Continue reading this article with a Barron's subscription SUBSCRIBE NOW Topics Memberships Subscribe to Barron's Skip to Main Content This copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. These Stocks Are Moving the Most Today: Nvidia, Nike, AppLovin, AES, Lithium Americas, C ...

Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and b ...

Core Insights - The article highlights the ten strongest mega-cap stocks in 2025, emphasizing their performance based on year-to-date percent change and underlying growth drivers [3][14]. Group 1: Company Performances - **Palantir (PLTR)** is identified as the strongest performing mega-cap stock, benefiting from a unique platform-based approach that integrates data, analytics, and operational workflows, leading to sustainable recurring revenue growth [3]. - **AppLovin (APP)** has shown triple-digit earnings growth over the past four quarters, driven by robust mobile-ad demand and strategic investments in user acquisition and monetization services [4]. - **General Electric (GE)** has experienced a turnaround, focusing on higher-value services and long-term agreements, which increased recurring revenue and improved investor confidence [5]. - **Oracle (ORCL)** saw its stock rise over 40% following strong earnings, attributed to its pivot towards multi-year cloud services and autonomous database capabilities [6][7]. - **Uber (UBER)** has expanded beyond ride-hailing, leveraging a multi-pronged growth strategy that includes delivery and logistics, dynamic pricing, and international market recoveries [8]. - **RTX (RTX)** has benefited from elevated global defense budgets and operational efficiencies, leading to organic growth and strong free cash flow [9]. - **Broadcom (AVGO)** combines semiconductor products with a growing software portfolio, resulting in steady hardware revenue and high-margin software income [10]. - **Nvidia (NVDA)** continues to dominate in AI and gaming, with strong demand for its data-center GPUs driven by the adoption of generative AI workloads [11]. - **Goldman Sachs (GS)** has outperformed peers due to stronger investment banking activity and effective capital management, enhancing profitability [12]. - **Philip Morris International (PM)** is transitioning towards smoke-free products, with strong demand for its heated tobacco and vaping products driving growth [13]. Group 2: Key Themes - The companies share common themes of leadership in structural growth markets such as AI compute, cloud, aerospace/defense, and mobile monetization [16]. - There is a notable shift towards recurring, higher-margin revenues in software and services, enhancing cash generation for buybacks and debt reduction [16]. - Operational improvements and disciplined capital allocation have reduced execution risk and supported multiple expansions across these companies [16].

When artificial intelligence (AI) is upending every industry known to the world, can advertising be far behind? After crypto mining company Cipher (CIFR) got Google's (GOOG) (GOOGL) backing for its pivot towards the industrial data center business, mobile ad tech company AppLovin (APP) is set to launch a self-serving tool targeting non-gaming advertisers on Oct. 1. AppLovin's AI-based ad engine, Axon Ads Manager, will do away with the manual onboarding process for the company's e-commerce and other non-ga ...

We came across a bullish thesis on AppLovin Corporation on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on APP. AppLovin Corporation's share was trading at $651.18 as of September 23rd. APP’s trailing and forward P/E were 89.45 and 48.08, respectively according to Yahoo Finance. AppLovin Corporation (APP) delivered an exceptional Q2 2025, posting revenue growth of 77% YoY, driven by its transition from a mobile gaming publisher to a pure-play AI-power ...

Let's get the final opening bell of the quarter and the CNBC realtime exchange at the big board of blue technology finance court celebrating a recent direct listing at the NASDAQ Kinetics Pharmaceuticals focused on therapeutics for endocrine rooted diseases as we're in pretty familiar territory here around 65 6660 Jim some of the best names on the quarter Haploven uh Western Dig WBD. >> Yeah, WBD went over yesterday and David's right is up there taking over Western. There's just a huge shortage in scores.Th ...

Core Viewpoint - AppLovin has experienced significant stock price appreciation, joining the S&P 500, and is preparing for a new product launch that could further enhance its growth potential [2][6][10]. Business Performance - In Q2 2025, AppLovin's revenue increased by 77% year-over-year to $1.26 billion, with adjusted EBITDA nearly doubling to $1.02 billion, resulting in an 81% margin [3]. - The company generated net cash from operating activities of $772 million and free cash flow of $768 million during the same quarter [3]. - Management repurchased 0.9 million shares at a total cost of $341 million [3]. Future Guidance - For Q3 2025, AppLovin projects revenue between $1.32 billion and $1.34 billion, maintaining an adjusted EBITDA margin of 81% [4]. - The sale of its first-party Apps business for $400 million in cash and equity is expected to enhance focus on high-margin software and marketplace operations [4]. Product Launch - AppLovin plans to launch Axon Ads Manager on October 1, aimed at reducing onboarding friction for non-gaming and smaller advertisers, which could broaden demand and facilitate international expansion [5]. Valuation Concerns - The company's market value is approximately $243 billion, with a forward price-to-earnings ratio around 40, indicating a high premium that assumes flawless execution and sustained margins [6]. - The stock's rapid ascent raises concerns about whether current valuations can be justified by financial performance [10]. Market Dynamics - AppLovin's growth is supported by robust revenue generation and strong cash flow, but the company must demonstrate that its self-serve platform can deliver results [7]. - The ad-tech industry faces risks from concentration in mobile performance advertising and competition from large platforms investing in AI-driven tools [8]. Sentiment and Stock Performance - Following its S&P 500 inclusion and record highs, market sentiment could shift if the adoption of Axon Ads Manager is slower than anticipated or if growth normalizes [9]. - The current stock price reflects high expectations, and any minor setbacks could lead to significant declines in valuation [10].

Group 1: AI Technology Integration - AI technology is deeply integrated into various industries such as manufacturing, healthcare, and education, accelerating its entry into production lines and daily life, becoming a crucial support for the development of new productive forces [1][5] Group 2: Company Developments - Fulin Precision (富临精工) announced a significant investment in its subsidiary Jiangxi Shenghua New Materials, with Fulin investing 1 billion yuan and CATL investing 2.56 billion yuan to enhance their strategic partnership [1] - Following this announcement, Fulin Precision's stock surged, reaching a new high since 2022, with a market capitalization approaching 38 billion yuan [1] Group 3: AppLovin Performance - AppLovin, a leading AI application company, saw its stock price rise by 6.34% to a record high of $712.36 per share, with a year-to-date increase of 119.98%, bringing its market capitalization to approximately $240.96 billion [3] - Analysts from Oppenheimer and UBS have significantly raised AppLovin's target price, reflecting confidence in its non-gaming advertising business and long-term growth potential [3][4] Group 4: AI Application Stocks - A report indicated that 14 AI application concept stocks in the A-share market have doubled in value this year, with notable performers including Siquan New Materials, Kaipu Cloud, and Hongjing Technology [6][8] - Siquan New Materials has seen a staggering increase of 424.96% this year, focusing on thermal management products for emerging industries [8] Group 5: Future Growth Potential - A total of 43 AI application concept stocks are expected to have a net profit growth rate exceeding 20% in the next two years, with 21 stocks showing an upside potential of over 13% based on the latest closing prices [9][10] - Newguodu is highlighted as having the highest upside potential at 40.16%, driven by its expansion into various industry clients and AI business layout [10]

Group 1 - AppLovin's stock price surged by 6.34% to a record high of $712.36 per share, with a year-to-date increase of 119.98% and a market capitalization of $240.96 billion [1] - Oppenheimer raised AppLovin's target price significantly by $240 to $740, reaffirming its "outperform" rating, indicating strong confidence in the company's non-gaming advertising business and long-term growth potential [1] - Huya Technology's stock rose over 5%, reaching HKD 19.96, with a trading volume of HKD 275 million, reflecting positive market sentiment [1] Group 2 - CITIC Securities noted that independent platforms like AppLovin AXON 2.0 and Huya Technology's Mintegral are leveraging algorithmic barriers to achieve synchronized revenue and take rate growth, expanding into new areas such as e-commerce and CTV [2] - Open Source Securities highlighted that global tech giants are increasing investments in AI infrastructure, driving continuous iteration of models and capabilities, which will accelerate the commercialization of AI applications across various sectors [2] - Recommendations to increase investment in AI applications, with a focus on Huya Technology, were made based on the expected high growth in programmatic advertising over the next five years [2]

此外，投行瑞银和Piper Sandler以Applovin(APP.US)持续展现的业务执行力为由上调了其目标股价。其 中瑞银分析师克里斯·昆塔里奇将AppLovin目标股价从540美元大幅上调至810美元，维持"买入"评级并 列为该行首选标的。 据悉，AppLovin主要为企业提供营销软件及平台服务，其核心解决方案包括以人工智能(AI)为驱动的广 告工具(如用于精准匹配广告与目标受众的AppDiscovery)，以及用于优化应用内广告收入的变现平台(如 MAX)。 近期，多家投行上调Applovin的目标价。Oppenheimer发表研报，将AppLovin(APP.US)目标价大幅上调 240美元，至740美元，同时重申其"跑赢大盘"评级。此次目标价的大幅上调，凸显出这家研究机构对 AppLovin非游戏广告业务及长期增长动力的信心。 转自：证券时报 人民财讯9月30日电，美国当地时间9月29日，人工智能（AI）应用龙头公司Applovin股价大涨6.34%， 最新收盘价712.36美元/股，创历史新高。今年以来，该股累计上涨119.98%，最新总市值飙升至2409.56 亿美元（折合人民币约1.71万 ...