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

Subscribe to Our New Youtube Channel!

Check out our portfolio by going to Jointci.com

Our Website
Canadian Investor Podcast Network Twitter: @cdn_investing
Simon’s twitter: @Fiat_Iceberg
Braden’s twitter: @BradoCapital
Dan’s Twitter: @stocktrades_ca

Want to learn more about Real Estate Investing? Check out the Canadian Real Estate Investor Podcast!

Apple Podcast - The Canadian Real Estate Investor

Spotify - The Canadian Real Estate Investor

Web player - The Canadian Real Estate Investor

Asset Allocation ETFs | BMO Global Asset Management

Sign up for Fiscal.ai for free to get easy access to global stock coverage and powerful AI investing tools.

Register for EQ Bank, the seamless digital banking experience with better rates and no nonsense.

See omnystudio.com/listener for privacy information.

GameStop’s Wild eBay Bid, Shopify’s AI Question, and Google’s Monster Quarter

The Canadian Investor

GameStop’s Wild eBay Bid, Shopify’s AI Question, and Google’s Monster Quarter