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Video Games '25: Gaming Infra
11 tickers · $12.12T total market cap
Group: Video Games
Video Games '25: Gaming Infra tracks 11 publicly listed stocks in this theme: 112040.KQ, 2354.T, 300113.SHE, 5478.TWO, AKAM, AMD, AMZN, FSLY, MSFT, NVDA, U. See the constituent table for details.
Constituents
Build 20260519T212339
| Company | Previous Quarter Report Date | Next Expected Report Date | Last Quarter Earnings Move % | Earnings Move % | Intra-Quarter Move % | Since Last Report % | Market cap | Weight |
|---|---|---|---|---|---|---|---|---|
NVIDIA CorporationNVDA | 02/25/2026 (AMC) | 05/20/2026 (AMC) | -9.39% | — | 19.32% | — | $5.40T | 9.0909 |
Microsoft CorporationMSFT | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -10.66% | -5.00% | -1.35% | 2.36% | $3.15T | 9.0909 |
Amazon.com, Inc.AMZN | 04/29/2026 (AMC) | 04/29/2026 (AMC) | -5.55% | 2.06% | 25.07% | -2.16% | $2.85T | 9.0909 |
Advanced Micro Devices, Inc.AMD | 05/05/2026 (AMC) | 05/05/2026 (AMC) | -20.49% | 23.38% | 84.55% | -1.74% | $686.47B | 9.0909 |
Akamai Technologies, Inc.AKAM | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -14.07% | 21.08% | 23.91% | -4.31% | $21.92B | 9.0909 |
Unity Software Inc.U | 05/07/2026 (AMC) | 05/07/2026 (AMC) | -12.75% | 3.23% | 43.09% | -6.96% | $11.70B | 9.0909 |
Hangzhou Shunwang Technology Co,Ltd300113.SHE | 04/22/2026 | 04/22/2026 | -13.15% | 1.45% | 42.12% | -2.83% | $2.68B | 9.0909 |
Fastly, Inc.FSLY | 05/06/2026 (AMC) | 05/06/2026 (AMC) | 96.13% | -39.74% | 72.89% | -16.10% | $2.62B | 9.0909 |
Soft-World International Corporation5478.TWO | 05/13/2026 | 05/13/2026 | 4.75% | 1.84% | -8.76% | 0.20% | $465.0M | 9.0909 |
YE DIGITAL Corporation2354.T | 03/31/2026 | — | 13.95% | — | -1.98% | — | $99.8M | 9.0909 |
—112040.KQ | 05/12/2026 | 05/12/2026 | — | —* | — | — | — | 9.0909 |
| Average | 2.88% | 1.04% | 29.89% | -3.94% | $1.21T | 9.0909 | ||
| Median | -10.03% | 1.95% | 24.49% | -2.49% | $16.81B | 9.0909 | ||
| Std Dev | 32.50% | 18.05% | 29.69% | 5.28% | $1.82T | 0.0% | ||
| Min | -20.49% | -39.74% | -8.76% | -16.10% | $99.8M | 9.0909 | ||
| Max | 96.13% | 23.38% | 84.55% | 2.36% | $5.40T | 9.0909 | ||
| % Positive Tickers | 30.00% | 75.00% | 70.00% | 25.00% |
* Provisional value: before LstRpt% reaches its 2-day post-report lock window (BMO/AMC adjusted), EarningsPerf is calculated from current vs pre-report and then locks to final LstRpt%.