When Morgan Stanley analysts downgraded Dell Technologies (DELL) in January, shares traded as low as $111. Although it clawed its way back to $126, the PC supplier is struggling to hold its share price.
In a fund filing, Bridgewater Associates disclosed that it bought 156,300 shares of DELL stock. It also bought 62.2K in Caterpillar (CAT) stock and 23.5K shares of Spotify (SPOT). Memory chip prices jumped by around 300% in Q4/2025. It might increase by another 90% this quarter. After Dell depletes its memory chips, it would need to raise PC prices, hurting sales volumes.
Dell is a good stock to hold.
In the advertising platform space, AppLovin dropped by around 11% in the last week. The firm posted strong Q1 results on February 11. Markets misunderstand the negligible impact that AI will have on its core business.
On the conference call, the company said that Q4 revenue grew from enhancements to its mobile gaming ad platform. IT also benefited from seasonal demand. Additionally, it expanded into e-commerce advertising.
In Q1, AppLovin expects strong revenue and adjusted EBITDA results. This proves that its integration of AI on its platform will lead to sequential growth. Expect Q1 revenue growth of 5% to 7%.
APP stock trades at a P/E of 25 times (forward). Investors get a profitable company. Margins will rise as growth continues in 2026.
APP stock is a great stock to accumulate.
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