Analysis

Through key acquisitions (MAX, Adjust, MoPub), AppLovin evolved from a mobile game ad platform to an industry-wide platform, expanding its technology, user base, and market reach.

TradingKey - Last week, the Federal Reserve's dovish stance helped the US stock market, resulting in a rebound that prevented both the S&P 500 and Nasdaq composite indexes from facing a fifth consecutive weekly decline. 

TradingKey - The Trump administration is seeking to establish new agreements with Ukraine regarding critical minerals and energy assets, expanding economic demands on Kyiv to facilitate a peace deal with Russia. 

Currently, the premium of the stock price over the Bitcoin value is relatively low. If the Bitcoin price rises, the stock price may rebound by 30% and rise above $400 per share.

Unfortunately, after the post-outage rally, the share price of CrowdStrike already seems well-priced, even if we price a rather optimistic growth trajectory and margin expansion for the coming five years.

With a 27% profit margin, $22.6B liquidity, and expected profitability by Q4 2025, Affirm is solid, though Walmart’s exit and competition impact its target price at $43/share.

Meta delivered Q4 2024 revenue of $48.39B (+21% YoY) and net income of $20.84B (+49%) on strong ad performance.

One of those challengers was PDD Holdings (NASDAQ: PDD), the parent company of Chinese e-commerce platform Pinduoduo and the fast-expanding Temu.

March 21 (Reuters) - Beijing's criticism of Hong Kong conglomerate CK Hutchison's move to sell its ports business is a precursor to heightened political scrutiny of major Chinese business divestments involving American buyers, analysts say.

TradingKey - Defensive stocks are seen as "safe havens" during economic downturns because their products or services maintain stable demand regardless of economic cycles. Warren Buffett’s investment success is largely attributed to his preference for defensive blue-chip stocks.

TradingKey - Broadcom Inc. (AVGO) has become a leader in semiconductor and infrastructure software through AI-driven expansion and acquisitions. On the basis of rising revenues tied to AI, healthy margins, and aggressive cash generation, Broadcom presents a compelling investment case to investors.

TradingKey - The US Federal Reserve has just concluded its regular Federal Open Market Committee (FOMC) meeting from 18-19 March. While there were no huge surprises on the interest rate front, and the stock market actually rose, there were some insights into specific concerns that investors had befo

TradingKey - It’s been a large ride upwards for Chinese technology stocks so far in 2025. The Hang Seng TECH Index, which tracks 30 of the largest Chinese technology stocks listed in Hong Kong, has soared by 35% so far this year.

TradingKey - However, analysts believe cruise stocks could be an exception. Over the past seven days through Monday, Royal Caribbean Group has gained nearly 6%, Carnival Corp. rose 4.7%, and Norwegian Cruise Line Holdings increased 3.8%.  

By Katrina Hamlin HONG KONG, March 19 (Reuters Breakingviews) - Xpeng’s 9868.HK smart cars are starting to look a lot less special. The Chinese electric-car maker built its brand on the back of years of investing in sophisticated assisted driving systems rivalling those of Elon Musk's Tesla T...

NVIDIA’s Q4 FY25 revenue surged 78% YoY to $39.3 billion, with data center sales up 93% to $35.6 billion, driven by hyperscaler AI adoption. NVIDIA's 2025 GTC conference was a grand showcase of the company's technological ambitions, further establishing it as the leader in AI, computing, and...

TradingKey – The rapid development of artificial intelligence (AI) technology has shifted the spotlight from proprietary models like ChatGPT to open-source alternatives like DeepSeek in just a few years. Capital markets are now pricing in a new AI cycle: the transition from the AI hardware era to...

Our valuation estimates its intrinsic worth at $75–$87 billion, suggesting meaningful upside potential from its current market cap of $50 billion. While risks such as regulatory uncertainty and crypto market volatility remain, Coinbase’s diversified revenue streams and strong execution capabilities

With growth further moderating and too many headwinds hitting the margins we would likely see stagnant to negative growth in earnings, which makes the current share price of $85.00 less attractive.

TradingKey - It has been a 2025 to celebrate so far for Chinese tech investors are China’s technology giants ride a wave of investor optimism. That’s in stark contrast to the huge sell-off happening in the US right now.