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Business

Google's Genie 3 AI Shakes Gaming: Can Take-Two Adapt or Fall Behind?

Google's unveiling of its advanced Genie 3 world-model AI has sent ripples through the gaming industry, placing established publishers like Take-Two Interactive under a new kind of scrutiny. As investors await the company's earnings, the focus has sharpened on whether its blockbuster-driven model can withstand a potential AI-driven upheaval in game development costs and timelines.

Business

Lindblad Expeditions Charts a Course to Higher Returns, But Investors Remain Cautious

Lindblad Expeditions Holdings (NASDAQ:LIND) is showing promising signs of improved capital efficiency, with its return on capital employed (ROCE) turning positive after years of losses. While the trend is encouraging, analysts note the company's growth is currently fueled by operational improvements rather than new investment, raising questions about its long-term trajectory.