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UiPath vs. AppLovin: Which AI-Driven Tech Stock is Purchase-Worthy?
ZACKS· 2025-07-25 18:06
Key Takeaways PATH leads the RPA space with strong enterprise ties, recurring revenues and 12% ARR growth.APP's Axon 2 quadrupled ad spend and revived growth despite stagnation in mobile gaming.PATH trades at 4.09X forward sales vs. APPs 19.88X, making it the more attractive valuation play.UiPath (PATH) and AppLovin Corporation (APP) are two prominent players leveraging artificial intelligence to transform digital operations. UiPath leads the robotic process automation sector (RPA), applying AI to streamlin ...
自媒体赞助苏超,南京为自己打了波广告,新的城市竞跑来了!
Qi Lu Wan Bao· 2025-07-25 11:37
齐鲁晚报·齐鲁壹点记者蔡宇丹 7月19日,苏超进行到第七轮,常州赛场上首次出现了一家自媒体的广告牌。 7月24日,微信公号"网信南京"发布了《对对对,我赞助了苏超》的文章,揭秘南京财经自媒体"财经无忌"赞助苏超的幕后。据悉,在8月份苏超比赛的南 京主场,"财经无忌"的广告牌还将登陆南京主场。 "网信南京"聚焦南京自媒体赞助苏超,但财经无忌对苏超的赞助,第一波对准的却是常州而非南京。 财经无忌创始人陶魏斌对齐鲁晚报·齐鲁壹点记者说,这次赞助苏超,最根本目的,是希望在苏超这样的顶流平台,向更广阔的人群展示自媒体形象。 陶魏斌最早在杭州都市快报做财经记者,15年前来到南京,他先是创业做了一家互联网家政项目,失败后又干起财经记者老本行,2015年注册了财经无忌 这个公众号,2018年正式成立公司进行团队创业,逐渐成为财经行业头部自媒体,全网粉丝量近千万,服务客户基本为行业头部品牌。 作为南京自媒体,这几年,财经无忌推出数百篇聚焦南京发展的深度报道,其中多篇斩获百万级阅读量。 今年,苏超火爆一时。做了多年传播的足球爱好者陶魏斌突发奇想,何不赞助一下苏超? "苏超现在不缺赞助商,想要赞助苏超,很不容易。"陶魏斌表示,不管 ...
美国宏观观察_投机性交易活动为窄幅轧空行情添柴加薪-US Macroscope_ Speculative trading activity adds fuel to narrow-breadth short squeeze
2025-07-25 07:15
24 July 2025 | 5:09PM EDT US Macroscope: Speculative trading activity adds fuel to narrow-breadth short squeeze Ben Snider +1(212)357-1744 | ben.snider@gs.com Goldman Sachs & Co. LLC David J. Kostin +1(212)902-6781 | david.kostin@gs.com Goldman Sachs & Co. LLC Ryan Hammond +1(212)902-5625 | ryan.hammond@gs.com Goldman Sachs & Co. LLC Jenny Ma +1(212)357-5775 | jenny.ma@gs.com Goldman Sachs & Co. LLC Daniel Chavez +1(212)357-7657 | daniel.chavez@gs.com Goldman Sachs & Co. LLC c45a43530f604d12bcb9a82b5aa6b9f6 ...
东好亚:2025年移动游戏市场洞察报告
Sensor Tower· 2025-07-25 01:26
(၇) Sensor Tower 报告 东好亚: 2025年移动游戏 市场洞察报告 Sensor Tower 把握全球数字经济脉搏 Sensor Tower 是全球领先的移动应用、数字广告、零售媒体 和受众洞察数据提供商,服务于全球顶级品牌和应用发行商。 Sensor Tower致力于把脉全球数字经济,通过顶尖平台,提供 关于移动应用及数字生态的深刻见解,赋能企业紧跟市场动态 并做出明智的战略决策。 自2013年成立以来,Sensor Tower的移动应用洞察助力营销专 家、应用开发者及游戏制作者透过使用情况、参与度及付费获 取策略,洞悉移动应用生态的奥秘。时至今日,我们的数字市 场洞察平台已涵盖受众、零售媒体及Pathmatics数字广告洞 察,让品牌与广告公司能够全方位掌握其在网络、社交及移动 平台上的竞品广告策略与目标受众。 商务合作:sales@sensortowe (p) Sensor Tower - All Rights Reserved Sensor Tower | 我们的客户 全球数字领域领导者的信赖之选 Sensor Tower App Performance Insights 应用表现洞察 ...
Markets, Data, Earnings All Mixed
ZACKS· 2025-07-25 00:11
Thursday, July 24, 2025Markets started the session mixed, and not much changed through the course of the trading day. The blue-chip Dow followed its +500-point Wednesday by selling off -316 points, -0.70%. The S&P 500 and the Nasdaq were both up modestly, +0.07% and +0.18%, respectively. The small-cap Russell 2000, which had been starting to draw even with the better-performing indexes, fell -1.3% on the day.Services & Manufacturing PMI Mixed in JulyS&P Services PMI for July came in nicely above expectation ...
Axon 2 Powers AppLovin's Explosive Growth in Mobile Advertising
ZACKS· 2025-07-24 18:15
Key Takeaways APPs Axon 2 has quadrupled ad spend and helped achieve a $10B run rate from gaming clients alone.Q1 2025 revenues rose 40%, EBITDA jumped 83%, and net income soared 144% year over year.APP trades at a 34.56 forward P/E, but earnings estimates are falling, and stock momentum has slowed.AppLovin Corporation (APP) has established itself as a dominant force in the mobile advertising landscape, largely due to the transformative capabilities of its advanced AI engine, Axon 2. Since its launch in the ...
MASERATI MC12 STRADALE SUPERCAR LEADS BROAD ARROW’S MONTEREY JET CENTER AUCTION OFFERING
Globenewswire· 2025-07-24 17:16
COMPLETE DIGITAL CATALOG FOR AUGUST 13-14 AUCTION NOW AVAILABLE | TWO-DAY SALE FEATURES HIGHLY DESIRABLE COLLECTOR CARS ACROSS TODAY’S MOST ACTIVE MARKET CATEGORIES The landmark 2005 Maserati MC12 Stradale set to headline Broad Arrow’s 2025 Monterey Jet Center Auction Credit – Robin Adams / Courtesy of Broad Arrow Auctions 2008 Koenigsegg CCXR offered at Broad Arrow’s Monterey Jet Center Auction Credit - Robin Adams / Courtesy of Broad Arrow Auctions Grosse Pointe, Michigan, July 24, 2025 (GLOBE NEW ...
These 2 Tech Stocks With 50%+ ROIC Are Built to Beat the Market
MarketBeat· 2025-07-24 14:02
Core Insights - Return on Invested Capital (ROIC) is a critical metric for assessing future investment performance, indicating a company's ability to generate returns from investor capital [1] - High ROICs suggest a competitive advantage, which can lead to stock market outperformance over time [2] Company Analysis: AppLovin - AppLovin has achieved a ROIC of approximately 52% and its shares have increased by about 348% over the past 52 weeks [3][4] - The company is transitioning from mobile game advertising to e-commerce advertising, generating $1 billion in annual run-rate revenues in this new sector [4][5] - The sustainability of AppLovin's high ROIC will depend on the success of its e-commerce push, as early results are positive but still in the experimental phase [5] Company Analysis: Monolithic Power Systems - Monolithic Power Systems has generated a ROIC of nearly 56%, but its shares have decreased by around 10% in the same period [7][8] - The company's relationship with NVIDIA has been a key advantage, but NVIDIA is diversifying its suppliers, raising concerns about Monolithic's future ROIC [8][9] - Approximately 68% of Monolithic's revenue comes from markets outside of data centers, which could help offset potential declines in business with NVIDIA [10] - Despite potential competition for NVIDIA's business, Monolithic is expected to maintain a high overall ROIC, which is favorable for its future share performance [11] Overall Market Outlook - Both AppLovin and Monolithic Power Systems have demonstrated strong ROIC, suggesting potential for continued outperformance [12] - AppLovin's rapid share price increase and entry into a new market may present more uncertainty compared to Monolithic's established advantages [12]
Senmiao Technology Limited Announces 1-for-10 Reverse Stock Split
Globenewswire· 2025-07-24 13:00
Core Viewpoint - Senmiao Technology Limited plans to implement a 1-for-10 reverse stock split effective July 29, 2025, with trading to begin on a split-adjusted basis on that day [1][2]. Group 1: Reverse Stock Split Details - The reverse stock split will convert every 10 shares of the Company's issued and outstanding common stock into one share, with no fractional shares issued; any resulting fractional shares will be rounded up to the next whole number [3]. - The Board of Directors has approved the reverse stock split, which will not alter any stockholder's percentage interest in the Company's outstanding common stock, except for adjustments related to fractional shares [2][3]. - A Certificate of Change has been filed to reduce the authorized number of shares from 500,000,000 to 50,000,000, maintaining the same ratio as the issued and outstanding shares [4]. Group 2: Company Overview - Senmiao Technology Limited is headquartered in Chengdu, Sichuan Province, and provides automobile transaction and related services, including sales, financing, and management of automobile transactions in China [5].
X @Bloomberg
Bloomberg· 2025-07-24 07:22
InMobi, a mobile advertising platform backed by SoftBank, aims to raise as much as $1 billion in an IPO in India, sources say https://t.co/m6UeiK9m1w ...