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AppLovin Sells Off After Earnings Beat as Analysts Eye Dip Trades

Sturdy fundamentals meet renewed skepticism over growth prospects, with AI competition in focus.

Joby Aviation Prices $1.2 Billion Offering; Shares Drop on Dilution Fears

Contrarius Global Equity Fund Q3 Letter Posts 30.9% Return, Spotlights Media Re‑rating Plays and CRISPR Economics

Aoris Backs SAP on Cloud and AI Thesis as Hedge Fund Interest Ticks Up