Core Viewpoint - The AI sector remains promising, with significant growth potential and opportunities for investment despite recent volatility in stock prices [7][40][67]. Market Overview - The AI stocks experienced a sell-off similar to previous market declines, with the S&P 500 dropping approximately 15% during a recent period [8]. - The current market is characterized by confusion, with geopolitical events influencing investor behavior and leading to volatility in both tech and safe haven sectors [17][22]. AI Sector Insights - The global AI market is projected to grow from $539 billion in 2026 to over $3 trillion by 2033, driven by investments from major tech companies and increasing demand for data centers [40][42]. - Adoption of AI technologies is expanding across various sectors, including healthcare and manufacturing, indicating a long-term trend rather than a temporary phase [15][20]. Stock Recommendations - The top 10 AI stocks recommended show an average revenue growth rate of 38% and an EPS growth rate of 99%, significantly outperforming the S&P 500 and the Magnificent Seven stocks [66][67]. - Specific stocks highlighted include: - **Lumentum Holdings (LITE)**: Up 402% in the last year, with a long-term growth rate of 61% [70]. - **Micron Technology (MU)**: Up 387% in the last year, with a long-term growth rate of 51% [72]. - **Ciena (CIEN)**: Up 215% in the last year, with a long-term EPS growth CAGR of 44% [74]. - **General Motors (GM)**: Up 76% in the last year, utilizing AI for enhanced vehicle connectivity [79]. - **Taiwan Semiconductor Manufacturing (TSM)**: Up 71% in the last year, with strong growth metrics [80]. - **Credo Technology (CRDO)**: Despite recent declines, it has strong growth potential with a forward EPS growth rate of 248% [97]. - **AppLovin (APP)**: Up almost 1000% within Alpha Picks, with a long-term growth rate of 48% [98]. - **Globus Medical (GMED)**: In the healthcare sector, showing strong growth metrics [100]. Investment Strategy - The strategy emphasizes buying on dips, particularly for stocks with strong fundamentals that have recently experienced price declines [35][106]. - The quant model used for stock selection focuses on multiple factors, including growth, value, and profitability, ensuring a diversified approach to investment [51][60].

AppLovin Corporation ( APP ) has fallen from grace in record time, so I wanted to see what happened to it and whether it was all warranted. The company was flying high, priced to perfection, and got hitMSc in Finance. Long-term horizon investor mostly with 5-10 year horizon. I like to keep investing simple. I believe a portfolio should consist of a mix of growth, value, and dividend-paying stocks but usually end up looking for value more than anything. I also sell options from time to time.Analyst’s Disclos ...

Core Viewpoint - AppLovin Corporation (APP) has experienced a rapid decline in its market position, raising questions about the reasons behind this downturn and whether it is justified [1]. Company Analysis - The company was previously valued highly, indicating that it was perceived as a strong performer in the market [1]. - The article suggests that the company's fall from grace may not be entirely warranted, implying potential underlying factors that could be explored further [1]. Investment Perspective - The analysis reflects a long-term investment horizon, typically ranging from 5 to 10 years, focusing on a balanced portfolio that includes growth, value, and dividend-paying stocks [1].

Company News - The Washington Post announced significant layoffs, cutting about one-third of its staff and dismantling major parts of the newsroom as it seeks a path to profitability amid reported losses of approximately $100 million in 2024 [2][3] - AMD's stock is experiencing a decline despite reporting better-than-expected earnings, with analysts questioning its ability to demonstrate real operating leverage [4][5] - Eli Lilly reported strong Q4 results and a positive outlook for 2026, with its GLP-1 drugs Mounjaro and Zepbound exceeding revenue expectations, both showing over 100% growth year-over-year [5] - Uber's stock fell after missing Q4 profit expectations due to a shift towards cheaper rides and increased insurance costs, although it updated its plans for autonomous vehicles [6] - AppLovin's stock is sliding following reports of a new AI startup, CloudX, which aims to disrupt the mobile advertising sector by automating tasks typically performed by engineers and ad operations teams [7] - MGM Resorts is seeing a rally in its stock after BetMGM reported record net revenue of approximately $2.8 billion for 2025, driven by growth in online sports betting and iGaming [7] Cryptocurrency Market - Bitcoin resumed its decline after a previous selloff that resulted in a loss of nearly $470 billion in market capitalization, with investor Michael Burry warning of a potential "death spiral" for the cryptocurrency [8][9] - Burry criticized Bitcoin for failing to establish itself as a reliable hedge against currency debasement, suggesting that further declines could lead to significant financial distress for companies heavily invested in Bitcoin [9] AI Industry - Anthropic announced that its AI model, Claude, will remain ad-free, positioning itself against competitors like OpenAI, which plans to introduce ads in its chatbot [10][11][12] - The decision by Anthropic reflects a broader debate within the AI sector regarding the implications of ad-supported models on user experience and trust [12]

AppLovin Corporation (NASDAQ:APP) is one of the noteworthy S&P 500 stocks Jim Cramer highlighted. During the episode, Cramer called the recent massive single-day sell-off “exaggerated.” The Mad Money host commented: Before the break, I went over January’s 10 best-performing stocks in the S&P 500… But what were the worst performers in the S&P 500 in the first month of the year? Okay, most of these are enterprise software companies where investors are worried about AI displacement. These… used to be the hot ...

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 Viewpoint - AppLovin's stock has seen a significant decline of nearly 40% since January, primarily due to concerns over Google's Project Genie, which is perceived as a potential disruptor in the mobile gaming industry [1][1]. Group 1: Impact of Project Genie - Google Project Genie is a generative game engine that allows users to create interactive 3D environments from simple prompts, raising fears that it could undermine traditional game development processes [1][1]. - The potential for users to create high-quality gaming experiences with minimal effort could threaten AppLovin's core business model, which focuses on helping developers scale and monetize complex software [1][1]. - The market's reaction has been a sharp sell-off in AppLovin shares, with a 15% drop noted on the day of the news [1][1]. Group 2: Contrarian Perspective from Deutsche Bank - Deutsche Bank analysts argue that the sell-off in AppLovin shares is overdone and that it is too early to determine the true impact of Project Genie [1][1]. - They believe that Project Genie will not replace traditional game development or disrupt the mobile game discovery ecosystem, viewing it instead as a potential productivity booster for developers [1][1]. - The analysts suggest that an increase in game content could actually enhance the demand for AppLovin's monetization and user acquisition tools, making the current weakness in the stock a buying opportunity [1][1]. Group 3: Investment Outlook - Deutsche Bank maintains that the fundamental demand for game discovery remains intact, and the sell-off has improved the risk-reward profile for AppLovin as a long-term investment [1][1]. - Options traders are pricing in a potential 25% rally in AppLovin's stock by mid-April, indicating optimism about its future performance [1][1].

Core Insights - AppLovin Corporation (APP) is set to report its fourth-quarter 2025 results on February 11, with earnings expected to reach $2.89 per share, reflecting a 67% increase year-over-year, and revenues projected at $1.6 billion, indicating a 16.9% growth from the previous year, driven by gaming advertising and the MAX platform ecosystem [1][5]. Earnings Estimates - The Zacks Consensus Estimate for the upcoming quarter remains unchanged, with one estimate revised downward in the last 60 days [2]. - The earnings surprise history shows that AppLovin has consistently exceeded earnings expectations, averaging a surprise of 15.3% over the last four quarters [3][4]. Stock Performance and Valuation - AppLovin's stock has declined by 25% over the past three months, compared to a 10% decline in the broader industry, yet it continues to trade at a forward price-to-earnings ratio of 29.71x, above the industry average of 23.64x, and a price-to-sales ratio of 19.74x, significantly higher than the industry average of 2.6x, indicating that the stock remains relatively expensive [7]. Competitive Landscape - Competitors in AI-driven performance advertising, such as Alphabet and Meta Platforms, have shown positive stock performance, with Alphabet gaining 19% and Meta Platforms increasing by 9% over the past three months, while AppLovin's specialized platform is achieving superior results in its niche [8]. Growth Drivers - AppLovin's growth is increasingly supported by its Axon engine, an AI system that automates ad placement and optimization, allowing for faster campaign deployment and measurable returns [9]. - The expansion of the Axon platform into e-commerce advertising is broadening AppLovin's addressable market without compromising margins, following the divestiture of its Apps segment in June 2025 [10]. Investment Outlook - The investment case for AppLovin is characterized by structural advantages and a focus on long-term growth rather than short-term market fluctuations, with the Axon-led platform enhancing advertiser engagement and expanding into higher-value performance use cases [13].

AppLovin Corporation (NASDAQ:APP) is one of the 10 best NASDAQ growth stocks to buy for the next 10 years. On January 30, Evercore ISI analyst Robert Coolbrith reaffirmed a Buy rating and a $835 price target on AppLovin Corporation (NASDAQ:APP). The firm’s price target suggests a further 53.96% upside from here, consistent with the median Wall Street analyst estimate of 63.6%, based on 32 analysts covering the stock. fuboTV (FUBO) Drops on End of NBCUniversal Deal Additionally, investment firm Needham up ...

Core Viewpoint - AI application software stocks experienced a significant decline following the announcement of Google's "Project Genie," which allows users to create and interact with virtual worlds [1] Group 1: Stock Performance - Shopify (SHOP.US), Cloudflare (NET.US), and ServiceNow (NOW.US) all fell over 7% [1] - SAP SE (SAP.US) and Salesforce (CRM.US) dropped more than 5% [1] - Applovin (APP.US) decreased by over 3% [1] Group 2: Google's Announcement - Google introduced "Project Genie," a product that supports the creation and interaction of virtual worlds [1] - The company stated that even in its early version, trusted testers can create diverse and engaging virtual worlds and experiences [1] - Google has launched a prototype version of "Project Genie" for AI Ultra paid subscribers in the U.S. [1]