Listen to today’s podcast: https://www.youtube.com/channel/UC-nqwUyvLDEvs7bV985k-gQ
Stock Market Daily Podcast
Today’s podcast episode was created from the following stories:
Pánico en el sector gaming: Project Genie de Google hunde la cotización de los gigantes del videojuego
Gaming stocks slid Friday after Google unveiled Project Genie, an AI tool built on its Genie 3 world model that can generate interactive environments in real time from text or images. Unity fell about 12%, while Roblox, CD Projekt and Take-Two dropped roughly 7–8% as investors weighed the risk to engines, UGC platforms and traditional publishers from lower barriers to creation. Google stresses Genie is still a prototype with visual and control limitations, but the move underscores Alphabet’s push into interactive content.
Google’s new AI ‘world model’ has seemingly spooked videogame investors, but it’s hard to know what it will actually lead to
PC Gamer argues that while Project Genie may have rattled sentiment, it’s early days—the demos feel rough and far from the quality of handcrafted games. The piece highlights growing skepticism among developers about generative AI’s creative value, suggesting tools like Genie 3 are more likely to augment human work than replace it anytime soon. The takeaway: intriguing tech, uncertain timelines, and little immediate impact on blockbusters like GTA 6.
NYSE’s 24/7 plan could fix key problem for stock tokens, Ondo’s de Bode says
CoinDesk reports Ondo Global Markets has surpassed $500M in TVL and $7B in volume since September 2025, positioning tokenized equities as one of crypto’s most practical use cases. Ondo’s instant mint/burn design aims to mirror brokerage pricing for large trades and enables wallet-to-wallet movement, drawing users across Africa, Southeast Asia and Latin America—though weekend liquidity remains thin. If NYSE and Nasdaq enable 24/7 tokenized stock trading, it could align TradFi with DeFi, easing hedging frictions and accelerating adoption.
