JP Morgan analyst names Take-Two Interactive and Xometry as top picks in internet SMID & video games sectors. Potential for relief for Match Group & Bumble from App Store ruling. Specific opportunities & dislocations highlighted, including Roku & Xometry.
A number of stocks jumped in the afternoon session after the major indices rebounded (Nasdaq +2.0%, S&P 500 +1.5%) as President Trump postponed the planned 50% tariff on European Union imports, shifting the start date to July 9, 2025.
The Nasdaq 100 (^NDX) is packed with high-growth companies, and while the market is competitive, some are pulling ahead.
A handful of standout businesses are continuing to scale, delivering strong financials and market leadership.
APPLOVIN CORP (NASDAQ:APP) is a high-growth software stock with strong profitability and reasonable valuation, making it a candidate for growth investors.
Stocks that outperform the market usually share key traits such as rising sales, expanding margins, and increasing returns on capital.
The select few that can do all three for many years are often the ones that make you life-changing money.
AppLovin shares dipped Thursday but hold large gains from last week's earnings rally. Strong results, guidance, analyst backing and macro news fueled the stock's recent surge.
