GoPro just posted its best week ever — the camera maker is merging into an AI and defense play.

The stock jumped 105% in five days after GoPro agreed to merge with Starman Optical, a U.S. optical-transceiver maker tied to AI infrastructure. Shareholders get $285 million in cash — about $1.14 a share — plus roughly 10% of the combined company, and the deal clears around $92 million in debt. YouTuber Markiplier's 8.5% stake helped set it off. We run the real math on what those shares are actually worth once the deal closes, then get into the bond market's warning to the bull rally, PwC's $31.6 trillion AI-buildout forecast, and the jobs data Thursday and Friday that could move all of it.

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