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Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

MIGI is trending as traders anticipate news from an upcoming conference and potential operational updates, focusing on the company's shift towards AI infrastructure and efficient energy use. Community members are actively discussing price targets and potential short squeezes, citing the stock's low float and past volatility. This buzz comes after the company resolved a legal battle with its former CEO, which is now seen as a positive catalyst for its re-emergence.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle's stock is plunging amid concerns about rising AI costs and increasing debt, overshadowing otherwise strong cloud growth and backlog. The community is actively debating whether this dip is an overreaction or a sign of deeper problems with Oracle's AI strategy, while some see a buying opportunity, others fear further declines.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

CADL is trending as investors discuss its potential in treating cancers, particularly after positive data in prostate cancer trials, while also citing undervaluation. The community is actively discussing the possibility of a short squeeze given the high short interest. Some also speculate about potential partnerships and acquisitions in the near future! LOAD!

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is trending as investors debate whether it's a buying opportunity after hitting new lows, driven by concerns about competition and tax-loss harvesting. Community discussions revolve around the potential for a turnaround, the impact of Amazon's growing presence, and frustrations with the company's leadership amidst a significant year-to-date decline. Despite strong financials and AI investments, the stock struggles to gain momentum, leaving investors divided between those anticipating a rebound and those fearing further downside.

Black Titan Corp. was formed for the purpose of effecting a merger between Titan Pharmaceuticals Inc. and TalenTec Sdn Bhd. It intends to explore and identify viable business opportunities. The company was founded on July 11, 2024 and is headquartered in Petaling Jaya, Malaysia.

Black Titan Corp.

BTTC is trending due to positive news around its DAT+ framework, sparking discussions about its potential in the digital asset space. Community members are actively debating the possibility of a significant squeeze, with some expressing concerns about trading halts and market manipulation. The stock's volatile price action and association with the crypto sector are also fueling the conversation.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as investors anticipate its upcoming Autonomy and AI Day, with discussions focused on the company's technology roadmap and potential advancements in autonomous driving. The community is debating whether the event will be a catalyst for growth or a "sell the news" event, and there is also some skepticism related to competition in the EV sector and historical stock manipulation.

Gemini Space Station, Inc. is a holding company, which offers a mobile and web based crypto asset exchange platform, proprietary wallet infrastructure and custody solutions, over-the-counter trading solutions tailored to institutions and professionals, a digital art auction platform, a proprietary United States dollar backed stablecoin, and a credit card product that offers crypto asset rewards on customer purchases. The company was founded by Tyler Winklevoss and Cameron Winklevoss in 2014 and is headquartered in New York, NY.

Gemini Space Station Inc. - Ordinary Shares- Class A

Gemini Space Station

GEMI is trending due to its derivatives arm, Gemini Titan, securing a CFTC license to launch regulated prediction markets in the U.S., a move celebrated by CEO Tyler Winklevoss. Community chatter highlights the potential for a short squeeze and increased valuation, with some drawing comparisons to prediction market competitors. The license is viewed as a significant catalyst, potentially unlocking substantial growth amid the broader crypto adoption boom.

AXIL Brands, Inc. engages in the manufacture, market, sale and distribution of hearing and audio enhancement, and protection products. It operates through the Hearing Enhancement and Protection, and Hair Care and Skin Care segments. The Hearing Enhancement and Protection segment includes ear buds, earmuffs, ear plugs, outdoor speakers, and ear care items. The Hair Care and Skin Care segment focuses on expanding its business-to-business salon sales through its network of domestic and international distributors. The company was founded on May 21, 2015 and is headquartered in Beverly Hills, CA.

AXIL Brands Inc.

AXIL is trending due to a recently announced national retail distribution agreement with Walmart, sparking community excitement about increased market reach. Discussions revolve around the potential for a short squeeze, given the stock's low float and high short interest. Some traders are closely watching volume and key price levels, while others express caution about potential volatility.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is experiencing volatility as traders react to a mix of news, including a report of declining funded customers in November and Cantor Fitzgerald's updated overweight rating with a price target of 155. Community discussions revolve around the dip as a buying opportunity versus concerns about trading volumes and market manipulation. The stock's correlation with Bitcoin's price movement and the broader market adds to the uncertainty, despite some anticipating a potential Santa Claus rally.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs ($PL) is trending following positive Q3 earnings, guidance, and a new contract with the U.S. Navy, driving discussions about its growth potential in the space and defense sectors. The community is focused on the company's strong financials and backlog, and its potential as a long-term investment, with some eyeing a breakout towards $20. The recent surge is also attributed to increased interest in space data and infrastructure, with some comparing it to a mini SpaceX.

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<ul class="summary-bullets"><li>Roblox’s stock dipped more than 13% after the company’s Q3 earnings beat expectations, but revenue fell short of expectations.</li><li>The company also cited that operating margins could decline in the coming year.</li><li>Roblox CEO David Baszucki defended the outlook, citing growth in users which required infrastructure and AI investment.</li></ul>Roblox Corp. (RBLX) stock fell sharply on Thursday after the company beat earnings expectations for its most recent quarter, but came in lower than expected on revenue.Investors reacted to guidance suggesting operating margins could decline in the coming year. CEO David Baszucki&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/video/2025/10/30/roblox-will-invest-in-infrastructure-to-keep-up-with-growth-says-ceo.html">told</a> CNBC that the dip in margins is a strategic trade-off to support the platform’s rapid expansion and technological innovation.<blockquote>We did give a hint that we've cumulatively grown on average over the last two years, 37%. We are going to spend and invest in our infrastructure to keep up with that growth.&nbsp;– David Baszucki, CEO, Roblox</blockquote><h2 class="st-heading-2">Roblox Q3 Results And Stock Reaction</h2><a href="http://stocktwits.com/symbol/RBLX">RBLX’s stock</a> plummeted more than 13% in afternoon trade on Thursday, down to levels last seen in August after its third-quarter (Q3) results underwhelmed investors. However, on Stocktwits, retail sentiment around the company improved to ‘extremely bullish’ from ‘bullish’ over the past day, as chatter surged to ‘extremely high’ from ‘low’ levels.Roblox reported a loss per share of $0.37, less than the estimated loss of $0.51, according to Koyfin data. Its revenue came in at $1.36 billion, a 48% growth year-over-year, but missed the $1.7 billion expected by Wall Street.<h2 class="st-heading-2">Temporary Margin Compression, Long-Term Payoff</h2>Baszucki framed the margin decline as a deliberate, short-term sacrifice to fuel growth. “It’s this spending that’s going to weigh down margins, sort of preparing for the future,” he said.&nbsp;The company reported 150 million daily active users, up from 100 million a year ago, alongside a 70% year-over-year rise in bookings to $1.9 billion. Baszucki emphasized that infrastructure and AI investments are essential to accommodate unprecedented peak usage, which recently surged to over 45 million concurrent users.<h2 class="st-heading-2">AI and Compute Drive Short-Term Costs</h2>Roblox is expanding both its core and edge data centers while leveraging cloud partnerships to manage spikes in platform activity. Baszucki also highlighted the rollout of “4D creation,” an AI-driven system that allows users to generate interactive objects and worlds simply by talking or drawing.&nbsp;He said that the investments aim to enhance content creation, improve monetization, and sustain long-term engagement, but they are expected to weigh on near-term profitability.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-dips-triggers-800-million-in-crypto-liquidations-after-powells-warning/cLGFrJnR3Dy">Bitcoin Dips, Triggers $800 Million In Crypto Liquidations After Powell’s December Warning</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

David Baszucki, CEO of Roblox speaks onstage during Vox Media's 2023 Code Conference at The Ritz-Carlton on September 26, 2023 in Dana Point, California. (Photo by Jerod Harris/Getty Images for Vox Media)

Roblox CEO Defends Margin Drop Amid Stock Sell-Off, Cites AI And Infrastructure Spending: Report

In an interview with CNBC, Roblox CEO David Baszucki framed the margin decline as a deliberate, short-term sacrifice to fuel growth

Equity

Mobile app marketing platform AppLovin Corp.’s (AAP) stock fell over 2% in the early premarket session on Tuesday, signaling that the stock is on track to extend its fall.&nbsp;Stung by a Bloomberg report,&nbsp;citing people familiar with the matter, that the company is under the SEC’s scrutiny,&nbsp;<a href="https://stocktwits.com/symbol/APP">AppLovin’s stock</a> fell sharply in the final minutes of trading on Monday. At the close, the stock was down 14.03% at $587, off the day’s high of $687. Intraday, the stock shed as much as 20% before making up some of the loss. The decline was accompanied by nearly double the stock’s average volume.The report <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-06/applovin-has-been-probed-by-sec-over-data-collection-practices">stated</a> that the securities regulator has been investigating AppLovin’s data collection practices, specifically to determine whether the company had violated platform partners’ service agreements by serving more targeted advertising to consumers. SEC’s enforcement officials assigned to cyber and emerging technologies are reportedly leading the probe.&nbsp;The probe was initiated following a whistleblower complaint earlier this year, as well as a series of short reports. The report clarified that the SEC has not yet accused AppLovin of any wrongdoing, and it also stated that it was unclear how far the review had progressed.Responding to Bloomberg’s request for clarification via email, AppLovin reportedly said, “We regularly engage with regulators and if we get inquiries we address them in the ordinary course,” adding that “Material developments, if any, would be disclosed through the appropriate public channels.”On Stocktwits, retail sentiment toward the stock flipped to ‘bullish’ early Tuesday from ‘extremely bearish’ a day ago. Retail chatter on the stream was ‘extremely high,’ with the 24-hour message volume change leading up to late Monday up a whopping 8,300%.<figure class="image"><img style="aspect-ratio:616/54;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_07_at_4_40_49_AM_png_7f030b6257.webp" alt="Screenshot 2025-10-07 at 4.40.49 AM.png" width="616" height="54"><figcaption>APP sentiment and message volume as of 4:40 a.m. ET, Oct. 17 | source: Stocktwits</figcaption></figure>A bullish watcher called the stock sell-off an “overreaction,” stating that the company has a “decent” business.<stembedurl>https://stocktwits.com/nikitatrades/message/631266266</stembedurl>Another user cried foul over the plunge, calling the “doom and gloom” headline a ploy for hedge funds to buy the stock&nbsp;at a cheap price.&nbsp;<stembedurl>https://stocktwits.com/bozodo/message/631264653</stembedurl>AppLovin stock has hit an all-time (intraday high) of $745.61 on Sept. 29 despite the overhangs and is up 81% for the year-to-date period, even after accounting for Monday’s sell-off.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/paul-tudor-jones-sees-market-blow-off-phase-ahead/ch6PPr0R3WL">Paul Tudor Jones Sees Market ‘Blow-Off’ Phase Ahead, But Expects Further Rally On Pure FOMO: ‘All Ingredients Are In Place’</a>

 In this photo illustration, the logo of AppLovin is displayed on the screen of a smartphone. 

Why AppLovin Stock Is Falling Over 2% Premarket Today

The SEC probe was reportedly initiated following a whistleblower complaint earlier this year, as well as a series of short reports.

AppLovin Corp.’s (APP) stock rallied over $42 or 6% in Monday’s regular session, hitting a fresh peak, after Wall Street analysts issued upbeat commentaries about the app marketing platform’s prospects. Retail optimism improved following the stock’s record run.Retail chatter on the&nbsp;<a href="https://stocktwits.com/symbol/APP">AppLovin stock</a> stream on Stocktwits surged up 3,016% over the 24 hours leading up to late Monday. Sentiment toward the stock improved to ‘bullish’ (70/100) by late Monday from ‘neutral’ the day before.<figure class="image"><img style="aspect-ratio:619/59;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_30_at_12_35_35_AM_png_af63701605.webp" alt="Screenshot 2025-09-30 at 12.35.35 AM.png" width="619" height="59"><figcaption>APP sentiment and message volume as of 12:35 a.m. ET, Sept. 30 | source: Stocktwits</figcaption></figure>A bullish watcher has already set their eyes on the $800 level. The stock ended Monday’s session at $712.36 after climbing as high as $745.61 intraday. Some called Monday’s rally “incredible.”<stembedurl>https://stocktwits.com/noonehasthisusername/message/630422482</stembedurl><stembedurl>https://stocktwits.com/MakeM0ney_444/message/630324010</stembedurl>Another delved into the huge market opportunity before the company. “Could we imagine a world that every individual e-commerce seller on TikTok or QVC or Shopify would need APPLOVIN or partner with them to sell their products?” they said.<stembedurl>https://stocktwits.com/Jn11/message/630412966</stembedurl>In a note published on Monday, Morgan Stanley analyst Matthew Cost raised the price target for AppLovin stock to $750 from $480, attributing the optimism to the AXON Ads Manager self-serve tool for non-gaming that the company plans to launch on Oct. 1. “This is a key catalyst to grow its ad business and prove that it can tap into billions of ad dollars outside the game industry,” the analyst said.Cost said the self-serve option will likely help AppLovin’s customer base grow, from the 600-700 advertisers it has as clients with the manual onboarding currently in place. The launch will begin on a referral-only basis, before opening to all advertisers in the second half of 2026, with international customers also to be included for the first time, he noted.The analyst rates AppLovin an “Outperform.” He raised his 2025 and 2026 earnings before interest, taxes and depreciation estimates for the company by 5% and 22%, respectively, factoring in a bullish outlook on the non-gaming self-service launch.&nbsp;Separately, Phillip Securities initiated coverage of AppLovin with an ‘Accumulate’ rating and a $725 price target, according to a summary of the note&nbsp;on The Fly. The firm based its bullish thesis on AppLovin’s leadership in performance-driven mobile games advertising, its “impressive” 76% operating margin, and the likelihood of the company continuing to grow ad revenue by 55%. The firm also sees AppLovin’s core mobile game advertising business benefiting from generative artificial intelligence (GenAI)-related&nbsp;improvements.Skeptical retail users, however, raised concerns about AppLovin’s valuation. “Absolute bubble,” a user said. Another noted that the company’s market capitalization is now&nbsp;equivalent to that of Goldman Sachs.<stembedurl>https://stocktwits.com/Trading4Living/message/630424465</stembedurl><stembedurl>https://stocktwits.com/Nitingrover/message/630399894</stembedurl>One retailer said they have the stock on “put watch” for Tuesday, and looked to sell into the strength.<stembedurl>https://stocktwits.com/Monkeyy/message/630404079</stembedurl>Another comparison was made with enterprise infrastructure giant Salesforce (CRM), which boasts a market capitalization of $233.34 billion as of Monday’s close versus AppLovin’s $226.58 billion.&nbsp;The user&nbsp;noted that AppLovin, a single-purpose Adtech platform, had $3.4 billion&nbsp;in&nbsp;revenue, compared to Salesforce, which generated $37 billion in revenue, and had ten times the scale of AppLovin and a&nbsp;durable cash flow. “That’s like a food truck being worth more than McDonald’s because it had a few great quarters,” they said.<stembedurl>https://stocktwits.com/Panaroma/message/630418553</stembedurl>AppLovin shares, which came under pressure after their February peak amid the release of a few short reports and the Trump tariff market meltdown seen in early April, resumed their rally thereafter. The news of the company’s addition to the S&amp;P 500 Index added fuel to the upward climb.For the year-to-date period, the stock has gained nearly 120%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-echo-star-stock-jumped-nearly-9-after-hours-today/chDwM90R3JY">Why EchoStar Stock Jumped Nearly 9% After-Hours Today</a>

AppLovin company logo is seen displayed on a smartphone screen. 

‘Incredible’ or ‘Absolute Bubble’? AppLovin Retail Buzz Explodes After Record Rally Brings Valuation Closer To Giants

 AppLovin is all set to launch its AXON Ads Manager non-gaming self-serve tool, and Morgan Stanley sees it as a catalyst to grow the company’s ad business.

App marketing platform AppLovin Corp.’s (APP) stock trended on Stocktwits and attracted retail buzz after S&amp;P Dow Jones Indices confirmed its addition to the S&amp;P 500 Index.Retail sentiment toward AppLovin stock, however, remained ‘neutral’ (50/100) as of late Sunday, and the message volume stayed at ‘high’ levels.<figure class="image"><img style="aspect-ratio:615/51;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_07_at_10_12_01_PM_png_67d72541ea.webp" alt="Screenshot 2025-09-07 at 10.12.01 PM.png" width="615" height="51"><figcaption>APP sentiment and message volume as of 10:12 p.m. ET, Sept. 7 | source: Stocktwits</figcaption></figure>S&amp;P Dow Jones Indices said in a news release late Friday that AppLovin will replace MarketAxess Holdings (MKTX) in the S&amp;P 500 Index, effective before the market open on Monday, Sept. 22. The proposed inclusion comes as part of the quarterly rebalancing, which also saw Robinhood Markets, Inc. (HOOD) joining the broader market gauge.“The changes ensure each index is more representative of its market capitalization range,” the index compiler said in a statement.The S&amp;P 500 Index, a market-cap-weighted index, is considered the best single measure of large-cap U.S. equities, comprising 500 leading companies that collectively cover approximately 80% of the total market capitalization. The eligibility criteria for addition to the index include a market cap of $22.7 billion or more.AppLovin, which has been shrouded in controversy over alleged false narratives of its business operations, has a market cap of $165.82 billion as of the stock’s closing price of $490.24 last Friday.After closing at a record high of $525.15 on Feb. 13, riding on the back of its fourth-quarter results,&nbsp;<a href="https://stocktwits.com/symbol/APP">AppLovin stock</a> came under selling pressure amid multiple short reports.&nbsp;In March, Muddy Waters accused the company of “impermissibly extracting” user data, violating the terms of service of companies such as Apple and Meta, among other things. Fuzzy Panda also laid out similar allegations of fingerprinting.&nbsp;In June, Culper Research released a report alleging misrepresentation of its Chinese ties and raising national security concerns on that basis.<img src="https://news.stocktwits-cdn.com/APP_1_YEAR_CHART_png_d8d407bcff.webp" alt="APP_1-YEAR_CHART.png">Source: KoyfinAfter falling to a low of $200.50, the stock reclaimed the $500 mark last week, although it ended the week at $490.24.Retail traders on Stocktwits discussed the stock trajectory following the news of S&amp;P 500 inclusion. “Do we see a +10% day or will it slowly go up until Sept 22 when funds start purchasing?” one user asked.<stembedurl>https://stocktwits.com/TheTinMan/message/627761970</stembedurl>Another user began contemplating a stock split announcement from the company.<stembedurl>https://stocktwits.com/CashKing990/message/627788846</stembedurl>Shrugging off the short attacks, AppLovin reported strong second-quarter results in early August.AppLovin’s stock is up about 51% so far this year. The Koyfin-compiled consensus price target for the stock is $501.76, implying merely 2% upside from Friday’s close.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-warns-hyundai-follow-us-immigration-laws-after-300-south-korean-workers-detained/chwW0I2RdqM">Trump Warns Hyundai: Follow US Immigration Laws After 300 South Korean Workers Detained</a>

AppLovin Retail Traders Stay Cautious After AdTech Company Makes The Cut For S&P 500 Inclusion

Shrugging off the short attacks, AppLovin reported strong second-quarter results in early August.

AppLovin Corp. (APP) stock drew attention on Wednesday as BTIG raised its price target, citing continued optimism and noting that the company has either retained or expanded its leading position in gaming during the quarter.&nbsp;The firm raised the price target to $483 from $480, while reiterating a ‘Buy’ rating ahead of the company’s second-quarter (Q2) earnings release on August 6.Following the analyst report,&nbsp;<a href="https://stocktwits.com/symbol/APP/sentiment">AppLovin stock</a> rose by over 2% on Wednesday afternoon.On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘normal’ message volume levels. AppLovin saw a 27% increase in user message count in the last 24 hours.<figure class="image"><img style="aspect-ratio:953/115;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_23_130851_png_123b3e8b06.webp" alt="APP’s Sentiment Meter and Message Volume as of 01.15 p.m. ET on July 23, 2025 | Source: Stocktwits" width="953" height="115"><figcaption>APP’s Sentiment Meter and Message Volume as of 01.15 p.m. ET on July 23, 2025 | Source: Stocktwits</figcaption></figure>A bullish user said retail traders and institutions are underestimating AppLovin’s potential.<stembedurl>https://stocktwits.com/drbob512/message/622043533</stembedurl>BTIG stated that the firm’s gaming outperformance occurred within a broadly improving sector backdrop and designated AppLovin a Top Pick.With gaming demand on the rise, AppLovin appears to have capitalized on the demand more effectively than its competitors. BTIG’s assessment suggested the company leveraged favorable industry trends and gained market share as it heads into earnings.Out of the 25 analysts covering AppLovin stock, 20 have a ‘Buy’ or ‘Strong Buy’ rating, according to Koyfin data. Five rate the stock as a ‘Hold,’ while one rates it as a ‘Sell.’ The consensus price target for the stock is $463.20.AppLovin has been a target of multiple short sellers. According to a Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/newsletters/2025-07-23/applovin-short-sellers-discover-mobile-ad-tech-s-ugly-underbelly">report</a>, Muddy Waters claimed that AppLovin builds its ad-targeting capabilities by gathering unique user identifiers from partner platforms, allegedly without obtaining the necessary permissions.The reports also accused AppLovin of using deceptive tactics to boost its ad engagement and app installation metrics, thereby inflating install counts and overstating its earnings.AppLovin stock has gained over 10% in 2025 and over 300% in the last 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/texas-instruments-retail-sentiment-hits-3-month-high/ch8wtSHR5M6">Texas Instruments’ Retail Sentiment Hits 3-Month High As CEO Reassures Readiness To Sift Through Semiconductor Cycle</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

BTIG Calls AppLovin A ‘Top Pick’ As Gaming Dominance Grows: Retail Says Traders Are Underestimating The Stock

BTIG’s assessment suggested the company leveraged favorable industry trends and gained market share as it heads into earnings.

Wall Street analysts expressed optimism about the video game software developer Unity Software Inc. (U), citing confidence in the company’s advertising products.&nbsp;Morgan Stanley noted an encouraging rebound in feedback from Unity’s advertising clients. The research firm’s latest checks suggest that Unity Ads is now boosting app installs and in-app purchases by at least 15% to 20%, signaling a possible resurgence in its ad tech performance, according to TheFly.<a href="https://stocktwits.com/symbol/U">Unity Software stock</a> traded 7.5% higher on Thursday afternoon. On Stocktwits, retail sentiment around Unity improved to ‘extremely bullish’ (76/100) from ‘bullish’ territory the previous day.The message volume levels also rose to ‘extremely high’ (76/100) from ‘high’ in the last 24 hours. The message count on the stock saw a 280% jump in 24 hours, with a massive 400% increase in the past month.<figure class="image"><img style="aspect-ratio:963/115;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_17_134016_png_71f8f9d39f.webp" alt="U’s Sentiment Meter and Message Volume as of 01:45 p.m. ET on July 17, 2025 | Source: Stocktwits" width="963" height="115"><figcaption>U’s Sentiment Meter and Message Volume as of 01:45 p.m. ET on July 17, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user said the stock reminded them of GameStop during its ‘meme stock’ craze.<stembedurl>https://stocktwits.com/IamWallSt/message/621348477</stembedurl>The upswing in Unity Ads comes after more than a year of strategic changes and product revamps, which the brokerage believes have helped reshape Unity’s competitiveness in the mobile advertising arena.&nbsp;Matthew Cost, an analyst at Morgan Stanley, identified several catalysts driving Unity's improving ad performance. These include the full rollout of the company’s new Vector ad model in May, the recent integration of game engine data into ad targeting as of July, and growing adoption of Unity 6, its latest game development platform.&nbsp;Together, these upgrades are driving meaningful gains in ad effectiveness and user engagement, said the analyst.Morgan Stanley maintained its ‘Overweight’ rating on the stock and reiterated a price target of $25. The brokerage stated that Unity’s ad business could still be in the early stages of a broader recovery, particularly within its Grow segment.Wedbush boosted its price target on Unity to $39 from $31.50 following an advisor call focused on trends in the mobile ad space. The research firm maintained its ‘Outperform’ rating on the stock.Also, UBS analyst Chris Kuntarich raised the price target to $33 from $22 and reiterated a ‘Neutral’ rating on the shares.Unity Software stock has gained over 62% in 2025 and has more than doubled in the last 12 months.The company’s ongoing recovery comes amid broader shifts in the mobile gaming and advertising landscape, where performance-driven tools and privacy changes continue to reshape strategy.&nbsp;The company is scheduled to release its second-quarter (Q2) earnings on August 6, before the opening bell.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pagaya-retail-traders-praise-q2-guidance-as-chatter-sees-a-46-spike-in-24-hours/ch8K80nR5pe">Pagaya Retail Traders Praise Q2 Guidance As Chatter Sees A 46% Spike In 24 Hours</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Unity Software, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on January 2, 2025. 

Unity Software Surges As Wall Street Sees Ad Tech Revival: Retail Compares Stock To GameStop

Wall Street analysts see renewed strength in Unity Software, citing improved ad performance, rising sentiment, and product upgrades.

AppLovin Corp. (APP) stock, which has held up&nbsp;reasonably well this year despite the controversies surrounding the app marketing platform, received a bullish call from an analyst late Monday.Scotiabank initiated coverage of&nbsp;<a href="https://stocktwits.com/symbol/APP">AppLovin stock</a> with an ‘Outperform’ rating and a $430 price target, the Fly reported. The price target implies roughly 25% upside from the stock’s closing price on Monday.&nbsp;Analysts at the firm said the company has blown through the “Rule of 40” into the triple-digits of earnings before interest, taxes, depreciation and amortization (EBITDA) margin plus revenue growth.&nbsp;The “Rule of 40” is a metric used for measuring performances of software-as-a-service (SaaS) companies. It specifies that to be a healthy software company, the sum of its revenue growth and profit margin should equal or exceed 40%.The first-quarter results released in early May showed that AppLovin’s total revenue grew 40% year over year (YoY) and its adjusted EBITDA margin was at 68%.The research firm conceded that the valuation, in terms of sales,&nbsp;appears expensive.&nbsp;Still, it&nbsp;believes "there is plenty of further upside" on EBITDA, especially as AppLovin "fundamentally reshapes the landscape of performance advertising.”AppLovin has been a target of multiple short sellers. In late March, Muddy Waters said its web traffic analysis found that about 52% of AppLovin's e-commerce conversions are retargeting, but in reality, the number is only about 25%-35%.In late February, Bear Cave substack newsletter author Edwin Dorsey alleged that AppLovin's rapid rise was fueled by low-quality revenue growth from "ads that are deceptive, predatory, and at times unreadable or unclickable."But sell-side analysts are optimistic.&nbsp;Out of the 25 analysts covering AppLovin stock, 19 have&nbsp;a ‘Buy’ or ‘Strong Buy’ rating, according to Koyfin data. Five rate the stock as a ‘Hold,’ while&nbsp;one rates it as a ‘Sell.’&nbsp; The consensus price target for the stock is $465.49.On Stocktwits, retail sentiment toward AppLovin stock stayed ‘neutral’ (53/100) by early Tuesday, with the message volume at a ‘low’ level.<figure class="image"><img style="aspect-ratio:615/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_08_at_5_28_11_AM_png_71ab0bafe7.webp" alt="Screenshot 2025-07-08 at 5.28.11 AM.png" width="615" height="53"><figcaption>APP sentiment and message volume as of 5:29 a.m. ET, July 8 | source: Stocktwits</figcaption></figure>A bullish watcher based his optimism on the company potentially supplying algorithms for TikTok once a deal for selling the U.S. arm of the Chinese app is struck.<stembedurl>https://stocktwits.com/Big_Timer/message/620129828</stembedurl>However, another user raised the specter of the stock dropping to the $150 level, given there is “absolutely no support anywhere.”AppLovin stock has gained 6.5% year-to-date, aligning with&nbsp;the S&amp;P 500’s 6% advance. In Tuesday’s early premarket session, the stock is up about 0.87%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jim-cramer-all-praise-for-this-legacy-technology-ceo/chFvNIJR5XU">Jim Cramer All Praise For This ‘Legacy Technology’ CEO For Making A ‘Lot Of Money’ For Investors — But Retail Stays Away From Stock</a>

AppLovin Analyst Sees ‘Plenty Of Further Upside’ For Stock — But Retail Stays Guarded

 The first-quarter results released in early May showed that AppLovin’s total revenue grew 40% year over year (YoY) and its adjusted EBITDA margin was at 68%.

Amazon (AMZN) missed out on selling Nintendo's Switch 2, the biggest handheld console release of all time, in the U.S. after a disagreement over unauthorized sales, according to a Bloomberg report, citing a person familiar with the matter.The Japanese gaming company stopped selling on Amazon after noticing that third-party merchants were offering games for sale in the U.S. at prices that undercut Nintendo's advertised rates, according to the report.Enterprising sellers were buying Nintendo products in bulk in Southeast Asia and exporting them to the U.S., the report added.The Switch 2 went on sale on June 5 through Walmart (WMT), Target (TGT), Best Buy (BBY), GameStop (GME), and Nintendo's own local online store.Nintendo&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nintendos-switch2-smashes-records-with-over-3-5-m-sales-in-just-four-days-production-ramp-up-challenges-linger/chlaLxFRbC3">sold more than 3.5 million</a> Switch 2 units in just four days, a record start for the company's first new console in eight years.Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-06-30/amazon-lost-right-to-sell-nintendo-switch-2-amid-sales-dispute">reported</a> that Amazon attempted to assuage Nintendo by offering to attach labels to products that guarantee authenticity, but the offer wasn't sufficient.On Stocktwits, the retail sentiment for Amazon was 'bullish.' Its shares are flat year-to-date.<figure class="image"><img style="aspect-ratio:609/70;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_01_at_12_25_01_PM_png_c737c3043b.webp" alt="Screenshot 2025-07-01 at 12.25.01 PM.png" width="609" height="70"><figcaption>AMZN sentiment and message volume as of July 1 | Source: Stocktwits</figcaption></figure>Bloomberg reported that Nintendo product listings started disappearing from Amazon's U.S. site last year. The listings had previously appeared as "Sold by Amazon," but some Nintendo products, from independent retailers, remained on the site.Amazon attempted to assuage Nintendo by offering to attach labels to products that guarantee authenticity, but the offer was not sufficient, and Nintendo ultimately opted to pull its products from its U.S. site.To be sure, Amazon sells Nintendo products, including the Switch 2, in foreign markets such as Canada, Japan, and the UK.Amazon and Nintendo denied the reported content and nature of their negotiations in statements to Bloomberg.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Nintendo Switch 2 stands in a display case at the Grand Palais

Amazon Missed Out On Nintendo Switch 2's Debut Due To Disagreement Over Unauthorized Sales - Report

The gaming console went on sale in the U.S. at Walmart, Target, Best Buy, and GameStop.

Is Invesco Leisure and Entertainment ETF (PEJ) a Strong ETF Right Now?

Sony is raising the price of its PlayStation 5 gaming console and an accessory in select markets in Europe, the Middle East and Africa (EMEA), Australia, and New Zealand.It's among the first price increases by a major company or for a popular product after U.S. President Donald Trump announced sweeping tariffs on most countries earlier this month.&nbsp;Analysts have warned that higher tariffs in the U.S. and reciprocal tariffs on American goods by other nations will increase the cost of production and shipping, ultimately forcing companies to raise consumer prices.From Monday, the PS5 will cost 500 euros ($570) in Europe and 430 pounds ($566) in the UK.Sony also raised the price of a disk drive accessory for the PS5. It did not hike the cost of its pricier PS5 Pro model.According to a statement, the company said factors like "the challenging economic environment, including high inflation and fluctuating exchange rates," were behind its move.PS5 is among the most popular gaming consoles globally, alongside Xbox Series X and Nintendo Switch 2.Days after Trump announced the tariffs, Nintendo<a target="_blank" rel="noopener noreferrer nofollow" href="https://docs.google.com/document/d/1DEwSaaW4hKV6g-6vmr4MAUG7vSb5Qt-fuLWVPqDqXbQ/edit?usp=sharing"> said</a> it would halt pre-orders of the Switch 2 in the U.S. "to assess the potential impact of tariffs and evolving market conditions."Gaming companies are already pressured by soft demand as consumers hold back on non-essential purchases amid high inflation.&nbsp;Analysts at Bloomberg Intelligence have said that the price of game consoles such as the PS5 and Switch 2 in the U.S.<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-04-11/nintendo-switch-2-and-sony-ps5-likely-to-get-price-hikes-due-to-tariffs">&nbsp;would rise</a> at least 30% in their base-care scenario.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Sony Raises PS5 Price In Europe And Australia Amid Trump Tariff Fallout: US Hike Likely Next

Sony cited “the challenging economic environment, including high inflation and fluctuating exchange rates” as the reason behind its move.

VanEck ETF Trust - VanEck Video Gaming and eSports ETF

Bullish: S&P grinds higher

Choppy but up: buy dips

Sideways: fade the move

Bearish: this rally falls off

The Federal Reserve just announced a 0.25 percentage point interest rate cut at its December 10, 2025 meeting.​ Share your outlook on how the latest Federal Reserve interest rate cut will impact stocks and the S&P 500 over the next month.

How do you think today’s Fed rate cut impacts stocks over the next month?

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