Google's Genie AI Triggers Gaming Stocks Selloff Over AI-Only Games Fears

Google's Project Genie, an AI that can generate photorealistic game-like environments from prompts, sparked a sharp selloff in video-game stocks as investors fretted that AI could replace traditional game development. Experts say Genie is an early demonstration and developers would still be needed to deliver playable titles, while guardrails and copyright concerns loom. Unity fell about 18.8%, Take-Two ~10%, CD Projekt ~8%, Roblox ~13%; CAPCOM and Tencent were largely unmoved.