W05 | 2026
Games Industry Executive Summary | February 6, 2026
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🎯 Highlights
Numerous video game company share prices dropped following Google’s Project Genie AI rollout
AMD say the Steam Machine is "on track" for an early 2026 release | Valve’s Steam Machine has been delayed, and the RAM crisis will impact pricing
🆕 News
Overwatch 2 Is Ditching the '2' Amid Launch of 'New, Story-Driven Era' With 10 New Heroes
Fortnite “still remains the biggest game in the world on many fronts”, Epic says, but its playtime dropped noticeably in 2025
Apex Legends For Switch Shutting Down This Year, But Switch 2 Edition Lives On
Nintendo Silent on Metroid Prime 4: Beyond Sales, Prompting Fan Concern Over the Series’ Future
Obsidian's The Outer Worlds 2 Underperformed, and There Won't Be a Third
📈 Industry Trends
Paradox operating profit dropped 162% year-on-year as it writes down Vampire: The Masquerade Bloodlines 2
Investors Worried about Switch 2 Sales, Nintendo Shares Fall 11 Percent
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Incredible roundup of gaming news this week. The Project Genie ripple effect on game studio valuations is fascinating, considering most of these companies weren't even competing in the AI space directly. I remembr when Unity's runtime fee announcement tanked dev stocks similary last year but this feels broader. The market's really treating generative tools as more substitutional than complementary right now.