AppLovin (APP) stock price today was up over 7% after the recent earnings report. "AppLovin's algorithm and the company growth at a bigger scale means that the APP stock is a market share gainer" says Oppenheimer's Martin Yang. Next, Unity Software (U) stock price today was up over 11%. "We believe that Unity Software (U) is a best-in-class development platform for game developers and real-time 3D content creators. It is well positioned to capture unprecedented growth in gaming, digital assets, and AR/VR, as real-time 3D content are widely accepted in technology and traditional industries," Yang adds.