AppLovin’s AXON ad engine is moving beyond mobile gaming into online retail, a shift that could open a much bigger pool of customers if it works. The key moment is a new self-serve launch that could prove whether this expansion drives the next leg of growth—or exposes the company’s heavy debt and big price swings.Read more

NVIDIA Corporation is not just another semiconductor company — it is the foundational infrastructure layer upon which the entire AI economy is being built. But even the best companies can be overbought.Read more