Unity, Roblox, and Take-Two shares fell sharply after Google launched Project Genie, an AI tool that creates 3D virtual worlds from text prompts, sparking competition concerns.
New Roblox game "Escape Tsunami For Brainrots!" drives platform growth with 40M+ visits, catching Wall Street's attention despite analyst price target adjustments.
TD Cowen lowers Roblox price target to $70, citing slower December bookings and declining engagement on top games.
Roblox engagement peaked in 2025, but JPMorgan warns of slower growth, booking headwinds, and margin pressure in 2026.
Unity and Epic Games form a surprising partnership to let developers publish Unity-built games inside Fortnite, expanding the creator economy and pushing forward an open metaverse vision.
The gaming giant reported massive sales and user records in its best quarter ever, driven by viral hits, even as it tackles rising child safety concerns globally.
