|
Feb 18
|
|
$199.13
$199.13
+0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - TTWO
CBS and Zynga Bring Survivor Season 50 into T...
|
|
Feb 17
|
|
$193.87
$199.13
+2.7%
|
SHORT
|
Narrator
Financial Reporter
|
"We've seen video game stocks get hit after a new Google Gemini launched." Generative AI reduces the barrier to entry for game creation (coding, art assets) to near zero. If consumers can generate their own experiences or if small teams can build AAA-quality games using AI, the valuation premium for large gaming studios and engine providers (Unity/Roblox) collapses due to hyper-competition and margin compression. SHORT. The market views GenAI as deflationary for gaming IP value. These companies may integrate AI tools to lower their own production costs, boosting margins. |
Bloomberg Markets
Are AI Fears Triggering a Stock Market Doom L...
|
|
Feb 17
|
|
$193.87
$199.13
+2.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - TTWO
Decoding Take-Two Interactive's Options Activ...
|
|
Feb 17
|
|
$193.87
$199.13
+2.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - TTWO
Saudi's Public Investment Fund dissolves stak...
|
|
Feb 17
|
|
$193.87
$199.13
+2.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - TTWO
Public Investment Fund Sold Holding In Take-T...
|
|
Feb 16
|
|
$193.67
$199.13
+2.8%
|
N/A
|
Finnhub News
|
— |
Finnhub - TTWO
When Can We Expect A Profit From Take-Two Int...
|
|
Feb 14
|
|
$193.67
$199.13
+2.8%
|
NEUTRAL
|
Finnhub News
|
The headline reports that Jim Cramer discussed Grand Theft Auto and Take-Two Interactive without indicating the nature or outcome of the discussion. |
Finnhub - TTWO
Jim Cramer Discusses GTA & Take-Two (TTWO) In...
|
|
Feb 12
|
|
$190.36
$199.13
+4.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - TTWO
GTA VI Hype Powers Record Gaming Forecast
|
|
Feb 12
|
|
$190.36
$199.13
+4.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - TTWO
GTA VI Expectations And Mixed Momentum Shape ...
|
|
Feb 12
|
|
$190.36
$199.13
+4.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - TTWO
A Look At The Intrinsic Value Of Take-Two Int...
|
|
Feb 12
|
|
$190.36
$199.13
+4.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - TTWO
Take Two Interactive Software: Strong Booking...
|
|
Feb 10
|
|
$210.71
$199.13
-5.5%
|
SHORT
|
Deirdre Bosa
Anchor/Reporter, CNBC Tech Check
|
Deirdre notes that when Google released "Project Genie" (AI world generation), "You had Unity, Roblox, Take-Two all falling... The entire US software sector is in freefall." The market views generative AI as a displacement threat rather than an enhancement for US gaming and software incumbents. If AI can generate interactive worlds from a prompt, the value proposition of coding engines (Unity) or existing gaming ecosystems (Roblox) is perceived to be at risk of obsolescence. SHORT. Sentiment is currently punishing US software incumbents as "killable" rather than beneficiaries. AI tools could eventually prove to be margin-accretive for these companies if they successfully integrate them, reversing the narrative. |
CNBC
U.S. vs. China AI spending gap widens
|
|
Feb 10
|
|
$210.71
$199.13
-5.5%
|
AVOID
|
KreekCraft
Top Roblox YouTuber & Streamer
|
Kreek argues that kids today will not pay $70-$100 for Grand Theft Auto VI. He notes that when big games launch, kids simply play the free "clone" version on Roblox (e.g., "Jailbreak" instead of GTA). The market consensus is that GTA VI will be a massive revenue super-cycle for Take-Two. The contrarian "Second-Order" view is that the addressable market for premium AAA titles is shrinking because the next generation (Gen Alpha) has been conditioned to expect free content. They are satisfied with lower-fidelity, social clones. AVOID. The revenue projections for upcoming AAA blockbusters may be overstated if they fail to capture the under-18 demographic. GTA VI is a cultural anomaly that transcends generational spending habits, proving this thesis wrong. |
Thread Guy
Inside Roblox’s Billion-Dollar Dev Economy (f...
|