Market Overview - U.S. stocks exhibited mixed performance, with the Nasdaq Composite increasing by over 100 points on Monday [1] - Cannabis-linked stocks experienced significant gains following President Trump's video promoting the health benefits of cannabis [1] Company Highlights - Tilray Brands, Inc. (NASDAQ: TLRY) saw a sharp increase in shares, rising 39.2% to $1.5983 [1] - Merus N.V. (NASDAQ: MRUS) gained 36.6% to $94.14 after Genmab agreed to acquire the company for $97 per share [4] - Better Home & Finance Holding Company (NASDAQ: BETR) increased by 20.1% to $63.60, supported by a $75 million at-the-market offering for Class A shares [4] - BTQ Technologies Corp. (NASDAQ: BTQ) jumped 20% to $6.36, as Danal began proof-of-concept for BTQ's quantum-secure Stablecoin settlement network [4] - SNDL Inc. (NASDAQ: SNDL) rose 18.8% to $2.77, benefiting from the positive sentiment around cannabis stocks [4] - Innoviz Technologies Ltd. (NASDAQ: INVZ) increased by 15.6% to $1.9701 after Goldman Sachs upgraded the stock from Neutral to Buy, raising the price target from $1.50 to $2.50 [4] - Sandisk Corporation (NASDAQ: SNDK) shares jumped 14.3% to $111.06 [4] - GDEV Inc. (NASDAQ: GDEV) rose 12.7% to $29.24 [4] - Ondas Holdings Inc. (NASDAQ: ONDS) gained 12.2% to $8.59 [4] - Pony AI Inc. (NASDAQ: PONY) increased by 10.3% to $23.36, with Citigroup initiating coverage with a Buy rating and a price target of $29 [4] - Galaxy Digital (NASDAQ: GLXY) gained 9.5% to $33.85 [4] - Western Digital Corporation (NASDAQ: WDC) rose 9% to $116.48 after Rosenblatt raised its price target from $90 to $125 while maintaining a Buy rating [4] - New Oriental Education & Technology Group Inc. (NYSE: EDU) increased by 5% to $53.85, with B of A Securities maintaining a Buy rating and raising the price target from $56.2 to $58.2 [4] - GLOBALFOUNDRIES Inc. (NASDAQ: GFS) rose 5% to $37.40 following a collaboration announcement with Corning for developing detachable fiber connector solutions [4]

Market Overview - U.S. stocks showed mixed performance with the Dow Jones index gaining approximately 250 points on Monday, trading up 0.57% to 46,648.21 on Tuesday, while NASDAQ fell 0.33% to 22,714.37 and S&P 500 dropped 0.01% to 6,693.29 [1] - Energy shares increased by 2.2% on Tuesday, while consumer discretionary stocks decreased by 0.6% [1] Company Earnings - AutoZone, Inc. reported fourth-quarter earnings per share of $48.71, which was below the analyst consensus estimate of $50.91. Quarterly sales were $6.242 billion, reflecting a year-over-year increase of 0.6%, but also missed the expected $6.245 billion [2] Commodity Market - In commodity trading, oil prices rose by 1.8% to $63.41, gold increased by 1.1% to $3,816.20, silver was up 1% to $44.660, and copper rose 0.2% to $4.6400 [4] European Market - European shares experienced gains, with the eurozone's STOXX 600 rising by 0.7%, Spain's IBEX 35 Index up 0.4%, London's FTSE 100 increasing by 0.4%, Germany's DAX 40 rising by 0.6%, and France's CAC 40 surging by 1.1% [5] Asian Market - Asian markets closed lower, with Hong Kong's Hang Seng down 0.70%, China's Shanghai Composite falling 0.18%, and India's BSE Sensex decreasing by 0.07% [6] Stock Movements - Super League Enterprise, Inc. shares surged 222% to $10.56 following a private placement financing announcement. Innovation Beverage Group Limited shares increased by 126% to $0.8299 after announcing a merger transaction with BlockFuel Energy. STRATA Skin Sciences, Inc. shares rose by 60% to $2.7103. Conversely, Boxlight Corporation shares dropped 37% to $3.00 after announcing a $4 million offering at $3.00 per share, while AtlasClear Holdings, Inc. shares fell 21% to $0.4556, and GDEV Inc. shares decreased by 20% to $25.07 [8] Economic Indicators - The S&P Global US services PMI declined to 53.9 in September from 54.5 in the previous month, and the manufacturing PMI fell to 52 in September from 53 in August. The U.S. current account deficit shrank by 42.9% to $251.3 billion in the second quarter [9]

Core Insights - Snail, Inc. reported quarterly earnings of $1.13 per share, significantly exceeding the Zacks Consensus Estimate of a loss of $0.01 per share, marking an earnings surprise of +11,400% [1] - The company generated revenues of $22.19 million for the quarter ended June 2025, which was 14.67% below the Zacks Consensus Estimate, but an increase from $21.61 million year-over-year [2] - Snail, Inc. shares have declined approximately 47.4% year-to-date, contrasting with the S&P 500's gain of 9.7% [3] Earnings Performance - Over the last four quarters, Snail, Inc. has surpassed consensus EPS estimates two times [2] - The company had a previous expectation of a loss of $0.11 per share, but reported a loss of $0.06, resulting in a surprise of +45.45% [1] Future Outlook - The sustainability of the stock's price movement will largely depend on management's commentary during the earnings call [3] - Current consensus EPS estimate for the upcoming quarter is -$0.01 on revenues of $25 million, and for the current fiscal year, it is $0.01 on revenues of $103.11 million [7] Industry Context - The Gaming industry, to which Snail, Inc. belongs, is currently ranked in the top 39% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8] - Another company in the same industry, GDEV Inc., is expected to report quarterly earnings of $0.26 per share, reflecting a year-over-year decline of 67.9% [9]

分组1 - GameSquare Holdings, Inc. reported a quarterly loss of $0.11 per share, which was worse than the Zacks Consensus Estimate of a loss of $0.10, but an improvement from a loss of $0.26 per share a year ago, indicating a -10.00% earnings surprise [1] - The company posted revenues of $15.85 million for the quarter ended June 2025, missing the Zacks Consensus Estimate by 27.94%, and down from $28.59 million in the same quarter last year [2] - GameSquare Holdings, Inc. shares have increased by approximately 12.4% since the beginning of the year, outperforming the S&P 500's gain of 10% [3] 分组2 - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to those expectations [4] - The estimate revisions trend for GameSquare Holdings, Inc. was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market [6] - The current consensus EPS estimate for the upcoming quarter is -$0.07 on revenues of $27 million, and for the current fiscal year, it is -$0.36 on revenues of $100.1 million [7] 分组3 - The gaming industry, to which GameSquare Holdings, Inc. belongs, is currently ranked in the bottom 34% of over 250 Zacks industries, indicating potential challenges for stock performance [8] - Another company in the gaming industry, GDEV Inc., is expected to report quarterly earnings of $0.26 per share, reflecting a year-over-year decline of 67.9%, with revenues projected at $89.35 million, down 15.6% from the previous year [9]

分组1 - PENN Entertainment reported quarterly earnings of $0.1 per share, exceeding the Zacks Consensus Estimate of a loss of $0.04 per share, and showing improvement from a loss of $0.18 per share a year ago, resulting in an earnings surprise of +350.00% [1] - The company posted revenues of $1.77 billion for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 1.73%, compared to revenues of $1.66 billion in the same quarter last year [2] - Over the last four quarters, PENN Entertainment has surpassed consensus EPS estimates three times, but has only topped consensus revenue estimates once [2] 分组2 - PENN Entertainment shares have declined approximately 14.1% since the beginning of the year, contrasting with the S&P 500's gain of 7.9% [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to those expectations [4] - The current consensus EPS estimate for the upcoming quarter is -$0.02 on revenues of $1.73 billion, and for the current fiscal year, it is $0.73 on revenues of $6.94 billion [7] 分组3 - The Zacks Industry Rank indicates that the Gaming industry is currently in the bottom 42% of over 250 Zacks industries, suggesting that the industry's outlook can significantly impact stock performance [8] - Another company in the same industry, GDEV Inc., is expected to report quarterly earnings of $0.26 per share, reflecting a year-over-year decline of -67.9%, with revenues projected at $89.35 million, down 15.6% from the previous year [9]

Economic Overview - Inflation is showing signs of cooling, with the personal consumption expenditure (PCE) index rising only 0.1% month-over-month in April and 2.1% year-over-year, down from 2.3% in March [4][5] - Core PCE, excluding food and energy, also rose 0.1% month-over-month and 2.5% year-over-year, marking the smallest advance since March 2021 [5] - Consumer spending increased by 0.2% month-over-month, while personal income rose by 0.8% in April, indicating economic resilience [5][11] Trade and Tariffs - President Trump's tariffs announced in early April have been put on hold as trade negotiations are ongoing, alleviating concerns about inflation and recession [2][6] - The temporary pause in tariffs and the initiation of trade talks, including a deal with the UK, have boosted market optimism [7] Consumer Discretionary Stocks - Positive sentiment in the economy suggests investing in consumer discretionary stocks is prudent [2][8] - Selected stocks include: - **Interface, Inc. (TILE)**: Expected earnings growth rate of 8.2%, with a Zacks Consensus Estimate improvement of 2.6% over the past 60 days [9] - **Kontoor Brands, Inc. (KTB)**: Expected earnings growth rate of 9.6%, with a Zacks Consensus Estimate improvement of 2.9% over the past 60 days [12] - **GDEV Inc. (GDEV)**: Expected earnings growth rate of 58%, with a Zacks Consensus Estimate improvement of 21.8% over the past 60 days [13] - **Netflix, Inc. (NFLX)**: Expected earnings growth rate of 27.7%, with a Zacks Consensus Estimate improvement of 3% over the past 60 days [15]

Company Performance - Take-Two Interactive reported quarterly earnings of $1.09 per share, exceeding the Zacks Consensus Estimate of $1.08 per share, and significantly up from $0.31 per share a year ago [1] - The company posted revenues of $1.58 billion for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 2.13% and up from $1.35 billion year-over-year [3] - Take-Two has surpassed consensus EPS estimates in all four of the last quarters, with a recent earnings surprise of 0.93% [2][3] Stock Performance - Take-Two shares have increased approximately 24.7% since the beginning of the year, compared to a gain of 0.2% for the S&P 500 [4] - The current Zacks Rank for Take-Two is 3 (Hold), indicating expected performance in line with the market in the near future [7] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.30 on revenues of $1.3 billion, and for the current fiscal year, it is $6.60 on revenues of $7.95 billion [8] - The estimate revisions trend for Take-Two is mixed, and changes in earnings expectations may occur following the recent earnings report [5][7] Industry Context - The Gaming industry, to which Take-Two belongs, is currently ranked in the bottom 41% of over 250 Zacks industries, which may impact stock performance [9] - Another company in the same industry, GDEV Inc., is expected to report quarterly earnings of $0.18 per share, reflecting a year-over-year change of +280% [10]

Core Insights - Playtika Holding (PLTK) reported quarterly earnings of $0.09 per share, missing the Zacks Consensus Estimate of $0.11 per share, and down from $0.15 per share a year ago, representing an earnings surprise of -18.18% [1] - The company posted revenues of $706 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 1.25%, and up from $651.2 million year-over-year [2] - Playtika shares have declined approximately 21.8% since the beginning of the year, compared to a -4.3% decline in the S&P 500 [3] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.13 on revenues of $706.14 million, and for the current fiscal year, it is $0.55 on revenues of $2.83 billion [7] - The estimate revisions trend for Playtika is mixed, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Gaming industry, to which Playtika belongs, is currently ranked in the bottom 41% of over 250 Zacks industries, suggesting potential challenges ahead [8] - Another company in the same industry, GDEV Inc. (GDEV), is expected to report quarterly earnings of $0.18 per share, reflecting a year-over-year change of +280% [9]

Core Viewpoint - Red Rock Resorts reported strong quarterly earnings, significantly surpassing consensus estimates, indicating robust financial performance and potential for future growth [1][2]. Financial Performance - The company achieved earnings of $0.80 per share, exceeding the Zacks Consensus Estimate of $0.47 per share, and up from $0.68 per share a year ago, representing a 70.21% earnings surprise [1]. - Revenues for the quarter reached $497.86 million, surpassing the Zacks Consensus Estimate by 0.82%, and increased from $488.9 million year-over-year [2]. Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.42, with projected revenues of $488.53 million, while the estimate for the current fiscal year is $1.67 on $1.95 billion in revenues [7]. - The estimate revisions trend for Red Rock Resorts is favorable, contributing to a Zacks Rank 2 (Buy) for the stock, suggesting expected outperformance in the near future [6]. Industry Context - The Gaming industry, to which Red Rock Resorts belongs, is currently ranked in the top 37% of over 250 Zacks industries, indicating a favorable environment for stock performance [8]. - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5].

Company Overview - GDEV Inc. (GDEV) shares increased by 20.2% to close at $12.40, following a notable trading volume, contrasting with a 30.9% loss over the past four weeks [1] - The company is focusing on a higher margin audience in its user acquisition strategy, which is expected to enhance investor confidence amid market uncertainties [2] Earnings Expectations - GDEV is projected to report quarterly earnings of $0.18 per share, reflecting a year-over-year increase of 280%, while revenues are anticipated to be $90.7 million, a decrease of 15.2% from the previous year [2] - The consensus EPS estimate for GDEV has been revised down by 14.7% over the last 30 days, indicating a negative trend in earnings estimate revisions, which typically does not lead to price appreciation [4] Industry Context - GDEV operates within the Zacks Gaming industry, where Monarch Casino (MCRI) also resides, closing 1.6% higher at $75.16, but has seen a return of -11.7% in the past month [4] - Monarch Casino's EPS estimate for the upcoming report remains unchanged at $1.04, representing an 11.8% increase compared to the previous year [5]