<div id="readability-page-1"><div><div>                                                                                                                                                <p>Investors grew increasingly bearish on Japanese firms. Nintendo (NTDOY) fell by nearly 15% for the week that it posted results.</p><p>In the full year, Nintendo posted net sales of 2.31 trillion yen (+98.6% Y/Y). The firm also announced that it would hike prices for its Switch 2 console by $50, to $500. NTDOY stock is in free-fall for a reason: gamers are not buying Nintendo products. They are too expensive and require an arduous authentication process.</p><p>Stock markets are pricing in a downturn in sales of games like Super Mario, Pokémon, and Zelda.</p><p>Sezzle (SEZL) saw its stock price nearly double from a 52-week low. In the first quarter report (posted on May 7), Sezzle posted revenue rising by 29.2% Y/Y to $135.5 million. For FY 2026, Sezzle raised its growth rate guidance. It expects revenue to grow to 30% to 35%, up from the 25-30% range.</p><p>AppLovin (APP) posted Q1 GAAP EPS of $3.56. Revenue increased by 58.6% Y/Y to $1.84 billion. AXON 2.0 has been growing quickly since its launch 12 quarters ago. New product releases and a deeper entrenchment in gaming are tailwinds for its growth.</p><p>The GenAI creative tool will help customers develop creative ads quickly. In effect, APP stock is an indirect play on the AI boom.<br/></p></div></div></div>

SEZL

7974

NTDOY

HERO

ESPO

GAMR

<p>Investors are bearish on Japanese firms, with Nintendo (NTDOY) stock dropping nearly 15% after reporting net sales of 2.31 trillion yen (+98.6% Y/Y) and announcing a $50 price hike for its Switch 2 console. Gamers are deterred by high prices and authentication issues. In contrast, Sezzle (SEZL) saw its stock nearly double, reporting a 29.2% Y/Y revenue increase to $135.5 million and raising its FY 2026 growth guidance. AppLovin (APP) reported Q1 GAAP EPS of $3.56 and a 58.6% Y/Y revenue increase to $1.84 billion, benefiting from new product releases and AI tools.</p>

Watch Nintendo, Sezzle, and AppLovin