4．闪迪美股盘前涨超23%。当地时间1月29日，闪迪2026财年Q2财报显示，得益于AI存储需求的激 增，闪迪当季营收30.3亿美元，同比增长61.2%，高于26.9亿美元的普遍预期；每股收益为5.15美元，而 市场普遍预期为3.54美元。调整后毛利率为51.1%，远强于42%的预期。 5．苹果美股盘前跌0.16%。当地时间1月29日，苹果2026财年Q1财报显示，营收同比增长16%，iPhone 销售收入同比增23%，iPhone销量创历史新高。苹果在大中华区录得营收255.3亿美元，同比增长 37.9%。 6．游戏驿站美股盘前涨1.54%。当地时间1月29日，据报道，游戏驿站首席执行官表示，正瞄准一家大 型上市公司进行收购，目标是将市值提升至1000亿美元。 7．西部数据2026财年Q2财报显示，当季营收达到30.2亿美元，调整后每股收益2.13美元，双双超市场 预期。（科股宝播报） 钛媒体App 1月30日消息，1月30日美股盘前要闻： 1．截至目前，道琼斯指数期货跌0.58%，标普500指数期货跌0.57%，纳斯达克100指数期货跌0.72%。 2．截至目前，英国富时100指数涨0.32%，法国CAC ...

| GME 游戏驿站 | | | | --- | --- | --- | | 22.8104-0.830 -3.51% | | 收盘价 01/29 15:59 美东 | | 23.050 + 0.240 +1.05% | | 盘前价 01/30 04:25 美东 | | 一 7 24 2 8 8 0 | | ক 快捷交易 | | 最高价 23.600 | 开盘价 23.500 | 成交量 755.51万 | | 最低价 22.700 | 昨收价 23.640 | 成交额 1.74亿 | | 平均价 22.999 | 市空室 IM 25.92 | 总市值 102.19亿 (... | | 振 幅 3.81% | 市盈率(静) 69.12 | 总股本 4.48亿 | | 换手率 1.85% | 市净率 1.927 | 流通值 93.18亿 | | 52周最高 35.810 | 委 比 -87.82% | 流通股 4.09亿 | | 52周最低 19.930 | 量 比 0.42 | 每 手 1股 | | 历史最高 120.750 股息TTM -- | | | | 历史最低 0.631 | 股息率ITM -- | ...

Core Viewpoint - GameStop (GME.US) is targeting a large publicly traded company for acquisition, aiming to increase its market capitalization to $100 billion [1] Group 1: Acquisition Strategy - The CEO of GameStop has indicated a focus on consumer or retail companies for the potential acquisition [1] - Specific details regarding the potential acquisition target have not been disclosed [1]

Billionaire Ryan Cohen said he is eyeing a major acquisition—and famed "Big Short†investor Michael Burry is cheering him on. ...

Core Insights - Michael Burry has been accumulating shares of GameStop Corporation (GME) in 2026, indicating a renewed confidence in the company's future prospects [1] - The narrative surrounding GameStop's stock is shifting from meme-driven speculation to a value-oriented investment thesis [2] Company Overview - GameStop is a specialty retailer of video games, consumer electronics, and pop-culture merchandise, operating both physical stores and e-commerce platforms, with a market cap of approximately $10.6 billion [5] Investment Thesis - Burry's investment in GameStop is based on a long-term value perspective, expecting to accumulate shares near 1x tangible book value and net asset value, driven by confidence in CEO Ryan Cohen's capital allocation and strategy [3] - Burry is not relying on a short squeeze but is willing to hold the stock for years as Cohen utilizes GameStop's substantial cash position, which was built through previous equity offerings [4] Stock Performance - GameStop's stock price in 2026 is in the low-to-mid $20 range, significantly lower than the highs seen in January 2021, with a positive return of 14.4% so far in 2026 after a decline in 2025 [6] - The stock has experienced a 16.5% decline over the past 52 weeks, but renewed interest has been sparked by high-profile investors like Burry accumulating shares [6][7]

Core Insights - The GameStop stock experienced a significant surge in early 2021, driven by retail investors on social media platforms, particularly Reddit's r/wallstreetbets, which led to a short squeeze that affected hedge funds heavily shorting the stock [1][3][5]. Group 1: Company Overview - GameStop is a video game retailer that faced challenges due to the rise of digital gaming and reduced foot traffic during the COVID-19 pandemic [2]. - Hedge funds, including Melvin Capital, initiated short positions on GameStop's stock, anticipating further declines in its value [2]. Group 2: Market Dynamics - In January 2021, retail investors began purchasing GameStop shares and call options, influenced by social media discussions, which resulted in a dramatic price increase and put short sellers at risk of a short squeeze [3][5]. - The stock price skyrocketed from $2.5 in April 2020 to $483 by January 28, 2021, even exceeding $500 in pre-market trading on that day [5]. Group 3: Trading Restrictions - On January 28, 2021, Robinhood Markets halted the buying of GameStop shares, allowing only the closing of existing positions, which led to a significant drop in the stock price by over 40% [6][7]. - This decision drew criticism from public figures, including Rep. Alexandria Ocasio-Cortez, who highlighted the disparity in trading freedom between retail investors and hedge funds [8].

Robinhood CEO Vlad Tenev is calling for increased regulatory clarity and a renewed push for tokenized stocks as a means to prevent another “GameStop freeze.” Tenev posted a lengthy statement on Twitter on Jan. 28 discussing the root causes of the event on its anniversary. “Five years ago today,” he wrote, “Robinhood and other brokers were forced to halt buying of several meme stocks, most memorably GameStop, in one of the strangest and most visible equity market failures in recent history.” As Coinspeaker ...

Core Insights - The CEO of Robinhood, Vlad Tenev, suggests that blockchain-based shares could prevent future trading halts like the one experienced during the GameStop incident in January 2021 [1][2] Group 1: Trading Infrastructure Issues - Tenev attributes the chaos during the GameStop trading freeze to outdated financial infrastructure rather than bad actors, highlighting the combination of slow systems with unprecedented trading volume [2] - During the trading freeze, Robinhood faced massive collateral demands due to the two-day trade settlement system, leading the company to raise over $3 billion in emergency funding [2] - Although regulators have shortened the settlement cycle from T+2 to T+1, Tenev argues that this is still insufficient for modern trading needs, as trades can take days to settle [3] Group 2: Tokenization and Future Plans - Tenev proposes moving stocks on-chain through tokenization, which would eliminate lengthy settlement periods and reduce risks for the system, allowing customers to trade freely [4] - Robinhood has minted nearly 2,000 tokenized versions of U.S. stocks and ETFs, totaling just under $17 million, but this is significantly lower than competitors like xStocks and Ondo Global Markets, which exceed $500 million in offerings [4] - The company plans to introduce features such as 24/7 trading, self-custody, lending, and staking, but Tenev emphasizes the need for regulatory action, specifically urging lawmakers to pass the CLARITY Act to enable real-time settlement for retail traders [5]

Core Viewpoint - Michael Burry has purchased shares of GameStop, indicating potential value in the stock despite its history as a meme stock, while not relying on a short squeeze for gains [1] Group 1: Investment Insights - GameStop shares are currently trading at 2.0 times price-to-book (P/B) and 3.2 times price-to-sales (P/S), suggesting they are undervalued [1] - CEO Ryan Cohen's recent purchase of 500,000 shares signals confidence in the company's strategic direction and turnaround efforts [1] - The stock has seen a recent increase of nearly 12% in the past week, contributing to an 18% gain for the month [1] Group 2: Market Position and Strategy - GameStop is pivoting towards collectibles, which have shown growth, indicating a shift in revenue strategy [1] - The company is viewed as a mid-cap value stock with potential for long-term growth, rather than a quick trading opportunity [1] - Burry's investment suggests that the market may not fully appreciate the underlying value of GameStop, even if it does not experience another meme stock rally [1]

American Bitcoin Corp. (NASDAQ:ABTC) co-founder Eric Trump celebrated on Tuesday the company’s sprint in Bitcoin (CRYPTO: BTC) accumulation since its Wall Street debut last year.‘Building America's Bitcoin Infrastructure’In an X post, Trump expressed pride that the firm has “sprinted past company after company” to become the 18th-largest Bitcoin treasury, within five months of going public.As of this writing, American Bitcoin holds 5,843 BTC, worth $520 million, surpassing companies such as GameStop Corp. ( ...