Cathie Wood's ARK Invest has been steadily accumulating shares of Roblox (RBLX), adding to positions across multiple funds, including ARKF (ARKF), ARKK (ARKK), and ARKW (ARKW), as part of a broader portfolio shift toward long-term innovation themes. The buying activity comes as Wood reduces exposure to mature tech names such as Meta Platforms (META), Palantir Technologies (PLTR), and Roku (ROKU), indicating a shift in its investment approach. More News from Barchart Valued at a market cap of $58 billio ...

Key Takeaways RBLX has embedded hundreds of AI systems across safety, creation and discovery to drive platform economics.Roblox's AI creation tools cut development friction, helping creators build richer experiences faster.RBLX leverages AI-driven discovery and moderation to balance engagement and improve efficiency.Roblox Corporation (RBLX) is advancing its artificial intelligence (AI) strategy with growing clarity, positioning AI as a structural enabler of long-term monetization rather than an immediate r ...

新京报贝壳财经讯（记者韦英姿）1月15日，在2026微信公开课 PRO小游戏专场上，微信小游戏团队现 场公布了最新生态数据：IAP（应用内购买）小游戏月活跃用户达到3亿，IAA（应用内广告）小游戏月 活跃用户达到4亿。 同时，微信小游戏团队宣布，2026年IAP首发新游激励上限提升至400万元，在iOS平台上，平台将接入 苹果IAP支付能力，鼓励优质内容在小游戏生态中长线运营。2025年内，有近70款游戏达成百万以上 DAU（日活跃用户），超300款游戏单季度流水超过千万元。 （文章来源：新京报） ...

新京报贝壳财经讯（记者韦英姿）1月15日，在2026微信公开课 PRO小游戏专场上，微信小游戏团队现 场公布了最新生态数据：IAP（应用内购买）小游戏月活跃用户达到3亿，IAA（应用内广告）小游戏月 活跃用户达到4亿。 同时，微信小游戏团队宣布，2026年IAP首发新游激励上限提升至400万元，在iOS平台上，平台将接入 苹果IAP支付能力，鼓励优质内容在小游戏生态中长线运营。2025年内，有近70款游戏达成百万以上 DAU（日活跃用户），超300款游戏单季度流水超过千万元。 校对 杨许丽 ...

The Consumer Discretionary group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Boyd Gaming (BYD) is a stock that can certainly grab the attention of many investors, but do its recent returns compare favorably to the sector as a whole? A quick glance at the company's year-to-date performance in comparison to the rest of the Consumer Discretionary sector should help us answer this question.Boyd Gaming is a member of our Consumer Discretion ...

游戏内的安宁与游戏外的热闹两相对比，形成略显矛盾的社区景观：崇尚一个人玩游戏、不想被社交捆绑的生活模拟玩家，为何沉浸于虚拟社交？联机经 常掉线、更新频次低的买断制生活模拟游戏，靠什么在社媒拥有声量，聚集起不小一批忠实玩家？ 任天堂生活模拟席卷社媒 说来也奇怪，任天堂旗下为数不多的生活模拟类游戏，这几年都在国内社媒平台走红过。 《动森》的火爆不用多说，这款游戏曾一度刷屏我的朋友圈，即便退出微信，打开微博/小红书/抖音，还是会在推荐页看到游戏的名字。 《集合啦！动物森友会》（以下简称《动森》）3.0更新了！ 虽说是1月15日更新，不过早在14日晚间，就有玩家发现任天堂"偷跑"了，游戏已经可以更新3.0版本。 3.0版本更新的内容不算太多，但条条实用：新增航平的度假酒店玩法，玩家可以自定义客房、接待游客、出租服装等等；梦境岛升级、收纳格子上限扩 充、收纳空间里的材料也能用来DIY、NPC电源叔叔帮忙整理收纳等玩法利好"岛建"；与《塞尔达传说》《斯普拉遁》联动开启，上新主题家具与服饰。 更新这天，全球各地的玩家不约而同登上了自己的岛屿。他们之中，兴许有人刚结束一天的工作，有人守着更新完毕就进入游戏，在这个响起海浪声、 ...

机构：开源证券 研究员：方光照 《心动小镇》国服新春活动密集，《RO2》研发积极推进，或进一步驱动成长1 月3 日，《心动小镇》 官宣新年联动知名IP"喜羊羊与灰太狼"，并将于1 月24 日启用以"瑞雪迎春"为主题的新年版本。新版本 期间游戏计划推出每日登录奖励、累充奖励等活动，我们认为活跃用户奖励、系列活动及联名有望提升 活跃玩家数及ARPU，驱动流水增长。储备游戏中，开放世界MMO《仙境传说RO： 守护永恒的爱2》（简称《RO2》）1 月17 日线下测试，据游戏葡萄公众号，截至2025 年中，其前作是 公司总流水最高的自研产品，我们看好公司基于熟悉IP 把《RO2》打造为新一款高流水游戏。 待上线大作众多奠定TapTap 拓圈基础，ADN 业务或凭领先算法快速成长2025H1TapTap 国内月活达 4363 万人（同比+1%），用户活跃度同比提升。2026年待上线高关注度游戏众多，包括《洛克王国： 世界》、《异环》等，我们看好TapTap 配合大作宣发实现用户拓展。2025H1TapTap 收入高增（同比 +33%）体现广告算法改进增益，我们看好算法改进持续驱动增长。自2016 年TapTap 上线以来 ...

Core Viewpoint - The article compares Amazon and Sea Limited as investment options, highlighting Amazon's established market presence versus Sea Limited's growth potential in emerging markets [1][2]. Amazon Overview - Amazon is a well-established company that has pioneered e-commerce and cloud computing, leading to a strong market position [2]. - Despite single-digit revenue growth in online sales, Amazon's subscription, third-party seller, and digital advertising segments show double-digit growth [3]. - Amazon Web Services (AWS) is a significant profit driver, contributing $33 billion of the $55 billion in operating income during the first nine months of 2025, despite only accounting for 18% of total revenue [4]. - The company's net income for the same period reached $56 billion, a 44% increase year-over-year [4]. - Amazon's capital expenditure over the last year was $120 billion, which may have impacted its stock performance, but it generated $15 billion in free cash flow, indicating strong financial health [5]. - Amazon's current market cap is $2.5 trillion, with a P/E ratio of 34, suggesting a relatively low valuation compared to historical levels [7]. Sea Limited Overview - Sea Limited, with a market cap of $78 billion, operates primarily in Southeast Asia, offering e-commerce through Shopee, gaming via Garena, and fintech services through Monee [8][9]. - The company reported nearly $1.2 billion in net income for the first three quarters of 2025, a significant increase from $207 million in the same period the previous year [10]. - Sea Limited's stock has increased by nearly 20% over the last year but has declined over one-third from its peak in September [10]. - The company has a gross margin of 44.92% and a P/E ratio of 54, indicating a premium valuation [12]. - Sea Limited's operations in developing markets present both growth opportunities and challenges, as average incomes in these regions lag behind developed countries [9]. Investment Considerations - For conservative investors, Amazon is seen as a safer choice due to its proven track record and market leadership in key industries [13]. - Risk-tolerant investors may find Sea Limited more appealing for potential long-term rewards, despite the uncertainties associated with developing markets [14][15]. - The choice between the two companies ultimately depends on individual risk tolerance and investment goals [15].

Same story from the previous management company—no records, no cooperation. "Instead of resolving that internally, they're dumping the entire situation on me," he wrote.But here's where it unravels: the condo owner wasn't involved in the installation. The rebuild happened under the previous owner and HOA oversight. When asked to prove the flooring meets the STC rule, he reached out to the restoration company. No luck. "They told me they switched systems since the rebuild and no longer have that information. ...

Core Viewpoint - The financial performance and trading activity of Sanqi Interactive Entertainment show mixed results, with a decline in revenue but an increase in net profit, indicating potential resilience in profitability despite revenue challenges [1][2]. Group 1: Financial Performance - As of September 30, 2025, Sanqi Interactive Entertainment reported a revenue of 12.461 billion yuan, a year-on-year decrease of 6.59% [2]. - The net profit attributable to shareholders for the same period was 2.345 billion yuan, reflecting a year-on-year increase of 23.57% [2]. - Cumulative cash dividends since the company's A-share listing amount to 11.5 billion yuan, with 6.388 billion yuan distributed over the past three years [2]. Group 2: Shareholder and Market Activity - As of January 14, 2025, the number of shareholders increased to 159,300, up by 5.86% from the previous period [2]. - The average number of circulating shares per shareholder decreased to 10,034 shares, down by 5.54% [2]. - On January 14, 2025, the trading volume for Sanqi Interactive Entertainment was 4.912 billion yuan, with a financing net buy of -83.07 million yuan, indicating a higher level of financing activity [1].