---
title: "AI application software stocks strengthened on Monday, with Rubrik rising nearly 7%, Figma rising ne"
description: "AI application software stocks strengthened on Monday, with Rubrik rising nearly 7%, Figma rising nearly 6%, Palantir and AppLovin rising nearly 4%"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/257953071.md"
published_at: "2025-09-18T15:29:41.000Z"
---

# AI application software stocks strengthened on Monday, with Rubrik rising nearly 7%, Figma rising ne

> AI application software stocks strengthened on Monday, with Rubrik rising nearly 7%, Figma rising nearly 6%, Palantir and AppLovin rising nearly 4%

AI application software stocks strengthened, with Monday rising nearly 7%, Rubrik and Figma rising nearly 6%, and Palantir and AppLovin rising nearly 4%

### Related Stocks

- [FIG.US - Figma](https://longbridge.com/en/quote/FIG.US.md)
- [APP.US - AppLovin](https://longbridge.com/en/quote/APP.US.md)
- [RBRK.US - Rubrik](https://longbridge.com/en/quote/RBRK.US.md)
- [PLTR.US - Palantir Tech](https://longbridge.com/en/quote/PLTR.US.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| 财报、指引皆超预期，“AI 应用热股” Applovin 股价依旧大跌 | 财报显示，AppLovin Q4 营收 16.6 亿美元（+66%）及 EBITDA 利润率（84%）均超预期，但因市场担忧 AI 颠覆及 Meta 竞争，股价盘后大跌。公司 CEO 强硬回应称市场情绪与现实脱节，强调 AI 带来的内容爆发 | [Link](https://longbridge.com/en/news/275682023.md) |
| 摩根士丹利指出，AppLovin 的网络自助服务推出被视为重要的催化剂 | 摩根士丹利表示，AppLovin 的网络自助服务推出被视为关键催化剂 | [Link](https://longbridge.com/en/news/275787683.md) |
| AI 淘金热变成 AI 恐慌潮！华尔街新共识：躲开一切可能被颠覆的公司 | 投资者不再热衷于寻找 AI 赢家，而是急于抛售任何可能被 AI 颠覆的公司股票，这种” 先卖出、再提问” 的恐慌情绪正在从软件行业蔓延至金融服务、财富管理、保险经纪和法律服务等多个领域。宁愿错杀也不愿承担被 AI 颠覆风险的心态正在重塑华尔 | [Link](https://longbridge.com/en/news/275557016.md) |
| “AI 交易” 的关键变量：服务业敞口越高，AI 颠覆风险越大，“AI 基建” 最有利 | 大摩量化研究显示，“服务业敞口” 是 AI 投资的关键变量，与收益呈显著负相关。由于市场担忧 AI 颠覆，服务业敞口高达 53% 的 “AI 采用者” 表现垫底。相反，“AI 基础设施” 敞口仅 14%，受颠覆风险最小且受益于资本支出，在六 | [Link](https://longbridge.com/en/news/275977957.md) |
| 本轮 AI 大清洗，财富管理平台被错杀了？ | 随着 AI 税务规划工具的推出，财富管理平台股价承压，市场情绪恐慌。美银美林的研报指出，这一抛售是情绪化的错杀，AI 是增强而非替代顾问的工具。高净值客户仍需人类顾问的专业建议，AI 的价值在于提升效率。报告认为，具备高净值客户基础、积极嵌 | [Link](https://longbridge.com/en/news/275890826.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.