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The Sports Edge Show 🎙️

Our podcast dropped this week on Spotify and YouTube. Follow the links below to listen to our host Jasmine Titmuss speak with England cricket’s all-round entertainer Graeme Swann.

Episode 1. The Sports Edge Show with Graeme Swann: His Career, The Ashes & ABBA

This Weeks Snapshots

  • Mercedes F1’s $6 billion valuation and CrowdStrike CEO George Kurtz’s $300 million investment signal new US tech leadership and record franchise growth.

  • Callaway Golf exits Topgolf for $1.1 billion, as Leonard Green & Partners take over; Callaway refocuses on golf equipment and apparel amid shifting asset values.

  • LA28 Olympics makes history with a $200 million Intuit Dome naming rights deal, spotlighting stadium investment and new commercial strategies in global sport.

  • Cagliari and O2 renew key partnerships: the Serie A club secures US backing for stadium development, while O2 commits £37.5 million over five years to England Rugby sponsorship and grassroots growth.

This Weeks Key Market Movers

Celtic PLC $CLTFF ( ▲ 6.84% )
$2.40 | +7.35% YTD | +10.6% LTM
Profit after tax almost doubled to $33.9 million

Sphere Entertainment Co. $SPHR ( ▲ 4.45% )
$77.94 | +91.4% YTD | +85% LTM
Sphere Corp wins 18.6 billion won order

Motorsport Games Inc $MSGM ( ▼ 4.67% )
$2.74 | +104.48 YTD | +130% LTM
Le Mans Ultimate has been a genuine hit, driving a roughly 70%+ year‑on‑year jump in quarterly revenue, record user engagement, and very high gross margins around 80%.

Cloudfare Inc $NET ( ▲ 0.95% )
$193.99 | +69.42% YTD | +13.8% LTM
Cloudflare's shares rose 3.5% during a market rally fueled by excitement for AI, especially after Alphabet unveiled its enhanced Gemini 3 AI model.

Xiaomi Corp. $XIACF ( ▲ 1.06% )
$5.19 | +10.69% YTD | +37% LTM
Xiaomi's shares experienced a significant surge, marking the largest increase in nearly seven months, after founder and chairman Lei Jun made a purchase of shares in the open market.

Sports-focused names were mixed but with a clear tilt toward high-beta winners. Celtic PLC has quietly ground higher, with profit after tax more than doubling to about $33.9 million and the shares up mid‑single digits YTD and double‑digits over the last year. At the entertainment end, Sphere Entertainment has rallied hard on the back of strong Sphere Las Vegas momentum, incremental contracts and buyback-supported sentiment, leaving the stock up around 90% YTD and mid‑80s LTM. Motorsport Games continues to trade like a turnaround flier, with Le Mans Ultimate driving a sharp revenue and profitability inflection and pushing triple‑digit gains over the past year. In tech, Cloudflare remains a key AI infrastructure proxy, catching a fresh bid alongside big-cap AI newsflow such as Alphabet’s latest Gemini update. Xiaomi has bounced as founder Lei Jun’s roughly HK$100m open-market share purchase signalled confidence and helped extend a solid LTM recovery off the lows.

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