-- AppLovin（APP）の第1四半期決算が予想を上回ったこと、そして4月の広告費が第4四半期のピークを上回ったことは、同社の消費者向け広告が勢いを増していることを示す強力な証拠だと、オッペンハイマーは木曜日のレポートで述べた。 第2四半期は構造的に同社にとって最も弱い四半期だが、オッペンハイマーは、6月に広告技術を拡張することで消費者向け広告がさらに加速すると予想しており、AppLovinの経営陣は現在、新規顧客1社あたり初年度の広告費が7万ドルを超えると予測している。 オッペンハイマーは、モバイルゲーム業界におけるハイブリッド型収益化への移行が長期的な追い風であり続けることから、2026年以降のAppLovinの成長モメンタムに対する自信を徐々に高めていると述べた。 同証券会社は、目標株価660ドルで「アウトパフォーム」のレーティングを維持した。
Price: $508.96, Change: $+40.13, Percent Change: +8.56%
Orestone Mining (ORS.V) provided initial assay results received from the Phase I exploration program on the Francisca Gold project in Salta Province, Argentina, on Thursday.The company noted this program included the resampling of existing trenches for which it only possessed historic summary data. Mapping at the South Gold zone indicates a stockwork width from 40-70 metres averaging 50 metres along a 400-500 metre strike length, it said."The zone consists of highly sericite argillic altered porphyry and hornfels host rocks cut by a dense stockwork of thin light brown limonite veinlets with thin dark quartz vein centres and thicker dark limonite quartz veins that are both vertical and shallow dipping," said Orestone in a statement. "Assay results for the first two trenches at Francisca compare favorably to historically reported data and confirm that a robust gold-silver mineralized stockwork system is exposed on the surface."The company's goal is to define a gold-silver deposit that can be mined by open pit.Shares of the company were last seen down 4.2% at $0.115 on the TSX Venture Exchange.Price: $0.115, Change: $-0.005, Percent Change: -4.2%
Novartis (NVS) said Thursday it started construction on a new radioligand therapy manufacturing facility in Denton, Texas, as part of the company's broader $23 billion US investment plan.The company said the Texas facility will become its fifth radioligand therapy manufacturing site in the US and is expected to begin operations in 2028, supporting production of personalized cancer therapies.The company said the project is part of its plan to expand US manufacturing and research operations over five years.Price: $145.47, Change: $-2.89, Percent Change: -1.95%
US job cuts increased in April to the third-highest total for the month since 2009 as technology companies continued to announce layoffs amid a shift toward artificial intelligence, Challenger Gray & Christmas said Thursday.Employers in the US announced 83,387 layoffs last month, up 38% from March, but down 21% year over year, according to the outplacement and executive coaching firm. The consensus was 70,000 job cuts in a Bloomberg-compiled survey.The technology sector led the workforce reductions for April, with 33,361 cuts, reflecting an annual increase of 33%."Technology companies continue to announce large-scale cuts and are leading all industries in layoff announcements," Andy Challenger, the firm's chief revenue officer, said in a statement. "They are also often citing AI spend and innovation. Regardless of whether individual jobs are being replaced by AI, the money for those roles is."Meta Platforms (META) announced plans to let 8,000 employees go and cancel 6,000 open roles in April, while Snap (SNAP) said it will lay off about 1,000 employees.So far this year, about 16% of total job cuts have been attributed to AI, up from 13% through March, according to Challenger Gray & Christmas.Employers announced a total of 300,749 job cuts for the first four months of the year, about half of those recorded in the same period last year, the firm said.The report comes a day before the April nonfarm payrolls report.Official data is expected to show Friday that the US economy added 65,000 nonfarm jobs in April, compared with a 178,000 increase reported for the previous month, according to a Bloomberg-compiled consensus. On Wednesday, ADP (ADP) said that employment in the US private sector grew at its fastest pace in more than a year.Separately, the seasonally adjusted number of initial jobless claims increased to 200,000 for the week ended May 2 from the previous week's upwardly revised level of 190,000, the Department of Labor reported Thursday. The consensus was for a 205,000 reading.For the week ended April 25, continuing claims fell by 10,000 to about 1.77 million, below Wall Street's estimate of 1.8 million.Price: $616.52, Change: $+3.63, Percent Change: +0.59%