|
Feb 17
|
|
$18.36
$18.55
+1.0%
|
SHORT
|
Narrator
Financial Reporter
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"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...
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|
Feb 17
|
|
$18.36
$18.55
+1.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - U
BTIG Reiterates Buy on Unity Software, Mainta...
|
|
Feb 13
|
|
$18.68
$18.55
-0.7%
|
NEUTRAL
|
Finnhub News
|
The headline is an inquiry about Unity stock's performance on a specific day, not expressing a positive or negative outlook. |
Finnhub - U
What's Going On With Unity Stock Friday?
|
|
Feb 13
|
|
$18.68
$18.55
-0.7%
|
N/A
|
Finnhub News
|
— |
Finnhub - U
Unity: A Meltdown Worth Buying - Robust GameD...
|
|
Feb 12
|
|
$19.65
$18.55
-5.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - U
UBS Maintains Neutral on Unity Software, Lowe...
|
|
Feb 12
|
|
$19.65
$18.55
-5.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - U
Unity Software's Shares Fall On Disappointing...
|
|
Feb 12
|
|
$19.65
$18.55
-5.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - U
Goldman Sachs Maintains Neutral on Unity Soft...
|
|
Feb 12
|
|
$19.65
$18.55
-5.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - U
Citizens Maintains Market Outperform on Unity...
|
|
Feb 12
|
|
$19.65
$18.55
-5.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - U
Barclays Maintains Equal-Weight on Unity Soft...
|
|
Feb 12
|
|
$19.65
$18.55
-5.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - U
Wedbush Maintains Outperform on Unity Softwar...
|
|
Feb 12
|
|
$19.65
$18.55
-5.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - U
Wells Fargo Maintains Overweight on Unity Sof...
|
|
Feb 12
|
|
$19.65
$18.55
-5.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - U
Unity Software Analysts Slash Their Forecasts...
|
|
Feb 12
|
|
$19.65
$18.55
-5.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - U
Needham Maintains Buy on Unity Software, Lowe...
|
|
Feb 12
|
|
$19.65
$18.55
-5.6%
|
N/A
|
Finnhub News
|
— |
Finnhub - U
BTIG Maintains Buy on Unity Software, Lowers ...
|
|
Feb 10
|
|
$29.06
$18.55
-36.2%
|
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
|