SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is trending as traders weigh risk-on sentiment against rising bond yields and anticipate potential outcomes from US-China trade discussions. The community is closely watching for any signs of a "deal," with some suggesting that any positive news, even minor, could trigger a rally. Bullish sentiment remains despite mixed earnings reports from major tech companies and uncertainty surrounding future rate cuts.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending as traders digest news from the Trump-Xi meeting and await key earnings reports from major tech companies. Community chatter revolves around potential market reactions, with some anticipating a pullback and others expecting continued upward momentum. Sentiment appears mixed as participants analyze the implications of the meeting's outcome and upcoming financial results in the tech sector.

BrokeCoin is a meme-meets-utility cryptocurrency project operating under the ethos of Transparency, Community, and Respect. Formally registered as an LLC in Wyoming, USA, BrokeCoin is building an expansive ecosystem that combines light-hearted spirit of meme culture with real-world crypto utilities—spanning gaming, staking, NFTs, web services, and an e-commerce platform. Brokecoin believes in developing useful and interesting meme-inspired utilities to both service the crypto industry, and generate value for holders.

Brokecoin

Brokecoin is trending, fueled by community enthusiasm and discussions around its potential. The community is rallying behind the coin, emphasizing a shared vision and active development, while also celebrating its association with the $WAGMI meme. Conversations also highlight the coin's presence on the Solana blockchain and its potential for future growth.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Despite strong revenue growth, Meta Platforms is trending due to concerns about increased spending on AI and infrastructure, as well as a one-time tax charge impacting earnings. The community is debating whether the dip represents a buying opportunity or signals deeper issues with the company's investment strategy. Discussions also involve comparing Meta's situation and valuation to other tech giants like Google and Microsoft.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending as it approaches a new all-time high, with many anticipating a continued climb and eyeing the $200 mark. Bullish sentiment is fueled by the company's AI prospects, its partnership with NVIDIA, and speculation around a potential stock split. However, some community members express concerns about the company's high valuation and potential for a pullback.

Solana is a highly functional open source project that banks on blockchain technology’s permissionless nature to provide decentralized finance (DeFi) solutions. It is a layer 1 network that offers fast speeds and affordable costs. While the idea and initial work on the project began in 2017, Solana was officially launched in March 2020 by the Solana Foundation with headquarters in Geneva, Switzerland.

Solana

Solana is trending as community members discuss its potential, particularly around new projects and meme coins built on the network. The launch of a Solana ETF is also generating excitement. Despite some volatility, there's a strong sense of optimism and community support driving conversation around the cryptocurrency.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending as investors analyze the implications of its recent earnings report, particularly its significant AI spending and Azure cloud growth. Community discussions revolve around whether the company's investments will translate to long-term gains, with some expressing concerns about near-term guidance and profitability, while others see it as a buying opportunity for a tech leader.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle ($CMG) is trending as investors react to concerns about slowing sales and rising costs highlighted in the upcoming earnings report, with some analysts lowering price targets. The community is debating whether the stock is oversold, the impact of economic pressures on consumer spending at Chipotle, and the effectiveness of the current CEO. Some traders are also discussing portion sizes and pricing relative to competitors such as CAVA.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending as investors discuss its recent $900 million convertible note offering and its implications for the company's AI and data center expansion plans. Community members are debating whether the offering represents a strong vote of confidence or potential dilution, with some highlighting the favorable terms and Google's backing as bullish signals. The broader context involves TeraWulf's shift towards high-performance computing and AI, positioning it within the competitive landscape of clean energy and data center operations.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

GOOGL is trending as investors analyze its potential following strong Q3 earnings, with revenue exceeding expectations and AI advancements driving growth. The community is focused on the company's increased capital expenditures and the potential impact of AI on its search revenues, considering whether GOOGL can reach new price targets. Some analysts see significant upside, citing the strength of Google's ad and AI strategy relative to peers.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

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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.

Equity

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.

Retail sentiment toward AppLovin Corp. (APP) failed to improve despite the app marketing platform receiving positive commentary from a couple of analysts on Thursday.The message volume on the Stocktwits stream for the stock fell about 37% by late Thursday relative to the level seen a day ago. The follower count also remained stable.Retail sentiment toward the AppLovin stock stayed ‘neutral’ (50/100) and the message volume was ‘normal.’<figure class="image"><img style="aspect-ratio:635/137;" src="https://news.stocktwits-cdn.com/Screenshot_2025_04_10_at_10_56_32_PM_png_a61740be65.webp" alt="Screenshot 2025-04-10 at 10.56.32 PM.png" width="635" height="137"><figcaption>APP sentiment and message volume as of 10:57 p.m. ET, April 10 | source: Stocktwits</figcaption></figure>A bullish watcher said the stock could likely run toward $300 by Friday,&nbsp;even as futures point to a day in the red for U.S. markets.<stembedurl>https://stocktwits.com/Honest_Bull/message/611319507</stembedurl>However,&nbsp;a bearish watcher said trading volume was drying up as “bagholders,” a term used to refer to investors who hold onto a declining asset, were running out of money to buy more.<stembedurl>https://stocktwits.com/bAsdasdfasfd/message/611287730</stembedurl>Even as retail mood remains mixed, Wall Street analysts continue to be bullish on the company.On Thursday, Morgan Stanley analyst Matthew Cost upgraded&nbsp;AppLovin to ‘Overweight’ from ‘Equal-weight’&nbsp;but cut the price target to $350 from $470, citing macroeconomic uncertainties.&nbsp;&nbsp;The new price target suggests the stock is still trading at a 33% discount to its&nbsp;last close following the sell-off triggered by President Donald Trump’s tariffs.Morgan Stanley’s&nbsp;optimism is due to&nbsp;AppLovin’s consistent in-app advertising market outperformance since 2023 as “superior technology drives superior returns for advertisers.”Calling AppLovin “ad tech’s best executor,” the analyst said gaming ad expectations appear achievable even as the company pushes into the non-gaming advertising market, starting with e-commerce.&nbsp;Morgan Stanley’s new analysis showed that AppLovin can meaningfully improve its take rate even while continuing to deliver competitive results for advertisers at scale.Separately, The Fly reported that Piper Sandler analyst James Callahan maintained an ‘Overweight’ rating on the AppLovin stock,&nbsp;citing evidence of&nbsp;supply-side share gains for the company.While stating that it would be a buyer of the stock, Piper Sandler reduced the price target to $425 from $575 due to lower peer multiples.AppLovin stock climbed to an all-time intraday high of $525.15 on Feb. 13 before retreating as&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/applovin-analyst-stands-ground-as-fresh-short-report-sparks-stock-plunge/chJdH2JRbEW">multiple short reports questioned the company’s fundamentals</a>.&nbsp;The tariff sell-off seen since last week has aggravated the weakness further.The stock settled Thursday’s session down 4.05% at $263.83, taking its year-to-date losses to nearly 19%.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/atlassian-wows-analysts-with-investor-event-presentations/chfrPGIRbBU">Atlassian Wows Analysts With Investor Event Presentations, Macquarie Upgrades Stock: Retail Isn't Excited</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

AppLovin Retail Sentiment Mixed Despite Wall Street Analysts Hailing ‘AdTech’s Best Executor’

Morgan Stanley’s optimism toward AppLovin is due to its consistent in-app advertising market outperformance since 2023 as superior technology drives superior returns for advertisers.

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