GME

Gaming Realms PLC (LSE:GMR, OTCQX:PSDMF, FRA:RNE1) said its core licensing business continued to grow in the first half, despite a sharp increase in UK gambling tax and a decline in non-core brand licensing revenue. The mobile gaming content developer expects group revenue of about £15.5 million and adjusted EBITDA of £6.6 million in the first six months of 2026, versus £16 million and £7.5 million a year ago.

Ryan Cohen has never been afraid of taking on larger rivals. He transformed Chewy into one of America's biggest online pet retailers, became the architect of GameStop's unlikely revival after the meme-stock frenzy, and has consistently argued that retailers need to reinvent themselves rather than simply chasing scale.

GameStop CEO Ryan Cohen said Thursday (July 16) that the company continues to pursue an acquisition of eBay, Bloomberg reported Thursday. In an interview with Bloomberg TV, Cohen declined to say whether he planned to raise his offer for the company but said “we're coming for eBay one way or another,” according to the report.

Gamestop CEO Ryan Cohen discusses the company's bid to acquire eBay, financing support for the plan, and how he sees the deal benefitting shareholders. Cohen tells Ed Ludlow, “eBay is a platform that I can build into something much more profitable and much larger.

Uber Eats has continued its expansion into deliveries of goods beyond meals by forming partnerships with gaming retailer GameStop and three footwear, apparel and accessories retail brands affiliated with Foot Locker.

GameStop is undervalued, with improving standalone performance and a rare, bullish EBITDA outlook exceeding $600 million for FY26. The proposed eBay (EBAY) acquisition is a major catalyst, but GME's robust collectibles growth and margin expansion are compelling on their own. GME trades at just 9.2x EV/FY26 adjusted EBITDA, despite double-digit sales growth and >70% EBITDA expansion, making current levels attractive.

GameStop's Q1 results showed real progress, with collectibles growth driving higher revenue, stronger margins, and a return to operating profitability. GameStop is increasingly using its balance sheet as a strategic tool through Bitcoin, eBay exposure, potential acquisitions, and buybacks. The proposed eBay acquisition could reshape the company, but it also brings meaningful execution, financing, and dilution risks.

Gaming and Leisure Properties is upgraded to 'Strong Buy' due to discounted valuation and robust income growth prospects. GLPI trades at 10.5x forward P/FFO with a 7.6% yield, well below its historical average, offering attractive entry for income-focused investors. A $1.8 billion investment pipeline and contractual rent escalators provide clear visibility into AFFO growth through 2027.

Investors chasing market themes are learning a familiar lesson: a hot investment doesn't necessarily make for a profitable one.

Shareholders approved a change that will let the video-game retailer issue more stock.