{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Brazil Electronic Gaming & Multimedia news", "home_page_url": "https://sharemaestro.com/newsreel/br/communication-services/electronic-gaming-multimedia/", "feed_url": "https://sharemaestro.com/newsreel/br/communication-services/electronic-gaming-multimedia/feed.json", "description": "Latest Electronic Gaming & Multimedia company headlines from Brazil, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:7c1a0faa798c92155e648ca9ee961bb0993e741c1579ba5c93185e5ed003270d", "url": "https://finance.yahoo.com/technology/ai/articles/z-ai-aims-catch-anthropic-050041677.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/z-ai-aims-catch-anthropic-050041677.html", "title": "Z.ai Aims to Catch Anthropic, OpenAI in Coding With New AI Model", "content_text": "(Bloomberg) -- Z.ai Co. is set to upgrade its flagship AI model, adding to a series of Chinese open-weight offerings seeking to outcompete Anthropic PBC and OpenAI. Most Read from Bloomberg Selena Gomez Accused of Fraud by Mental-Health Startup Investors Costliest US Bond Sale Since 2001 Is Investor Warning to Bessent Anthropic in Talks to Buy AI Startup Decart for $6 Billion Walter Sells Lakers, Seeks More Cash to Pay Loans Amid DOJ Probe Phoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn't Drive The next iteration from the Beijing-based company, GLM-5.3, will bring improved co", "date_published": "2026-08-14T05:00:41+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "NETE34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "NETE34", "name": "NetEase, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/f0fc767a-43fa-4ee0-8aa6-f0f49ed842ad/"}]}}, {"id": "source:c6cc9a69bd323c8bde57cdf11686e2f385b1a9a20f4b95e141590b0aa072cfd3", "url": "https://www.nasdaq.com/articles/if-i-could-invest-1000-just-1-etf-august-id-pick-clear-standout-over-vanguard-sp-500-etf", "external_url": "https://www.nasdaq.com/articles/if-i-could-invest-1000-just-1-etf-august-id-pick-clear-standout-over-vanguard-sp-500-etf", "title": "If I Could Invest $1,000 in Just 1 ETF in August, I'd Pick This Clear Standout Over the Vanguard S&P 500 ETF (VOO)", "content_text": "Key Points Buying the Vanguard Communication Services ETF is a bold bet on Alphabet and Meta Platforms. The communications sector trades at a discount to the S&P 500 and all but one other sector. SpaceX could throw a wrinkle in the composition of the Vanguard Communication Services ETF.10 stocks we like better than Vanguard World Fund - Vanguard Communication Services ETF \u203a Earlier this year, the Vanguard S&P 500 ETF became the first exchange-traded fund (ETF) to surpass $1 trillion in assets. The ETF has grown in size thanks to its simplicity. It tracks the S&P 500 index and charges a mere 0.", "date_published": "2026-08-12T16:05:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Earnings", "T1TW34", "R2BL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "T1TW34", "name": "Take-Two Interactive Software, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/9736033d-f510-48f3-bf00-1edfc01e7908/"}, {"symbol": "R2BL34", "name": "Roblox Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/f60237e0-ef83-4cfb-8ff4-d5e8bb97777a/"}]}}, {"id": "source:1820c569192fa94e63796eb5f339256490a710d80614f87149359ae7292a4229", "url": "https://finance.yahoo.com/technology/ai/articles/arkose-labs-named-inc-5000-191200497.html", "external_url": "https://finance.yahoo.com/technology/ai/articles/arkose-labs-named-inc-5000-191200497.html", "title": "Arkose Labs Named to Inc. 5000 List of America's Fastest-Growing Private Companies for Fifth Year", "content_text": "As Agentic AI Traffic Surges 1,100% Quarter over Quarter, the Company is Helping Companies Embrace Agentic Commerce with New Arkose Agent Trust Manager SAN MATEO, Calif., August 11, 2026--(BUSINESS WIRE)--Arkose Labs, the leader in agent trust, today announced it has once again been named to Inc. Magazine's prestigious 2026 Inc. 5000 List of America's fastest-growing companies. This marks the company's fifth appearance on the annual ranking, driven by three-year revenue growth. Arkose Labs' customer base includes Anthropic, Microsoft, Meta and Roblox, plus other Fortune 500 leaders in financia", "date_published": "2026-08-11T19:12:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "R2BL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "R2BL34", "name": "Roblox Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/f60237e0-ef83-4cfb-8ff4-d5e8bb97777a/"}]}}, {"id": "source:f0f4ef6aa6c7a8db36cce4ceacbd489c9af5ab92bd740c999257d4a89855227b", "url": "https://finance.yahoo.com/markets/stocks/articles/sea-second-quarter-revenue-tops-144305074.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/sea-second-quarter-revenue-tops-144305074.html", "title": "Sea Second-Quarter Revenue Tops Views Amid Gains in Shopee, Monee", "content_text": "Sea SE.jpg -Shutterstock Sea (SE) reported stronger-than-expected second-quarter revenue on Tuesday as the Singapore-based company logged sharp annual gains in its e-commerce platform and the digital financial services business.Revenue jumped to $7.79 billion for the quarter ended June from $5.26 billion Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now", "date_published": "2026-08-11T14:43:05+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "R2BL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "R2BL34", "name": "Roblox Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/f60237e0-ef83-4cfb-8ff4-d5e8bb97777a/"}]}}, {"id": "source:783bbb06df7809a43939e3839b0295c5016d8c2489bc5005afe87e5b7ee31fc7", "url": "https://news.google.com/rss/articles/CBMiakFVX3lxTE85TV9sQmx0ZUg2dmxRdzhuV0kyT1FhcE1zZTJnLUs1QUlib0xWbkpWNkpjSGNsZkMya2NfdC1pWVhsd21FZnAwNk9xS1owVHhQM2VOY3NnMUktR3lveW95TG1GWk1adFFnNXc?oc=5", "external_url": "https://news.google.com/rss/articles/CBMiakFVX3lxTE85TV9sQmx0ZUg2dmxRdzhuV0kyT1FhcE1zZTJnLUs1QUlib0xWbkpWNkpjSGNsZkMya2NfdC1pWVhsd21FZnAwNk9xS1owVHhQM2VOY3NnMUktR3lveW95TG1GWk1adFFnNXc?oc=5", "title": "Proje\u00e7\u00f5es de Resultados: Roblox Corp (RBLX) \u2014 LPA e Crescimento de Receita", "content_text": "Proje\u00e7\u00f5es de Resultados: Roblox Corp (RBLX) \u2014 LPA e Crescimento de Receita", "date_published": "2026-08-11T07:00:00+00:00", "authors": [{"name": "TradingKey"}], "tags": ["Market update", "R2BL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "R2BL34", "name": "Roblox Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/f60237e0-ef83-4cfb-8ff4-d5e8bb97777a/"}]}}, {"id": "source:cb50c11e955a1ee481a4b935920ba8408400c95cee3bdea88f4425da7c6743ee", "url": "https://finance.yahoo.com/markets/stocks/articles/roblox-rblx-stock-looks-cheap-031916247.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/roblox-rblx-stock-looks-cheap-031916247.html", "title": "Roblox (RBLX) Stock Looks Cheap On Price But Expensive On Sales", "content_text": "Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Roblox stock is under pressure after a sharp share price fall, and current checks point to a company that screens as expensive rather than as a clear bargain. Over the past year, Roblox has declined 71.7%, which puts recent trading firmly in recovery territory rather than at new highs. The key driver for how investors may value Roblox now is confidence in the platform changes that affect user monetization, while an active cl", "date_published": "2026-08-11T03:19:16+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "R2BL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "R2BL34", "name": "Roblox Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/f60237e0-ef83-4cfb-8ff4-d5e8bb97777a/"}]}}, {"id": "source:406ad2b4bf0f75ca434553be4a367e9c0dc5bc1dc9e0a57a191f806c5a86cc8a", "url": "https://finance.yahoo.com/markets/stocks/articles/sands-capital-exit-amid-transmedia-232101254.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/sands-capital-exit-amid-transmedia-232101254.html", "title": "Should Sands Capital\u2019s Exit Amid Transmedia Push Reframe Roblox\u2019s User Engagement Story for RBLX Investors?", "content_text": "In August 2026, Studio Mayflower Co., Ltd. launched Monster Battles, a turn-based monster PvP game on Roblox featuring character designs developed with input from Pok\u00e9mon film director Tetsuo Yajima and ambitions to expand into animation, merchandise, and broader transmedia projects. At the same time, Roblox reported higher Q2 2026 sales of US$1.47 billion with a reduced net loss of US$183 million, while a major institutional investor exited its position citing user engagement challenges and margin pressure from heavier safety investments. Next, we'll examine how Sands Capital's exit, driven b", "date_published": "2026-08-10T23:21:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "R2BL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "R2BL34", "name": "Roblox Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/f60237e0-ef83-4cfb-8ff4-d5e8bb97777a/"}]}}, {"id": "source:42cbcce2542822a99e996a2eefc0b3327cafa0f0eefe212a8e8a8a429514ce7e", "url": "https://finance.yahoo.com/markets/stocks/articles/cathie-wood-invests-36-9-201143798.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/cathie-wood-invests-36-9-201143798.html", "title": "Cathie Wood Invests $36.9 Million in Surging Stock", "content_text": "This article first appeared on GuruFocus. Cathie Wood's Ark Invest is leaning harder into space, AI infrastructure and crypto while cutting exposure to several high-flying software names, a rotation that highlights where the aggressive growth investor sees the next leg of disruptive-technology upside. SpaceX (NASDAQ:SPCX), CoreWeave (NASDAQ:CRWV), Nvidia (NASDAQ:NVDA), Circle (CRCL) and Coinbase (NASDAQ:COIN) were among Ark's biggest additions last week, while Roblox (NYSE:RBLX) and Palantir (NASDAQ:PLTR) were trimmed sharply. ARK describes its flagship ARKK fund as targeting companies tied to", "date_published": "2026-08-10T20:11:43+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "R2BL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "R2BL34", "name": "Roblox Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/f60237e0-ef83-4cfb-8ff4-d5e8bb97777a/"}]}}, {"id": "source:af3f1e5c4a071d027b62ec6485a26d48b0715e00365b873e76ecbac91f94e2e6", "url": "https://finance.yahoo.com/markets/stocks/articles/roblox-rblx-jumped-behind-move-200924591.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/roblox-rblx-jumped-behind-move-200924591.html", "title": "Roblox (RBLX) Jumped, So What Is Behind The Move?", "content_text": "Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Roblox (RBLX) is back in focus after its latest quarterly report, which showed second quarter sales of US$1.469b and a net loss of US$183m, compared with US$1.081b and US$278m a year earlier. See our latest analysis for Roblox. The latest report seems to have shifted sentiment only slightly, with Roblox's 1 day share price return of 4.86% and 7 day share price return of 3.05% coming after a 30 day share price decline of 31.73% and a year to date share price decline of 53.32%. Over", "date_published": "2026-08-10T20:09:24+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "R2BL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "R2BL34", "name": "Roblox Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/f60237e0-ef83-4cfb-8ff4-d5e8bb97777a/"}]}}, {"id": "source:408a8cffdd8fe4bc8d05ca3174c60bb3c1ce2aae7331fe61ce599a778b0dad9b", "url": "https://finance.yahoo.com/markets/stocks/articles/two-interactive-software-fiscal-2027-190913936.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/two-interactive-software-fiscal-2027-190913936.html", "title": "Take-Two Interactive Software Fiscal 2027 Guidance Could Prove Conservative, UBS Says", "content_text": "Take-Two Interactive Software (TTWO) fiscal Q1 results were stronger than expected, while management PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "date_published": "2026-08-10T19:09:13+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "T1TW34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "T1TW34", "name": "Take-Two Interactive Software, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/9736033d-f510-48f3-bf00-1edfc01e7908/"}]}}, {"id": "source:780aa678b311255fee01753d9fe587fcad8a7a62acbb25cd8f5fb64f3c94e380", "url": "https://finance.yahoo.com/media-advertising/articles/two-outlook-poised-upside-gta-190820433.html", "external_url": "https://finance.yahoo.com/media-advertising/articles/two-outlook-poised-upside-gta-190820433.html", "title": "Take-Two Outlook Poised for Upside as GTA VI Approaches, UBS Says", "content_text": "GTA6 TTWO Grand Theft Auto VI Rockstar.jpg -Shutterstock Take-Two Interactive Software's (TTWO) unchanged full-year guidance could prove to be conservative following its upbeat remarks about the upcoming \"Grand Theft Auto VI\" video game, UBS Securities said in a note e-mailed Monday.On Friday, the video game publisher's fiscal Silver Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade now", "date_published": "2026-08-10T19:08:20+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Guidance", "T1TW34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "T1TW34", "name": "Take-Two Interactive Software, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/9736033d-f510-48f3-bf00-1edfc01e7908/"}]}}, {"id": "source:dee451d5cd148f938e4d28f5a923ca527b5b8e16d4258d26e6c44f69a50f8587", "url": "https://finance.yahoo.com/markets/stocks/articles/cathie-wood-puts-37-million-185518089.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/cathie-wood-puts-37-million-185518089.html", "title": "Cathie Wood Puts $37 Million Into SpaceX", "content_text": "This article first appeared on GuruFocus. Space Exploration Technologies Corp. (SPCX, Financials), Elon Musk's space and AI company, became Cathie Wood's biggest stock purchase last week as ARK Invest leaned further into the post-earnings volatility. ARK bought 316,963 SpaceX shares across several funds for roughly $36.9 million. Warning! GuruFocus has detected 1 Warning Sign with SPCX. Is SPCX fairly valued? Test your thesis with our free DCF calculator. Wood did not wait for the stock to settle. ARK bought about $19.7 million worth on Aug. 5 as SpaceX plunged 13.6% following its first public", "date_published": "2026-08-10T18:55:18+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "R2BL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "R2BL34", "name": "Roblox Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/f60237e0-ef83-4cfb-8ff4-d5e8bb97777a/"}]}}, {"id": "source:20b6e965c58c301960ea3d000ac544d1efc158a19d2bc1bd7f78773f7c43ad86", "url": "https://finance.yahoo.com/media-advertising/articles/ea-brings-madden-bowl-full-180000747.html", "external_url": "https://finance.yahoo.com/media-advertising/articles/ea-brings-madden-bowl-full-180000747.html", "title": "EA Brings Madden Bowl to Full Sail University as Madden NFL 27 Championship Series Returns to the University's Campus for Third Consecutive Year", "content_text": "EA and Full Sail Continue Strategic Partnership Highlighting Real-World Education in Action WINTER PARK, Fla., Aug. 10, 2026 /PRNewswire/ -- EA and Full Sail University are proud to announce the return of the highly anticipated EA SPORTS Madden NFL 27 Championship Series (MCS) to the Full Sail University campus. Beginning in September, MCS 27 will broadcast live from the Full Sail University Orlando Health Fortress culminating in EA's flagship championship event, Madden Bowl 27, set to take place for the first time on the university's campus at Full Sail Live in February 2027.EA Brings Madden ", "date_published": "2026-08-10T18:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "EAIN34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "EAIN34", "name": "Electronic Arts Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/63b27d31-3cc3-4d31-abed-fbd85454fae1/"}]}}, {"id": "source:4fb359369ae65335b449fd844516232ab12fe183ed2924240eed4010823b4d02", "url": "https://finance.yahoo.com/markets/stocks/articles/roblox-accused-failing-protect-children-161850263.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/roblox-accused-failing-protect-children-161850263.html", "title": "Roblox accused of failing to protect children, misleading investors in class-action lawsuit", "content_text": "Ohio has joined a class-action lawsuit filed against video game developer Roblox. [DOWNLOAD: Free WHIO-TV News app for alerts as news breaks] The office of Ohio Attorney General Andy Wilson is seeking lead-plaintiff status in a securities class-action lawsuit that accuses Roblox of misleading investors about child safety protections on its digital platform. The lawsuit, pending before the U.S. District Court for the Northern District of California, seeks damages for the financial losses caused by the company's wrongdoing. Roblox executives David Baszucki, Naveen Chopra and Michael Guthrie are ", "date_published": "2026-08-10T16:18:50+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "R2BL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "R2BL34", "name": "Roblox Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/f60237e0-ef83-4cfb-8ff4-d5e8bb97777a/"}]}}, {"id": "source:971842a43657a961da17ff32c89cd632153e2e0974e44dd3b6e22471d5af562d", "url": "https://finance.yahoo.com/markets/stocks/articles/two-q1-earnings-beat-estimates-161100338.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/two-q1-earnings-beat-estimates-161100338.html", "title": "Take-Two Q1 Earnings Beat Estimates on NBA 2K and GTA Strength", "content_text": "Take-Two Interactive Software TTWO reported first-quarter fiscal 2027 adjusted earnings of 36 cents per share, beating the Zacks Consensus Estimate by 16.13%. GAAP loss widened to 18 cents per share from 7 cents a year ago. Revenues of $1.39 billion declined 2.6% year over year but topped the consensus estimate of $1.36 billion by 2.3%. Better-than-expected NBA 2K and Grand Theft Auto performance helped Net Bookings exceed management's guidance. Recurrent consumer spending accounted for 84% of Net Bookings. GAAP net revenues increased 2.0% year over year to $1.53 billion. Game revenues rose 2.", "date_published": "2026-08-10T16:11:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "T1TW34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "T1TW34", "name": "Take-Two Interactive Software, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/9736033d-f510-48f3-bf00-1edfc01e7908/"}]}}, {"id": "source:4eed522ddd108eb3c9f6a3df45b557b96fb0d1921791d81244e041566225bc38", "url": "https://finance.yahoo.com/markets/stocks/articles/buy-sell-hold-snail-stock-155300761.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/buy-sell-hold-snail-stock-155300761.html", "title": "Should You Buy, Sell or Hold Snail Stock Before Q2 Earnings Release?", "content_text": "Snail, Inc. SNAL is scheduled to release second-quarter 2026 results on Aug 11. The Zacks Consensus Estimate for SNAL's second-quarter 2026 earnings per share (EPS) is pegged at 31 cents, indicating a 94.5% decline from $5.65 reported in the prior-year quarter. The consensus mark for earnings has witnessed downward revisions in the past 60 days. SNAL's earnings have surpassed the Zacks Consensus Estimate in three out of the trailing four quarters and missed on one occasion, with an average beat being 2,808.4%. The consensus mark for second-quarter 2026 revenues is pegged at $29 million, indica", "date_published": "2026-08-10T15:53:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "T1TW34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "T1TW34", "name": "Take-Two Interactive Software, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/9736033d-f510-48f3-bf00-1edfc01e7908/"}]}}, {"id": "source:570d508238b5361921aa7de9a037ded047506c95d6c050328f616e1f71a86ea6", "url": "https://finance.yahoo.com/markets/stocks/articles/cathie-wood-ignores-ai-panic-145750434.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/cathie-wood-ignores-ai-panic-145750434.html", "title": "Cathie Wood Ignores AI Panic \u2014 Buys More Nvidia, Sells This Gaming Stock Instead", "content_text": "Wall Street has been fretting over a potential AI bubble burst and whether huge AI spending by companies would ever pay off. But Cathie Wood is doubling down. Ark recently bought 80,000 shares of Nvidia (NASDAQ:NVDA) across five funds. Ark also decreased its stake in Roblox (NYSE: RBLX). Nvidia: Growth Outpaces The Stock Price Nvidia bears say AI infrastructure spending is running too hot and will eventually slow. That will directly impact Nvidia as its GPU sales will slow down. Bulls say that fear misses the point. Nvidia's data center networking revenue jumped nearly 200% year over year last", "date_published": "2026-08-10T14:57:50+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "R2BL34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "R2BL34", "name": "Roblox Corporation", "sentiment_url": "https://sharemaestro.com/sentiment/f60237e0-ef83-4cfb-8ff4-d5e8bb97777a/"}]}}, {"id": "source:872f2ff58c0b55afab4f093caf29eb860a11011f8dfc2ea7b7191db036a6cc62", "url": "https://finance.yahoo.com/markets/stocks/articles/why-sands-capital-technology-innovators-145606840.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/why-sands-capital-technology-innovators-145606840.html", "title": "Here\u2019s Why Sands Capital Technology Innovators Fund Sold Roblox Corporation (RBLX)", "content_text": "Sands Capital, an investment management company, released its \"Sands Capital Technology Innovators Fund\" Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for AI infrastructure. Information technology led the advance, with semiconductor and hardware companies accounting for most of the index's rise. The fund returned 26.9% (net) in the second quarter of 2026. 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TTWO entered fiscal 2027 with first-quarter Net Bookings slightly above guidance, while management kept its full-year outlook unchanged ahead of the Nov. 19 launch of Grand Theft Auto VI. Chief executive officer Strauss Zelnick framed the year as an inflection point, but the call also showed restraint around translating record GTA VI preorders into higher guidance before launch. Goldstein reiterated fiscal 2027 Net Bookings guidance of $8 billion to $8.2 billion, representing about 20% growth at the midpoint. 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Under Armour, Inc. (UAA) fell 4.5% after the company reported first-quarter 2026 revenues of $1.1 billion, missing the Zacks Consensus Estimate by 0.93%. The Wendy's Company (WEN) shares rose 4.1% after the company reported second-quarter 2026 earnings of $0.18 per share, beating the Zacks Consensus Estimate of $0.16 per share. 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Instead, management slammed on the brakes. CEO Strauss Zelnick said pre-orders for Grand Theft Auto VI have reached levels neither Take-Two nor the broader videogame industry has seen before, Reuters reported. Investors responded by sending Take-Two shares more than 4% higher. But Take-Two kept its net bookings prediction for fiscal 2027 at $8 billion to $8.2 billion, Reuters reported, below the $8.86 billion projected by experts polled by LSEG. 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After a strong three year run where Take-Two Interactive Software has returned 75.8%, the stock now sits in a zone where the Discounted Cash Flow (DCF) intrinsic value estimate looks broadly in line with the market price, while traditional valuation multiples lean on the expensive side. Take-Two Interactive Software's 75.8% return over three years sets a high bar for what happens next and reduces the margin for error if growth or cash flows fall short of expectations. 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Take-Two Interactive Software (NasdaqGS:TTWO) confirmed the official Grand Theft Auto VI launch date and reported unprecedented pre-order demand. The company released first quarter financial results that exceeded analyst revenue expectations and outlined current performance priorities. Management highlighted Grand Theft Auto VI as a key product focus, alongside broader portfolio and cost discipline plans. 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