Comment by tonymet
4 hours ago
The video games industry is suffering a lot of headwinds, so it's misleading to call this the major driver. Studios have been shutting down for 18+ months. Ubisoft stock is at a ~15 year low as are most big publishers. Many big titles fell flat in 2025 (and there were some surprise wins too -- not all doom). Console sales fell off a cliff. Now hardware is impossibly expensive, putting Gen 6 in doubt. Lots of projects shuttered or delayed, and layoffs.
AI and gaming is an important topic, but this story is an oversimplification of what has been hitting the games industry for > 2 years .
The point is that stock-market guys thinks that the Google AI models alone is worth a 21% drop in share price between Thursday and Friday for Unity Technologies.