AppLovin Stock Up 85%. Learn Whether To Bet Against $APP
AppLovin is growing at 77% and its net profit margin tops 60%. With the stock up 85%, have short sellers uncovered the company's Achilles heel? Why are insiders selling?| Forbes
As sharks circle, $WBD stock could rise another 50%, said Bank of America. But bidders Paramount and Comcast face big legal barriers. Could Netflix prevail?| Peter Cohan
Bitfarm stock is up 211% in 2025. But the company is burning through free cash flow and faces tough competition as it switches from bitcoin mining to AI computing.| Peter Cohan
Will anAI bubble wipe $40 trillion off the Nasdaq? The current situation has the hallmarks of the dot-com boom.| Peter Cohan
Gold's price has risen 49% this year due to economic uncertainty which is driving central banks outside the U.S. to offset the declining dollar by buying up gold.| Peter Cohan
AppLovin is growing at 77% and its net profit margin tops 60%. With the stock up 85%, have short sellers uncovered the company's Achilles heel? Why are insiders selling?| Forbes
In Q2, Snowflake beat expectations and raised guidance. The stock is up 49% and may go up if customers buy its AI services that let users ask questions of their data.| Peter Cohan
Arvind Krishna has revived meaningful innovation at IBM and the stock has risen 159% since he took over. Higher hopes for quantum computing could boost the stock.| Peter Cohan
Nvidia stock is up more than 1,100% since the end of 2022. Does Its $100 billion investment in OpenAI rhyme with Cisco's vendor financing debacle during the dot-com boom?| Peter Cohan
Figma stock is down 60% from its August peak and is still priced for perfection. With growth to slow to 33%, the company's price-to-sales ratio of 31 appears too high.| Forbes
StubHub's IPO values the company at around half the its pre-IPO peak. What are the challenges and opportunities for $STUB.| Peter Cohan
Oracle sees an eight-fold increase in its cloud infrastructure revenue over the next four years. With stock up 99% it can only keep rising if Oracle beats and raises.| Peter Cohan
Klarna's value is off 69% since peaking in 2021. With plans for an IPO next week, Klarna grows more slowly than rival Affirm and is less profitable.| Peter Cohan
Google's stock ticked up after a judge decided on a milder-than-expected punishment for violating an antitrust law.| Forbes
While agentic AI vendors push fear of getting left behind, businesses don’t necessarily trust them, and haven’t yet started using the technology in a widespread way.| Forbes
While Snowflake stock has lost 28% of its value in 2024, a partnership with Nvidia could revive growth.| Forbes
Nvidia's growth keeps slowing down. Political barriers to selling in China and a low return on AI investment leave Nvidia investors with little upside.| Peter Cohan
We know where the Fed chair stands. But uncertainty over Nvidia's earnings could worry investors concerned about an AI bubble.| Peter Cohan
Palantir's price-to-sales ratio of 114 is way above OpenAI's 17. Palantir's success in defense work could block access to growth as enterprise AI payoff remains elusive| Forbes
Adobe announced a deal to pay $20 billion to for a $400 million software company. Here's why that big bet might payoff.| Forbes
If Alphabet splits into five parts, the resulting faster growth could boost the company value. But $67 billion in synergies would be lost.| Peter Cohan
Duolingo beat Q2 expectations and raised guidance for the third quarter and the full year. GPT-5's French learning app scared traders — but Duolingo could grow 30+%.| Peter Cohan
Gartner cut its forecast for contract value growth from 5.1% in Q4 2024 to 2.5% for 2025. Gartner did not offer a root cause analysis or a strategy to revive growth.| Peter Cohan
Hertz stock may fall unless it exceeds Q2 view of a 7.6% decline in revenue. But rolling out AI damage tracker to all Hertz locations could add $1.5 billion to top line.| Peter Cohan
With competition in AI coding and risk of investor disappointment, is Figma's 46% first quarter revenue growth enough to justify the company's $68 billion valuation?| Forbes
MP Materials stock has risen 255% after a $400 million deal from the Pentagon and a $500 million magnet contract with Apple. Is MP stock too high?| Forbes
Salesforce, Databricks, and Snowflake made $9.3 billion in deals so companies can control their data to operate AI agents. Will Enterprise DB beat them to market?| Forbes
Jamie Dimon predicts a House bill adding $2.6 trillion to the budget deficit could trigger plunging bond prices and a liquidity freeze. Can you protect your portfolio?| Forbes
Adding $2.4 trillion to the national debt while tariffs boost inflation makes for a poisonous investment cocktail. Could Chinese government bonds be the right move?| Forbes
