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ad-tech: Archive

Mayur Thaker

Shockingly Low-Budget DeepSeek Upends AI Ecosystem But Could Bear Bullish Implications

Lower cost competition should be something to cheer, not fear.

NVDAPositive Net Change ASMLNegative Net Change LRCXNegative Net Change AVGONegative Net Change TSMPositive Net Change

Benjamin Rains

Bull of the Day: AppLovin Corporation (APP)

AppLovin (APP) stock has been a Wall Street superstar over the last two years, soaring 3,000% to blow away Nvidia and most other artificial intelligence stocks. APP stock has traded sideways for the past two months and looks due to break out to all-time highs.

NVDAPositive Net Change APPPositive Net Change METAPositive Net Change

Bryan Hayes

Lovin' That App: Can This Momentum Stock Continue Higher After 712% Run?

There's been a lot of chatter about APP stock potentially slowing, but earnings estimates are on the rise.

APPPositive Net Change

Nida Ali Saigal

Can the Sincera Buyout Change TTD's Fate or is it Still a Risky Bet?

TTD is benefiting from an innovative portfolio and a rich partner base. However, a stretched valuation and fierce competition pose concerns.

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Mayur Thaker

Trump Inauguration Comes with Optimism Of Economy, Markets and Earnings

Lots of reasons to be bullish, but the key is to enforce risk management rules.

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Mayur Thaker

December Jobs Report Significant Reversal of Bearish Trends, Sending Yields Roaring Higher

There's a lot to be excited about, but two major risks persist in today's market.

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Zacks Equity Research

Here's Why ROKU Stock is a Strong Buy Despite 8% Decline in a Year

Roku's innovation, partnerships and growing user base drive its strong prospects, making it a standout buy despite the stock's dip over the past year.

FOXAPositive Net Change GAIANegative Net Change ROKUPositive Net Change FUBONegative Net Change

Mayur Thaker

Markets Coasting As Traders Await Policy Clarity, Q4 Earnings And 2025 Guidance

Equity markets are entering the new year, new administration with high expectations, and high risks.

DFSNegative Net Change COFNegative Net Change AXPPositive Net Change

Zacks Equity Research

Here's Why You Should Be Cautious With iQIYI Stock Heading Into 2025

IQ is struggling with intense competition and declining ad revenues, despite an innovative content portfolio and expanding global reach.

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Zacks Equity Research

Innovid Up 70% in the Past 6 Months: Should Investors Buy the Stock?

CTV benefits from strong growth in connected TV advertising, ongoing collaborations with major streaming platforms and expanding AI-driven capabilities.

NFLXPositive Net Change DISPositive Net Change GOOGLNegative Net Change

Nida Ali Saigal

Is The Trade Desk Stock a Buy, Sell or Hold at its P/S of 20.78X?

TTD shares are riding on an innovative portfolio and rich partner base, though stretched valuation and fierce competition pose concerns.

DISPositive Net Change TTDPositive Net Change ROKUPositive Net Change SPOTNegative Net Change

Zacks Equity Research

More & More Regulations Under Trump: How Will Tech Giants Cope in 2025?

In Trump's second term, tech giants like GOOGL, MSFT, META and AAPL face tough regulations on AI, antitrust and privacy.

AAPLPositive Net Change MSFTPositive Net Change GOOGLNegative Net Change METAPositive Net Change

Zacks Equity Research

BILI Shares Rise 59% Year to Date: Should Investors Buy the Stock?

Bilibili is benefiting from strong ad growth, boosted gaming revenues and increased user engagement.

TCEHYNegative Net Change BILIPositive Net Change IQNegative Net Change HUYAPositive Net Change

Zacks Equity Research

KLA's Shares Plunge 14% in 3 Months: Should You Buy, Sell or Hold?

KLAC's growing portfolio bodes well. However, rising debt and stiff competition pose near-term challenges, making the stock a risky bet.

KLACNegative Net Change FLUXPositive Net Change SESNegative Net Change SDSTPositive Net Change