A downtrend has been apparent in Criteo S.A. (CRTO) lately with too much selling pressure. The stock has declined 13.6% over the past four weeks. However, given the fact that it is now in oversold territory and Wall Street analysts are majorly in agreement about the company's ability to report better earnings than they predicted earlier, the stock could be due for a turnaround.Here is How to Spot Oversold StocksWe use Relative Strength Index (RSI), one of the most commonly used technical indicators, for spo ...

Core Insights - Meta, the owner of Facebook and Instagram, plans to enable advertisers to fully create and target campaigns using AI tools by the end of next year, which poses a significant threat to traditional marketing agencies [1][2] - The new AI tools will allow brands to create ads using product images and planned marketing budgets, potentially disintermediating traditional advertising roles [2][3] - The rollout of these tools could significantly increase Meta's advertising revenue, which currently stands at $160 billion annually [4] Group 1 - Meta's AI tools will create entire ads, including imagery, video, and text, and target them according to clients' budgets [3] - Targeting capabilities, such as geolocation, will allow for tailored advertisements based on users' interests [4] - Following the announcement, shares of major marketing services companies like WPP, Publicis Groupe, and Havas experienced declines of 3%, 3.9%, and 3% respectively [5] Group 2 - Mark Zuckerberg has described the development of these AI tools as a "redefinition of the category of advertising" [6] - Meta plans to invest between $64 billion and $72 billion in capital expenditure next year, including AI infrastructure development [6] - The company's previous spending outlook for 2025 was up to $65 billion, indicating a significant increase in investment focus [6]

Company Overview - Nexxen International Ltd. is a global advertising technology platform specializing in data and advanced TV, offering a flexible and unified technology stack that includes a demand-side platform (DSP) and supply-side platform (SSP) [3][4] - The company is headquartered in Israel and has offices across the United States, Canada, Europe, and Asia-Pacific, and is traded on Nasdaq under the ticker NEXN [4] Share Repurchase Program - In May 2025, Nexxen repurchased 1,260,000 Ordinary Shares at an average price of $11.30 [1] - As of May 31, 2025, the company had 59,483,096 Ordinary Shares outstanding and approximately $24.8 million remaining under its current share repurchase program authorization [2]

Core Viewpoint - The DoubleVerify Holdings, Inc. is facing a class action lawsuit alleging violations of the Securities Exchange Act of 1934, with claims of misleading statements and undisclosed risks impacting the company's stock performance during the specified class period [1][3]. Company Allegations - The lawsuit claims that DoubleVerify's customers shifted ad spending from open exchanges to closed platforms, where the company's technological capabilities were limited, affecting its competitive position [3]. - It is alleged that the development of technology for closed platforms was more expensive and time-consuming than disclosed, limiting DoubleVerify's ability to monetize its Activation Services [3]. - Competitors were reportedly better positioned to incorporate AI into their offerings, which negatively impacted DoubleVerify's profits and competitive edge [3]. - The company is accused of systematically overbilling customers for ad impressions served to bots, and its risk disclosures were misleading, presenting adverse facts as mere possibilities [3]. Stock Performance Impact - Following a lower revenue growth expectation announcement on February 28, 2024, DoubleVerify's stock price fell over 21% [4]. - On May 7, 2024, after cutting its full-year 2024 revenue outlook due to reduced customer ad spending, the stock price dropped nearly 39% [5]. - A report on February 27, 2025, detailing lower-than-expected sales and earnings due to reduced customer spending led to a further stock price decline of more than 36% [6]. Legal Process - Investors who purchased DoubleVerify common stock during the class period can seek appointment as lead plaintiff in the class action lawsuit, representing the interests of all class members [7].

Market Overview - The U.S. equity market in 2025 has been volatile due to trade tensions, macroeconomic uncertainties, and geopolitical challenges impacting investor sentiment [1] Investment Strategy - Market volatility presents opportunities to acquire fundamentally strong, high-quality stocks with robust growth prospects at attractive valuations, historically yielding significant returns for patient investors [2] Stock Analysis Microsoft - Microsoft is well-positioned to capitalize on the AI wave, with a critical role in building AI infrastructure globally and a deep partnership with OpenAI [5][6] - The company commands a 22% market share in the AI infrastructure space through its Azure cloud platform, which is expanding with new data centers in 10 countries [6] - Microsoft has a high annuity mix of 98% in recurring revenue, with commercial remaining performance obligations growing 34% year-over-year to $315 billion [7] - The company maintains a robust cash balance of $79.6 billion, allowing for aggressive AI investments while returning $9.7 billion to shareholders [7][8] Meta Platforms - Meta Platforms dominates digital advertising, generating nearly $41.4 billion in revenue by reaching 3.4 billion daily users across its social media applications [9] - AI investments have led to increased user engagement, with time spent on Facebook and Instagram rising by 7% and 6%, respectively, and ad conversion rates for Reels improving by 5% [10] - The company plans to invest $64 billion to $72 billion in fiscal 2025, leveraging its large user base for business messaging and mobile commerce [11] Amazon - Amazon's AWS leads the cloud infrastructure market with a 29% share and achieved a $117 billion annualized revenue run rate with a 40% margin [12] - The e-commerce segment is strengthening through improved logistics and automation, while advertising revenue reached $13.9 billion in the first quarter [13] - Amazon's AI capabilities are rapidly growing, with the AI business already at a "multibillion-dollar annual run rate" and expanding at triple-digit year-over-year percentages [14][15] Vertex Pharmaceuticals - Vertex Pharmaceuticals leads the cystic fibrosis market, generating over $10 billion in annual revenue from its CF franchise, primarily driven by the drug Trikafta [16][17] - The recently approved CF drug Alyftrek shows better efficacy and convenience, potentially expanding market penetration [17] - Vertex is financially stable with $11.4 billion in cash, allowing for significant investment in growth initiatives, including a strong pipeline of late-stage programs [19]

Core Insights - Warren Buffett transformed Berkshire Hathaway from a struggling textile mill into a trillion-dollar business by focusing on insurance, leading to a market value increase of over 5,500,000% since 1965, with an average annual return of 20% [1][2] - Bill Ackman aims to replicate Buffett's success with Howard Hughes Holdings, having increased his stake to 46.9% and planning to acquire controlling interests in various companies [3][4] Company Performance - Ackman's hedge fund, Pershing Square, has outperformed the S&P 500 by 24 percentage points over the last five years, and he recently purchased Amazon, an AI stock that has risen 855% over the past decade [6][7] - Amazon's market value exceeds $2 trillion, with significant growth opportunities in retail advertising and cloud services, which are growing faster than online retail sales and have higher margins [9][13] Growth Opportunities - Amazon is developing around 1,000 generative AI applications to enhance productivity across its retail operations, and its AWS division is positioned to monetize AI effectively [9][10] - AWS has a multibillion-dollar annual revenue run rate and is experiencing triple-digit year-over-year growth in its AI business [11] Analyst Sentiment - 96% of Wall Street analysts rate Amazon stock as a buy, with a median target price of $235, indicating a potential 14% upside from the current price of $205 [11][12] - Amazon's earnings are expected to grow at 10% annually through 2026, although the current P/E ratio of 33 may appear high [12] Market Trends - Domestic retail e-commerce sales are projected to increase by 8% annually through 2028, while retail ad spending is expected to grow by 17% annually in the U.S. during the same period [13] - Cloud computing sales are forecasted to grow at 20% annually through 2030, solidifying AWS's position as the largest public cloud operator [13]

Core Viewpoint - A class action lawsuit has been filed against DoubleVerify Holdings, Inc. for misleading statements and failure to disclose critical information regarding its business operations and competitive position during the Class Period from November 10, 2023, to February 27, 2025 [1][5]. Group 1: Lawsuit Details - The lawsuit claims that DoubleVerify's customers shifted ad spending from open exchanges to closed platforms, limiting the company's technological capabilities and competition with platforms like Meta and Amazon [5]. - It is alleged that DoubleVerify's high-margin Activation Services faced significant development costs and time delays, impacting monetization efforts [5]. - The lawsuit states that DoubleVerify's competitors were better positioned to integrate AI into their offerings, adversely affecting DoubleVerify's profitability [5]. Group 2: Investor Information - Investors who purchased DoubleVerify common stock during the Class Period may be entitled to compensation without any out-of-pocket fees through a contingency fee arrangement [2]. - To participate in the class action, investors can submit their information through the provided link or contact the law firm directly [3][6]. - A lead plaintiff must be appointed by July 21, 2025, to represent the interests of other class members in the litigation [1][3]. Group 3: Law Firm Credentials - The Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements, including the largest against a Chinese company at the time [4]. - The firm has consistently ranked among the top firms for securities class action settlements and has recovered hundreds of millions for investors [4]. - In 2019, the firm secured over $438 million for investors, showcasing its effectiveness in representing shareholder interests [4].

Core Viewpoint - The DoubleVerify Holdings, Inc. is facing a class action lawsuit alleging violations of the Securities Exchange Act of 1934, with claims of misleading statements and failure to disclose critical business challenges during the class period from November 10, 2023, to February 27, 2025 [1][3]. Group 1: Allegations of the Lawsuit - The lawsuit claims that DoubleVerify's customers shifted ad spending from open exchanges to closed platforms, where the company's capabilities were limited [3]. - It is alleged that the monetization of DoubleVerify's Activation Services was hindered by the high costs and time required to develop technology for closed platforms [3]. - The lawsuit states that competitors were better positioned to integrate AI into their offerings, negatively impacting DoubleVerify's competitive edge and profitability [3]. - DoubleVerify is accused of systematically overbilling customers for ad impressions served to bots [3]. - The risk disclosures provided by DoubleVerify were claimed to be materially false and misleading, presenting adverse facts as mere possibilities [3]. Group 2: Impact on Stock Price - Following the announcement of lower revenue growth expectations on February 28, 2024, DoubleVerify's stock price fell over 21% [4]. - On May 7, 2024, after cutting its full-year 2024 revenue outlook, the stock price dropped nearly 39% [5]. - On February 27, 2025, the company reported lower-than-expected sales and earnings, leading to a further decline of more than 36% in stock price [6]. Group 3: Legal Process and Representation - Investors who purchased DoubleVerify common stock during the class period can seek appointment as lead plaintiff in the class action lawsuit [7]. - The lead plaintiff will represent the interests of all class members and can select a law firm of their choice for litigation [7]. Group 4: About Robbins Geller - Robbins Geller Rudman & Dowd LLP is a leading law firm specializing in securities fraud and shareholder litigation, having secured over $2.5 billion for investors in 2024 alone [8][9].

Core Viewpoint - A class action lawsuit has been filed against DoubleVerify Holdings, Inc. for alleged securities fraud and unlawful business practices [2][3]. Company Performance - On February 28, 2024, DoubleVerify lowered its revenue growth expectations for Q1 2024, leading to a stock price drop of $8.35, or 21.3%, closing at $30.89 on February 29, 2024 [3]. - On May 7, 2024, the company cut its full-year 2024 revenue outlook due to reduced ad spending from customers, resulting in a stock price decline of $11.79, or 38.6%, closing at $18.78 on May 8, 2024 [4]. - On February 27, 2025, DoubleVerify reported lower-than-expected Q4 2024 sales and earnings, attributed to reduced customer spending and a shift in ad dollars, causing a stock price drop of approximately 36% to close at $13.90 on February 28, 2025 [5]. Industry Concerns - On March 28, 2025, Adalytics Research, LLC released a report claiming that DoubleVerify's advertisement verification services are ineffective, stating that customers are billed for ad impressions served to bots [6]. - The Wall Street Journal reported that DoubleVerify frequently fails to detect nonhuman traffic, contradicting the company's claims of helping brands avoid serving ads to bot accounts [6].

Core Viewpoint - Faruqi & Faruqi, LLP is investigating potential claims against DoubleVerify Holdings, Inc. due to allegations of misleading statements and failure to disclose critical information affecting investors [2][4]. Group 1: Allegations Against DoubleVerify - The complaint alleges that DoubleVerify's customers are shifting ad spending from open exchanges to closed platforms, where the company's technological capabilities are limited [4]. - It is claimed that DoubleVerify's ability to monetize its high-margin Activation Services is constrained due to the high costs and time required for technology development for closed platforms [4]. - The complaint states that DoubleVerify's competitors are better positioned to incorporate AI into their offerings, negatively impacting DoubleVerify's competitive edge and profitability [4]. - Allegations include that DoubleVerify systematically overbilled customers for ad impressions served to declared bots, and that risk disclosures were materially false and misleading [4]. Group 2: Impact of Disclosures - The truth about the alleged fraud was revealed through disclosures in February and March 2025, leading to a significant stock price drop of 36% following disappointing earnings [5]. - A report from Adalytics Research in March 2025 claimed that DoubleVerify's services were ineffective, further damaging investor confidence [5]. Group 3: Legal Proceedings - Investors who suffered losses in DoubleVerify are encouraged to contact Faruqi & Faruqi to discuss their legal rights and options for participating in a federal securities class action [1][2]. - The deadline for seeking the role of lead plaintiff in the class action is set for July 21, 2025 [2].