Shares of trading platform Robinhood Markets (HOOD), mobile marketing provider AppLovin (APP), and engineering firm Emcor Group (EME) all advanced in premarket trading Monday on word they will be added to the S&P 500 Index. ...

The market valuation of the online-trading platform, and advertising technology company, are key to the Monday rally. ...

AlexSecret/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify Robinhood (HOOD) and AppLovin (APP) rally after S&P 500 inclusion; Strategy (MSTR) falls after missing out. (00:27) Alibaba (BABA) leads $140M funding for Chinese humanoid startup X Square Robot - report. (01:11) OpenAI plans AI-powered jobs platform that may target Microsoft's LinkedIn. (02:09) This is an abridged transcript. When you check out futures this morning you’ll notice AppLovin Corporation (NASDAQ:AP ...

Core Insights - AppLovin has faced skepticism regarding the sustainability of its digital advertising business in the current year [1] Company Overview - AppLovin is publicly traded on NASDAQ under the ticker APP [1] Analyst Background - Uttam is a growth-oriented investment analyst focusing on technology sectors such as semiconductors, artificial intelligence, and cloud software [2] - He has experience leading teams at major technology firms like Apple and Google [2]

Core Viewpoint - AppLovin's stock is experiencing significant growth as investors are optimistic about its expansion into e-commerce [1] Group 1 - AppLovin's stock price is soaring in 2025, indicating strong investor confidence [1] - The surge in stock prices has raised questions among investors regarding the potential for further investment in the company [1] - The stock prices referenced were from the afternoon of September 4, 2025, with a video published on September 5, 2025 [1]

Core Viewpoint - S&P Dow Jones Indices will implement changes to the S&P 100, S&P 500, S&P MidCap 400, and S&P SmallCap 600 indices effective September 22, 2025, to enhance market capitalization representation [1][2]. Changes Summary - **S&P 100 Changes**: - Addition of Uber Technologies (Ticker: UBER) in the Industrials sector - Deletion of Charter Communications (Ticker: CHTR) from the index [2][3]. - **S&P 500 Changes**: - Additions: - AppLovin (Ticker: APP) in the Information Technology sector - Robinhood Markets (Ticker: HOOD) in the Financials sector - Emcor Group (Ticker: EME) in the Industrials sector - Deletions: - MarketAxess Holdings (Ticker: MKTX) in the Financials sector - Caesars Entertainment (Ticker: CZR) in the Consumer Discretionary sector - Enphase Energy (Ticker: ENPH) in the Information Technology sector [2][3]. - **S&P MidCap 400 Changes**: - Additions: - Nutanix (Ticker: NTNX) in the Information Technology sector - TransUnion (Ticker: TRU) in the Industrials sector - MP Materials (Ticker: MP) in the Materials sector - Kratos Defense & Security Solutions (Ticker: KTOS) in the Industrials sector - Deletions: - Emcor Group (Ticker: EME) in the Industrials sector - The Wendy's Company (Ticker: WEN) in the Consumer Discretionary sector - Acadia Healthcare Company (Ticker: ACHC) in the Health Care sector - ManpowerGroup (Ticker: MAN) in the Industrials sector [3][4]. - **S&P SmallCap 600 Changes**: - Additions: - MarketAxess Holdings (Ticker: MKTX) in the Financials sector - Caesars Entertainment (Ticker: CZR) in the Consumer Discretionary sector - Enphase Energy (Ticker: ENPH) in the Information Technology sector - The Wendy's Company (Ticker: WEN) in the Consumer Discretionary sector - Acadia Healthcare Company (Ticker: ACHC) in the Health Care sector - Noble Corporation (Ticker: NE) in the Energy sector - Q2 Holdings (Ticker: QTWO) in the Information Technology sector - Waystar Holding (Ticker: WAY) in the Health Care sector - Hecla Mining (Ticker: HL) in the Materials sector - Deletions: - MP Materials (Ticker: MP) in the Materials sector - Kratos Defense & Security Solutions (Ticker: KTOS) in the Industrials sector - ProPetro Holding (Ticker: PUMP) in the Energy sector - Xerox Holdings (Ticker: XRX) in the Information Technology sector - TechTarget (Ticker: TTGT) in the Communication Services sector - Mesa Laboratories (Ticker: MLAB) in the Health Care sector - Owens & Minor (Ticker: OMI) in the Health Care sector - B&G Foods (Ticker: BGS) in the Consumer Staples sector - Jack in the Box (Ticker: JACK) in the Consumer Discretionary sector - Simulations Plus (Ticker: SLP) in the Health Care sector [3][4].

Group 1 - AppLovin and Robinhood will join the S&P 500 index, effective before trading begins on September 22 [1] - AppLovin will replace MarketAxess Holdings, while Robinhood will take the place of Caesars Entertainment [1] - Following the announcement, shares of both companies increased in extended trading [1] Group 2 - In March, a short-seller advised against AppLovin's inclusion in the S&P 500 [2] - Robinhood's shares dropped 2% in June when it was excluded from a quarterly rebalancing of the index [2] - Other technology companies, such as Datadog and DoorDash, were added to the S&P 500 earlier this year [2] Group 3 - Both AppLovin and Robinhood went public on Nasdaq in 2021 [3]

Core Viewpoint - AppLovin's stock saw a nearly 3% increase following a bullish price target adjustment by Jefferies analyst James Heaney, reflecting positive investor sentiment and confidence in the company's future prospects [1][2]. Group 1: Analyst Insights - Jefferies' James Heaney raised AppLovin's price target from $560 to $615 per share while maintaining a buy recommendation [2]. - Heaney's insights were based on a meeting with AppLovin's CEO Adam Foroughi and CFO Matt Stumpf, where he identified several growth drivers in the mobile adtech market [4]. - The company's expansion into advertising for non-game mobile apps and in-app purchases is expected to contribute significantly to its growth [4]. Group 2: Financial Projections - Heaney slightly increased his full-year 2026 revenue estimate for AppLovin by 2%, projecting around $2 billion in net web advertising revenue [6]. - Additionally, he raised his fourth-quarter 2025 revenue projection by 1% [6]. - Despite high investment levels, AppLovin is expected to maintain EBITDA margins exceeding 80% [5].

[Music] It is time for the light and then the lightning round is over. Are you ready. We're going to start with Ally in New York.Ally Joe. >> Booyah. Booyah.Uh, I own App Loving. um up and I'm wondering if I can buy more here if I should hold. >> No, I don't want you to buy more.As a matter of fact, it's up 50%. Let's take a little off the table just to be prudent. It's a monster stock and it's very wellrun, but a little off the table would certainly make me feel better.How about Gary in Alabama. Gary, >> h ...

Group 1: Resideo Technologies (REZI) - Resideo Technologies has seen a significant increase in its stock price, rising approximately 47% since July 15, with insider buying indicating confidence in the company [2] - Major shareholder CD&R Channel Holdings II, L.P. has purchased around $179 million worth of Resideo shares since July 25, while insider selling during the same period was only $4 million [2] - The potential for Resideo to be acquired at a higher valuation is suggested by the success of CD&R's other investment, Foundation Building Materials, which was sold for $8.8 billion after being taken private for $1.4 billion [3][4] Group 2: AppLovin (APP) - AppLovin has experienced a remarkable stock performance, with shares up nearly 48% in 2025 and 444% over the past 52 weeks, closing near $479, just 7% below its all-time high [6] - CEO Adam Foroughi sold over $74 million worth of AppLovin shares in August, with the majority of these sales being discretionary rather than part of a predetermined plan, which raises concerns among investors [7][8] - Despite the insider selling, Foroughi still holds over 10% of AppLovin's equity, indicating long-term bullish sentiment, but the consensus price target suggests shares are fairly valued at around $478 [9]