AI image tools commoditize generic stock photos; Shutterstock's core library shrinks with no merger lifeline.
But Getty Images was planning to merge with Shutterstock. These are 2 essentially stock photo sites. In theory, they should be absolutely decimated by AI image generation. Meta put out a new one, Muse Image. Nano Banana Pro has been fantastic. Images 2 from OpenAI has been really good. And like, they're honestly getting to the point where a lot of the example images are just like, okay, that's just a photo.
Peak+19.6%
GTA 6 at $80 is drastically underpriced for the last great AAA game, pointing to huge pricing power
I feel Rockstar, I think, is charging way too little for this game. They're charging what, $80?
Peak+0.2%
Priced at $30B with barely anything to orbit yet, a rich tag riding a huge but unproven market
$30 billion company. And I don't believe that they've gotten much to orbit yet. They've done some experiments, some tests. They're still early, but it's a huge market.
Peak+4.5%
Blocked merger and free AI images kick both stock-photo names while down, market caps already collapsed to ~$340M
So this felt like a very logical story. And I'm a little bit uncertain that this is a good decision for the UK to help these businesses. It feels like it's just going to wind up hurting both of them.
Peak+21.3%
Xbox strategy is a multi-billion dollar disaster that only cannibalized sales, and the reset is far from over
None of that happened. All they did was cannibalize their existing business.
Peak+2.5%
A $130B private anchor on Blue Origin reprices the whole launch sector; the listed pure-play catches the updraft.
The valuation is expected to be $130 billion, big for a private company.
Peak+7.5%
Enterprises pull sensitive-data inference on-prem to escape cloud lock-in, and Dell sells the servers.
What's the conversation like there? What are the savings that people are focused on?
Peak+8.2%