US Gaming Companies Stock Performance

Week of January 27 - February 3, 2026 | Market Impact of Google's Project Genie

Note: Activision Blizzard was acquired by Microsoft in October 2023 and is no longer publicly traded. Epic Games (Unreal Engine) is a private company. Nintendo and Sony are international companies traded on foreign exchanges.

Microsoft (Activision) MSFT

$428.50
-3.2% this week

Owns Activision, Xbox, Call of Duty

Take-Two Interactive TTWO

$207.48
-9.0% this week

Grand Theft Auto VI publisher

Electronic Arts EA

$204.25
Stable (Go-private deal)

FIFA, Madden NFL franchises

Roblox RBLX

$67.48
-12.0% Friday selloff

User-generated gaming platform

Unity Software U

$29.20
-24.2% Friday selloff

Game engine (Unreal competitor)

Nintendo (Int'l) NTDOY

$16.26
-11% this week

Switch 2, memory cost concerns

Sony (Int'l) SONY

$22.12
-14.5% month-to-date

PlayStation, broad tech selloff

Epic Games (Private) PRIVATE

$479.75*
*Forge Price

Fortnite, Unreal Engine

⚠️ Market Event: Google's Project Genie Impact

On January 30, 2026, Google unveiled Project Genie, an AI model capable of generating interactive digital worlds from simple prompts. This announcement triggered significant selloffs across gaming stocks as investors assessed the potential disruption to traditional game development. Unity Software saw the steepest decline at 24%, while Roblox dropped 12%, and Take-Two fell over 9%. Microsoft, which acquired Activision Blizzard in 2023 for $69 billion, also declined 3.2% amid broader tech concerns.

📝 Additional Market Notes

  • Nintendo: Shares plunged over 11% on February 4, 2026, due to memory chip cost concerns and missed revenue estimates, despite Switch 2 selling 17.38 million units.
  • Sony: Trading at $22.12, down 14.5% month-to-date, facing similar memory cost pressures affecting PlayStation production.
  • Microsoft/Activision: Activision Blizzard no longer trades independently after Microsoft's $69B acquisition completed in October 2023.
  • Epic Games: Remains private with a Forge Price of $479.75/share. Known for Fortnite and Unreal Engine (Unity's main competitor).
Interactive N-body gravity simulation Newton's Law of Universal Gravitation
Interactive simulation of gravitational gradients and planetary disruption Tidal Forces & Roche Limits