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An Italian Bank Dumped 76% of Its Expedia Stake. The Stock Didn't Care. Macau Lost $280M in Gaming Revenue Last Month. The World Cup Took It. One in Five Hotel Photos on Booking Sites Show Signs of AI Manipulation. Your Guests Notice the Gap. South Korea Just Fined Agoda $1.58M for Hiding Fees. Your OTA Problem Is Bigger Than You Think. 78% of Hotel Tech Leaders Want AI Guidance. The Other 22% Probably Already Bought the Wrong Platform. IHG Has Bought Back $4.4 Billion of Itself Since 2022. Owners Still Can't Get a Timely PIP Waiver. MGM's Stock Target Barely Moved. The $48.30 Buyout Offer Is the Only Number That Matters. An Italian Bank Dumped 76% of Its Expedia Stake. The Stock Didn't Care. Macau Lost $280M in Gaming Revenue Last Month. The World Cup Took It. One in Five Hotel Photos on Booking Sites Show Signs of AI Manipulation. Your Guests Notice the Gap. South Korea Just Fined Agoda $1.58M for Hiding Fees. Your OTA Problem Is Bigger Than You Think. 78% of Hotel Tech Leaders Want AI Guidance. The Other 22% Probably Already Bought the Wrong Platform. IHG Has Bought Back $4.4 Billion of Itself Since 2022. Owners Still Can't Get a Timely PIP Waiver. MGM's Stock Target Barely Moved. The $48.30 Buyout Offer Is the Only Number That Matters.

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Macau gaming and hospitality market

1 story · First covered Jul 6, 2026 · Latest 2h ago

Citigroup

Jefferies

Morgan Stanley

Macau gaming and hospitality market Coverage

Macau Lost $280M in Gaming Revenue Last Month. The World Cup Took It.

Operations Primary

2h ago

Macau Lost $280M in Gaming Revenue Last Month. The World Cup Took It.

Macau's June gaming revenue dropped 12% year-over-year as the FIFA World Cup pulled high-value players off casino floors and onto sports betting platforms. The premium mass segment got hit hardest, and if you think this is just an Asian gaming story, you're not paying attention to what it reveals about how quickly discretionary spend redirects.

MS

Mike Storm 3 min read · 2h ago