"Casinos with Las Vegas exposure have seen a boom with travel demand. Macau exposure is weighing on Las Vegas Sands. Football and basketball seasons are kicking off gambling. If travel demand remains, sports gambling could be a boon," says Kevin Green. "Last year leading up to the NFL kickoff, stocks exposed to the gaming and sports betting sectors, were up 14%. Tomorrow night we have the Buffalo Bills versus the Los Angeles Rams, which has seen a lot of early betting," adds Chad Beynon.
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