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NYC
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$TRMB Scoop: Trimble eyes breakup of transportation division Axios
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$DKNG U.S. APPEALS COURT RULES AGAINST KALSHI, SAYS STATES CAN REGULATE ITS EVENT CONTRACTS, COURT RULING SHOWS
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$SCHW $IBKR competition from $META MUSE with plaid partnership PLAID: $META MUSE PARTNERSHIP BRINGS BANK ACCOUNTS, TRANSACTIONS & INVESTMENTS INTO AI MONEY MANAGEMENT
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$VLO TRUMP OFFICIALS LEAN AWAY FROM DIESEL EXPORT BAN, EYE DYED-DIESEL DISTRIBUTION, STATE TAX WAIVERS - POLITICO
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$SPY IRAN DENIES REPORTS OF US-IRAN TALKS, CALLS THEM MARKET MANAGEMENT - FARS
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$BX Blackstone's Top Private-Equity Executive Is Preparing to Leave Firm -- WSJ
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$VLO TRUMP ADMIN OFFICIALS ARE WEIGHING ALTERNATIVES TO IMPOSING A BAN ON DIESEL EXPORTS: POLITICO
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$DNA CEO says "Tailwinds Accelerating" GINKGO CEO: AUTONOMOUS LAB ROBOTICS INVESTMENTS NOW MATURING AS AI AGENTS + ROBOTICS + BIO TAILWINDS ACCELERATE
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$SMCI SUPERMICRO: $SMCI SAYS IT’S MOVING “FULL SPEED AHEAD” WITH SPACEXAI ON GIGAWATT AI DATACENTER BUILDOUT, POWERED BY NVIDIA $NVDA GB300 — TEASES “SURPRISE XMAS GIFT” BEFORE YEAR-END
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$ABNB SCOOP: AIRBNB CO-FOUNDER JOE GEBBIA TO JOIN TRUMP, VANCE, MUSK & JENSEN HUANG FOR LAUNCH OF AI-POWERED AMERICA.GOV NEXT TUESDAY FOX NEWS
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$BABA $BIDU TRUMP ANNOUNCES NEXT US‑CHINA MEETING SET FOR NOVEMBER IN CHINA
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$U annoucning live event with $META
Curious about building for Meta VR Glasses? 🥽 Join us live with @MetaHorizonDevs to explore what Meta VR Glasses means for creators, see live Unity demos of its capabilities, and learn what Day One support from Unity means. 📅 October 1 | 9am PT / 12pm ET / 5pm GMT 🔗 Set your reminder: on.unity.com/MetaVRGlasses_L…
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$PCG buyout note SF STANDARD: SAN FRANCISCO PUSHES AHEAD WITH POTENTIAL MULTI-BILLION-DOLLAR PURCHASE OF $PCG GRID AS TAKEOVER MOMENTUM BUILDS
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$AMBA takeover speculation circulating NXP DELAWARE ENTITY FILING SURFACES DATED JUST 1 DAY BEFORE FT REPORTED AMBA TAKEOVER TALKS; FUELS M&A SPECULATION
$AMBA right around FT initial Rumor?
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$GDS Semi Analysis bullish comments SEMlANALYSIS: $GDS RIDING RECORD-SCALE CHINA AI DATACENTER BOOM — WHOLESALE ORDERS SURGE AS HYPERSCALER CAPEX RAMPS
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$SPY IRAN GAVE US HORMUZ REOPENING TERMS VIA QATAR — AXIOS SOURCES - AXIOS
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$AMBA Banyan Hill Jeff Bezos long idea BANYAN HILL: $AMBA COULD EMERGE AS A KEY ‘PHYSICAL AI’ WINNER AS BEZOS’ PROMETHEUS TARGETS ROBOTICS, MANUFACTURING
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$VG EU WEIGHS 1-YEAR DELAY TO METHANE IMPORT RULES — FT INTERVIEW - FT
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$ZIM takeover CALCALIST: HAPAG-LLOYD, FIMI SUBMIT ENHANCED $4.2B $ZIM TAKEOVER PLAN TO ISRAEL, ADD NEW CONCESSIONS AIMED AT CLEARING GOVERNMENT OPPOSITION — $35/SHR PRICE UNCHANGED
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