Core Viewpoint - The article highlights the success of the Chinese AAA game "Mingmo: Yuanshu Zhi Yu," which topped the Steam sales chart shortly after its release, indicating a growing market for Chinese-developed games and their potential in the global gaming industry [1][10]. Group 1: Game Details - "Mingmo: Yuanshu Zhi Yu" is priced at 248 yuan, with a deluxe version at 298 yuan, set to officially launch on July 24 [2]. - The game is categorized as a "Souls-like" action game, similar to "Black Myth: Wukong," and features a fictional story set in the late Ming Dynasty [5][6]. - The narrative follows a character named Wuchang, a memory-lost female hero, during a tumultuous period in Chinese history [6]. Group 2: Company Background - The game is developed by Chengdu Lingze Technology Co., Ltd., founded in 2016, which has focused on integrating cutting-edge technology with cultural elements [6]. - Lingze Technology initially relied on outsourcing for AAA game development to accumulate funds for their own projects, including "Mingmo: Yuanshu Zhi Yu" [6][8]. - The company is controlled by Jiang Min, who holds approximately 42.60% of the shares, indicating a lack of external institutional investment [6]. Group 3: Market Potential - The success of "Black Myth: Wukong," which sold 10 million copies in four days and 15 million in seven days, has set a precedent for future Chinese AAA titles [10]. - The article notes that the domestic gaming market is witnessing a continuous increase in user engagement and spending capacity, suggesting a robust future for AAA game development in China [10]. - By 2024, the scale of self-developed Chinese games reaching overseas markets is projected to reach $18.557 billion, accounting for about 11% of the global gaming market, indicating significant room for growth [14].

Group 1 - ByteDance's Seed team launched the general-purpose robot model GR-3, which can generalize to new objects and environments [1] - The team also developed a dual-arm mobile robot called ByteMini, which efficiently handles complex tasks in real-world settings using the GR-3 model [1] Group 2 - Zero One Everything introduced the enterprise-level Agent intelligent system, positioning it as a "super employee" with deep thinking and task planning capabilities [2] - The updated platform, called WanZhi, offers development tools and configuration options for businesses to customize solutions based on their specific needs [2] Group 3 - OpenAI announced a partnership with Oracle to develop an additional 4.5 GW of capacity for the "Stargate" AI data center, bringing the total capacity to over 5 GW [3] - This initiative is part of a broader commitment to invest $500 billion in AI infrastructure in the U.S. over the next four years [3] Group 4 - Tesla opened its first restaurant in Hollywood, California, featuring over 250 seats and 80 V4 supercharging stations [4] - The restaurant also sells various Tesla-branded merchandise, and Elon Musk is considering expanding this restaurant concept globally [4] Group 5 - Xiaomi's SU7 achieved the highest one-year resale value of 88.91% in the 2025 China Automotive Resale Value Research Report [5] - Tesla's Model 3 and Model Y also showed strong resale values at 76.04% and 71.28%, respectively [5] Group 6 - Xiaohongshu is testing a new voice comment feature, currently available to a limited number of users [6] - Users can send voice comments that are playable audio clips in the comment section [5] Group 7 - WeChat has introduced a new feature that automatically converts voice messages to text and sends them [7][8] Group 8 - Bilibili made its debut on the Fortune China 500 list, driven by revenue growth from gaming and advertising [9] - The company reported its first positive adjusted net profit in Q3 2024 after years of losses [9] Group 9 - The Chinese Football Association announced plans to form a national esports football team to participate in international competitions [10]

Core Insights - Take-Two Interactive is well-positioned to maintain its earnings-beat streak, particularly in the upcoming report, with a history of exceeding earnings estimates [1][5] - The company has an average surprise of 13.62% over the past two quarters, indicating strong performance [1] Earnings Performance - For the most recent quarter, Take-Two reported earnings of $1.08 per share, slightly below the expected $1.09, resulting in a surprise of 0.93% [2] - In the previous quarter, the company exceeded expectations by reporting $0.72 per share against a consensus estimate of $0.57, achieving a surprise of 26.32% [2] Earnings Estimates and Predictions - There has been a favorable change in earnings estimates for Take-Two, with a positive Earnings ESP of +13.93%, suggesting analysts are optimistic about the company's earnings prospects [5][8] - The combination of a positive Earnings ESP and a Zacks Rank of 3 (Hold) indicates a high likelihood of another earnings beat [5][8] Statistical Insights - Research indicates that stocks with a positive Earnings ESP and a Zacks Rank of 3 or better have a nearly 70% chance of producing a positive surprise [6] - The Earnings ESP compares the Most Accurate Estimate to the Zacks Consensus Estimate, reflecting the latest analyst revisions [7] Upcoming Earnings Report - The next earnings report for Take-Two is expected to be released on August 7, 2025 [8]

Core Viewpoint - Momentum investing focuses on following a stock's recent price trends, with the aim of buying high and selling higher, capitalizing on established price movements [1] Company Overview: Monarch Casino (MCRI) - Monarch Casino currently holds a Momentum Style Score of A, indicating strong momentum characteristics [2] - The company has a Zacks Rank of 1 (Strong Buy), suggesting a favorable outlook compared to the market [3] Performance Metrics - MCRI shares have increased by 21.36% over the past week, while the Zacks Gaming industry has remained flat [5] - Over the past month, MCRI's price change is 22.39%, significantly outperforming the industry's 5.72% [5] - In the last quarter, MCRI shares rose by 36.48%, and over the past year, they gained 52.58%, compared to the S&P 500's increases of 22.7% and 15.9%, respectively [6] Trading Volume - The average 20-day trading volume for MCRI is 150,974 shares, which serves as a bullish indicator when combined with rising stock prices [7] Earnings Outlook - In the past two months, three earnings estimates for MCRI have been revised upwards, with no downward revisions, leading to an increase in the consensus estimate from $5.15 to $5.45 [9] - For the next fiscal year, three estimates have also moved upwards, indicating positive sentiment [9] Conclusion - Given the strong performance metrics and positive earnings outlook, MCRI is positioned as a 1 (Strong Buy) stock with a Momentum Score of A, making it a compelling investment option [11]

Core Insights - Ubisoft reported first-quarter net bookings of €281.6 million for fiscal year 2025-26, which is a decrease of 2.9% compared to €290.0 million in the same period last year, falling short of expectations [3][23] - The company is undergoing a transformation by reorganizing into Creative Houses, aimed at enhancing quality, focus, autonomy, and accountability while fostering closer connections with players [4][7][16] - The closing of the transaction with Tencent is progressing well and is expected to be completed by the end of 2025, subject to regulatory approval [4][18] Financial Performance - IFRS 15 sales for Q1 2025-26 were €310.8 million, down 3.9% from €323.5 million in Q1 2024-25 [22] - Digital net bookings reached €250.2 million, a decrease of 2.7%, while Player Recurring Investment (PRI) net bookings were €151.8 million, down 4.3% [1][22] - Back-catalog net bookings increased by 4.4% year-on-year to €260.4 million, representing 92.5% of total net bookings [1] Game Performance - Assassin's Creed Shadows met expectations with over 5 million unique players since launch, while Rainbow Six Siege faced temporary disruptions due to technical pricing issues [6][9] - The Rainbow Six Siege X update received positive feedback, with significant player engagement growth despite earlier pricing issues [11][12] - Tom Clancy's The Division 2 had a strong start to the fiscal year, driven by new content and its inclusion in Game Pass [14] Strategic Outlook - For Q2 2025-26, net bookings are expected to reach around €450 million, driven by strategic partnerships and contributions from Rainbow Six Siege X [24] - The company confirmed its full-year targets, expecting stable net bookings year-on-year and approximately break-even non-IFRS operating income [25] - Upcoming titles for FY26 include Anno 117: Pax Romana™, Prince of Persia™: The Sands of Time remake, and Rainbow Six Mobile [26]

Group 1 - The 3rd anniversary celebration of "League of Legends Mobile" and the finals of the Super League's first stage were successfully held in Chongqing, with teams JT, EW, and TT.Chenxi winning their respective championships [1][3] - The event featured three competitive tracks: Solo, Women's, and Professional, showcasing a diverse range of talent and competition [3] - The anniversary celebration emphasized the unique positioning of "League of Legends Mobile" in the esports market, highlighting its innovative and diversified approach to events and viewer experience [5] Group 2 - The celebration included a star-studded performance, with brand ambassador Huang Zihongfan singing and a collaborative performance of the theme song "Heroes Like You," enhancing the event's atmosphere [6][8] - Jay Chou was announced as the brand ambassador once again, with a new skin series inspired by his work "Lanting Xu" set to launch [10] - A long-term strategic partnership with the NBA was revealed, introducing a new character "Basketball Youngster Pengpeng," with more collaborative content expected in October [12] - The CEO of Tencent Sports announced future collaborations with the "2025 League of Legends World Championship," including a global invitation tournament in Vietnam [14]

Core Viewpoint - Wall Street anticipates a year-over-year decline in earnings for Red Rock Resorts due to lower revenues, with a focus on how actual results compare to estimates impacting stock price [1][2]. Earnings Expectations - Red Rock Resorts is expected to report quarterly earnings of $0.40 per share, reflecting a year-over-year decrease of 32.2% [3]. - Revenues are projected to be $485.25 million, a slight decline of 0.2% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has been revised 0.75% higher in the last 30 days, indicating a reassessment by analysts [4]. - Despite the upward revision, the Most Accurate Estimate is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -2.90%, suggesting a bearish outlook [12]. Earnings Surprise Prediction - The Zacks Earnings ESP model indicates that a positive or negative reading can predict deviations from consensus estimates, with positive readings being more reliable [9][10]. - Red Rock Resorts currently has a Zacks Rank of 3, making it challenging to predict an earnings beat [12]. Historical Performance - In the last reported quarter, Red Rock Resorts exceeded expectations with earnings of $0.80 per share, a surprise of +70.21% [13]. - The company has beaten consensus EPS estimates in each of the last four quarters [14]. Industry Comparison - Boyd Gaming, a competitor in the gaming industry, is expected to report earnings of $1.67 per share, a year-over-year increase of 5.7%, with revenues projected at $980.29 million, up 1.3% [18][19]. - Boyd Gaming has a positive Earnings ESP of +0.82% and has consistently beaten consensus EPS estimates in the past four quarters [19].

Core Viewpoint - The market anticipates a year-over-year decline in Electronic Arts' earnings due to lower revenues, with a focus on how actual results compare to estimates to influence stock price [1][2]. Earnings Expectations - Electronic Arts is expected to report quarterly earnings of $0.10 per share, reflecting a significant year-over-year decrease of 80.8%. Revenues are projected at $1.24 billion, down 1.7% from the previous year [3]. Estimate Revisions - The consensus EPS estimate has remained unchanged over the last 30 days, indicating that analysts have not significantly altered their outlook for the company during this period [4]. Earnings Surprise Prediction - The Most Accurate Estimate for Electronic Arts is higher than the Zacks Consensus Estimate, resulting in a positive Earnings ESP of +53.06%. The company holds a Zacks Rank of 2, suggesting a strong likelihood of beating the consensus EPS estimate [11]. Historical Performance - In the last reported quarter, Electronic Arts exceeded expectations by posting earnings of $1.54 per share against an anticipated $1.11, achieving a surprise of +38.74%. Over the last four quarters, the company has surpassed consensus EPS estimates three times [12][13]. Industry Comparison - Another player in the gaming industry, Brightstar, is expected to report earnings of $0.16 per share, indicating a year-over-year decline of 55.6%. Revenues are anticipated to be $627.6 million, down 40.2% from the previous year [17]. The consensus EPS estimate for Brightstar has been revised 18.6% higher recently, but it has an Earnings ESP of 0% and a Zacks Rank of 4, making it challenging to predict an earnings beat [18].

Core Viewpoint - Boyd Gaming (BYD) is expected to report quarterly earnings of $1.67 per share, a 5.7% increase year-over-year, with revenues projected at $980.29 million, reflecting a 1.3% increase compared to the previous year [1]. Earnings Estimates - The consensus EPS estimate has been revised downward by 2.3% over the past 30 days, indicating a reassessment by analysts [2]. - Prior revisions to earnings projections are crucial for predicting investor behavior and stock price performance [3]. Revenue Projections - Analysts predict 'Revenues- Online' to be $139.48 million, a 7.4% increase from the year-ago quarter [5]. - 'Revenues by Segment- Downtown Las Vegas' is estimated at $56.10 million, a decrease of 2.8% year-over-year [5]. - 'Revenues by Segment- Midwest and South' is expected to reach $531.53 million, indicating a 1.9% increase [5]. - 'Revenues by Segment- Managed & Other' is projected at $34.94 million, a 5.6% increase from the prior year [6]. - 'Revenues by Segment- Las Vegas Locals' is estimated at $221.91 million, reflecting a 1.4% decrease year-over-year [6]. Adjusted EBITDAR Estimates - 'Adjusted EBITDAR- Online' is forecasted to be $18.72 million, up from $17.06 million in the same quarter last year [7]. - 'Adjusted EBITDAR- Managed & Other' is expected to reach $24.01 million, compared to $23.14 million a year ago [7]. - 'Adjusted EBITDAR- Downtown Las Vegas' is projected at $20.91 million, down from $22.02 million in the previous year [8]. - 'Adjusted EBITDAR- Midwest and South' is estimated at $195.56 million, slightly up from $195.46 million year-over-year [8]. - 'Adjusted EBITDAR- Las Vegas Locals' is expected to be $105.06 million, down from $109.25 million in the prior year [9]. Stock Performance - Boyd shares have increased by 7.2% over the past month, outperforming the Zacks S&P 500 composite, which rose by 5.9% [9].

Core Points - DraftKings Inc. will release its second quarter 2025 results on August 6, 2025, after market close [1] - A conference call and audio webcast will be held on August 7, 2025, at 8:30 a.m. ET to discuss the results and business performance [2] Company Overview - DraftKings Inc. is a digital sports entertainment and gaming company, established in 2012, and is headquartered in Boston [3] - The company operates as a vertically integrated sports betting operator in the U.S., with mobile and retail sports betting in 28 states, Washington, D.C., and Ontario, Canada [3] - DraftKings also offers iGaming in five states and Ontario, and owns Jackpocket, a leading digital lottery app in the U.S. [3] - The daily fantasy sports product is available in 44 states and certain Canadian provinces [3] - DraftKings has partnerships with major sports leagues, including the NFL, NHL, PGA TOUR, WNBA, UFC, NBA, and MLB [3] - The company is committed to responsible gaming and provides educational resources for players [3]