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$CART INSTACART SAID TO EXPLORE SALE, HELD TALKS WITH DOORDASH, UBER - TI

$CART INSTACART EXPLORING SALE THAT COULD VALUE IT AT $16‑$17 BILLION

$TTWO Kimi can create clone of GTA game KIMI K3.1 PRO AI MODEL BUILDS GTA VI-STYLE PLAYABLE GAME DEMO IN JUST 10 HOURS FOR $52, DEVELOPER CLAIMS — SHOWCASING AI'S ABILITY TO GENERATE VIDEO GAME EXPERIENCES - X

$AIZ Citrini long idea CITRINI RESEARCH: ASSURANT (AIZ) SET TO CAPTURE “PICKS‑AND‑SHOVELS” AI‑SUPPLY‑CHAIN TAILWIND FROM SPACEX‑DRIVEN STARLINK

$RUM $NVDA Quake speculation

$DFTX MDMA-assisted therapy could get FDA approval as soon as January, top advocate predicts NYP

$EQNR Citrini long idea CITRINI RESEARCH: EQNR EXPOSED TO SKY‑HIGH EUROPEAN GAS PRICES AS TTF RALLIES, REQUIRES RE‑RATING ON ENERGY‑MARKET TIGHTNESS

$CRM competition from Claude ANTHROPIC EXPANDS UNIFIED CLAUDE AI AGENTS TO ENTERPRISE CUSTOMERS, ENABLING CLOUD-BASED PROJECT EXECUTION ACROSS WEB, DESKTOP AND MOBILE

$SCHW speculation brokerage accounts breached in hack VIRAL POST WITH OVER 550K VIEWS ALLEGES CHARLES SCHWAB ACCOUNT WAS HACKED, $49K IN STOCKS SOLD WITHOUT AUTHORIZATION AND FUNDS TRANSFER ATTEMPTED - X

$BABA 'outperforms' rivals from moonshot AI $BABA-BACKED MOONSHOT AI TAKES AIM AT OPENAI AND ANTHROPIC WITH NEW KIMI K3.1 PRO, CLAIMS IT OUTPERFORMS RIVALS ON SEVERAL MAJOR AI BENCHMARKS — KIMI AI

$NVDA 79% OF SURVEYED COMPANIES REPORT GPUS IDLE AT LEAST HALF THE TIME — VENTUREBEAT

$HIMS competition EXCLUSIVE-Dr Reddy's rolls out new generic Ozempic brands to ease Obeda supply hit - Reuters

$GOOGL Anthropic Expanding Claude availability and deployment choice on Google Cloud - GOOGLE

$DBX possible competition from Openai Openai: OPENAI REVEALS PLANS FOR IN-HOUSE EXABYTE-SCALE STORAGE SYSTEM

$RDDT competition from $META New Tools for the Admins Who Build Communities on Forum - META

$ORCL Tik Tok deal Two people familiar with the discussions told CNBC that TikTok USDS Joint Venture is sounding out opportunities to secure multiple gigawatts of compute, with one source citing a target of four gigawatts by the early 2030s. A spokesperson told CNBC TikTok 'runs primarily on Oracle Cloud Infrastructure' and Oracle 'will continue to be our primary cloud infrastructure provider' — a large unannounced capacity commitment that reads directly through to ORCL, which is also a 15% managing investor in the entity.

$ORCL TIKTOK U.S. SEEKS 4 GIGAWATTS OF COMPUTE BY EARLY 2030S — SOURCES - CNBC

$ROKU deal possible jeopardy Top Advisor to president deeply opposed to ROKU deal

$VZ $SPCX partnership speculation CNBC: Whispers $VZ may partner with $SPCX

$DEO EXCLUSIVE-TRADE GROUP LETTER WARNS INDIA SCOTCH PROBE OF DIAGEO, PERNOD RISKS UNDERMINING INDIA-UK TRADE PACT