美股市场整体表现 - 纳斯达克指数上涨0.7%至22,941.67点，标普500指数上涨0.36%至6,740.28点，道琼斯工业平均指数下跌0.14%至46,694.97点 [1] 超微公司 (AMD) - 股价大幅上涨23.71%，收于203.71美元，盘中最高触及226.71美元，52周价格区间为76.48美元至226.71美元 [1] - 盘后交易中股价进一步上涨1.5%至206.84美元 [1] - 股价上涨源于公司与OpenAI达成一项重大协议，将为其AI基础设施提供高达6吉瓦的AMD Instinct GPU算力，首批1吉瓦计划于2026年部署 [2] AppLovin公司 (APP) - 股价下跌14.03%，收于587美元，盘中最高为687美元，最低为545美元，52周价格区间为137.20美元至745.61美元 [3] - 盘后交易中股价继续下跌近2.3%至573.57美元 [3] - 股价下跌是由于有报道称美国证券交易委员会（SEC）正在调查公司的数据收集行为，该行为可能违反了合作伙伴的服务协议 [3] Trilogy Metals公司 (TMQ) - 股价小幅上涨0.48%，收于2.09美元，盘中最高为2.21美元，最低为2.08美元，52周价格区间为0.47美元至2.48美元 [4] - 股价上涨源于消息称美国政府计划收购该公司10%的股份，作为获取阿拉斯加关键矿产计划的一部分 [4] 耐克公司 (NKE) - 股价下跌1.06%，收于71.17美元，盘中最高为72.39美元，最低为71.01美元，52周价格区间为52.28美元至84.76美元 [5] - 公司近期展示了其韧性，成功克服了15亿美元的关税影响，体现了其转型战略的成效 [5] 威瑞森通讯公司 (VZ) - 股价下跌5.11%，收于41.44美元，盘中最高为43.38美元，最低为41.35美元，52周价格区间为37.58美元至47.36美元 [6] - 股价下跌紧随公司宣布首席执行官更迭的消息，由前PayPal首席执行官丹·舒尔曼接任领导职务 [6]

新闻核心事件 - 美国证券交易委员会对AppLovin涉嫌违反数据共享规则、使用未经授权的追踪工具进行定向广告的行为启动调查 [1][3] - 此调查消息导致公司股价在周一暴跌14% [3] - 此次股价下跌使公司高管和早期主要投资者的财富估计缩水约86.5亿美元 [1][3] 对关键个人的财务影响 - 首席执行官Adam Foroughi估计净资产减少约34亿美元 [4][8] - 联合创始人Andrew Karam和John Krystynak的财富分别损失约4.6亿美元和5.4亿美元 [4][9] - 主要早期投资者Ling Tang、Hao Tang和Eduardo Vivas的财富分别缩水17亿美元、11亿美元和7.1亿美元 [4][9] 调查背景与相关指控 - 调查源于一名举报人的投诉以及今年早些时候一系列做空报告 [5] - 做空机构指控公司进行“设备指纹识别”，即通过收集多个平台的标识符来追踪用户活动并投放定向广告，该行为被苹果App Store禁止 [5] - 做空机构Muddy Waters指控公司从Meta、Snap和Google等主要平台收集专有用户ID，在未经同意的情况下投放定向广告 [6] 公司近期表现与市场地位 - 公司过去一年股价飙升了319% [7] - 公司市值曾高达2260亿美元，目前已降至约1988亿美元 [6] - 公司于上月加入标普500指数，取代了MarketAxess Holdings [6] 高管与投资者最新财富估值 - 首席执行官Adam Foroughi财富估值为213亿美元，较247亿美元下降14% [8] - 早期投资者Ling Tang财富估值为105亿美元，下降14% [8] - 其他关键个人财富估值均有不同程度下降，跌幅在8%至13%之间 [9]

美国证券交易委员会调查 - 美国证券交易委员会正在调查移动广告技术公司AppLovin 调查内容为该公司是否向其平台合作伙伴的服务协议所允许的范围之外推送了更多定向广告[1] - 此次调查是对一名举报人的投诉和几份做空报告的回应 目前调查进展程度未知 美国证券交易委员会尚未指控公司或其官员存在不当行为[2] 公司应对措施 - 公司表示会定期与监管机构沟通 若收到问询将在正常过程中处理 任何重大进展将通过适当渠道披露[3] - 公司于3月28日宣布聘请昆鹰律师事务所的合伙人Alex Spiro进行独立的审查和调查 以应对针对公司的做空报告活动[3][4] - 公司联合创始人兼首席执行官Adam Foroughi表示将采取一切必要措施确保事实被知晓 并保护员工、股东和合作伙伴 坚决反对通过虚假叙述操纵市场的行为[5] 公司业务与市场动态 - 有报道称AppLovin是准备竞购TikTok的公司之一 部分分析师因其能收集应用程序用户数据并用于定制广告的人工智能技术 而称其为潜在的“下一个TikTok”[5] - 公司于9月7日被纳入标普500指数[6] 公司财务表现 - 在8月6日公布的第二季度业绩中 公司营收同比增长77% 达到约13亿美元[6] - 第二季度净利润同比增长164% 调整后税息折旧及摊销前利润同比增长99%[6]

Key Points A media report stated the company is being probed by the SEC. The securities regulator was apparently responding to a whistleblower complaint and several short-seller reports. 10 stocks we like better than AppLovin › AppLovin (NASDAQ: APP) stock took quite a fall in late-session action on the market Monday. Investors were clearly spooked by a media report that a top regulator was looking into certain business practices of the mobile marketing specialist. That sudden slide saw the company' ...

公司股价与市场表现 - 公司股价在当日暴跌14%至587 [2] - 公司股价在今年因销售和盈利激增而大幅上涨 并于9月29日创下745.61的历史新高 [2] - 尽管股价下跌 Wedbush Securities分析师重申对其的跑赢大盘评级并将目标价从725上调至745 [2] - 公司股票被列入四个投资名单：IBD 50、Big Cap 20、Leaderboard和Tech Leaders [3] 监管调查 - 美国证券交易委员会正在调查公司的数据收集行为 调查涉及公司是否违反与平台合作伙伴的服务协议以向消费者发送更多定向广告 [1] - 目前美国证券交易委员会尚未指控公司存在任何违规行为 [1] 业务运营与前景 - 公司业务是帮助移动应用开发者寻找用户并在其应用中销售广告 [2] - 分析师对公司持续强劲增长表示信心 因其正在为广告商和应用开发者推出新服务 [3]

Key Takeaways A semiconductor stock logged the top performance in the benchmark index following the announcement of a collaboration with a major artificial intelligence player. Meanwhile, shares of an adtech darling plummeted following reports of a probe by federal regulators. The S&P 500 rose 0.4% and the Nasdaq climbed 0.7% to set fresh closing record Monday, boosted by broader tech gains, while the Dow slipped 0.1%. See here for more reporting from Investopedia on the first day of the trading week. Advan ...

In the span of just a few hours, AppLovin investors were both digesting an upbeat report from a Wall Street analyst and trying to unpack a double-digit swoon that followed a report indicating a government investigation into the company. Today's drop was an unexpected surprise for investors who've feasted on good news this year. An AppLovin spokesperson in a statement said that "we regularly engage with regulators and if we get inquiries we address them in the ordinary course. Material developments, if any, ...

AppLovin Corporation, based in Palo Alto, California, is an American mobile technology company founded in 2012. The company provides developers with tools to market, monetize, analyze, and publish their apps through its platforms, including MAX, AppDiscovery, and SparkLabs.The investigation reportedly stems from a whistleblower complaint filed earlier this year, along with multiple The news caused AppLovin's stock to drop 14 percent in regular trading and an additional 5 percent in after-hours trading. Des ...

Joining me now is Bernie McTurnan from Needam. Bernie, app loving has also expanded far beyond apps now into the web going broader um and into AI as well kind of competing to be the the Neielson of digital and AI arguably. Um are its prospects in line with this valuation.>> Well, it's it's a great question. Um I think that the big thing is that there's already expectations built into next year for e-commerce or as we call the open web. Um we think consensus has about 1.6% billion.And so the last time there ...

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