Roblox stock is down 38% year to date to $50.41, with a late-September court ruling letting a Los Angeles County child exploitation lawsuit proceed and a Jefferies downgrade to Underperform adding pressure. Jefferies argued the rally after the Q2 report priced in too much bookings growth, which rose only 8% to $1.6 billion in Q2 even as daily active users grew 10% to 123 million. Safety changes, including a mandatory age check, had already led Roblox to cut its full-year revenue growth forecast to 20% to 25% earlier this year. For Q3 2026, Roblox forecasts a year-over-year bookings decline of 14% to 18%. Take-Two (down 20%) and GameStop (up 31%) year to date suggest the pressure is specific to Roblox, and the article frames the key test as whether bookings stabilize while user growth continues.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
RBLXtech stocksregulationvideo games
Open a keyword to see other news on the same topic.
Related news
- Should You Buy These 4 Video Game Stocks Before GTA 6 Arrives?
Global games revenue reached about $202 billion in 2025, up 9%, and Newzoo forecasts $214 billion for 2026. The article reviews four video game stocks ahead of the Nov. 19 release of GTA VI, noting that Take-Two (TTWO) is down about 20% over the past year but is expected to benefit most from the game. Nintendo has sold about 24 million Switch 2 consoles, yet its stock is down about 37%, while Roblox is down about 63% as users spend less on its platform. Sony, GTA VI's main console partner, had sold 93.7 million PS5 units as of March 31, 2026, and gaming generated about 42% of its operating profit in the June-ending quarter. The author concludes that Take-Two is the single best stock to profit from GTA VI and would not pay the premium for Nintendo right now.
- Trade Desk Is Now Down 67% This Year: Is TTD Stock Dead Money or Due for a Bounce?
Trade Desk shares have fallen 67% year to date to around $12.43, a market value of $5.34 billion, after Q2 2026 revenue of $715.06 million came in below expectations and Q3 revenue guidance of at least $650 million fell well short. Management blamed pressure from consumer packaged goods and automotive advertisers, execution problems and a shift to lower-cost fixed-price media, and analysts cut their 2026 EPS consensus to $1.158 from $1.8428 sixty days earlier. Rival AppLovin is down 60% year to date, while Magnite is up 44%, and CFO Nate Olmstead said visibility was “somewhat more limited than it has been in recent history.” Bulls point to a trailing P/E of 14.87x, customer retention above 95% and $269 million left on the buyback authorization, while skeptics expect several quarters to fix pricing and execution, with 2027 consensus EPS of $1.0019.
- American Airlines Is Now Down 23% This Year: Is AAL Stock Dead Money or Due for a Bounce?
American Airlines shares are down 23% year to date at $11.87, lagging United (down 14%), Delta (up 8%), the U.S. Global Jets ETF (down 8%) and the S&P 500 (up 13%). Higher fuel costs drove the drop: in Q2 2026 revenue rose 16.3% to $16.7 billion, but aircraft fuel expense jumped 83.3% to $4.9 billion, operating margin fell to 2.7% from 7.9%, and net income dropped 88.2% to $71 million. Management cut its full-year adjusted outlook to a range from a loss of $0.65 to a profit of $0.65 per share, and guided to a Q3 adjusted loss of $0.70 to $0.10 per share. Premium revenue per unit rose 13.4% and managed corporate business grew 26%, but the company carries a stockholders' deficit of $3.97 billion and total debt of $34.7 billion. The article says the stock could rebound if fuel prices ease, and Q3 results are expected on October 22.
- DraftKings Is Down 44% in 2026: Is DKNG Stock Dead Money or Due for a Bounce?
DraftKings (DKNG) stock is down 44% year to date at $19.14, after a 1% gain in afternoon trading. The article attributes the pressure to prediction markets drawing customers away from licensed sportsbooks, with DraftKings hit hardest because it still carries marketing and licensing costs while its revenue base shrinks. By comparison, Flutter is down 65%, MGM Resorts 20%, the BETZ ETF 22%, while the SPY ETF is up 13% over the same period. Bulls argue much of this pressure may already be priced in, while skeptics fear exchange platforms will keep taking share. The article says whether DraftKings' share of handle stabilizes is the next test for the stock.
- 'Dead money' for a decade: Why this hedge fund approach may deliver an advantage over bonds
DBi's Andrew Beer argues bonds have been 'dead money for the entire decade' and that investors should consider managed futures exposure in place of part of their bond allocation in a 60/40 portfolio. He says managed futures ETFs can go long and short across global markets, have low correlation to stocks and bonds, and can perform well in crises. As of Thursday's close, the iMGP DBi Managed Futures Strategy ETF (DBMF), which he helps manage, was up almost 19% so far this year, according to FactSet. NovaDius Wealth Management's Nate Geraci counters that bonds still diversify a portfolio, that alternatives should fill only a slice of it, and that these funds can underperform for long stretches.
- California's billionaire tax might now be dead on arrival, according to Polymarket and Kalshi odds
California voters will decide on Proposition 40, a one-time 5% tax on billionaires' assets, in less than a month, and the measure has drawn heavy opposition from state billionaires. Google co-founder Sergey Brin has spent more than $100 million fighting it, and Peter Thiel has put millions toward opposition; Gov. Gavin Newsom also publicly opposes it. As of Oct. 13, Kalshi put the chance of passage at 26% and Polymarket at about 25%. An early September PPIC poll, however, found 52% of respondents planned to vote yes versus 46% no, and a majority would back measures that heavily limit the tax's power. The article cautions that prediction markets' strong 2024 election record does not guarantee accuracy on every vote.
Related markets
Latest news
- Amazon (AMZN) Stock Costs $250 a Share. Here's Why I'd Still Buy It.
The article argues that Amazon, trading at about $250 a share, is still worth buying for the author, who would buy it if he did not already own it. The main reason is that the stock looks appealingly valued: its forward P/E of about 24 is well below its five-year average of 39, while its price-to-sales ratio of 3.6 is slightly above the five-year average of 3. Amazon ranked fourth in the 2026 Kantar BrandZ Global Top 100, with a brand value of $1 trillion, and its shares have averaged annual gains of 22% over the past 15 years. The author stresses that a stock's absolute price means little on its own, so investors should compare it with earnings and sales and research each company in depth.
- Amazon Just Made Its AI Chips Easier to Use. Should Nvidia Investors Be Worried?
Amazon announced TorchNeuron, a free open-source tool that lets developers run existing PyTorch code on its Trainium chips with minimal changes, with a public beta due on Oct. 20. This challenges a key part of Nvidia's moat, because switching away from CUDA typically carries large costs in time and labor. However, the tool only covers PyTorch work, custom CUDA code will not port easily, and the release is still in beta, with the ease-of-switching claims coming from Amazon itself. Google is also developing a similar tool, TorchTPU. The author sees it as a chink in Nvidia's narrative and does not expect a major near-term effect on order flow or pricing power, but says the market may no longer pay quite the same premium for Nvidia stock.
- Cisco Systems (CSCO) Unveiled 102.4T AI Networking Platforms
Cisco Systems unveiled new AI networking platforms built on Silicon One P200, G300 and G302 switching chips, with 51.2T and 102.4T systems. It also introduced 1.6T optical modules and integrated liquid cooling aimed at high-density AI data centers, and disclosed a collaboration with NVIDIA, TE Connectivity and Amphenol to co-develop a 400Gb/s per lane USFP optical module and open specification. The company has a market cap of US$423.4b. The article says the launch supports Cisco's position as an AI networking provider competing with Arista and Juniper, but the richer hardware mix adds to margin pressure that has already contributed to non-GAAP gross margin compression.
- J.P. Morgan Stays Top of Extel’s All-America Equities Research Table
Extel's 55th annual All-America Research Team survey ranks J.P. Morgan first in the research team table with 47 published positions, followed by BofA Securities with 44 and Morgan Stanley with 43. UBS posted the largest gain in positions, reaching 42 and climbing to fourth place. In the analyst leaders table, Jefferies takes first place with 43 positions, while UBS leads Extel's weighted ranking of research teams ahead of J.P. Morgan and Evercore ISI. The results reflect the views of 4,451 portfolio managers and analysts at 1,608 institutions across 60 sectors, with 129,919 votes counted. The number of participating institutions fell from 1,705 in 2025, but more firms now sit in the highest commission bands, rising to 89 from 82.
- Visa, Mesh partner to enable crypto spending at 175M merchant locations
Visa and crypto payments network Mesh have partnered so users can spend cryptocurrency and stablecoin balances directly from participating digital wallets at merchants on Visa's network, without transferring funds to a bank account or using a separate crypto card. Merchants receive payments through Visa's existing network without changing their checkout systems. The network covers more than 175 million merchant locations in over 200 countries and territories, and participating wallets and launch dates will be announced later. Mesh will handle funding and conversion between crypto, stablecoins and fiat, as well as onboarding and KYC requirements. The partnership follows Mesh's September integration with Bybit Pay and its $75 million raise in January at a $1 billion valuation.
- Top 3 Founder Led Stocks To Watch In October 2026
The article presents three founder-led stocks from a screen: monday.com, Palantir Technologies and Figure Technology Solutions. monday.com has revenue of about US$1.37b and a market cap of US$3.8b. Palantir earns US$3.21b from Government customers and US$2.95b from Commercial clients, with a market cap of US$447.04b. Figure Technology Solutions reports US$619 million of revenue and a market cap of US$6.1b. The article argues that founder ownership can align leadership with long-term shareholder interests, but each stock depends on key assumptions to watch, such as customer expansion, pricing power or the pace of blockchain adoption. The full screen surfaced 26 more businesses with similarly strong founder ownership.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.