AppLovin and Arm Holdings: Two AI-Exposed Tech Stocks for Growth

Wednesday, Aug 27, 2025 2:59 pm ET1min read

AppLovin Corporation (APP) and Arm Holdings (ARM) are AI-exposed tech stocks with promising prospects. APP's AI-driven advertising algorithms and app monetization engines, and ARM's advanced chip architectures fueling AI hardware performance, make them compelling plays on the accelerating demand for AI solutions. Both companies have demonstrated strong financial performance, with APP's revenues increasing 77% YoY in Q2 2025 and ARM's revenues expected to grow significantly due to its role in AI-driven innovation. APP's leadership in mobile advertising and ARM's position in AI hardware performance make them attractive investment opportunities.

AppLovin Corporation (APP) and Arm Holdings (ARM) are two prominent AI-exposed tech stocks with promising prospects. Both companies are poised to benefit from the accelerating demand for AI solutions, driven by their unique offerings in AI-driven advertising algorithms and advanced chip architectures, respectively.

AppLovin, a leader in mobile advertising, has demonstrated strong financial performance. The company reported a 77% year-over-year (YoY) increase in revenues for Q2 2025 [1]. This growth is largely attributed to AppLovin's AI-driven advertising algorithms and app monetization engines, which optimize ad placements and maximize revenue for both publishers and advertisers.

Meanwhile, Arm Holdings, a key player in AI hardware performance, is expected to see significant revenue growth due to its role in AI-driven innovation. The company's advanced chip architectures fuel AI hardware performance, making it an attractive investment opportunity for those looking to capitalize on the growing AI market.

Both companies have shown resilience and growth potential, making them compelling plays for investors seeking exposure to the AI sector. While there are risks associated with any investment, the strong financial performance and strategic positioning of AppLovin and Arm Holdings suggest they are well-positioned to benefit from the continued growth of AI technologies.

References:
1. [1] https://www.stocktitan.net/news/SEGG/segg-media-announces-strategic-1-for-10-reverse-stock-split-to-iadfott4c6va.html

AppLovin and Arm Holdings: Two AI-Exposed Tech Stocks for Growth

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