Nvidia's 78% Revenue Growth Ignored; AppLovin Faces Shorts

Market reacts to Nvidia's impressive 78% revenue growth with indifference, raising questions about investor sentiment. Meanwhile, AppLovin faces scrutiny as short-sellers target its advertising practices. Stakeholders need to assess the implications for stock valuations.

Date: 05-03-2025

AI Rating: 5

Nvidia's Revenue Growth
Nvidia has reported a significant revenue growth of 78% year-over-year, primarily driven by its data center business, which has become increasingly vital due to its sales of GPUs to major hyperscalers like Microsoft and Amazon. However, this positive performance appears to be met with a lackluster market reaction, leading to concerns that investors may be underestimating Nvidia's growth potential.

AppLovin Facing Short-Selling Pressure
On the other hand, AppLovin has recently been targeted by short sellers, who allege unethical advertising practices and potential data misuse. These claims, if substantiated, could negatively impact AppLovin's stock price as investor confidence wanes. The digital advertising space, particularly for mobile gaming, continues to be viewed as competitive and challenging.

Stocks: NVDA APP MSFT AMZN