Market Overview - Mid-cap stocks advanced in Q3, with the Russell Midcap Index returning 5.3%, driven by monetary policy shifts and stabilizing earnings [2] - Value stocks outperformed growth stocks, with the Russell Midcap Value Index returning 6.2% compared to 2.8% for the Russell Midcap Growth Index [2] Policy and Sentiment - Investor sentiment improved due to the passage of the One Big Beautiful Bill and progress on trade agreements, reducing policy uncertainty [3] - Earnings estimates stabilized, particularly in technology and AI sectors, despite some economic segments remaining weak [3] Portfolio Performance - The ClearBridge Mid Cap Strategy outperformed its benchmark, with strong stock selection in consumer staples and health care [4] - Performance Food Group and Casey's General Stores were key contributors, benefiting from strategic initiatives and strong execution [4] Sector Contributions - Health care was a significant driver of outperformance, with companies like argenx and Alnylam Pharmaceuticals showing strong results [5] - AppLovin's stock rallied due to excitement around its new e-commerce business, indicating potential for cash flow growth [6] Challenges - Stock selection in consumer discretionary and materials sectors posed challenges, with Chewy and Crown Holdings underperforming [7][8] New Positions - A new position was initiated in QXO, a building materials distribution platform, expected to consolidate the industry and improve efficiency [9] - Bio-Techne was also added to the portfolio, capitalizing on recent weakness and offering durable revenue streams [10] Exits - The position in ATS Corporation was exited due to leadership changes raising concerns about future performance [11] Outlook - The outlook for mid-cap equities remains constructive, with expectations for selective stock picking amid potential volatility [13] - The focus will be on businesses with competitive advantages and resilient cash flows [14] Portfolio Highlights - The ClearBridge Mid Cap Strategy saw contributions from 10 of 11 sectors, with IT and industrials being the largest contributors [16] - Stock selection in consumer staples, IT, and health care sectors positively impacted performance, while consumer discretionary and materials sectors detracted [17]

须知，此前B站曾发行过多款二游产品，包括《摇光录：乱世公主》《斯露德》以及《依露希尔》等，但成绩表现都不太理想。这次《嘟嘟脸恶作剧》的 上线或许能重现B站在二游赛道的风光。 由韩国团队Epid GAMES研发、B站代理发行（除韩国市场）的休闲治愈二次元手游《嘟嘟脸恶作剧》国际服于10月9日登陆全球多个市场。 值得关注的是，截止至10月13日，《嘟嘟脸恶作剧》仍位居港澳台iOS免费榜榜首、日本市场免费榜第二的位置。 具体情况如何？在营销侧，《嘟嘟脸恶作剧》又有哪些不同的动作？B站为何会选择发行这一产品？今天DataEye研究院对此进行盘点。 一、市场概况 【事实＆数据】 点点数据显示，截止至10月13日，《嘟嘟脸恶作剧》仍位居港澳台市场iOS免费榜榜首、日本市场免费榜TOP2。 | 全球排名明细 | | | | | | | | | | | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 地区 全球 | 亚洲 = | | 北美洲 | 南美洲 | ...

The next console war might just be heating up years before it officially begins. Alleged final specifications for the PlayStation 6 and the next-generation Xbox have surfaced, and if the rumours hold true, Microsoft could be taking a decisive lead in the power department.A notable leaker suggests the upcoming Xbox is poised to outperform Sony's next machine in every single game.Leaked Specs Reveal a Power GapThe fresh wave of speculation comes from the NeoGAF forums, where KeplerL2, an AMD leaker with a his ...

In the latest trading session, Take-Two Interactive (TTWO) closed at $256.68, marking a +1.87% move from the previous day. The stock outpaced the S&P 500's daily gain of 1.56%. Meanwhile, the Dow experienced a rise of 1.29%, and the technology-dominated Nasdaq saw an increase of 2.21%. Heading into today, shares of the publisher of "Grand Theft Auto" and other video games had gained 2.32% over the past month, outpacing the Consumer Discretionary sector's loss of 5.13% and the S&P 500's gain of 0.41%.The upc ...

In the latest close session, Roblox (RBLX) was up +1.14% at $128.24. The stock trailed the S&P 500, which registered a daily gain of 1.56%. On the other hand, the Dow registered a gain of 1.29%, and the technology-centric Nasdaq increased by 2.21%. The stock of online gaming platform has fallen by 4.88% in the past month, leading the Consumer Discretionary sector's loss of 5.13% and undershooting the S&P 500's gain of 0.41%.Analysts and investors alike will be keeping a close eye on the performance of Roblo ...

｜2025年10月14日星期二 ｜ 10月13日消息，腾讯先锋云游戏平台正式启动全新端游《代号GP》的先遣技术测试招募。这款定位 为"高机动性摸金单人射击游戏"的新品，以"爽搜、爽打、爽撤"为核心体验标签，其中"爽打"环节被业 内解读为核心竞争力方向。从官方披露的宣传物料及测试信息来看，该作在题材、视角与画风上与腾讯 现有待发的《Exoborne》《代号∶日蚀》等搜打撤类产品均存在显著差异，属于全新自研项目。 NO.3 儒意景秀《仙界大掌门》10月23日开启首测 10月13日消息，儒意景秀代理发行的修仙掌门模拟器《仙界大掌门》已开启全平台预约，定档于10月23 日进行入世首测。其创新性融合"无限流穿越"与"末日修仙"两大热门元素，通过重构传统神话叙事与多 元玩法组合，在竞争激烈的仙侠赛道中开辟差异化路径。 点评：尽管产品具备创新基因，仍需直面双重考验。一是买量成本压力。2025年仙侠赛道单用户获客成 本逐渐攀升，若无法通过产品热度实现自然流量转化，可能重蹈部分产品"高投入低回报"的覆辙；二是 内容更新压力。无限流玩法对地图与剧情迭代要求极高，一旦更新断层将快速流失用户，这也是《异界 深渊∶觉醒》等新品未能持续 ...

For better or for worse, GameStop (NYSE: GME ) has a bit of a tricky reputation in the stock market. As one of the original meme stocks, plus one of the few companies that have made waves by adopting a Bitcoin reserve treasuryWith combined experience of covering technology companies on Wall Street and working in Silicon Valley, and serving as an outside adviser to several seed-round startups, Gary Alexander has exposure to many of the themes shaping the industry today. He has been a regular contributor on S ...

Wall Street's $9B windfall fuels a Nobel-inspired $10B bet by JPMorgan to reshape the US economy.gettyA palpable sense of optimism is returning to Wall Street, as the long-dormant engine of high-stakes dealmaking roars back to life. Investment banking revenues at the financial district’s five largest institutions, JPMorgan Chase, Bank of America, Citigroup, Goldman Sachs and Morgan Stanley, which will be announced later this week, are poised to break through the $9 billion threshold in the third quarter for ...

Investors interested in Consumer Discretionary stocks should always be looking to find the best-performing companies in the group. Has Melco Resorts (MLCO) been one of those stocks this year? By taking a look at the stock's year-to-date performance in comparison to its Consumer Discretionary peers, we might be able to answer that question.Melco Resorts is one of 264 companies in the Consumer Discretionary group. The Consumer Discretionary group currently sits at #8 within the Zacks Sector Rank. The Zacks Se ...

Joining strategic round alongside Cathie Wood's ARK Invest and World Proving gamers are playing against verified humans across gaming universes Investment represents Eightco's position as the authentication and trust layer for the post-AGI world The Company is supported by a select group of strategic and institutional investors including: BitMine (BMNR), MOZAYYX, World Foundation, Wedbush, Coinfund, Discovery Capital Management, FalconX, Kraken, Pantera, GSR, Brevan Howard and more , /PRNewswire/ -- Eightco ...