I rate U a sell for long-term investors, citing AI headwinds, high dilution, and lackluster growth; short-term rebounds may ...

I last wrote about Unity Software (NYSE:U) in July. In that piece, I offered an extensive defense of the company's graphics engine. That was to provide a contrast to the market's overwhelming focus on ...

AppLovin’s attempts to acquire Unity last year turned sour when Unity opted for a merger with rivals ironSource instead. Now, in the ongoing shockwave of Unity's unpopular introduction of a Runtime ...