Morgan Stanley Maintains Overweight on Unity Software, Raises Price Target to $55

NC AI's VARCO Sound Plugin Named Unity Verified Solution

The VARCO Sound plugin has been officially designated as a Unity Verified Solution, allowing developers to integrate AI-generated audio directly into their projects within the Unity engine.

AppLovin vs. Pinterest: Which Stock Is a Better Buy in 2026?

The article compares AppLovin and Pinterest as investment opportunities in the digital advertising space. AppLovin demonstrates explosive growth with 70% revenue increase, exceptional profitability (60.8% net margin), and strong free cash flow, making it the author's preferred choice. Pinterest offers a massive 640 million user base and improving AI-powered ad tools but faces challenges with lower profitability (9.9% net margin) and GAAP net losses, though it maintains a conservative balance sheet.

Shares of software companies are trading lower amid a rotation out of technology and AI-related stocks. Rising inflation concerns and elevated oil prices are fueling expectations for further Fed tightening, while elevated borrowing costs could weigh on demand, valuations and debt metrics.

Over 25% of the Stocks in the S&P 500 Are Down 40% or More. 4 Bargain Tech Stocks to Buy Now

With over 25% of S&P 500 stocks down 40% or more from their highs, the article identifies four undervalued tech stocks as bargain opportunities: Netflix benefits from recession-resistant streaming and advertising growth; Oracle offers leveraged exposure to cloud computing with a massive backlog; ServiceNow is well-positioned for agentic AI orchestration; and AppLovin trades at a cheap valuation with strong revenue and earnings growth.