Citi: AppLovin Adds E-Commerce Stores at Fastest Weekly Pace in Five Months
Citi says Store Leads data shows AppLovin had 13,105 e-commerce clients as of Sept. 18, up 5.1% week over week, the fastest rise in five months.
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JPMorgan: Roblox Weekend Play Hits Highest Level Since December
JPMorgan says Roblox hit 28.7 million peak weekend users, its highest level since December. “Steal An Egg” surged.
Barclays Flags Cost Cuts, Cable Decline, and Integration Risk in Paramount-Warner Merger
The $110B Warner deal offers growth but faces execution risk, cable decline, and delays.
Northland Starts Coverage of Four Neocloud Stocks With Big Upside Targets
Boost Run, IREN, ChronoScale and SharonAI get Outperform ratings as Northland lifts its long-term AI-as-a-Service market view to $4T.
FTC Solar Upgraded to Buy by UBS as New Trackers Gain Orders
UBS says a depressed valuation misses earnings power from revamped 1P and First Solar trackers.
Netflix Slides as Wells Fargo Flags “Worrying” Engagement Trends
Wells Fargo says Netflix engagement “looks worrying” and sees top-100 original hours falling 21% in H2 2026.