Ryan Cohen walked into CNBC and forgot his homework

Welcome to the Daily Rip Market Recap — I’m Kevin Travers, coming to you from the heart of the New York Stock Exchange. It’s Monday, and the market kicked off the week with a slight pullback amid some big headlines in tech, geopolitical tensions in the Middle East, and a retail investing crowd that’s still laser-focused on buying the dip. Let’s dive in.

, and Gulf states continue their back-and-forth over missile defense deployments. Oil prices are holding steady around 110 dollars a barrel, but the market seems to be shrugging off the usual fear that comes with geopolitical risk. As one strategist put it today, retail investors have learned to buy dips because, historically, those dips tend to rip back up.

That mindset is shaping the market’s resilience despite international uncertainty. 63 billion dollars, up eighty-five percent year over year, and adjusted earnings per share of thirty-three cents, beating estimates. S.

commercial business doubled revenue, soaring 133 percent to nearly 600 million dollars, while government contracts also jumped eighty-four percent. 65 billion dollars, up from prior estimates. The company closed 206 contracts over a million dollars this quarter, a sixty percent increase year over year, signaling strong growth momentum.

Wall Street took notice, with Oppenheimer initiating coverage with an outperform rating and a 200-dollar price target. Despite this, the stock’s after-hours gain was modest, reflecting ongoing debate about its valuation, which sits at a price-to-earnings ratio over 230 on just 7 billion in revenue. 5 billion dollar offer to buy eBay at about 125 dollars a share, a twenty percent premium over Friday’s close.

The bid is structured as half cash, half GameStop stock. The market reacted swiftly: GameStop shares fell ten percent, while eBay rose five percent. The proposal has raised questions about financing and strategic fit, especially given the size disparity between the two companies.

eBay’s board said it will review the offer, signaling that this will be a careful process. CNBC covered the story extensively, including an interview with the bidder, which drew mixed reactions from analysts and investors. Looking at other market movers, Tyson Foods jumped nearly eight percent after beating earnings and revenue estimates.

Micron climbed six percent following a price target upgrade from Bernstein on SanDisk. Coinbase surged six percent after bipartisan progress on stablecoin regulation. On the downside, logistics and freight stocks took a hit: Old Dominion fell seven percent, Norwegian Cruise dropped nine percent after cutting guidance due to fuel costs, and both FedEx and UPS plunged around nine to ten percent amid Amazon’s expanding logistics footprint.

Quantum computing name Xanadu Quantum cratered sixty-one percent after filing to register nearly 300 million insider shares for resale — a classic dilution scare that sent the stock tumbling. m. Eastern.

Earnings-wise, PayPal, Shopify, and Pfizer report before the open, while AMD, Lucid, and Super Micro Computer are on deck after the bell. I. GPU momentum and strong data center growth.

Shopify’s numbers will be closely watched for any signs of tariff pressure impacting e-commerce spend. Pfizer’s report will focus on non-COVID product growth as it tries to prove its core business can stand on its own. That’s your Daily Rip Market Recap — thanks for tuning in.

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