Milan-Cortina Winter Olympics are about to open! From Comcast Corporation Class A (CMCSA.US) to Visa (V.US), these stocks are cheering.

The opening ceremony of the 2026 Milan-Cortina Winter Olympics will be held on Friday afternoon at 2:00 Eastern Time in the United States (3:00 am on February 7th Beijing Time). For stock market investors, the Winter Olympics will be a high exposure event for global broadcasters, streaming platforms, digital advertising companies, sports apparel, beverage brands, and some Italian companies. The Milan-Cortina Winter Olympics will take place from February 6th to 22nd, with NBC holding exclusive broadcasting rights in the US market. Comcast Corporation Class A (CMCSA.US), a leader in the US cable television, telecommunications, and entertainment industry, will distribute event coverage through NBC, Peacock, USA, and CNBC, while also bundling the Olympics with coverage of Super Bowl LX to create one of the largest event-driven advertising platforms in history over a single weekend. It is worth noting that Olympic advertising inventory has been sold out early, and viewership on Comcast Corporation Class A's streaming platform Peacock has already begun to increase significantly as the event approaches. In Europe, Warner Bros. Discovery (WBD.US), one of the leading Hollywood streaming platforms, will leverage the Eurosport and Discovery+ platforms under a long-term agreement with the International Olympic Committee (IOC), as well as benefit from further coverage through free television channels like those of members of the European Broadcasting Union (EBU), such as the BBC. In terms of sponsors, long-term Olympic partners such as Procter & Gamble Company (PG.US), Anheuser-Busch InBev SA/NV Sponsored ADR (BUD.US), NIKE, Inc. Class B (NKE.US), and Chinese e-commerce giant Alibaba Group Holding Limited Sponsored ADR (BABA.US) will gain global exposure through customized marketing activities. Milan-Cortina also has a strong lineup of Italian corporate sponsors, including Enel, Eni, Intesa Sanpaolo, Poste Italiane, Leonardo, Stellantis, TIM, EA7 Emporio Armani, Pirelli, ITA Airways, Technogym, and Esselunga. Wall Street analysts predict that the local hotel and tourism reception industry will receive a moderate tailwind in growth, which may extend beyond the Winter Olympics. In the fashion and style sector, US leisurewear leader Ralph Lauren (RL.US) will provide clothing for the US team, sports apparel leader Lululemon (LULU.US) will provide clothing for the Canadian team, and EA7 Emporio Armani will support the Italian delegation. Columbia Sportswear Company (COLM.US) will provide custom competition uniforms for the US curling team and sell replica versions to fans; while Salomon, under Amer Sports (AS.US), is expected to provide a large amount of volunteer equipment. Skims (SKIMS.US) under Kim Kardashian will also receive attention for its fashion collaboration related to the Winter Olympics. Large sports betting operators such as FanDuel (FLUT.US), BetMGM (MGM.US), and DraftKings (DKNG.US) will see an increase in betting volume in the first quarter, as there were no comparable major sporting events in the same quarter last year. Analysts generally believe that DraftKings, a leader in the US sports betting industry, is in a more favorable growth position thanks to its media partnership with NBC. In the tourism sector, Wall Street's well-known investment firm KeyBanc Capital Markets sees the Winter Olympics as an additional level of positive factor for the global leaders in vacation rentals and luxury residential services, such as Airbnb, Inc. Class A (ABNB.US), Expedia (EXPE.US), and Booking Holdings (BKNG.US). RBC Capital Markets expects that the global leader in digital payments, Visa (V.US), will benefit significantly, as the core logic of "value-added service revenue growth significantly outpacing overall consumer spending trends." According to some experts in blockchain and digital payments, if Visa seizes the momentum to expand its stablecoin layout, the combination of "Visa + stablecoin" payment network system is expected to demonstrate a highly synergistic effect, which could be a match made in heaven. It is reported that Visa settled VisaNet obligations with USDC as early as 2023, becoming the first global digital payment network to introduce stablecoins into its core clearing system, and that Visa Token Service is connected to on-chain smart contracts, enabling stablecoin payments to be embedded in automated settlement, revenue sharing, and other business processes. Meanwhile, Figs (FIGS.US) and Lindsey Vonn are trying to tie their narrative to participate in alpine skiing competitions with an ACL injury, stemming from their long-term partnership.