Bitcoin (^BTCUSD) recovered from a 1.25-year low today and is up by more than +9% to lift cryptocurrency-exposed stocks. Bitcoin is recovering from a selloff that briefly dragged it down more than 50% from its October record high. According to Coinglass data, investors pulled $434 million from US Bitcoin ETFs on Thursday, and about $2.1 billion in long positions in cryptocurrencies were liquidated over the past 24 hours.Hawkish comments today from Atlanta Fed President Raphael Bostic were bearish for stocks ...

Roblox - Roblox reported better-than-expected revenue and daily active users, leading to a stock rally of over 10% [1] - The company reported an adjusted loss of 45 cents per share, which was in line with expectations, while revenue was slightly above $2.22 billion [2] - Daily active users reached 144 million, up 69% year-over-year, with fourth-quarter bookings increasing by 63% [2] - For the first quarter, Roblox expects bookings between $1.69 billion and $1.74 billion, indicating strong engagement and platform expansion [3] - The user base is skewing younger, with 35% under age 13 and 38% between ages 13 and 17, which Roblox considers a strategic asset [4] Molina Health - Molina Health shares fell 25% following weak guidance for 2026 and disappointing quarterly results, reporting an adjusted loss of $2.75 per share [5] - The company projected earnings of about $5 per share for 2026, significantly lower than Wall Street's expectations [6] - Molina attributed its challenges to the rollout of a new Medicaid contract and underperformance in its Medicare drug business, indicating a tough year ahead for margins [6][8] Affirm - Affirm's stock rose after reporting better-than-expected results, with EPS at 37 cents per share compared to the expected 30 cents [8] - Revenue reached $1.12 billion, surpassing expectations, and the company experienced strong growth in usage and customer engagement [9] - Gross merchandise volume surged to $13.8 billion, up from $10.1 billion the previous year, with over 40% of growth coming from direct merchant integrations [10]

Group 1 - Reddit's stock rose over 7% in pre-market trading following the approval of a stock buyback plan worth up to $1 billion [1] - Roblox's stock increased by over 10% in pre-market trading after the company provided full-year guidance for 2026 that exceeded market expectations [1]

Core Viewpoint - Piper Sandler considers the recent selloff of Roblox Corporation (NYSE:RBLX) as exaggerated, attributing it to broader software market weakness and end-of-January ETC purges, while highlighting the company's discounted valuation ahead of upcoming earnings [1]. Group 1: Market Analysis - Gaming stocks, including Roblox, experienced volatility, with Piper Sandler noting that the selloff on January 30, 2026, was influenced by new AI capabilities and market conditions [1]. - Wedbush lowered its price target for Roblox from $165 to $110 but maintained an 'Outperform' rating, citing strong engagement metrics despite challenges [2]. Group 2: Financial Projections - Wedbush adjusted its FY26 estimates for Roblox, reducing Bookings growth from 24% to 18% and EBITDA margin from 23% to 21%, indicating potential guidance below market expectations for the fourth quarter [2]. Group 3: Company Overview - Roblox Corporation provides online gaming services through its Roblox Client, Studio, and Cloud, allowing users and developers to create and engage in immersive 3D experiences on its platform [3].

每经AI快讯，2月6日，Roblox四季度营收14.2亿美元，分析师预期14.4亿美元；四季度日活用户数 （DAU）为1.44亿，分析师预期1.4039亿。 （文章来源：每日经济新闻） ...

Fourth-quarter bookings surged 63% from a year earlier, while daily active users increased 69%, and the number of hours engaged jumped 88%. ...

Roblox Corp. (NYSE:RBLX) shares soared in Thursday's extended trading after the company released its fourth-quarter earnings report, beating estimates across most metrics. Here's a look at the key figures from the quarter. RBLX stock is moving. Watch the price action here.The Details: Roblox reported quarterly losses of 45 cents per share, in line with analyst estimates, according to Benzinga Pro. Quarterly revenue clocked in at $2.22 billion, which beat the analyst consensus estimate of $2.05 billion and w ...

Core Viewpoint - Roblox Corp's stock has declined over 50% in six months, trading around $61, significantly lower than its $150 peak, yet user engagement metrics indicate stability and resilience in its community [1][5] User Engagement Metrics - Average weekly concurrent users (CCUs) increased by 66% year-over-year for the week ending February 1, up from 59% the previous week, suggesting that real-time engagement is stabilizing rather than collapsing [1][2] - Average weekly daily active users (DAUs) remained steady at +23% year-over-year, the same as the prior week, indicating that the decline in growth rates may have reached a bottom [3] Analyst Perspective - Wedbush maintains an Outperform rating on Roblox with a price target of $110, arguing that the company is not losing its audience but is instead cycling through challenging comparisons [4] - The current sell-off is viewed as a potential overreaction, with the belief that stable engagement can lead to improved monetization in the future [4] Investment Implications - Despite the stock's poor performance, the underlying platform remains strong, suggesting that the current downturn may represent a buying opportunity if user engagement continues to stabilize [5]

Core Insights - Expanse Studios has entered a strategic content distribution partnership with Brazino777, enhancing its presence in Brazil's online gaming market, which is expected to exceed $2.6 billion in revenue by 2026 due to new regulatory changes [1][2]. Group 1: Partnership Details - The agreement allows Expanse Studios to integrate its portfolio of online casino games, including slots and table games, into Brazino777's platform through a direct distribution model [2]. - This partnership is part of Golden Matrix Group's strategy to expand high-margin B2B operations in regulated and high-growth markets [2]. Group 2: Market Dynamics - Brazil is recognized as a highly dynamic and competitive iGaming market, providing Expanse Studios with access to a large and engaged player base [3]. - The collaboration aims to deliver innovative and high-performing content that aligns with player preferences, enabling rapid optimization and enhancement of the gaming experience [3]. Group 3: Company Overview - Expanse Studios is a B2B iGaming content provider with a portfolio of 56 proprietary titles, serving over 1,300 casino brands across Europe, Latin America, and North America [4]. - Golden Matrix Group operates globally through various B2B and B2C divisions, including online casinos and sports betting platforms, licensed in multiple jurisdictions [5].

Roblox Corporation (NYSE:RBLX) will release earnings results for its fourth quarter, after the closing bell on Thursday, Feb. 5.Analysts expect the San Mateo, California-based company to report quarterly loss at 48 cents per share, versus a year-ago loss of 33 cents per share. The consensus estimate for Roblox's quarterly revenue is $2.08 billion, versus $1.36 billion a year earlier, according to data from Benzinga Pro.The company has beaten analyst estimates for revenue in three straight quarters and in se ...