Business & M&ACDC Gaming · 3h ago
Wall Street Bets: Churchill Downs, Boyd Gaming, gaming industry prospects
By Deke•October 26, 2026
The brief
David Katz of Jefferies explored Churchill Downs’s prospects October 25: “The most actively discussed name this past week was Churchill Downs on myriad matters,” Katz wrote, “although the announced Visa sponsorship of the Kentucky Derby is a prominent issue. Our estimate is that the deal likely approximates a $3-8 mil…
Original report
CDC Gaming
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