GameStop

Sony to End Physical Game Discs in 2028

Sony announced that PlayStation will stop producing physical game discs for all new PlayStation releases starting January 2028; new titles will be sold only via the PlayStation Store or as digital redemption codes in retail. Sony framed the move as a response to consumer trends and rising digital sales. The change removes consumer price-comparison alternatives available on PC (Steam, Epic Games Store, GOG) because console ecosystems restrict purchases to platform-owned storefronts. The article highlights consumer risks: digital purchases on consoles are licenses (non‑transferable), DRM and server shutdowns can render games unusable, delistings (PlayStation recently removed ~500 store items) set precedents, and retail resale markets would be effectively closed. Physical-disc production ending also raises the likelihood future consoles (e.g., a hypothetical PlayStation 6) may omit disc drives, further impacting used-game markets and long-term game access.

eBay Rebounds Without Ryan Cohen — How to Profit

eBay is showing renewed operating momentum independent of Ryan Cohen’s takeover bid. In Q1 2026 the company reported 19% year-over-year revenue growth and 18% GMV growth, while first-party advertising revenue rose 33%, adding a high-margin monetization lever. eBay’s acquisition of Depop (roughly 7 million active buyers, ~90% under 35) expands its presence with younger, re-commerce shoppers. GameStop proposed to acquire eBay at $125 per share in May; eBay rejected the offer but GameStop has continued to pursue the deal, creating additional optionality. The article highlights a technical-support zone around $105, resistance in the $112–$115 range, and proposes a bullish options trade (sell Aug 21, 2026 $110 / $100 put vertical at $3.52 credit) as a defined-risk income strategy while the stock consolidates.

GameStop CEO Withdraws $35B Bonus Amid eBay Bid

GameStop CEO Ryan Cohen asked the board to withdraw a proposed performance bonus that could have paid him up to $35 billion, a move the company says should allow leadership to focus on operating performance and its proposed $56 billion offer for eBay. Cohen unveiled the takeover bid in May; eBay’s board rejected it as “neither credible nor attractive,” and questions remain about how GameStop — with a market capitalization near $10 billion — would finance the deal beyond a disclosed $20 billion financing letter from TD Bank. GameStop said it will publish a detailed presentation on the strategic rationale for the eBay offer. Observers and analysts say withdrawing the bonus reduces a perceived personal incentive but does not resolve major financing and operational questions around the acquisition attempt.