Group 1: Market Overview - Pre-market futures are up, driven by foreign auto companies, especially Japanese firms, following a new trade agreement that reduces tariffs on Japanese imported autos from +27.5% to +15% [1] - Major indexes are showing robust gains, with the Dow up +240 points (+0.54%), S&P 500 up +24 points (+0.38%), Nasdaq up +24 points (+0.10%), and Russell 2000 leading with +19 points (+0.87%) [3] Group 2: Company Earnings - AT&T reported Q2 earnings of 54 cents per share, beating estimates by 3 cents, with revenues of $30.85 billion, up +1% from estimates, but shares are down -2.5% in early trading [4] - NextEra Energy's Q2 earnings were $1.05 per share, also beating expectations by 3 cents, but revenues of $6.7 billion missed estimates by -7.28%, yet the stock is up +0.4% in pre-market [4] Group 3: Upcoming Earnings Reports - Major Q2 earnings reports are expected from Alphabet and Tesla, with Alphabet anticipating over +13% earnings growth and +11% revenue gains, while Tesla is expected to see declines of -25% in earnings and -12% in revenue [6] - Other companies reporting include IBM, Southwest Airlines, ServiceNow, and Las Vegas Sands, indicating a busy earnings season across various sectors [7]

Wall Street expects a year-over-year decline in earnings on lower revenues when MGM Resorts (MGM) reports results for the quarter ended June 2025. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on July 30, might help the stock move higher if these key numbers are better than expectations. On ...

Core Viewpoint - Rush Street Interactive, Inc. (RSI) is expected to report a year-over-year increase in earnings and revenues for the quarter ended June 2025, with the consensus outlook being crucial for assessing the company's earnings picture [1] Earnings Expectations - The upcoming earnings report is anticipated to be released on July 30, with expectations that better-than-expected results could drive the stock price higher, while missing estimates may lead to a decline [2] - The consensus estimate for quarterly earnings is $0.07 per share, reflecting a year-over-year increase of +75%, with revenues projected at $254.62 million, up 15.5% from the previous year [3] Estimate Revisions - Over the last 30 days, the consensus EPS estimate has been revised down by 11.11%, indicating a reassessment by analysts regarding the company's earnings prospects [4] - The Most Accurate Estimate for Rush Street Interactive is lower than the Zacks Consensus Estimate, resulting in an Earnings ESP of -14.29%, suggesting a bearish outlook from analysts [12] Earnings Surprise History - In the last reported quarter, Rush Street Interactive exceeded the expected earnings of $0.08 per share by delivering $0.09, resulting in a surprise of +12.50% [13] - Over the past four quarters, the company has beaten consensus EPS estimates three times [14] Industry Comparison - Bally's (BALY), another player in the gaming industry, is expected to report a loss of $0.23 per share for the same quarter, indicating a year-over-year change of +72.3%, with revenues projected at $653.85 million, up 5.2% [18] - Bally's has an Earnings ESP of -131.11% and a Zacks Rank of 4 (Sell), making it difficult to predict a beat on the consensus EPS estimate [20]

Company Overview - Skillz Inc. (SKLZ) shares increased by 10.1% to close at $7.73, with trading volume significantly higher than usual, compared to a 5.7% gain over the past four weeks [1] Strategic Initiatives - The recent stock price rally is attributed to growing investor confidence in Skillz's strategic turnaround efforts and operational focus, particularly the launch of its Accelerator program aimed at expanding beyond casual games into emerging genres [2] - The Accelerator program has garnered strong interest from developers, enhancing Skillz's position as an innovative platform in skill-based mobile gaming [2] - Skillz is also focusing on strengthening internal operations and streamlining product development and marketing, which is expected to lead to more consistent execution and broaden its market reach [2] Financial Expectations - The company is projected to report a quarterly loss of $1.34 per share, reflecting a year-over-year decline of 135.1%, with expected revenues of $22.8 million, down 9.9% from the previous year [3] - The consensus EPS estimate for the quarter has remained unchanged over the last 30 days, indicating that stock price movements may not sustain without trends in earnings estimate revisions [4] Industry Context - Skillz is part of the Zacks Gaming industry, where Roblox (RBLX) experienced a 3.5% decline in the last trading session, despite a 20.3% return over the past month [4] - Roblox's consensus EPS estimate has changed by +0.8% to -$0.36, representing a year-over-year change of -12.5%, and it currently holds a Zacks Rank of 2 (Buy) [5]

Going live in an hour with @Seraph_global, @GAIMIN_Network, @ValhallaP2E and @okzoo_app to discuss all things gaming 👀https://t.co/YlMfHwiVyIBNB Chain (@BNBCHAIN):How do you build a vibrant gaming community?Join our X Spaces with @Seraph_global, @GAIMIN_Network, @ValhallaP2E and @okzoo_app as we dive into the future of Web3 gaming on July 23, 12PM UTC.Set your reminders 👇https://t.co/GzAp8IwrVC https://t.co/pMRBf50kAd ...

Core Viewpoint - The game "Unbound Abyss," developed by Dreamhaven, faces significant challenges in its long-term operation due to its buyout model and the competitive landscape of the shooting game market [1][2][6]. Pricing and Market Position - "Unbound Abyss" is priced at $30 (approximately 215 RMB), which is lower than mainstream AAA games priced at $60-$70, making it more acceptable in the Western market [2][3]. - The game aims to leverage the "premium trust effect" from its development team, which includes former Blizzard executives, to justify its pricing [3]. Content and Gameplay - The game is a rule-driven multiplayer online competitive game that combines elements like spaceship battles and zero-gravity exploration, differentiating it from traditional military-style games [5][14]. - While initial player experiences may be positive, there is a risk of aesthetic fatigue over time, necessitating ongoing content updates to maintain player engagement [5][6]. Long-term Viability - The buyout model relies heavily on initial sales, and without a stable revenue stream from DLCs or expansions, sustaining long-term content updates may be challenging [6][7]. - The game may need to transition from a buyout model to a free-to-play model with in-game purchases to attract a broader player base [7]. Market Trends and Competition - The competitive landscape for the shooting game genre has evolved rapidly, with many titles exploring various gameplay mechanics and user engagement strategies [8][10]. - Games like "Dark Zone Breakthrough" have adapted by lowering barriers to entry and enhancing cross-platform experiences, indicating a shift in market dynamics [10][12]. Industry Innovations - The emergence of "actionized" gameplay within the shooting genre represents a potential new direction, with various companies exploring this trend [16][19]. - The focus on gameplay innovation rather than just thematic elements is crucial for standing out in a crowded market [15][19].

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]