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AI Is Sending Guests to Your Hotel. The OTA Is Catching Them at the Door. Caesars at $31 a Share. MGM at $48.30. Two Strip Giants Go Private in the Same Month. Disney Just Built the Velvet Rope Every Resort GM Has Fantasized About Mondrian Just Became an All-Inclusive Brand. The Lifestyle Promise Gets Its Hardest Test Yet. A Shooting at a New Orleans Vacation Rental. 20 People at a Party. And Nobody Knows if It Was Even Licensed. Hotel Insurance Premiums Were Already Up 50%. June's $5B in Storm Losses Just Reset the Clock. Pebblebrook's 92% Total Return Is Pricing In a Sports Boom That Hasn't Happened Yet AI Is Sending Guests to Your Hotel. The OTA Is Catching Them at the Door. Caesars at $31 a Share. MGM at $48.30. Two Strip Giants Go Private in the Same Month. Disney Just Built the Velvet Rope Every Resort GM Has Fantasized About Mondrian Just Became an All-Inclusive Brand. The Lifestyle Promise Gets Its Hardest Test Yet. A Shooting at a New Orleans Vacation Rental. 20 People at a Party. And Nobody Knows if It Was Even Licensed. Hotel Insurance Premiums Were Already Up 50%. June's $5B in Storm Losses Just Reset the Clock. Pebblebrook's 92% Total Return Is Pricing In a Sports Boom That Hasn't Happened Yet

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Go-shop period

1 story · First covered Jun 28, 2026 · Latest 4h ago

Go-shop period Coverage

Caesars at $31 a Share. MGM at $48.30. Two Strip Giants Go Private in the Same Month.

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4h ago

Caesars at $31 a Share. MGM at $48.30. Two Strip Giants Go Private in the Same Month.

Fertitta is absorbing $11.9 billion in Caesars debt to pay $5.7 billion in equity; Diller is offering $48.30 per share for the MGM stock he doesn't already own. The per-key math on these deals tells you exactly what each buyer believes about Las Vegas... and one of them is making a very expensive bet on a state that hasn't legalized casino gambling yet.

JC

Jordan Chen 3 min read · 4h ago