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U.S. Video Game Spending Declines 9% in August to $4.3 Billion
"Game On" is The Fly's weekly recap of the stories powering up or beating down video game stocks.NEW RELEASES:Among this week's most notable new game releases is Konami'saction-adventure title "Castlevania: Belmont's Curse," the first brand-new game in the long-running "Castlevania" franchise since 2014's "Castlevania: Lords of Shadow 2." The game release October 15 for PC, Nintendo Switch, Xbox Series X/S, and PlayStation 5. Meanwhile, Ubisoft'sdance-rhythm game "Just Dance: Decades of Hits" launches October 13 for Nintendo Switch, PS5, and Xbox Series X/S, with a Nintendo Switch 2 version set to launch November 10.CIRCANA AUGUST:Circana analyst Mat Piscatella said that U.S. video game projected total spending across content, hardware and accessories dipped 9% in August when compared to a year ago, to $4.3B. Mobile was the primary driver of the overall August spending decline, falling 18% vs YA. Console content spend declined by 7%, PC content increased by 13%, and subscription grew 3%. August video game hardware spending fell 3% when compared to a year ago, to $302M. Year-to-date hardware spending is 11% behind 2025's pace, at $2.5B. PlayStation 5 hardware dollar sales grew 17% in August when compared to a year ago. This growth was offset by 13% spending drops across both Xbox Series and Switch 2 hardware. Total August 2026 video game hardware unit sales fell 15% versus a year ago to 559k units, the lowest total for an August month since 2013. PlayStation hardware unit sales fell 11% during August when compared to a year ago (to the lowest August total since 2013), while Xbox hardware unit sales declined by 31% (lowest August since 2020). Nintendo hardware unit sales dipped by 15% vs YA. The average price paid for a new unit of video game hardware in the US reached an August record $541. The previous August record was $476, set a year ago. Nintendo Switch 2 led the US hardware market in both unit and dollar sales for both the August and 2026 year-to-date periods. PlayStation 5 ranked 2nd across both measures and time periods.Total content spending declined 10% in August when compared to a year ago, to $3.8B. Year-to-date content spending finished August trailing 2025 by 2%, at $32.2B. Take-Two's"NBA 2K27" was the best-selling game of August in full game dollar sales. It debuted as the #3 best-seller of 2026 year-to-date after releasing in early access on August 26th. Six new releases appeared among the top 10 best-selling video games of August. Among these new releases were EA's "Madden NFL 27," which ranked 2nd overall in full game dollar sales in the month, and Sony's "Marvel Tokon: Fighting Souls," which placed 3rd. Bandai Namco's"Elden Ring" jumped to 7th on the August best-selling video games chart, up from 41st in July. The Nintendo Switch 2 version of Elden Ring was released in the August tracking period. 2026 year-to-date spending on new physical software has increased by 5% when compared to a year ago, to $738 million. A 631% increase in spending on Game-Key Card physical releases has offset a 3% drop in spending across all other new physical media types. Other top-selling premium games in the U.S. in August, according to Circana, were EA's "Star Wars: Zero Company," Microsoft's "Halo: Campaign Evolved," and Nintendo's "Mario Kart World" and "Splatoon Raiders."UNITY/GOOGLE AI GAMING:Last week, Googleand Unity Softwareannounced a new artificial intelligence-powered game creation platform called Playground. The new platform allows users aged 18 and older to create and customize playable games using natural language prompts without coding. Share of Roblox, a game creation tool, slipped after the news.XBOX XP UNIT:Xbox Chief Strategy Officer Matthew Ball said in a blog post last week, "Our ambition at XBOX is to be the number one entertainment company in the world. This means growing our games into enduring franchises that entertain, inspire and connect people across every generation and across the globe. That opportunity is why we're creating XP. XP is a new XBOX division, led by newly appointed President, Kayleen Walters, spanning film and television, consumer products, strategic partnerships, and live experiences. It brings together capabilities that have existed across various teams at XBOX for years and aligns them behind a shared mission: helping our franchises reach more people, create deeper connections with players and new fans, and unlock new opportunities for these fandoms to grow around the world. Great games remain at the center of these franchises and at the heart of XBOX. XP will partner with the best creative minds across our studios, along with trusted partners, to build on that foundation and create more ways for people to experience the worlds they love." The division includes four investment areas: Xbox Pictures, Xbox Products, Xbox Places, and Xbox Partnerships.NINTENDO/PHYSICAL GAMES:Bill van Zyll, vice president and general manager for Nintendo of Latin America, said in an interview with YouTuber Coelho during the Brazil Game Show that the Japanese game maker has no plans to abandon physical game production, Kotaku's Alicia Haddick reported. "Historically, we haven't had a preference for a specific format," the executive said. "We take consumer preferences very much into consideration. We also have a platform that was just launched. We've been around for a little over a year with the Nintendo Switch 2, and it offers both digital and physical games. Therefore, we have no plans to abandon physical media. We know how much fans enjoy it." The Fly notes that the comments come several months after Sony announced it would end physical game disc production for PlayStation consoles in 2028.EPIC/DISNEY GAME:Epic Games has postponed the release of an upcoming video game collaboration with Disneyand has told its developers to use more AI tools to complete the game, Bloomberg's Jason Schreier reported Monday, citing people familiar with the project. The game had been set to release in March 2027 but has now been delayed with no new date, the author noted. People working on the game, which is a shooter with characters from Marvel and Star Wars franchises, were told to implement an "AI first" production models using tools including Anthropic's Claude, with actual humans then managing and guiding that work into the final product, the author said. Investors in Epic Games, which makes "Fortnite," include Tencent, KKR, Disney, and Sony.MORE VIDEO GAME NEWS:Rockstar will release "Grand Theft Auto VI" on PC in 1Q27, GamesBeat reportsThe PS5 was the top-selling game console in the U.K. between August 23 and September 26, The Game Business reportsAdditionally, PS5 exclusive "Marvel's Wolverine" sold 2.16M units in its debut month, The Game Business saysElectronic Arts said its tactics game "Star Wars Zero Company," which released in late August, has sold over 1M units so farBandai Namco said that its latest flight combat game "Ace Combat 8: Wings of Theve" has surpassed 1M copies sold since its October 2 releaseXbox studio The Coalition said its latest game "Gears of War: E-Day" was hit with a DDoS attackA live-action film based on CD Projekt'srole-playing game "Cyberpunk 2077" is in development at Paramount, Deadline reports
Major Averages Decline Amid Rising Oil Prices
The major averages closed broadly lower amid a sharp increase in oil prices, elevated Treasury yields and new jitters about AI fueled by a report on OpenAI's revenue growth. Oil spiked after President Donald Trump said he doesn't want to reach an agreement with Iran to end the war, while the U.S. is reportedly preparing strikes in the region ahead of midterm elections in November.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Starbuckshas explored a takeover of Chipotle, FT saysGlobalFoundriesand TSMCreached an agreement to establish a U.S. supply of silicon interposersDevon Energyagreed to sell Eagle Ford assets to Crescent Energyfor $4.2B in cashViatriswill acquire Pacira Biosciencesfor $36.50 per share in cash, or $1.65BA number of big AI-related names, including Microsoft, Oracle, Nvidia, CoreWeave, and Cerebras, moved lower after the Financial Times reported that OpenAI's annualized revenues were closer to $50B at the end of September, well below the $70B figure previously circulated2. WALL STREET CALLS:Palantirupgraded to Buy at Goldman SachsNXP Semiconductorsdowngraded to Neutral at CitiUnityupgraded to Outperform at Raymond JamesCiti downgraded Xeroxto Sell on challenged print marketDeutsche Bank upgraded Chimeto Buy on higher growth profile3. AROUND THE WEB:Disneyspeaking to studios about Imaxcompetitor, Bloomberg saysThe FTC is investigating if Blockviolated consumer protection laws, Bloomberg reportsShell, BP, TotalEnergies, ConocoPhillips, and Chevronhave each recently expressed interest in investing in the Middle East, targeting greater access to the region's oil and gas reserves, FT reportsAmerican Airlineswill begin rolling out SpaceX'sStarlink across its mainline fleet in early 2027, covering more than 1,000 Airbusand Boeingaircraft and expanding on its previously announced plan to equip over 500 Airbus aircraft, Bloomberg saysBroadcomrecently has been working to arrange over $50B in financing for OpenAI's custom AI semiconductor, which the firms are developing together, WSJ says4. MOVERS:Securitizegained after announcing the launch of Securitize StocksAccentureincreased in New York after announcing a major expansion of its collaboration with Dell TechnologiesAngioDynamicsdeclined after reporting Q1 results and providing guidance for FY27Hims & Herswas lower after naming Jon Franklin as Chief Accounting OfficerTilrayfell in New York after reporting Q1 results, with EPS beating consensus5. EARNINGS/GUIDANCE:PepsiCoreported upbeat Q3 results but cut its FY core EPS growth guidanceLevi Straussprovided a "beat and raise" report for Q3Helen of Troyreported Q2 results and raised its outlook for FY27Tomi Environmentalreported preliminary Q3 resultsBeyond Airreported preliminary Q3 results and backed its outlook for FY26INDEXES:The Dow rose 51.77, or 0.10%, to 51,231.64, the Nasdaq lost 345.35, or 1.25%, to 27,193.34, and the S&P 500 declined 36.41, or 0.47%, to 7,765.36.
Major Averages Decline as Oil Prices Surge
The major averages were broadly lower near noon, reversing yesterday's gains amid a sharp increase in oil prices and as elevated Treasury yields revive inflation fears. Oil spiked after President Donald Trump said he doesn't want to reach an agreement with Iran to end the war, while the U.S. is reportedly preparing strikes in the region ahead of midterm elections in November.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:PepsiCoreported upbeat Q3 results but cut its FY core EPS growth guidanceGlobalFoundriesand TSMCreached an agreement to establish a U.S. supply of silicon interposersDevon Energyagreed to sell Eagle Ford assets to Crescent Energyfor $4.2B in cashViatriswill acquire Pacira Biosciencesfor $36.50 per share in cash, or $1.65BStarbuckshas explored a takeover of Chipotle, FT reports2. WALL STREET CALLS:Palantirupgraded to Buy at Goldman SachsNXP Semiconductorsdowngraded to Neutral at CitiUnityupgraded to Outperform at Raymond JamesCiti downgraded Xeroxto Sell on challenged print marketDeutsche Bank upgraded Chimeto Buy on higher growth profile3. AROUND THE WEB:Googlehas been ordered to halt work on two data centers it's developing in Finland until environmental impact assessments have been completed, CNBC saysShell, BP, TotalEnergies, ConocoPhillips, and Chevronhave each recently expressed interest in investing in the Middle East, targeting greater access to the region's oil and gas reserves, FT reportsAmerican Airlineswill begin rolling out SpaceX'sStarlink across its mainline fleet in early 2027, covering more than 1,000 Airbusand Boeingaircraft and expanding on its previously announced plan to equip over 500 Airbus aircraft, Bloomberg saysSK Hynix'sflash memory unit Solidigm has selected Goldman Sachsand Morgan Stanleyto work on its IPO that could raise about $10B, Bloomberg reportsBroadcomrecently has been working to arrange over $50B in financing for OpenAI's custom AI semiconductor, which the firms are developing together, WSJ says4. MOVERS:Securitizegains after announcing the launch of Securitize StocksAccentureincreases in New York after announcing a major expansion of its collaboration with Dell TechnologiesAngioDynamicsdeclines after reporting Q1 results and providing guidance for FY27Hims & Herslower after naming Jon Franklin as Chief Accounting OfficerTilrayfalls in New York after reporting Q1 results, with EPS beating consensus5. EARNINGS/GUIDANCE:Levi Straussprovided a "beat and raise" report for Q3Helen of Troyreported Q2 results and raised its outlook for FY27Tomi Environmentalreported preliminary Q3 resultsHyperfinereported preliminary Q3 results, with CEO Maria Sainz commenting "momentum was strong"Beyond Airreported preliminary Q3 results and backed its outlook for FY26INDEXES:Near midday, the Dow was down 178.08, or 0.35%, to 51,001.79, the Nasdaq was down 173.42, or 0.63%, to 27,365.27, and the S&P 500 was down 28.42, or 0.36%, to 7,773.35.
Google and Unity Partner to Launch New Gaming Platform
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.AI GAMING PLATFORM:Googleand Unityannounced a strategic partnership for a new, integrated gaming platform coming later this year designed to revolutionize the next era of gaming. Bringing together the power of Google AI, the reach of Google's billion user products, and the world-class game-building expertise of Unity, this initiative will put game creation in the hands of millions of new creators, and bring new experiences to billions of players worldwide. Google and Unity share a fundamental belief - that AI can open the opportunity of game creation to anyone with an idea for a game - and the two companies are teaming up to build that future together.The partnership unites Google's cutting-edge AI research with Unity's industry-leading engine technology to build something new: creation tools anyone can pick up, AI designed for interactive play, and a platform that is built for community driven features. To empower creativity for everyone, Google is deeply committed to working alongside Unity, uniting cutting-edge AI research with industry-leading engine technology. An essential part of this partnership is Google's experimental new Playground platform, available today, which allows users to generate and customize playable games using natural language prompts, with no coding required.Building on Playground, later this year Google and Unity will introduce an expanded creation experience called Unity Spark, a brand new product built from the ground up for a new generation of creators. Playground with Unity Spark will maintain an accessible interface while unlocking robust, professional-level mechanics, high-fidelity 3D capabilities, and the ultimate flexibility of the Unity runtime. This will ensure a comprehensive ecosystem where creators can start with a simple text prompt and eventually grow into building immersive, superlative experiences with Unity as the premier partner.SURFACE EVENT:At a Surface event, Microsoftintroduced laptop-capable AI coding model, noting that DeepSeek's V4 flash model can run on desktops and laptops with just 60 gigabytes of memory. The model outperforms GPT5 on some coding tasks, the company said during the event. Publicly traded companies in memory components include Micron, SanDisk, and SK Hynix.Microsoft also announced that Copilot can access documents and take actions on your PC using local AI models instead of Microsoft's cloud models. The company further said that Meta'sMuse AI model is coming to Windows soon. Microsoft added that Copilot features utilizing hybrid intelligence will launch over the coming months.BIOHUB:The U.S. government, Meta, Google DeepMind, and Isomorphic Labs are committing $1.8B to Biohub's effort to build standardized open biological datasets for AI training, including $300M from the tech companies and more than $500M from the Department of Energy, with additional NIH-funded datasets being incorporated, Reuters' Krystal Hu. The commitments follow the $500M that Biohub, a philanthropic venture of Meta CEO Mark Zuckerberg and his wife, Dr. Priscilla Chan, put into the project in April.PERSONAL AGENT PROTOCOL:Meta, Walmart, Stripe, and other companies are working to simplify the process of bringing AI technology into the business world, with plans to publish a "personal agent protocol," Kate Rooney of CNBC. AI startup Sierra CEO Bret Taylor, who is leading the initiative, told CNBC companies have a lot to do in order to determine how and when personal agents can access information. "Companies will know when it's a personal agent versus an actual person. For a lot of companies there's a risk: you don't want just a random bot that isn't acting on behalf of a person to have access to this service," Taylor said, according to CNBC.
Stock Futures Point to Lower Open as Tech Stocks Weigh
Stock futures are pointing to a lower open after the S&P 500 and Nasdaq closed at record highs in the prior session, with investors turning cautious as Treasury yields and oil prices move higher ahead of the Federal Reserve's September meeting minutes. Brent crude moved back above $100 a barrel and WTI was around $90 as Middle East supply concerns continued to pressure markets.In focus will be the 2 p.m. ET release of the Fed's September meeting minutes, which could provide a clearer picture of the debate behind the central bank's 25-basis-point rate hike. Markets broadly expect the Fed to hold rates at its Oct. 27-28 meeting following last week's weaker jobs report, but expectations for another hike later in the year remain. Reuters reported that October hike odds had fallen to about 22% from roughly 51% a week earlier, while policymakers remain divided over whether inflation warrants additional tightening.Higher yields are weighing particularly heavily on technology and semiconductor stocks after the sector drove Tuesday's record-setting rally. The AI trade remains a major source of support for the broader market, but rising financing costs and questions about the enormous capital requirements of AI infrastructure are increasingly creating a counterweight.In pre-market trading, S&P 500 futures fell 0.38%, Nasdaq futures fell 0.67% and Dow futures fell 0.69%.Check out this morning's top movers from around Wall Street, compiled by The Fly.HIGHER -Unity Softwareup 4% after Googleand the company announced a new artificial intelligence-powered game creation platform called PlaygroundFlutter Entertainmentup 3% after Citi upgraded the stock to Buy with a price target of $91, down from $93Safe Proup 1% after reporting preliminary third quarter resultsUP AFTER EARNINGS -Neogenup 15%Penguin Solutionsup 4%DOWN AFTER EARNINGS -Constellation Brandsdown 1%Worthington Steeldown 1%LOWER -Robloxdown 4% after Googleand Unityannounced a new artificial intelligence-powered game creation platformMicrondown 1% after Reutersa workers' union at Micron's Taiwan facility has received an authorization from its members to strike over the dispute regarding the company's bonus scheme
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