Market Overview - The current market is not favoring artificial intelligence (AI) stocks, leading to a sell-off of high-growth names that require favorable economic conditions to thrive [1] - This situation presents an opportunity to acquire top-performing AI stocks at significant discounts, with potential for strong market performance in the coming years [1] Company Analysis: SoundHound AI - SoundHound AI experienced remarkable growth in 2024, with stock prices increasing over 800% during the year, peaking at over 1,000% [3] - The company focuses on audio inputs for AI applications, particularly in digital assistants for cars and drive-thru automation, as well as healthcare, insurance, and finance products [3] - For Q4 2024, SoundHound AI reported a 101% revenue growth, reaching $34.5 million, and provided a 2025 revenue guidance of $157 million to $177 million, indicating a projected growth of 97% [4] - The company has a revenue backlog of $1.2 billion, which, if converted to revenue, suggests continued growth beyond the current projections [5] - Although SoundHound AI has not yet returned to its all-time highs, its growth trajectory indicates potential for recovery [6] Company Analysis: The Trade Desk - The Trade Desk faced challenges, including a missed revenue guidance for the first time in its history, resulting in a stock sell-off of over 30% [7] - Currently, the stock is trading 65% below its all-time high, presenting a potential buying opportunity [8] - The Trade Desk operates in the digital advertising marketplace, helping clients place ads in emerging areas such as podcast audio and connected TV, which are critical for future growth [9] - Analysts project revenue growth of 17% in 2025 and 20% in 2026, indicating strong future performance [10] - The stock trades at a forward price-to-earnings (P/E) ratio of 27, which, while not the cheapest, is the lowest level recorded for the company, suggesting a bargain for investors [12]

Even though the market has slightly recovered from the lows it experienced not long ago, it's still well off its all-time highs. Despite this, there are plenty of bargains to be found in the market.Two that I'm most excited about are Taiwan Semiconductor (TSM 0.57%) and The Trade Desk (TTD 1.33%). Although they operate in completely different industries, they will be OK over the long term.Taiwan SemiconductorTaiwan Semi is the leading contract chip manufacturer and has contracts with many of the largest tec ...

Core Insights - Amazon is positioned to potentially surpass Nvidia, Microsoft, and Apple in market valuation over the next five years, with its stock currently seen as undervalued [2][15][16] Company Overview - Amazon holds a dominant position in multiple industries, including e-commerce, cloud computing, and digital advertising, which presents significant growth opportunities [4][5] - The company has demonstrated a willingness to sacrifice short-term gains for long-term growth, resulting in substantial free cash flow growth and an expanding operating margin [6] Financial Performance - In 2024, Amazon generated $32.9 billion in free cash flow with a 10.75% operating margin, showing improvements in profitability across all business segments [6][7] - North American retail's operating margin increased to 6.4% from 4.2%, while the international segment turned positive with a 2.7% margin compared to -2% in 2023 [7] - Amazon Web Services (AWS) achieved a 37% operating margin in 2024, up from 27% in 2023, indicating strong profitability in its cloud segment [7] Growth Strategies - Amazon has revamped its logistics network to reduce costs and improve delivery times, which is expected to enhance profitability moving forward [8] - The company plans to invest heavily in AWS to meet the growing demand for AI services, anticipating significant revenue growth as it expands its data center capacity [9] Emerging Opportunities - Amazon is leveraging its infrastructure to capitalize on the growth of artificial intelligence, introducing services like Amazon Bedrock to assist enterprises in developing AI applications [11][12] - The company has the potential to launch logistics services for third parties, utilizing its extensive fulfillment network to create additional revenue streams [13][14] Market Position and Valuation - With its leading positions in fast-growing markets and new opportunities, Amazon is on a trajectory to potentially become one of the most valuable companies globally [15] - The stock's forward PE ratio is around 29.5, which, while higher than its competitors, is relatively low for Amazon compared to its historical PE ratio [16] - Projections suggest that by 2030, Amazon could surpass $100 billion in annual free cash flow, with a valuation of $5 trillion at a 2% free cash flow yield [17][18]

CLASS PERIOD: May 10, 2023 to February 25, 2025 ALLEGATIONS: According to the complaint, defendants provided investors with material information concerning AppLovin's financial growth and stability. Defendants' statements included, among other things, confidence in AppLovin's launch of its AXON 2.0 digital ad platform and using "cutting-edge AI technologies" to more efficiently match advertisements to mobile games, in addition to expanding into web-based marketing and e-commerce. Moreover, defendants public ...

Group 1 - A lawsuit is pending for investors in shares of The Trade Desk, Inc. (NASDAQ: TTD) who purchased shares prior to May 2024 [1][3] - The lawsuit alleges that The Trade Desk, Inc. made materially false and misleading statements regarding its business operations and prospects between May 09, 2024, and February 12, 2025 [2] - The plaintiff claims that the company faced significant execution challenges in rolling out its new platform, Kokai, which negatively impacted revenue growth and overall business operations [2] Group 2 - Investors are encouraged to contact the Shareholders Foundation for options related to the lawsuit [1][3] - The Shareholders Foundation provides services related to shareholder issues, including legal monitoring and information on securities class actions [3]

Since 2013, Taboola has partnered with Gannett by powering recommendations across Gannett's digital properties. Now, as part of Taboola's expansion beyond native and into performance, Taboola has deepened its partnership with Gannett to offer performance advertisers access to display inventory on Gannett properties with Realize. For the first time ever, Realize allows advertisers to tap into display and even more parts of Taboola's large network of publishers, apps and OEMs. Realize is powered by an AI perf ...

Core Insights - Taboola has announced an expansion of its long-term partnership with Gannett, enhancing its offerings for performance advertisers [1][2] - The partnership now includes access to display inventory on Gannett properties through Taboola's Realize platform, which utilizes an AI performance engine [2][3] - This collaboration aims to leverage first-party data and AI to optimize advertising campaigns across a wide network of publishers and apps [4] Company Overview - Taboola is a leader in performance advertising technology, reaching approximately 600 million daily active users and partnering with major publishers like NBC News and Yahoo [5] - Gannett is a diversified media company with a national and local presence, operating the USA TODAY NETWORK and focusing on empowering communities through journalism and digital marketing solutions [6] Partnership Details - The partnership between Taboola and Gannett has been in place since 2013, with a focus on audience development, engagement, and monetization [2][4] - Realize, the new platform, allows advertisers to access a broader range of display opportunities, enhancing the effectiveness of their campaigns [3][4]

Core Viewpoint - The recent stock market sell-off, driven by tariffs, has significantly impacted AI stocks, with many losing over one-third of their value, but this decline may set the stage for a rebound in the second half of 2025, particularly for Advanced Micro Devices (AMD) and The Trade Desk [1]. Group 1: Advanced Micro Devices (AMD) - AMD has experienced a loss of over 60% in value over the past 13 months, primarily due to competition with Nvidia in the AI accelerator market and revenue declines in its gaming and embedded segments [2]. - Despite the challenges, AMD is expected to rebound in the latter half of the year, with advancements in AI accelerators, including the upcoming release of the MI350 and MI400 [3]. - The outlook for AMD's previously lagging sectors is improving, with signs of stabilization in the embedded segment and a forecasted 22% revenue growth rate for this year, following a 14% growth in 2024 [4]. - AMD's profitability is anticipated to improve due to rising revenue growth, with a forward P/E ratio of 19 suggesting it may be undervalued [5]. Group 2: The Trade Desk - The Trade Desk has seen a significant decline in stock value, losing around 65% since its peak in December, following a missed revenue estimate and a broader market sell-off [6][8]. - The company operates a buy-side digital advertising platform, allowing advertisers to manage campaigns effectively, which has historically provided a competitive advantage [7]. - The Trade Desk's P/E ratio has decreased from over 225 in December to 64, with a forward P/E ratio of 28 indicating potential value at current levels [9]. - Revenue for The Trade Desk rose by 26% in 2024, exceeding $2.4 billion, and the company forecasts at least $575 million in revenue for Q1, suggesting a 17% growth rate if the prediction holds [10][11].

SO WHAT: If you purchased AppLovin securities during the Class Period you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. WHAT TO DO NEXT: To join the AppLovin class action, go to https://rosenlegal.com/submit-form/? case_id=35884 or call Phillip Kim, Esq. toll-free at 866-767-3653 or email case@rosenlegal.com for information on the class action. A class action lawsuit has already been filed. If you wish to serve as lead plaintiff, yo ...

Core Viewpoint - A securities class action lawsuit has been filed against AppLovin Corporation, alleging misleading information regarding its financial growth and the launch of its AXON 2.0 digital ad platform [1][3]. Group 1: Lawsuit Details - The lawsuit covers purchasers of AppLovin securities from May 10, 2023, to March 26, 2025 [1]. - Investors have until May 5, 2025, to seek appointment as lead plaintiff [2]. - Allegations include misleading investors about financial stability and growth, particularly concerning the use of AI technologies [3]. Group 2: Emerging Truths - Reports from analysts Fuzzy Panda and Culper Research on February 26, 2025, accused AppLovin of manipulating advertising data and inflating ad metrics [4]. - Following these reports, AppLovin's stock price dropped from $377.06 to $331.00, a decline of $46.06 or 12% [5]. Group 3: Additional Allegations - On March 26, 2025, Muddy Waters Research published a report alleging that AppLovin violated terms of service of major platforms, threatening its revenue sustainability [6]. - The stock fell further by $65.92 or 20%, closing at $261.70 on March 27, 2025 [7].