In this episode, we break down one of the strangest acquisition stories in recent memory: GameStop’s proposed bid for eBay and the unanswered questions around how the deal would actually be financed.

We also look at Shopify’s earnings, where the headline numbers looked strong but the stock sold off sharply as investors focused on guidance, valuation, and whether AI will be a tailwind or a threat. From there, we discuss Alphabet’s monster quarter, including explosive growth in Google Cloud, soaring backlog, and why the company’s AI infrastructure spending is starting to show up in the numbers.

We then turn to Canadian markets with updates on Suncor, Canadian Pacific Kansas City, and Toromont. Suncor is benefiting from higher oil prices and record production, CPKC is showing operating improvements despite a softer macro backdrop, and Toromont delivered a standout quarter helped by unexpected AI-related demand through its AVL acquisition.

Tickers of stocks discussed: GME, EBAY, SHOP, GOOG, GOOGL, SU.TO, CP.TO, CNR.TO, TIH.TO

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