Shares of interactive software platform Unity (NYSE:U) jumped 4.5% in the afternoon session after Oppenheimer upgraded its rating on the stock to Outperform from Perform, citing improving fundamentals and dismissing fears about competitive threats from AI.
Shares of Unity Software Inc. (NASDAQ: U) are trading higher Tuesday after Oppenheimer & Co. analysts upgraded the stock to an outperform and assigned a $36 price target.
Date: February 10, 2026 Introduction In the high-stakes world of mobile advertising and software infrastructure, few companies have undergone a transformation as dramatic or as lucrative as AppLovin Corporation (NASDAQ: APP). Once known primarily as a mobile game developer, AppLovin has evolved into a dominant, high-margin AI powerhouse. As of early 2026, the company stands [...]
A number of stocks jumped in the afternoon session after analysts suggested that the recent "SaaSpocalypse" sell-off had pushed valuations into deeply oversold territory, sparking a wave of opportunistic buying.
In a dramatic reversal of fortune for one of the tech sector's most volatile high-fliers, shares of AppLovin Corporation (NASDAQ: APP) surged 15% on Monday, February 9, 2026. The rally was ignited by a rare and public retraction from short-seller CapitalWatch, which withdrew sensational allegations of money laundering that had
The digital landscape witnessed a seismic shift on February 6, 2026, as shares of Roblox (NYSE: RBLX) soared more than 10% in early trading following a blockbuster fourth-quarter earnings report. The company, once viewed primarily as a playground for children, proved to Wall Street that its transition into a multi-generational
A number of stocks fell in the afternoon session after the "AI replacement" narrative reached a fever pitch following the release of new models from Anthropic and OpenAI.
REDMOND, WA — February 5, 2026 — One year after its initial unveiling, Microsoft’s breakthrough World and Human Action Model (WHAM), codenamed "Muse," is fundamentally altering the landscape of interactive entertainment. By enabling developers to generate playable 3D sequences from simple text prompts and real-time controller inputs, Muse represents a shift from static generative art [...]
A number of stocks fell in the morning session after a broad sell-off swept through the software sector, driven by growing concerns about the impact of artificial intelligence.
Jefferies anticipates that rather than developers abandoning traditional engines altogether, companies like Unity and Roblox are more likely to integrate new generative models into their existing tools.
Google’s Project Genie allows users to generate immersive digital worlds instantly with simple text prompts or images, then navigate them in real time.
A number of stocks fell in the afternoon session after a broad sell-off in the software sector was triggered by mixed earnings from industry leaders SAP and ServiceNow.
Unprofitable companies can burn through cash quickly, leaving investors exposed if they fail to turn things around.
Without a clear path to profitability, these businesses risk running out of capital or relying on dilutive fundraising.
Date: January 22, 2026 Introduction AppLovin Corporation (NASDAQ: APP) stands at a critical juncture in the early weeks of 2026. Once viewed primarily as a mobile gaming conglomerate, the company has spent the last year engineering a radical transformation into a pure-play AI software powerhouse. Today, AppLovin is the third-largest mobile advertising platform globally, trailing [...]
Earnings results often indicate what direction a company will take in the months ahead. With Q3 behind us, let’s have a look at Dolby Laboratories (NYSE:DLB) and its peers.
