Global X Video Games & Esports ETF

Brown Brothers Harriman Increases Stake in Take-Two; Strauss Zelnick Reduces Holding

NetEase Smart Enterprise Launches Security Skill for Preemptive AI Application Protection

EA Showcases Latest Advances in Game Development and AI at GDC

NetEase Intelligent Enterprise Showcases AI Deployment Experience and Launches Enterprise Platform

NetEase Dao Launches Fully Open-Source AI Agent Product 'LobsterAI'

Oak-Eagle AcquireCo Extends $1.5 Billion Bond Buyout Offer for EA

NetEase Returns to Gaming Business for Significant Revenue Rebound

Netease Triggered HKEX Trading Center Shift Clause, May Become a Dual Primary Listed Company

Netease to Cease Funding of Yasuhira Miyagi's Studio

NetEase Receives HKEX Notice to Convert to Dual Primary Listing

NetEase Evaluating Exchange Notice Impact and Considering Conversion to Dual Primary Listing in Hong Kong

JPMorgan to sell debt to raise $55 billion for EA acquisition

Artisan Partners Reduces Holdings in Take-Two Interactive

Oak-Eagle Consortium Launches $1.5B Bond Acquisition Bid for EA

GF Securities Reiterates Buy Rating on NetEase with Price Target

JPMorgan Downgrades NetEase's Target Price But Maintains Overweight Rating

CLSA Maintains Buy Rating for NetEase with Target Price

Zephirin Downgrades NetEase Target Price to HK$140

Hong Kong Stocks and Major Tech Shares Price Fluctuations

Citi Raises NetEase's ADS Price Target to $165.00

bioAffinity Tech

Firefly Neuroscience

Silvaco

eLong Power

T-REX 2X Long UPXI Daily Target ETF

Polaryx Therapeutics

TCW Strategic Income Fund, Inc.

Stak

iSpecimen

Oruka Therapeutics

GAMR

NVDA

HERO

NVDY

ESPO

NVDL

NVDU

NVDX

Nvidia's upcoming GTC event faces skepticism from analysts regarding its potential to boost the company's stock. Despite expectations for significant product and financial announcements, analysts believe Nvidia may struggle to provide impactful commentary. The company has seen a 3% decline in shares this year, and supply constraints are limiting growth prospects. Analysts are looking for updates on Nvidia's roadmap and potential new chip platforms, as well as partnerships with Intel and advancements in optical technology. The event is crucial for shaping investor sentiment around Nvidia's AI positioning.

- Nvidia's keynote at GTC is anticipated to showcase updates, yet analysts express skepticism about significant stock impact due to growth constraints.  
- Despite positive past events, recent stock performance indicates a 3% decline this year, with concerns over supply issues affecting growth prospects.  
- Investors are looking for insights on Nvidia's AI roadmap and new chip developments, along with advancements in networking technology that could enhance operational performance.

Dow Jones

Wedbush ETFMG Video Game Tech ETF

NVIDIA

YieldMax NVDA Option Income Strategy ETF

VanEck Video Gaming and eSport ETF

GraniteShares 2x Long NVDA Daily ETF

Direxion Daily NVDA Bull 2X Shares

T-Rex 2X Long NVIDIA Daily Target ETF

Nvidia's big GTC event is on deck, and the company faces a very high bar this year

MCHI

516620

Tencent Light Cloud has become a sponsor of the OpenClaw "Lobster" community, joining other sponsors like OpenAI and Baidu. However, Peter Steinberger, the creator of OpenClaw, previously criticized Tencent for scraping data from his platform without prior communication, leading to significant cost pressures on his servers.

CoinLive

iShares MSCI China

Guotai CSI Movies Theme ETF

Penghua CSI Media ETF

Guotai MSCI China A ESG General ETF

ChinaAMC CSI Animation Game ETF

Guotai CSI Animation Game ETF

Yinhua CSI Movies Theme ETF

Krne Csi China Internet

Tencent Holdings Limited

Tencent

GF Fund CSI Media ETF

Direxion FTSE China Bull 3X

Yinhua MSCI China A ETF

Market news: Tencent has become a sponsor of the OpenClaw community.

The 2026 Game Developers Conference (GDC) will be held in San Francisco, USA, with an expected participation of over 30,000 professionals and more than 700 events, including over 100 sessions related to AI, a 110% increase compared to 2025. The conference has attracted over 400 technology and gaming companies from around the world, including Tencent, Google, and Apple. This year, Chinese companies will present 27 sessions related to AI, with Tencent Games accounting for 21 of them

36Kr

Proshares Big Data Refiners ETF

TENCENT

Apple

Alphabet - C

Alphabet

The 2026 GDC will be held in the United States, with over 100 sessions sharing topics related to AI

GBTC

HODL

Tether's recent total investment exceeds $1.6 billion, covering multiple projects, including Rumble ($785 million), Elemental Royalty ($250 million), Juventus Football Club ($150 million), and others. Other investments include Golddotcom ($150 million), Anchorage Digital ($100 million), Gold Royalty (over $90 million), Generative Bionics ($82 million), among others. Some investment amounts remain undisclosed

PANews

Grayscale Bitcoin Trust BTC - ETF

VanEck Bitcoin ETF

WisdomTree Bitcoin Fund

Amplify Transform Data Sharing ETF

RUMBLE INC C/WTS 16/09/2027 (TO PUR COM)

Bitwise Bitcoin ETF

Hut 8 Mining

ProShares Bitcoin Strategy ETF

iShares Bitcoin Trust ETF

Bitwise Solana Staking ETF

VanEck Gaming ETF

Recently, Tether's total investment exceeded $1.6 billion, covering Rumble, Juventus, and others

DTCR

Arkos Global Advisors increased its holdings in NVIDIA Corporation (NASDAQ:NVDA) by 109.0% in Q3, owning 12,122 shares valued at $2,262,000. Other hedge funds also raised their stakes in NVIDIA, with Brighton Jones LLC increasing its holdings by 12.4% and Bank Pictet & Cie Europe AG by 1.0%. Hedge funds now own 65.27% of NVIDIA's stock. Recent news includes NVIDIA's $2 billion investment in Nebius and the launch of Nemotron 3, while macroeconomic risks and competition in AI compute are factors to monitor.

- Arkos Global Advisors increased its holdings in NVIDIA Corporation by 109.0% in the third quarter, owning 12,122 shares worth $2,262,000.  
- Other hedge funds have also adjusted their stakes, with Brighton Jones LLC increasing its ownership by 12.4% and Bank Pictet & Cie Europe AG by 1.0%.  
- Furthermore, NVIDIA has made significant strategic moves, including a $2 billion commitment to Nebius, boosting market sentiment and reinforcing demand for its GPUs.

Market Beat

Global X Data Center & Dgtl Infrs ETF

Spdr Select Tech

iShares Expanded Tech Software Sector ETF

SPDR S&P Semicon

Direxion Daily NVDA Bear 1X ETF

iShares Semiconductor ETF

VanEck Semiconductor ETF

T-Rex 2X Inverse NVIDIA Daily Target ETF

AXS 1.5X NVDA Bear Daily ETF

Global X Cloud Computing ETF

Global X Thematic Growth ETF

Direxion Semicon Bull 3X

Nebius

GraniteShares 2x Short NVDA Daily ETF

Invesco Semiconductors ETF

ISHRS S&P Glb It

Arkos Global Advisors Raises Holdings in NVIDIA Corporation $NVDA

Ameriprise Financial Inc. increased its stake in Electronic Arts Inc. by 8.9% in Q3, owning 4,591,869 shares valued at approximately $926 million. Other investors also adjusted their holdings. EA's stock opened at $199.24, with a market cap of $49.86 billion. The company announced a quarterly dividend of $0.19 per share, payable on March 18. Analysts have mixed ratings on EA, with a consensus rating of "Hold" and a price target of $188.30. Insiders have sold shares recently, reducing their ownership in the company.

SPDR S&P Software

Electronic Arts

Ameriprise Financial Inc. Raises Stake in Electronic Arts Inc. $EA

512880

513750

Next week, the market will focus on the Federal Reserve's interest rate decision, which is expected to keep rates unchanged. The global stock market is affected by the conflict between the U.S., Iran, and Israel, leading to chaos in the energy market, with oil prices rising from $80 to $100. The U.S. dollar has reached new highs against multiple currencies. The NVIDIA GTC 2026 conference will be held from March 16 to 19 in California, becoming an important event in the AI field

United States Oil Fund LP

Guotai CSI All Share Investment Banking & Brokerage ETF

GF Fund CSI HK Connect Financials(ex Banks) Thematic ETF

Guotai CSI Computer Theme ETF

Invesco QQQ Trust

iShares US Oil & Gas Expl & Prod

iShares S&P Global Clean Energy

Financial Select Sector SPDR Fund

Yinhua CSI All Share Investment Banking & Brokerage ETF

VanEck Oil Services ETF

Tianhong CSI Computer Theme ETF

Hwabao WP CSI All Share Investment Banking & Brokerage ETF

Guotai CES Semiconductor Chip Industry ETF

ChinaAMC Guozheng Semiconductor Chip ETF

GTJA Allianz CSI All Share Semiconductors & Semiconductor Equipment ETF

China Southern CSI Semiconductor Industry Custom ETF

Global X Robotics & Artificial

First Trust Cloud Computing

GTJA Allianz SSE STAR Chip Design Thematic ETF

ChinaAMC SSE STAR Semiconductor Material & Equipment Thematic ETF

ISHRS Us Brokers & Sec Exchg

SPDR O&G Ex & Prd

Proshares UltraPro QQQ

iShares Future AI & Tech ETF

VG Financial

Fidelity MSCI Financials Index

First Trust Nasdaq Cybersecurity

Wtree Bbg Usd Bull

SPDR Energy Select

Next week's macro outlook: The Federal Reserve may maintain a cautious tone; NVIDIA GTC 2026 conference to be held

Nvidia's stock is priced at nearly the same level as the broader market.

1 clear signal that Nvidia's stock is primed to skyrocket

APPX

William Blair has maintained an Outperform rating on AppLovin Corporation (NASDAQ:APP) following its investor meeting, highlighting the stock as one of the best young stocks to buy and hold for the next 20 years. No price targets were disclosed, but the firm expressed continued bullish sentiment towards the company.

AppLovin

Tradr 2X Long APP Daily ETF

William Blair remains a buy on AppLovin (APP), here’s why

MSGM

Fortnite will conclude Chapter 7 Season 1 with a brief live event on March 14 at 3:30 PM ET, featuring the Dark Voyager. Players must be in a Battle Royale match at Lethal Labs before the event starts, as it lasts only 1-2 minutes with no replays. Following the event, a Power Hour will offer enhanced gameplay features, including supercharged XP and upgraded starting loadouts. While details about Chapter 7 Season 2 remain vague, the event emphasizes live community experiences, encouraging players to participate actively.

- Fortnite's Chapter 7 Season 1 concludes with a live story moment on March 14 at 3:30 PM ET, requiring players to be in a Battle Royale match beforehand.  
- The event, focusing on the Dark Voyager narrative, will be brief, lasting only one or two minutes, and players will have damage immunity during this period.  
- Following the event, a Power Hour will introduce gameplay changes including boosted XP, starting loadout upgrades, and increased legendary loot, enhancing the final moments of the season.

Rolling Out

Motorsport Gaming US

GameStop

Fortnite’s live event could be over in 2 minutes

JPMorgan Chase & Co. is preparing to offload over $30 billion in junk bonds and leveraged loans, including deals for Electronic Arts and Sealed Air, amid market uncertainties. CEO Jamie Dimon has cautioned about a potential credit cycle downturn. Despite concerns over inflation and geopolitical tensions, JPMorgan is confident investors will find value in these offerings. Large institutional investors are expected to participate, although some deals, like Qualtrics, may face less interest. The current market environment is seen as an opportunity for investors to acquire debt at discounted prices.

Business Standard

QUALTRICS INTERNATIONAL INC

JPMorgan Chase

Sealed Air

Defiance Daily Target 2X Long JPM ETF

JPMorgan moves to offload over $30 bn in LBO debt amid market jitters

BETZ

Chesapeake Capital Corp IL acquired 7,171 shares of TKO Group Holdings, Inc. (NYSE: TKO) valued at approximately $1.45 million, making it the 10th largest holding in its portfolio. Other institutional investors, including Ninety One UK Ltd and Massachusetts Financial Services, also increased their stakes in TKO. The stock opened at $194.53, with a market cap of $37.76 billion. TKO recently reported a quarterly EPS of ($0.08), missing estimates, and declared a quarterly dividend of $0.78, yielding 1.6%. Analysts have mixed ratings on the stock, with an average target price of $231.73.

Roundhill Sports Betting & iGaming ETF

Chesapeake Capital Corp IL Purchases Shares of 7,171 TKO Group Holdings, Inc. $TKO

TTWO

Brown Brothers Harriman & Co. increased its stake in Take-Two Interactive Software, Inc. by 3.4% in Q3, owning 320,547 shares valued at $82.82 million. Other investors also adjusted their positions, with institutional investors holding 95.46% of the stock. CEO Strauss Zelnick sold 52,054 shares, reducing his ownership by 22.56%. Analysts have mixed ratings on the stock, with a consensus rating of "Moderate Buy" and an average target price of $284.44. Take-Two's stock performance shows a 1-year range of $188.56 to $264.79.

Take-Two Interactive Software

Brown Brothers Harriman & Co. Has $82.82 Million Stock Holdings in Take-Two Interactive Software, Inc. $TTWO

RBLU

NERD

RBLX

RBLY

Bank of Hawaii increased its stake in Roblox Corporation (NYSE:RBLX) by 555.9% in Q3, owning 25,207 shares valued at $3.49 million. Other investors like Norges Bank and Vanguard also raised their positions. Insider selling occurred, with significant shares sold by Mark Reinstra and Arvind Chakravarthy. Roblox's stock opened at $56.42, with a market cap of $37.33 billion. The company reported a quarterly loss of $0.45 EPS, beating estimates, and revenue of $1.42 billion, up 122.6% year-over-year. Analysts have mixed ratings and price targets for the stock.

T-Rex 2X Long RBLX Daily Target ETF

Invesco Leisure & ENT ETF

Roundhill Video Games ETF

Roblox

YieldMax(TM) RBLX Option Inc Strat ETF

Bank of Hawaii Raises Stock Holdings in Roblox Corporation $RBLX

MSFO

MSFX

MSFY

MSFL

MSFU

The GDC Festival of Gaming 2026 concluded after five days of networking and learning, attracting attendees from over 85 countries. The event featured 1,100 speakers and 300+ exhibitors, with a focus on evolving industry needs. Highlights included the return of the GDC Keynote by Rob Pardo and major announcements like Microsoft's Project Helix. The Festival Hall was redesigned to enhance attendee experience, showcasing various game development aspects and fostering connections within the gaming ecosystem. GDC will return to San Francisco from March 1-5, 2027, with submissions opening in July 2026.

Fidelity

YieldMax MSFT Option Income Strategy ETF

T-Rex 2X Long Microsoft Daily Target ETF

Kurv Yield Premium Strategy Microsoft MSFT ETF

GraniteShares 2x Long MSFT Daily ETF

GDC Festival of Gaming 2026 Delivers Five Days of Transformative Connection and Insight for an Industry in Transition

Global X Video Games & Esports ETF(HERO.US)

Nvidia's big GTC event is on deck, and the company faces a very high bar this year

Market news: Tencent has become a sponsor of the OpenClaw community.

The 2026 GDC will be held in the United States, with over 100 sessions sharing topics related to AI

Recently, Tether's total investment exceeded $1.6 billion, covering Rumble, Juventus, and others

Arkos Global Advisors Raises Holdings in NVIDIA Corporation $NVDA