Unity: The Market Is Right, This Is Still A Sell

February 12, 2026 01:59:43 pm

Source: SeekingAlpha

2026-02-12 13:59:43 ET

A few weeks ago, Alphabet ( GOOGL ) ( GOOG ) showed an AI model capable of generating games with just a few prompts, and this made the market more uncertain about some gaming stocks, such as studios like Take-Two Interactive ( TTWO ), Nintendo ( NTDOY ), and Unity Software Inc. ( U ). I disagree with the market in part. I don't think Alphabet's AI will be a major threat to gaming studios, but I do think it highlights the competitive landscape for middlemen in a few years, which is the case with Unity....

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Unity: The Market Is Right, This Is Still A Sell