An unconfirmed $20 per share takeout number for Mattel, floated by Cramer and aimed at Authentic Brands, the serial IP buyer behind the Care Bears and Lee deals. Mattel holders now have a price to anchor on.

Authentic might be buying MAT for $20? That would be a nice coda for Ynon
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Cramer is pricing a third carrier group as a Treasury problem: more deployment means more spending and a harder path for yields to fall.

A third aircraft carrier with 10,000 troops steaming to Middle East is something that wasn't in the cards. Or at least wasn't until after the midterms. Tough for bonds to rally with this latest news
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Starlink is now on more than 40% of Alaska's fleet, a pace that puts pressure on legacy in-flight connectivity providers still defending their airline contracts.

RT @SawyerMerritt: Alaska Air Group has announced that is has now installed @Starlink on more than 40% of its entire fleet. Installations…
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Cramer reads Jefferson and Williams as both content to wait, while a 5% note yield is his signal that policy is already too tight.

Jefferson adopting same position as Williams.. They don't want to act without seeing what happens. Makes sense to me. When my daughter wants a 5% note.. lookout. Rates may be too high !
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Cramer is warning that crowded Treasury shorts get run over the moment the Fed stays patient, and Jefferson just signaled he wants more data before moving.

Bond short squeeze starting? Fed' s Jefferson doesn't want to make a move without more data. Seems reasonable. Unless you are shorting treasuries like a mad man
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GOOGGoogle
Regular session
$334.89
-3.80%open $348.11

A 3.8% intraday slide to $334.89 is a rare single-session drop for a $4.2 trillion company, and moves of that size here ripple straight into index returns. No confirmed catalyst yet, which makes the next session's follow-through the thing to watch.

GOOGLGoogle
Regular session
$337.92
-3.85%open $351.44

A 3.85% intraday drop to $337.92 is a big move for a $4.2 trillion company, shaving well over $100 billion off the market cap in one session. No company news explains it, so the close is worth watching.