Roblox Stock Woes: Why Growth Is Slowing Down in Key Markets
Roblox shares fell sharply as analyst reports highlighted decelerating money growth (bookings) in the U.S. and Europe, linked primarily to the "back-to-school" period.
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Reddit Stock Impacted by User and ChatGPT Data Decline
"Reddit stock is stressed." Daily users are declining, and ChatGPT cites Reddit content much less, dropping from 29.2% to 5.3%, according to RBC Capital.
Barclays Downgrades ViaSat Amid Competition Fears
Analyst cut ViaSat rating due to high price and "limited growth" from competition. Breakup might hit $36, but it's risky.
Goldman Sachs Downgrades Spotify to Neutral on Stock Risk/Reward
Goldman Sachs cut Spotify's stock rating to "Neutral" (from "Buy"). They think the stock price already reflects its strong future revenue growth.
AppLovin: UBS Raises Price Target to $810
UBS hiked AppLovin's stock target to $810, calling it a "top pick". They expect better Axon 2.0 tech and solid advertiser demand.
OpenAI Bets Big: Building Proprietary Ad Infrastructure for ChatGPT Growth
OpenAI is hiring engineers for a new "ChatGPT Growth team" to build advanced internal ad infrastructure, signaling a major push for scale, revenue generation, and independence from outside marketing agencies.