Core Viewpoint - Despite market uncertainties, it is a favorable time to invest in growth stocks with a cautious approach, starting with smaller investments and potentially increasing positions if stock prices decline. Group 1: Nvidia - Nvidia is the leader in AI infrastructure, with its GPUs being the primary chips for AI workloads, supported by its proprietary software platform CUDA [3][4] - Nvidia captured over 90% of the GPU market in Q1, with data center revenue growing more than 9 times in two years, and demand for its new Blackwell chips is accelerating [4][5] - Nvidia is positioned as a key investment in AI infrastructure despite potential risks from data center spending slowdowns [5] Group 2: Taiwan Semiconductor Manufacturing (TSMC) - TSMC is crucial in manufacturing advanced AI chips, holding significant capabilities that few companies possess [6][7] - Nearly 60% of TSMC's business comes from high-performance computing chips, with strong demand continuing [7] - TSMC is raising prices to offset near-term margin pressures and is expected to be a long-term winner in the AI sector [8] Group 3: Pinterest - Pinterest has transformed by embracing AI, leading to increased engagement and improved average revenue per user (ARPU) [9][10] - The company’s AI-driven solutions are enhancing user engagement and helping advertisers run more effective campaigns [10] - Despite potential economic slowdowns, Pinterest has strong growth prospects due to its large user base [11] Group 4: Eli Lilly - Eli Lilly is benefiting from the growth of GLP-1 drugs, with Mounjaro and Zepbound generating $6.1 billion in revenue last quarter [12] - Zepbound's revenue surged from $517 million to $2.3 billion year-over-year, indicating strong momentum [12] - The company’s next-generation oral GLP-1 drug, orforglipron, shows promise and has advantages over existing injectable drugs [13][14] Group 5: e.l.f. Beauty - e.l.f. Beauty is entering a growth phase following its $1 billion acquisition of Rhode, which generated $212 million in sales despite limited product offerings [15][16] - The acquisition is timely as e.l.f.'s growth slowed, and Rhode's expansion into Sephora presents a significant opportunity [16][17] - e.l.f. has strong retail relationships that can facilitate Rhode's distribution growth, making it an attractive investment opportunity [17]

I have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investing from The MF. Also because I have a engineering background, I often tend to gravitate to Tech stocksAnalyst’s Disclosure:I/we have a beneficial long position in the shares of TTD either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not ...

NEW YORK, June 18, 2025 (GLOBE NEWSWIRE) -- The Gross Law Firm issues the following notice to shareholders of DoubleVerify Holdings, Inc. (NYSE: DV). Shareholders who purchased shares of DV during the class period listed are encouraged to contact the firm regarding possible lead plaintiff appointment. Appointment as lead plaintiff is not required to partake in any recovery. CONTACT US HERE: https://securitiesclasslaw.com/securities/doubleverify-holdings-inc-loss-submission-form-2/?id=153445&from=3 CLASS PER ...

Core Insights - Integral Ad Science (IAS) has launched new contextual category reporting for Meta Platforms, enhancing measurement reporting across Facebook and Instagram Feed and Reels [1][3] - This initiative aims to provide advertisers with trusted, independent third-party measurement tools to support brand suitability and performance goals [1][3] Group 1: New Reporting Features - The new contextual category reporting is part of IAS's Total Media Quality (TMQ) for Meta, offering accurate and actionable brand safety and suitability measurement [3] - Advertisers can access this reporting through IAS's Content Block List optimization solution, which was first launched in October 2024 [4] Group 2: Technology and Insights - TMQ is powered by IAS's multimedia technology, which includes frame-by-frame analysis of video content to deliver precise measurement at scale [3] - The contextual category reporting includes over 46 categories such as Politics, Natural Disasters, and Family & Parenting, available globally in 34 languages [7] Group 3: Company Background - IAS is recognized as a leading global media measurement and optimization platform, providing actionable data to enhance results for advertisers, publishers, and media platforms [5] - The company's mission is to establish a global benchmark for trust and transparency in digital media quality [5]

机器之心原创 作者：张倩 「2025 年，多模态生成是一个好方向吗？」这是一位同学在今年年初提出的问题。 他之所以有此疑问，是因为在找实习时发现，狭义的 AIGC（如视频生成）岗位较少，就业前景不佳，自己的「底层视觉 + 生成模型」背景不知道怎么才能发挥用 武之地。 这位同学描述的情况相信很多同学都遇到过。确实，这两年 AIGC、多模态生成很火，理论上很多行业都能用上，比如影视、游戏…… 但由于技术发展仍在早 期，能经得起商业验证的场景其实并不多。部分从业者曾在采访中告诉机器之心，他们和影视行业接触过，比如拍短剧的导演，但对方表示，目前 AI 相比普通演 员仍然不具备竞争力。 不过，并非每个行业都如此悲观。据我们观察，至少从三年前开始，多模态生成就已经在广告等行业成功试水，去年更是给一些大厂带来了实打实的收益。在这 些正向回报的激励下，不少企业正在加大投入，希望用生成式 AI（尤其是多模态生成）给广告内容的生产、分发带来一场变革。对于相关人才来说，这里面蕴含 着大量的机会。 生成式 AI + 广告 一条已经跑通的路线 提到广告 AI，大多数人首先想到的是用 AI 助力广告内容的生成。这确实是一项已经开展多年的 ...

Core Insights - The advertising industry is shifting from traditional offline methods to online internet advertising, creating significant business opportunities for companies [1][3] - There is a growing demand for internet advertising across various sectors, from individuals to small and large enterprises, indicating a supply-demand imbalance [3][5] - The internet advertising market is characterized by diverse formats such as text, images, and videos, catering to different consumer preferences [3][5] Industry Overview - The transition to online advertising is driven by the need for businesses to promote their products and services effectively, especially in the context of new store openings, anniversaries, and promotional events [5][6] - The internet advertising sector is recognized as a mainstream industry with substantial potential and market scope [5][6] Profitability and Business Model - Profit sources in internet advertising include advertising fee margins, which are not standardized, allowing for significant profit potential [6] - Rebates on advertising costs typically range from 3% to 60%, providing additional profit opportunities [6] - Service and operational fees can vary between 500 to 2800, contributing to overall profitability, which can reach up to 70% [6] Support and Collaboration - The company offers comprehensive support for partners, including training, customer acquisition, and technical assistance for advertising design and operation [7][8] - The project is suitable for low-cost entrepreneurship, with initial investments of 20,000 to 30,000 potentially leading to annual earnings in the hundreds of thousands [8]

Core Insights - Digital Turbine's stock surged by 49.7% amid a broader market decline, reflecting strong investor sentiment following the release of its fiscal Q4 results [1] - The company reported non-GAAP adjusted earnings per share of $0.10 on sales of $119.15 million, exceeding Wall Street expectations [3] - Digital Turbine provided optimistic guidance for the current fiscal year, projecting sales between $515 million and $525 million, indicating a growth of approximately 6% year-over-year [4] Financial Performance - In fiscal Q4, Digital Turbine's revenue increased by roughly 6% year-over-year, despite a decline in per-share profit from $0.12 in the prior-year quarter [3] - The company's sales surpassed the average analyst estimate of $116.64 million, while adjusted earnings per share exceeded expectations of $0.04 [3] - Management's guidance for adjusted EBITDA is between $85 million and $90 million, which is better than the average estimate of $85.2 million [5] Future Outlook - Digital Turbine's sales guidance for the current fiscal year is between $515 million and $525 million, with the midpoint indicating a growth of approximately 6% over the previous year's sales of $490.5 million [4] - The company’s positive performance and outlook for sales and profitability suggest a stronger position moving forward [5]

The AppLovin Corporation logo appears on a smartphone screen in this illustration photo in Reno, ... More United States, on December 20, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)NurPhoto via Getty Images AppLovin (NASDAQ:APP), a firm that assists mobile app developers in publishing and promoting their applications, has excelled over the past year, though it has experienced some ups and downs in 2025. While the stock dropped nearly 57% from the peaks observed in early February 2025 following a r ...

Core Insights - Criteo has launched its Auction-Based Display technology, enhancing programmatic flexibility in retail media environments and driving industry advancement [1][5] - The new technology is designed to meet the unique dynamics of retail environments, providing retailers with biddable trading options and flexible pricing [2][3] - This innovation allows advertisers to execute standardized campaigns across various ad formats, optimizing multi-retailer campaigns more efficiently [4] Company Overview - Criteo is a global platform that connects the commerce ecosystem, leveraging AI to access over $1 trillion in annual commerce sales [6] - The company provides technology, tools, and insights necessary for brands, agencies, retailers, and media owners to drive performance and growth [6] Industry Context - The retail media landscape is evolving, with increasing demand for highly relevant and timely ads, which Criteo's technology addresses through real-time bidding and advanced ad relevancy controls [3][5] - By complementing existing reservation-based deals with auction-based buying, retailers can unlock new monetization opportunities and access national media budgets [2]

NEW YORK, June 16, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of common stock of DoubleVerify Holdings, Inc. (NYSE: DV) between November 10, 2023 and February 27, 2025, both dates inclusive (the “Class Period”), of the important July 21, 2025 lead plaintiff deadline. SO WHAT: If you purchased DoubleVerify common stock during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency f ...