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video-games: Archive
What Microsoft's Acquisition of Activision Blizzard Means For Its Gaming Future
by Derek Lewis
To bolster their stance in the video game industry across all platforms, Microsoft (MSFT) acquired Activision Blizzard (ATVI) for $68.7 billion dollars back in January.
MSFTNegative Net Change ATVINegative Net Change
gaming tech-stocks video-games
Bull of the Day: Advanced Micro Devices (AMD)
by Kevin Cook
After a 22% EPS beat and Q1 guidance boosted 31% above consensus, new highs are my target
AMDPositive Net Change NVDANegative Net Change
artificial-intelligence automation cloud-computing gaming semiconductor video-games
Microsoft (MSFT) Stakes Claim In Metaverse With $75 billion Activision Blizzard (ATVI) Purchase
by Daniel Laboe
This deal would rank Microsoft as the third-largest gaming enterprise on earth and #1 in the US (by revenue)
MSFTNegative Net Change ATVINegative Net Change
gaming tech-stocks video-games
Bear Of The Day: GameStop (GME)
by Daniel Laboe
Its bloated $11.3 billion market valuation doesn't appear to reflect this dying brick-and-mortar fundamentals or even future performance
GMEPositive Net Change CHWYNegative Net Change
video-games
Bear Of The Day: GameStop (GME)
by Daniel Laboe
WSB catalyzed a paradigm shift in public equities when its fragmented options-juiced message board managed to rally millions of nostalgia-ridden freshman traders into GameStop, but it looks like the fun is coming to an end
GMEPositive Net Change CHWYNegative Net Change
earnings electronics retail video-games
Bull of the Day: NVIDIA (NVDA)
by Kevin Cook
Investors and analysts have quickly realized that there is no Metaverse without Omniverse
NVDANegative Net Change FBNo Net Change
artificial-intelligence automation robotics semiconductor social-media video-games
Bull of the Day: Fastly (FSLY)
by Kevin Cook
All eyes on Nov 3 report as growth hiccup appears over and big customers stay on board
FSLYPositive Net Change AAPLNegative Net Change PYPLPositive Net Change SHOPPositive Net Change NETPositive Net Change
cloud-computing internet social-media software video-games
Bear Of The Day: Tencent (TCEHY)
by Daniel Laboe
The significant and highly uncertain regulatory overhang coming out of Beijing has made Chinese tech an uninvestable class of public equities
TCEHYPositive Net Change BABANegative Net Change UBERNegative Net Change
emerging-markets internet-content ipo tech-stocks video-games
Bull of the Day: NVIDIA (NVDA)
by Kevin Cook
Datacenter/AI growth continues its path to overtake Gaming and the analysts just followed my PT to $750
NVDANegative Net Change AMZNNegative Net Change QCOMPositive Net Change AAPLNegative Net Change MSFTNegative Net Change
bitcoin cloud-computing cryptocurrency semiconductor software video-games
Bull Of the Day: Silicon Motion Technology Corp (SIMO)
by Brian Bolan
This stock was the Bull of the Day in January and it went up 27% since then. A recent downgrade offers a great chance to buy the dip!
SIMONegative Net Change
communications computers e-commerce electronics semiconductor tech-stocks video-games