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$NET Citrini long idea

CITRINI RESEARCH: CLOUDFLARE (NET US) STANDS TO GAIN FROM AI‑DRIVEN WAF DEMAND AFTER “PHP2SHELL” EXPLOIT

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$META
META PLANS NONVOTING SHARES, EYES MORE STOCK SALES TO FUND AI - SEMAFOR

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$META Muse competition from Claude

[Claude @claudeai]

We’re opening a research preview of Claude Duet, a new app where Claude works as a proactive agent.

It comes to you with what needs your attention, completes tasks you ask of it, keeps working when you step away, and checks with you before it acts on your behalf.

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$ENVX

In an interview with The Information, Executive Chair T.J. Rodgers said the previously announced 100,000-battery combat drone order exceeded all of Enovix's Q2 revenue ($9M) and is the first tranche in a string of follow-on orders expected to begin in H2 next year. He also disclosed unannounced details: Enovix shipped 50,000 cells to a smartphone maker prototyping a new model, and he guided 2027 revenue to roughly $100M, more than double this year's ~$41M, with most coming from smartphones. These are new forward-looking statements made directly to the outlet ('he told me'), not in the Oct 13 press release

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$ENVX

ENOVIX GUIDES 2027 REVENUE TO $100M, SHIPS 50K CELLS TO SMARTPHONE MAKER - TI

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$MAT

MATTEL FACES PROXY FIGHT FROM SOUTHEASTERN ASSET MANAGEMENT - SEMAFOR

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$MRK

TREASURY SAID TO TAKE HARDER LINE ON CHINA BIOTECH DEALS IN DRAFT RULES - ENDPTS

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$SPY

US State Dept is preparing to issue an ordered departure of some personnel and family members at US embassies across the Gulf - US Officials

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$RPD $TENB competition from Anthropic

ANTHROPIC EXPANDS CLAUDE SECURITY INTO CONTINUOUS AI-POWERED CODE VULNERABILITY MONITORING, AUTOMATED FIX TRACKING AND THREAT MODELING, CHALLENGING TRADITIONAL CYBERSECURITY TOOLS — COMPANY

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$META

META MUST PAY $25 BILLION IN PENALTIES, NEW MEXICO JUDGE RULES AFTER JURY FOUND COMPANY MISLED CONSUMERS ABOUT PRIVACY

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$GME squeeze speculations after claims biggest shorts on GME reach 2020 levels

[ThePPShow @ThePPseedsShow]

LATEST

GAMESTOP WARRANTS APPROACHING 1000% SHORT THIS COULD BE THE BIGGEST SHORT ON GAMESTOP SINCE 2020 LEVELS

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$CF $NTR

RUSSIA ACCEPTS WITKOFF‑KUSHNER PLAN FOR US‑RUSSIA‑UKRAINE TECHNICAL TALKS - FT

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$GOOGL

Senators Seek Answers From Google on AI's Impact on Schoolchildren Following WSJ Investigation -- WSJ

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$BFLY $GOOGL

GOOGLE ($GOOGL) HIGHLIGHTS AI-POWERED MATERNAL ULTRASOUND RESEARCH AS BUTTERFLY NETWORK ($BFLY) ADVANCES HANDHELD PRENATAL IMAGING — GOOGLE RESEARCH

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$ZURA

$ZURA PHASE 2 TIBULIZUMAB TRIAL PRIMARY COMPLETION MOVED UP FROM NOVEMBER TO SEPT. 18, NOW MARKED ACTUAL — https://t.co/sfJGIT7dvT DATA

[Adam May @A_May_MD]

$ZURA with a big update on the HS clinicaltrials page.

Seems that November vol has been badly mispriced vs December...

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$GM $F Canada to announce billions in auto support

CANADA, ONTARIO TO UNVEIL BILLIONS IN STEEL, AUTO AND ENERGY SUPPORT — GLOBE AND MAIL

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$RCAT $DPRO Pentagon drone revolution memo

PENTAGON PUSHES LOW-COST DRONE WARFARE REVOLUTION UNDER PROJECT AGINCOURT; $RCAT AMONG POTENTIAL BENEFICIARIES — DOD MEMO

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$OPLN

SHAREHOLDERS IN SPAIN'S APPLUS+ EXPLORE €1 BILLION SALE OF COMPANY'S VEHICLE INSPECTION UNIT, SOURCES SAY

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$SKYD $SPCX partnership speculation

John Malone Predicts Over $8 Billion SpaceX-Skydance Partnership The media mogul sees a potential investment and distribution deal, citing Elon Musk and Larry Ellison’s financial ties

[RoscoTrader @roscopusa]

https://t.co/Xmsv7fhOKv John Malone Predicts Over $8 Billion SpaceX-Skydance Partnership
The media mogul sees a potential investment and distribution deal, citing Elon Musk and Larry Ellison’s financial ties

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$META MUSE identity theft

Meta’s Muse AI leaves users vulnerable to identity theft through simple security flaw — with over 6,800 links exposed

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