Core Insights - SEGG Media has appointed Daniel Bailey, Co-Founder and CEO of Veloce Media Group, to its Board of Directors as part of its acquisition strategy to enhance revenue growth in the sports and digital media sector [1][2] Acquisition Details - SEGG Media acquired a majority interest in Veloce Media Group at an enterprise value of approximately $61 million (£45 million), structured as a combination of cash and SEGG Media stock at $10 per share [6] - Veloce reported approximately $17.5 million (£12.8 million) in revenue for its most recent fiscal year and generates over 500 million monthly digital views across its ecosystem [6] Strategic Focus - Bailey's leadership at Veloce has established a diversified commercial ecosystem, including partnerships with major brands like McLaren, Visa, Microsoft, Hilton, and LEGO [3] - The acquisition is expected to enhance SEGG Media's ability to consolidate operating results, expand internationally, and accelerate top-line growth [7] Board Contributions - As a board member, Bailey will provide expertise in digital audience monetization, brand partnerships, international expansion, and scalable media execution, which are critical to SEGG's growth strategy for 2026 [4] - The appointment reflects SEGG Media's commitment to aligning operational leadership with governance, ensuring strategic continuity and enhancing integration and growth capabilities [5] Market Positioning - SEGG Media operates a portfolio of digital assets focused on immersive fan engagement, ethical gaming, and AI-driven live experiences, aiming to redefine audience interaction with content [8]

Group 1 - Nevada gaming regulators filed a lawsuit against Kalshi to block its offering of event contracts for betting on sports, including football and basketball [1][6] - The lawsuit is part of a broader effort by state gaming regulators to control prediction market operators like Kalshi, which allow financial betting [1][7] - Kalshi has been seeking to prevent such legal actions, but a federal appeals court declined to halt a previous order that allowed Nevada to pursue enforcement [4][5] Group 2 - If Nevada succeeds, it would be the second state to block Kalshi from offering sports event contracts, following a similar injunction from Massachusetts [5] - Nevada's lawsuit argues that Kalshi's offerings constitute wagering under state law, requiring the company to be licensed and comply with regulations [6] - The state has previously secured court orders against other prediction market operators, including Coinbase and Polymarket, to prevent them from offering event contracts [7] Group 3 - Kalshi claims that its event contracts are a form of swaps and fall under the exclusive jurisdiction of the Commodity Futures Trading Commission (CFTC) [8]

关于我们 Thunderrock Innovations是一家两人游戏工作室，专注于开发有趣且耐玩的策略型游戏。工作室由我 （笔者）和Daniel共同运营（两位创始人都叫Daniel）。我们从学生时代就是好朋友，从记事起就一起 创造小游戏。 15年来，游戏从未离开过我们的小圈子。它们是实验品，是创意的试验场，也是与朋友分享的学习项 目。回首往昔，那段时光弥足珍贵：我们学会了如何制作游戏，理解了系统之间的交互，最重要的是明 白了自己真正想做的是什么。 毕业后，我俩都选择了软件行业作为起步，这算是一种较为传统的职业发展道路。我们做过开发人员、 Scrum主管、产品负责人和项目主管。表面上一切都很顺利，但内心总觉得少了点什么。我们渴望打造 自己的产品，独立负责游戏创意和商业运作。 和许多独立游戏团队一样，我们一直都有自己的副业项目，即《Keep Keepers》。后来，因为项目的发 展良好，我们毅然决然地辞职，开始着手开发第一款商业游戏。虽然这款游戏的发布，在游戏制作、市 场营销和工作室局限性等方面，给我们狠狠地上了一课。但是它也为第二款游戏赚足了启动资金。 起初，我们希望能像其他独立团队那样，专注于《Keep K ...

分组1 - Rush Street Interactive, Inc. reported quarterly earnings of $0.08 per share, missing the Zacks Consensus Estimate of $0.10 per share, but showing an increase from $0.07 per share a year ago, resulting in an earnings surprise of -20.00% [1] - The company posted revenues of $324.89 million for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 5.55%, and compared to year-ago revenues of $254.17 million [2] - The stock has underperformed, losing about 17.5% since the beginning of the year, while the S&P 500 has declined by only 0.1% [3] 分组2 - The current consensus EPS estimate for the coming quarter is $0.11 on revenues of $301.8 million, and for the current fiscal year, it is $0.50 on revenues of $1.28 billion [7] - The Zacks Industry Rank indicates that the Gaming industry is currently in the bottom 45% of over 250 Zacks industries, suggesting that the performance of the stock may be impacted by the industry's outlook [8] - The estimate revisions trend for Rush Street Interactive was favorable ahead of the earnings release, resulting in a Zacks Rank 2 (Buy) for the stock, indicating expected outperformance in the near future [6]

Group 1 - The U.S. equity markets in Q4 2025 were influenced by optimism regarding potential monetary easing and caution about economic growth and valuations [1] - The Meridian Hedged Equity Fund gained 0.08% in Q4 2025, underperforming the S&P 500 Index which returned 2.66% and the CBOE S&P 500 BuyWrite Index which returned 6.53% [1] - The firm is monitoring factors affecting market returns, including monetary policy and the sustainability of AI investments amid high valuations [1] Group 2 - MGM Resorts International is highlighted as a key contributor to the portfolio performance of the Meridian Hedged Equity Fund [2] - As of February 13, 2026, MGM Resorts International's stock closed at $34.14, with a one-month return of -2.40% and a twelve-month decline of 14.24% [2] - MGM Resorts International has a market capitalization of $9.321 billion [2] Group 3 - MGM Resorts International operates a diversified portfolio of casino resorts and has a growing digital presence through its joint venture, BetMGM [3] - The stock price of MGM increased during the quarter due to positive investor sentiment driven by record results from its Macau properties and the profitability announcement of BetMGM [3] - MGM's commitment to returning capital to shareholders is emphasized as a key reason for its inclusion in the fund [3]

Core Insights - JAKKS Pacific, Inc. has renewed its partnership with Universal Products & Experiences, Illumination, and Nintendo to launch a new toy collection inspired by the upcoming animated film, The Super Mario Galaxy Movie, set to release on April 1, 2026 [3][6] - The previous toy line based on The Super Mario Bros. Movie was a significant success, generating over $1.3 billion globally and contributing to double-digit growth in JAKKS Pacific's action figures and collectibles business [4][6] Product Line Details - The new product line will include various items such as movie-inspired figures, playsets, plush toys, and accessories, aimed at fans of all ages [5] - Key products include: - 5-inch figures featuring Mario with yellow Luma, Yoshi, Rosalina, and Bowser Jr. [5] - 1.5-inch mini scale figures of Mario, Luigi, Yoshi, Princess Peach, and Bowser Jr. [5] - Yoshi Egg playset and Deluxe Bowser Castle playset to enhance playability [5] - Exclusive items available at Target and Walmart, including posable plush toys and unique figure packs [5] Company Background - JAKKS Pacific, Inc. is a leading designer, manufacturer, and marketer of toys and consumer products, headquartered in Santa Monica, California [15] - The company manages a diverse portfolio of licensed and owned intellectual property brands, including popular franchises like The Legend of Zelda and Donkey Kong [6][15] - JAKKS Pacific aims to create high-quality products that resonate with both longtime fans and new audiences [6]

Core Insights - Bragg Gaming Group has announced a strategic partnership with Super Technologies to enhance its content aggregation and delivery services [1] Group 1: Partnership Details - The partnership positions Bragg as a key execution partner for Super Technologies, which operates in the sports betting and iGaming sectors [1] - This agreement aims to deliver a stable and scalable content operation across Super Technologies' multiple brands [1]

Core Insights - NetEase has several key events to watch in 2026, focusing on new product launches, globalization efforts, and potential market liquidity changes [1] Business Progress - NetEase plans to launch several major games in 2026, including the ocean adventure RPG "Forgotten Sea" expected to release in Q3, and the open-world game "Infinite" which has completed closed testing and is set for a full-platform release. These new products may further strengthen the company's competitive position in the gaming market [2] - The global promotion of "Yanyun Sixteen Sounds" will continue, with the game surpassing 80 million global users by the end of 2025. Future content updates and localized operations may enhance its influence [2] Financial Situation - If NetEase is included in the Hong Kong Stock Connect in 2026, it could attract southbound capital inflows, potentially driving valuation recovery. Institutions like JPMorgan have noted that current valuations are low, and this event could act as a liquidity catalyst [3] Company Status - AI technology has been systematically integrated into the entire game development process, with efficiency improvements exceeding 300% in certain areas. This may enhance product innovation through AI-native gameplay [4] - The company continues its dividend policy, with a payout of $0.232 per share in Q4 2025, and has extended its share buyback plan until 2029, with a buyback amount of approximately $2 billion by the end of 2025 [4]

Group 1 - Roblox Corporation (NYSE:RBLX) is recognized as one of the best innovative stocks to buy, with BMO Capital reaffirming an Outperform rating and a price target of $160 due to the popularity of a new game on the platform [1] - The new game "Survive LAVA for Brainrots!" launched on January 30 and has already garnered 60 million total visits, indicating strong user engagement [1] - The predecessor game "Escape Tsunami for Brainrots!" peaked on January 24 with 161 million daily visits, and the emergence of new Brainrot-themed games suggests that this intellectual property is becoming a staple on the platform [3] Group 2 - Roblox reported a remarkable fourth quarter with bookings increasing by 63% to $2.2 billion and 144 million daily active users, driven by international development, particularly in Asia, which contributed to triple-digit growth in key emerging markets [4] - The company operates an interactive entertainment platform that allows users to create, share, and experience 3D virtual worlds and games [4]

Core Insights - Gaming stocks have experienced significant declines over the past six months, with Roblox shares falling 52% during this period [1] - Major investment firms, including ARK Invest, Blackrock, State Street, and Vanguard Group, have recently increased their holdings in Roblox, indicating potential confidence in the stock's future [2][5] Company Overview - Roblox's current share price is $63.17, with a market capitalization of $45 billion [2] - The stock has a 52-week range of $50.10 to $150.59, highlighting its volatility [2] - The company's gross margin stands at 23.75% [2] Recent Investment Activity - ARK Invest has been particularly active, purchasing a total of $17.5 million in Roblox stock over two days, with the majority coming from the ARK Innovation ETF [3][2] - Blackrock disclosed a purchase of over 2 million shares of Roblox in its latest quarterly filing, while State Street and Vanguard Group each added more than a million shares to their portfolios [5]