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AppLovin shares drop 13% as AI rival CloudX debuts

short by / on Wednesday, 4 February, 2026
AppLovin (APP) shares fell 13% following the launch of CloudX, a new AI-driven competitor that automates ad operations. While investors worry about market share, retail traders on Stocktwits remain bullish, urging others to 'ignore the noise' ahead of February 11th earnings. Analysts expect revenue to jump 17% to $1.61 billion despite the new competition.
read more at Stocktwits