The stocks in this article have caught Wall Street’s attention in a big way, with price targets implying returns above 20%. But investors should take these forecasts with a grain of salt because analysts typically say nice things about companies so their firms can win business in other product lines like M&A advisory.

AppLovin has already minted fortunes for early believers, but a brutal year-to-date selloff and a corporate transformation have created a very different stock than the one that went parabolic. Whether that spells opportunity or a trap depends on what happens August 5.

After dominating mobile game advertising, the company is pushing its AI platform into new markets, forcing investors to weigh proven performance against the risks of a major strategic pivot.

AppLovin is still moving with the broader software sector.

Khanna has been accumulating Tenable Holdings since last year, way before its shares jumped after its partnership with OpenAI.

APP's 19% year-to-date pullback comes despite strong AI-driven growth and expanding margins, though its premium valuation tempers upside.

Applovin Corp (NASDAQ: APP) is one of the top AI stocks to buy according to billionaire Philippe Laffont. On June 29, Raymond James initiated coverage of Applovin Corp (NASDAQ: APP) with a Strong Buy and a $640 price target. The price target represents significant upside as the stock is trading at about $515 a share. […]

AppLovin posts rapid growth and high margins in mobile advertising, while Palantir expands its AI footprint with strong cash flow and zero debt.

AppLovin Corporation (NASDAQ:APP) is among the Best Fundamental Stocks. On June 5, Edgewater Research upgraded AppLovin Corporation (NASDAQ:APP) to Outperform from Neutral. Separately, AppLovin Corporation (NASDAQ:APP) announced that its advertising platform is now open to all advertisers. It has eliminated the referral code requirement introduced when its self-serve platform launched last October. Chief Executive Officer Adam […]

The first six months of 2026 gave investors almost everything they could ask for, except a quiet market. Stocks weathered a Middle East war that sent energy prices climbing, a resurgence in inflation that kept interest-rate expectations in flux, and recurring questions about whether the multibillion-dollar wave of AI spending could keep delivering attractive returns. Those concerns triggered several pullbacks during the first half, yet investors repeatedly stepped in as corporate earnings held u

Guggenheim analyst John DiFucci raises his rating on Salesforce to Buy from Hold with a $228 price target.

Guggenheim analyst John DiFucci raises his rating on Salesforce to Buy from Hold with a $228 price target.

Futures fell amid key jobs data and with Fed chief Kevin Warsh due. Bloom Energy, Nike and SpaceX are early movers.

AppLovin stock jumped back above its 50-day moving average in trading Monday after being called a "strong buy."

AppLovin Corporation (NASDAQ:APP) is one of the 12 Most Profitable S&P 500 Stocks to Invest In. On June 22, 2026, Citi removed its “upside 90-day catalyst watch” on AppLovin Corporation (NASDAQ:APP) while maintaining a Buy rating and $710 price target. Citi expects the company’s e-commerce clients to ramp more slowly following Axon’s general availability. Earlier […]

ServiceNow, WorkDay, and AppLovin are software stocks trading near the top of the S&P 500. Is the AI narrative around software changing?

AppLovin posts rapid growth and high net margins, while Twilio boasts strong liquidity and minimal debt, two distinct approaches amid digital transformation.