Ep. 21 — GameStop wants to buy eBay

Apple yanked the Nasdaq higher while energy cratered, and speculative beta went full gremlin. Then the weekend dropped a jaw-dropper: GameStop floating a $56B swing at eBay. Big macro week ahead with ISM Services and Friday’s jobs report lining up to punch or prop those rate-cut dreams.

Today's stories:

• Intro: Split tape, Apple levitates, meme merger shocker.
• The Tape: Apple does all the heavy lifting; energy pukes on "de-escalation"; beta sprays into silver/Bitcoin.
• The Footnotes: Sticky PCE, ISM Prices Paid on deck, Fed boxed in; travel sentiment dinged by a cruise-ship hantavirus headline.
• The Nerd Corner: AI’s real bottleneck is power — flow batteries, nuclear/PPAs, and why electrons aren’t priced in.
• The Calls: Scoreboard carnage and three fresh takes for today’s close.

The Calls:

• Tom: Apple closes red, down ~1%.
• Ray: Silver ETF finishes up at least 2%.
• Alex: 20-year Treasury yield closes up ≥15 bps from the open.

New episode every weekday before US market open.
Find us on threeclowns.co | YouTube | TikTok | X

Produced using AI-generated voices.