Touchstone Sands Capital Select Growth Fund Q3 2025 Commentary [Seeking Alpha]
Applovin Corporation - Class A (APP)
Company Research
Source: Seeking Alpha
The Magnificent 7 delivered 26 percent earnings growth, led by a reacceleration in cloud services, advertising, and e-commerce. The Touchstone Sands Capital Select Growth Fund underperformed its benchmark, the Russell 1000® Growth Index, for the quarter ended September 30, 2025. AppLovin's second-quarter growth accelerated, with revenues rising 77 percent year-over-year and EBITDA margins reaching 81 percent. Broadcom delivered 63 percent year-over-year growth in AI semiconductor revenues and booked $10 billion in orders for custom chip designs. Eoneren/E+ via Getty Images Market Recap U.S. large cap growth equities (as measured by the Russell 1000 Growth Index) extended the rebound that began in April. Gains were supported by resilient corporate earnings, investor enthusiasm around artificial intelligence ( This article was written by
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News
- SA Asks: What's the most attractive software stock right now? [Seeking Alpha]Seeking Alpha
- Top Funds Get Googly-Eyed Over This Breakout AI Stock Not Named Nvidia Or Palantir [Yahoo! Finance]Yahoo! Finance
- AppLovin Corporation (APP): A Bull Case Theory [Yahoo! Finance]Yahoo! Finance
- Nvidia, Palantir Snubbed, But Top Funds Get Googly-Eyed Over This AI Stock [Yahoo! Finance]Yahoo! Finance
- AppLovin Stock Rides Swarm Of Setups Beyond Just Mining, Medical Names [Yahoo! Finance]Yahoo! Finance
APP
Earnings
- 11/5/25 - Beat
APP
Sec Filings
- 11/26/25 - Form 4
- 11/26/25 - Form 4
- 11/26/25 - Form 4
- APP's page on the SEC website