More than 25% of S&P 500 stocks are down 40% or more from their highs, even with the index near record levels, as of October 8, 2026. The Motley Fool sees that as a chance to hunt for bargains in tech. It names four picks. Netflix trades at about 18.5 times 2027 analyst earnings estimates, and advertising should drive its growth. Oracle has a $664 billion backlog in cloud infrastructure, but carries heavy debt and burns cash. ServiceNow, hit by the 2026 software sell-off, trades at 7.5 times forward sales as it pushes into agentic AI. AppLovin trades at 13 times 2027 earnings estimates. Its revenue rose 53% last quarter to $1.9 billion.

Kaplan Fox notifies AppLovin Corporation (NASDAQ: APP) investors of an upcoming lead plaintiff deadline on November 16, 2026. NEW YORK, Oct. 14, 2026 (GLOBE NEWSWIRE) - Kaplan Fox & Kilsheimer LLP announces that a class action lawsuit has been filed against AppLovin Corporation ("AppLovin" or the "Company") (NASDAQ: APP) on behalf of investors that purchased or otherwise acquired AppLovin securities between February 12, 2026 and August 5, 2026 (the "Class Period"). If you are an investor in AppLovin and have suffered losses, you may CLICK HERE to contact us. You may also contact Kaplan Fox by emailing [email protected] or by calling (646) 315-9003. DEADLINE REMINDER: If you are a member of the proposed Class, you may move the court no later than November 16, 2026 for an opportunity to be lead plaintiff for the purported class. If you have losses we encourage you to contact us to learn more about the lead plaintiff process. You need not seek to become a lead plaintiff in order to share in any possible recovery. The complaint alleges, among other things, that throughout the Class Period, Defendants made false and/or misleading statements and/or failed to disclose that "(i) the generative AI video creative feature for the Company's AppLovin Ads platform was subject to significant development delays, making its release on the Company's timeline unlikely," and "(ii) Defendants overstated the constancy with which AppLovin was improving its AI models." According to the complaint, the truth began to emerge on July 13, 2026, when a Bank of America Securities analyst published a note raising concerns over the rollout of AppLovin Ads to all advertisers. Following publication of the note, AppLovin's stock price fell $64.13 per share, or 12.65%, on July 13, 2026. Then, on August 5, 2026, according to the complaint, AppLovin reported revenue below consensus estimates and also revealed that its generative AI video tool was "still [a] work in progress." On this news, AppLovin's stock price fell $82.13 per share, or 19.66%, on August 6, 2026. WHY CONTACT KAPLAN FOX? Kaplan Fox & Kilsheimer LLP is a nationally recognized law firm focused on complex litigation, with offices in New York, Oakland, Los Angeles, Chicago, and New Jersey. Founded in 1956, the firm has spent more than 50 years prosecuting securities, antitrust, and consumer protection actions in federal and state courts nationwide, recovering more than $10 billion for clients and the classes it has represented. Kaplan Fox is widely regarded as one of the nation's premier plaintiffs' securities litigation firms and has received recognition from Chambers and Partners, Benchmark Litigation, Super Lawyers, and Lawdragon. Serving as lead or co-lead counsel in many landmark cases, the firm has secured some of the largest recoveries in the history of securities litigation, including a $2.425 billion recovery on behalf of Bank of America shareholders in In re Bank of America - the largest recovery ever obtained for claims under Section 14(a) of the Securities Exchange Act - $800 million recovered for the Arkansas Teacher Retirement System and other pension funds in ATRS v. Allianz Global Investors, and a $475 million settlement in In re Merrill Lynch. For decades, Kaplan Fox has represented public pension funds, institutional investors, businesses, and individuals in high-stakes litigation. Through its successful advocacy and precedent-setting victories, the firm has helped shape important areas of securities and corporate law while advancing accountability and protecting investor interests. This press release may be considered Attorney Advertising in some jurisdictions under the applicable law and ethical rules. Past results do not guarantee future outcomes. If you have any questions about this Notice, your rights, or your interests, please contact: Pamela A. Mayer KAPLAN FOX & KILSHEIMER LLP 800 Third Avenue, 38th Floor New York, New York 10022 (646) 315-9003 [email protected] Laurence D. King KAPLAN FOX & KILSHEIMER LLP 1999 Harrison Street, Suite 1501 Oakland, California 94612 (415) 772-4704 [email protected] Contacting or submitting information to Kaplan Fox & Kilsheimer LLP does not create an attorney-client relationship, nor an obligation on the part of Kaplan Fox to retain you as a client.

Digital advertising giant allegedly served 'obscene' ads to kids, 'graphic depictions of sex': lawsuit. By News Room 6 October 2026 4 Mins Read Digital advertising giant AppLovin has allegedly been serving sexually explicit and violent ads in games played by kids - all while bypassing parental controls meant to shield them, according to allegations in a bombshell lawsuit filed on Monday. Filed in California state court, the lawsuit alleges that AppLovin - a $100 billion company that helps software developers sell ads and monetize their apps - has been "exposing children to graphic depictions of sex, violence, and sexual assault delivered directly to their mobile devices through games designed for and rated as safe for children." Alarming screenshots included the lawsuit show a variety of scantily-clad cartoon women in sexually suggestive situations including bondage, as well as ads for alcohol, vaping devices and cannabis gummies that appeared in games that were rated "E for everyone" on Google's Play Store. "While parents do everything they can to protect their kids playing mobile games from harmful content, AppLovin strips away those digital safeguards and steers obscene advertisements to children anyway," according to the lawsuit filed by San Diego County officials. AppLovin representatives did not respond to a request for comment. San Diego County has accused AppLovin of violations under California's False Advertising Law and Unfair Competition Law. Its lawyers are seeking injunctive relief as well as unspecific restitution and civil penalties. AppLovin's internal policies state that the company does not "knowingly collect personal information from children or serve advertisements to children," according to its website. The lawsuit accused AppLovin of collecting vast troves of kids' data through a technique called "fingerprinting" to target children. The information gathered was allegedly "precise enough to pinpoint where kids live, where they study, and whether they are sleeping." "AppLovin has turned child-friendly mobile games into a surveillance platform that tracks childrens and adults alike, monetizes their personal information, and deploys a deceptive user interface to mislead and coerce users into generating revenue for the company," the lawsuit says. The Silicon Valley company, which was once in the running to buy TikTok, has increasingly faced scrutiny over its data practices since last year. San Diego's lawsuit cites investigations compiled by short-seller firms Fuzzy Panda, Culper Research and Muddy Waters, which "collectively alleged that the company collected data from children and showed obscene ads in games played by minors." In October 2025, The Post reported that state regulators, including staff from the attorneys general from Delaware, Oregon and Connecticut, had reached out to multiple short sellers, seemingly as part of a preliminary investigation into AppLovin. The current status of those probes could not immediately be learned. Elsewhere, the Securities and Exchange Commission launched an investigation into AppLovin's advertising practices last. However, the company's CFO Mat Stumpf said last August that the SEC's investigation had closed without any enforcement action. AppLovin has strenuously denied any wrongdoing - with its CEO Adam Foroughi going as far as to write a blog post disputing the short sellers' allegations in February 2025. "It's disappointing that a few nefarious short-sellers are making false and misleading claims aimed at undermining our success, and driving down our stock price for their own financial gain, rather than acknowledging the sophisticated AI models our team has built to enhance advertising for our partners," Foroughi said at the time. The new lawsuit coincided with the launch of San Diego County's new Consumer Fairness and Public Protection Unit, which also announced lawsuits targeting Roblox and Polymarket over apparent violations. "People should be able to trust the products they buy, the apps their kids use and the companies they deal with," San Diego County Boar Chair Terra Lawson-Remer said in a statement. "Families are already stretched thin by the cost of living. They should not also have to pay the price when companies mislead them, misuse their information or put their kids at risk," Lawson-Remer added.