Microsoft is cracking down on cloud gaming time for Xbox Game Pass users, a move that could reshape how gamers access their favorite titles. Meanwhile, Lululemon’s stock tumbled over 20% after weak revenue reports and backlash from social media, especially in its core leggings category. On the tech side, Zscaler smashed Q4 earnings with 25% YoY growth fueled by AI security demand — though its stock still lags peers. The private security industry is booming globally, hitting $50B+ in revenue despite falling U.S. violent crime rates. And the NFL is pushing its global footprint further than ever, with nine overseas regular-season games this year — including a historic cross-Pacific matchup between the 49ers and Rams in Australia.

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