Week Ahead: Key Market Movers and Assets
Electronic Arts $EA ( ▲ 0.11% )
$209.80 | +48.6% YTD | +61.4% LTM
Soared on a record $55B take-private deal, sector-changing move for gaming M&A.
Genius Sports $GENI ( ▲ 0.25% )
$5.78 | +54.5% YTD | +76.3% LTM
Powered up on new league data wins, now core tech for global rights holders.
VanEck Video Gaming ETF $ESPO ( ▼ 0.23% )
$61.40 | +8.7% YTD | +14.6% LTM
Climbed on strong publisher results and major gaming M&A action.
Fox Corporation $FOXA ( ▲ 0.97% )
$60.23 | +23.5% YTD | +28.1% LTM
All-time highs driven by record sports ratings and prime-time wins.
Nike $NKE ( ▼ 0.82% )
$69.31 | -19.1% YTD | -21.8% LTM
Struggles with margin pressure and sluggish demand as “Win Now” hits headwinds.
Key Drivers & Investment Watch
M&A:
Electronic Arts (EA) x Silver Lake / PIF / Affinity Partners
💰$55 Billion
Take-private LBO at $210/share
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Corporate Earnings/Financial Results:
Nike
💰Q1 FY2026 Earnings
Sep 30 - after close
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Team Investment:
Sponsorship:
NBCUniversal (NFL, Super Bowl, FIFA, Premier League, NBA, PGA Tour, NCAA, WNBA) x DraftKings
💰Multi-year, < $100M/yr
Exclusive betting & fantasy integration
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