Much of the talk over the weekend was about how Yahoo's stock would react now that Microsoft's offer was retracted (down 15% and ~$24)... but it was a magnificent weekend on a different front: Marvel jumped nearly 10% as Iron Man, the first release by Marvel Studios, earned $201 million in worldwide box office sales and $104 million in the US. Marvel raised its outlook for the year and promised to release Iron Man 2 in 2010.

I am eager to see the first reported numbers for Grand Theft Auto IV and, once they are released, how that will impact Take Two Interactive and Sony.