WealthWise

Apple announced it will introduce an integrated video podcast experience on Apple Podcasts later this spring, marking a significant expansion beyond audio.

The move brings Apple more directly into competition with Spotify, YouTube, and Netflix, all of which have been investing heavily in video podcasting as creators and audiences increasingly shift toward video-first formats.

#AAPL #AAPLStock #AppleStock #ApplePodcasts #AppleVideoPodcasts #VideoPodcasts #Podcasts
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14 hours ago | [YT] | 0

WealthWise

Apple announced it will introduce an integrated video podcast experience on Apple Podcasts later this spring, marking a significant expansion beyond audio.

The move brings Apple more directly into competition with Spotify, YouTube, and Netflix, all of which have been investing heavily in video podcasting as creators and audiences increasingly shift toward video-first formats.

#AAPL #AAPLStock #AppleStock #ApplePodcasts #AppleVideoPodcasts #VideoPodcasts #Podcasts
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14 hours ago | [YT] | 0

WealthWise

Software companies face mounting pressure from AI agents that could erode traditional per-seat revenue models, according to Gene Munster of Deepwater Asset Management.

Munster argues long-term value hinges on whether AI agents eventually outnumber human workers—reducing demand for licenses from firms like Salesforce and Microsoft.

He says software firms need a “Google moment” to defend relevance, warning that without clear innovation or earnings proof, valuation multiples will remain under pressure.

The strategic focus, WealthWise Research adds, should shift to identifying companies that will enable and manage AI agents.

#IGV #Software #AIAgents #TechDisruption #TechStocks #EnterpriseSoftware #DigitalTransformation #Innovation
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15 hours ago | [YT] | 0

WealthWise

Looking for FREE stock market news?

Check out Alpha Coverage: wealthwisedca.substack.com/p/alpha-coverage-149

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3 days ago | [YT] | 1

WealthWise

Arista Networks beat expectations and raised its 2026 outlook as AI-driven demand accelerates. For the quarter ended Dec. 31, adjusted EPS was $0.82 vs. $0.76 est.; GAAP EPS $0.75 vs. $0.69 est. Revenue came in at $2.48B vs. $2.39B est.

For the current quarter, Arista guides revenue of $2.6B vs. $2.46B est., with non-GAAP gross margin of 62%–63%.

CEO Jayshree Ullal highlighted “28.6% growth, driving a record revenue of $9 billion, coupled with non-GAAP gross margin of 64.6% for the year and a non-GAAP operating margin of 48.2%.”

She noted Arista surpassed “150 million cumulative ports of shipments in Q4 ’25,” with international growth “in both Asia and Europe, growing north of 40% annually.”

Arista more than doubled its AI networking outlook, raising the 2026 target from $1.5B to $3.25B, stating, “we are now doubling from 2025 to 2026 to $3.25 billion in AI networking revenue.” Ullal added, “we increased our 2026 guidance to 25% annual growth, accelerating now to $11.25 billion.”

#ANET #ANETStock #AristaNetworks #AristaNetworksStock #AIInfrastructure #AINetworking #DataCenters
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4 days ago | [YT] | 0

WealthWise

"Software is not on the verge of obsolescence. Rather, AI is widening the gap between winners and losers, making outcomes more asymmetric," Neuberger Berman writes in Software Leads AI-Driven Tech Rout - What Next?

"Some incumbents will falter, but others will adapt—integrating AI, innovating and strengthening competitive positions—creating selective opportunities for investors who can differentiate.”

“Indiscriminate selling can create opportunity, but only for businesses that are fundamentally sound and demonstrably capable of adapting. The near-term objective should be to position for transition rather than extinction; this can be done by emphasizing resilience in business models and flexibility in balance sheets, as periods of structural change tend to punish fragility."

#IGV #SNOW #NOW #CRM #INTU #PLTR #SoftwareStocks #AIInvesting #TechSelloff #StockMarket #TechStocks #ArtificialIntelligence #StockPicking #InvestmentStrategy #TechInvestment #MarketVolatility
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4 days ago | [YT] | 0

WealthWise

Morgan Stanley notes Meta Audience Network has been a "longtime bidder" in AppLovin's ad supply and "incremental bidding activity on IDFA traffic is not new."

Analysts are focused on "ecommerce ramp through 1H:26 and into the general launch of the web self-serve tool."

CEO Adam Foroughi dismissed competition fears: "As you know from our business over the last couple of years that you've been following, there have been numerous times where we've added more competition in the MAX auction," he said.

"Unity (U) has grown with Vector, Liftoff rolled out Cortex, and it's growing really quickly. Moloco has been growing, and we turned them into a bidder in the last year. You had Google switch to bidding.”

“Every time this has happened, there's been this confusion around, well, in an auction dynamic-based system, competition should decay AppLovin's edge. You've never seen that happen."

"The reason is that, one, we're really big and really good at what we do," he added. "But two, every impression is not worth the same thing. Our model is exceptionally good at valuing the impression for what it is."

#APP #AppLovin #APPStock #AppLovinStock #AdTech #DigitalAdvertising #InvestingNews #StockMarket #GrowthStocks #TechInvesting
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4 days ago | [YT] | 0

WealthWise

AppLovin projects 5%–7% sequential revenue growth in Q1, driven by its internal AI models.

CEO Adam Foroughi said, “What's fueling that growth is our own AI models.”

Q4 revenue reached $1.66B, up 66% year-over-year, with adjusted EBITDA of $1.4B, an 82% margin, and a 700 bps expansion.

Free cash flow hit $1.31B, lifting the cash balance to $2.5B.

Benjamin Black, Deutsche Bank: Asked about e-commerce self-service launch learnings and contribution to revenue. Foroughi explained, "In Q4, we opened up the self-service platform, referral only... we're not at the point yet where we're sort of a GA type launch. We'll get there. We said first half of this year, that's still on track."

Black followed up on creative automation. Foroughi stated generative AI tools are in pilot with over 100 customers and will soon expand, aiming to enable bulk video ad creation "in cost of dollars versus cost of thousands of dollars."

Bernard McTernan, Needham: Asked about changes in customer size post self-service launch and non-e-commerce pixel use. Foroughi noted, "you're getting companies that have a few hundred thousand dollars of GMV, a couple of million dollars of GMV a year buying on our platform," and outlined expansion into new transactional verticals.

#APP #AppLovin #APPStock #AppLovinStock #AI #GenerativeAI #AdTech #Ecommerce #DigitalAdvertising
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5 days ago | [YT] | 2

WealthWise

Goldman Sachs initiated coverage of Energy Fuels with a Buy rating and $30 price target, highlighting the company’s highest-grade uranium deposit in the U.S. and the White Mesa Mill, the only U.S. facility processing both uranium and rare earth elements.

Analyst Brian Lee noted the company’s three heavy mineral sands assets, expected online over five years, will supply monazite for rare earth production.

Expansion into light and heavy rare earths positions Energy Fuels ahead of peers amid strong demand and pricing.

Strong policy support for domestic critical mineral production was also cited as a positive factor.

#UUUU #UUUUStock #EnergyFuels #EnergyFuelsStock #Uranium #RareEarths #WhiteMesaMill #CriticalMinerals #CleanEnergy #Stocks #Investing
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5 days ago | [YT] | 3

WealthWise

Jefferies upgraded Beta Technologies, citing three near-term growth catalysts, including expected March awards under the Department of Transportation and FAA’s eVTOL Integration Pilot Program (eIPP), planned H500 pusher motor certification in 1H26, and the launch of the EVEX flight test program tied to a 10-year, up to $1B motor supply agreement.

Jefferies said eIPP could accelerate electric aircraft entry into U.S. airspace, enabling Beta to begin cargo and medical operations as early as this year within a phased regulatory framework.

The firm highlighted Beta’s CX300 conventional takeoff aircraft as a competitive advantage, noting it has logged over 100,000 nautical miles, including flights in Norway and New Zealand.

Certification of the CX300 is targeted for 2027, with the ALIA 250 eVTOL expected about a year later.

Jefferies estimates 2025 revenue of ~$33M, up 117% year over year, supported by ground equipment sales and early partnership deliveries.

Beta’s backlog totals 891 aircraft worth ~$3.5B, alongside over $1B in contracted technology partnerships, and ~$1.74B in cash at year-end 2025 to fund development and certification.

#BETA #BETAStock #BETATechnologies #BETATechnologiesStock #eVTOL #ElectricAviation #AviationTech #UrbanAirMobility #CleanEnergy #Aerospace #Stocks #Growth
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5 days ago | [YT] | 1