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Why the Gaming Stock AI Panic Makes No Sense

Video-game stocks inexplicably plummeted after Google revealed Genie, a tool for building virtual worlds

Google’s Genie promises to allow users to explore virtual worlds created by a text prompt — Google’s Genie promises to allow users to explore virtual worlds created by a text promptPhotographer: Google

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By Jason Schreier

February 6, 2026 at 6:00 PM UTC

This article is for subscribers only.

Hi everyone. Today we’re unraveling the latest gaming-stock selloff, but first...

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