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- Unity Stock In Focus After Google AI Game Creation Partnership
Google and Unity Software have announced a partnership to build Unity Spark, an AI-powered game creation platform that combines Google's AI research, its large consumer ecosystem and Unity's engine technology, supporting everything from text-prompt projects to high-end 3D experiences. The article argues the deal ties Unity's creation pipeline to Google's distribution and community features, which could affect user acquisition costs and the mix between casual creators and professional studios. It notes Unity remains unprofitable with high R&D spending, with key near-term drivers including Unity 6, AI features and the subscription Create business, while heavy AI spend and uneven adoption are the main risks. The analyst model projects revenue of US$3.6 billion and earnings of US$991.4 million by 2029, based on 20.7% annual revenue growth, up from a loss of US$587.5 million today.
- Unity Software to Post Q3 Earnings: What's in the Cards for the Stock?
Unity Software (U) is scheduled to report third-quarter 2026 results on Nov. 5, before the market opens. The company guides to strategic revenues of $540-$550 million and nonstrategic revenues of about $20 million, for total revenues of $560-$570 million. The Zacks Consensus Estimate stands at $565.49 million, up 20.16% year over year, with an EPS consensus of 34 cents, implying 70% growth. Unity Vector revenue is expected to rise another 19-21% sequentially, while adjusted EBITDA is projected at $185-$190 million, up 69-74%. Nonstrategic revenues are set to fall from $60 million in the prior quarter to about $20 million, due to the closure of ironSource Ads Network and the Aug. 4 sale of Supersonic.
- Check Point Software Technologies Ltd. Q3 2026 Earnings Call Summary
- Unity Software Finds an Ad Machine Hiding Inside Video Games
Unity Software stock surged after the video game development platform forecast robust business growth. The article's information is limited to the stock's reaction and this forecast.
- Unity Software ( NYSE : U ) Price Target Raised to $55 . 00
Morgan Stanley raised its price target on Unity Software from $50.00 to $55.00 in a research report released Tuesday and kept its overweight rating. Raymond James previously upgraded the stock to outperform with a $54.00 target, while according to MarketBeat the consensus rating is 'Moderate Buy' with an average target of $48.01. The stock opened at $43.44 on Tuesday after rising 4.9%, with a market cap of $19.12 billion and a one-year range of $16.78 to $52.15. The latest quarterly results showed EPS of $0.28 against a consensus loss of ($0.11), with revenue of $546.47 million, up 24.0% year-over-year. Over the last ninety days, insiders sold a total of 109,547 shares worth $4,884,202, including CEO Matthew S. Bromberg and COO Alexander Blum.
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- Reddit Sinks 8% as Social Ad Worries Deepen in Tech Rout
Reddit (RDDT) shares fell 8% amid a broad tech selloff, after Snap reported only 4% ad revenue growth in the third quarter. The article argues Snap's slowdown is largely its own issue, since Meta's third-quarter revenue rose 26% to $64.6 billion. The bigger risk for Reddit is lost search traffic from Google's AI answers, which contributed to fourth-quarter revenue guidance of $1.00 billion to $1.03 billion, below expectations. Reddit's third-quarter revenue still rose 53% to $895 million, though analysts trimmed their 2027 revenue estimate to $4.34 billion from $4.47 billion. The article names the data-licensing renewal with Google, due in early 2027, as the next key test.
- Amazon-Uber Eats Deal Sends DASH Stock To Biggest Drop In A Year
DoorDash (DASH) shares fell 10% on Thursday after Amazon and Uber Technologies (UBER) announced a partnership giving Prime members free delivery on Uber Eats restaurant orders of $25 or more placed through Amazon's website or app, across the U.S. The deal replaces Amazon's previous Grubhub partnership, and Amazon estimates frequent users could save more than $175 a year, though service fees still apply. The article argues the arrangement gives Uber Eats immediate access to Amazon's large Prime base, raising competition for DoorDash, which holds a dominant share of U.S. restaurant delivery spending. Less than two weeks earlier, DoorDash agreed to acquire Instacart (CART) for roughly $17 billion, or $65 per share, with closing expected in late 2027 or early 2028. DASH stock is down 22% year to date.
- Amazon.com (AMZN) Could Gain From Slower AI Data Center Expansion
The article says Democrats' win in the 2026 U.S. midterm elections on November 5, 2026 could bring tighter scrutiny of AI infrastructure spending and new limits on large data center expansion, which could favor cloud providers such as Amazon that already operate substantial computing capacity. It cites Amazon's US$225b in Trainium commitments and US$578b backlog, against guided 2026 capex of about US$220b. The suggested early indicator is whether that backlog and new AI deals show up in AWS usage growth and operating cash flow. The article also flags that higher regulatory friction around power and tax treatment could weigh on free cash flow if the economics of AI spending shift.
- Top Democrats call to rein in AI buildout after midterms sweep: 'National data center moratorium now'
After Democrats' midterm wins on Tuesday, Sen. Bernie Sanders called for a national data center moratorium, pointing to local referendums where voters approved restrictions on data centers. A CNBC Voter Poll found 56% of voters said AI and data centers were a crucial or major factor in their vote, and 65% of those voters backed a Democratic congressional candidate. Gina Hinojosa, who ousted Gov. Greg Abbott in Texas, pledged a moratorium on all data center approvals until the legislature passes protective laws. Chip stocks led the sell-off, with the iShares Semiconductor ETF (SOXX) tumbling nearly 9% on Tuesday, Nvidia down 8% and Advanced Micro Devices down more than 14%.
- 3 Stocks Riding The Shift Away From Search Ads
The article reviews three stocks that could benefit from, or be hurt by, a shift away from search advertising after signs of weakness in Alphabet's search business. Nexxen International, a video and CTV ad platform with about $383 million in revenue and a $486 million market cap, is one. AppLovin, an AI-powered mobile ad platform with about US$6.8b in advertising revenue and a market cap of US$82.2b, saw its stock fall nearly 50% while an SEC investigation was open. The SEC dropped that case in August 2026 with no findings of wrongdoing. MNTN, a self-serve Connected TV ad platform with about $313 million in revenue and a $728 million market cap, is the third, with customer acquisition timing that may vary by quarter.
- Is Newmont (NEM) Still Undervalued On Stronger Q3 Earnings And Higher Guidance?
Newmont (NEM) rose 9.9% in one day to $118.11 after a third-quarter report showing higher sales and net income, lower reported costs and upgraded full-year production guidance. The stock is up 16.69% year to date, with a 1-year total shareholder return of 46.05% and a 3-year return of about 2.6x, supported by firmer gold prices, improved guidance and a maintained dividend. The article notes bulls cite stronger earnings and guidance, while bears argue the recent jump prices in too much. One widely followed narrative puts fair value at $137.07 per share, above the $118.11 close. Cited risks include lower-grade ore at key sites and higher sustaining capex that could squeeze future free cash flow.
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