Five interesting things that Hodges Capital research analysts discovered this week...
#1 STARTER HOMES WITH LUXURY PRICE TAGS: A record 242 U.S. cities now have starter homes valued at $1 million or more, according to Zillow. That’s triple the 80 cities before the pandemic and up from 226 a year ago.
#2 GRAND EXPECTATIONS: According to Sensor Tower data, digital pre-sales of the video game Grand Theft Auto VI have reached approximately $1.09 billion across 11.27 million units worldwide. PlayStation 5 accounts for approximately 75% of pre-orders, while Xbox Series X|S makes up the remaining 25%. Sony confirmed that it is the most pre-ordered game in PlayStation Store history. Market intelligence firm Newzoo estimates that Grand Theft Auto VI could generate between $3.25 billion and $5.2 billion in cumulative global sales by the end of its launch week. By comparison, 2013’s Grand Theft Auto V received roughly 7 million pre-orders, generated $815.7 million in its first 24 hours, and surpassed $1 billion in retail sales within three days. GTA V has gone on to sell approximately 235 million copies worldwide.
#3 WHAT’S UNDER THE HOOD? Earnings growth for 2027 is currently projected to be approximately 16%, with the Technology sector accounting for 86% of the overall growth. Healthcare and Industrials are the next-largest contributors, at 13% and 4%, respectively. What makes Technology’s outsized contribution particularly noteworthy is that approximately 61% of the sector’s expected earnings growth is attributable to just two companies: Nvidia and Micron. (Baird)
#4 HAS STREAMING HIT A CEILING? Subscription analytics firm Antenna reported that the U.S. premium subscription video-on-demand (SVOD) industry lost approximately 1.7 million net subscribers in the third quarter of 2026, marking its weakest quarterly performance in more than two years.
#5 QUOTE OF THE WEEK: “It takes 20 years to build a reputation and five minutes to ruin it. If you think about that, you'll do things differently.” — Warren Buffett
Occasionally, we all need a reminder that achieving success is not necessarily a reflection of strong character, but maintaining that success requires integrity and moral fortitude.
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