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Stock impact report

Goldman Sachs Large Cap Equity Fund Q3 2025 Commentary [Seeking Alpha]

Applovin Corporation - Class A (APP) 
Company Research Source: Seeking Alpha
We remain convinced that AppLovin is in the early stages of unlocking a huge new market in eCommerce. Given uncertain pacing of further interest rate reductions, weakening labor market dynamics, and lofty stock valuations, active management may become critical in identifying quality names. We are optimistic that a fundamental approach may generate excess returns in the long run for our clients. J Studios/DigitalVision via Getty Images Market Overview The S&P 500 Index increased by 8.12% (total return, in USD) in the third quarter of 2025, whereas the Russell 2000 Index increased by 12.40% (total return, in USD). The major US indices continued to notch repeated record highs this This article was written by Quick Insights We are capitalizing on AI-driven secular growth by holding leaders like AppLovin and initiating positions in Lam Research, which is poised to benefit from AI-related semiconductor demand. We exited UNH due to profitability pressures, regulatory scrut Show less Read more
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