The Capitol Forum

Skyworks/Qorvo: Deal to Create U.S. Computer Chip Giant in RF Technology Likely to Face Rigorous SAMR Review
library.thecapitolforum.com/docs/917wz0h...

$AAPL $AVGO $NXPI $QCOM $QRVO $SWKS

EU to Probe Chinese Thermal Paper Subsidies After Industry Complaint, Sources Say library.thecapitolforum.com/docs/917pezh...

Genmab/Merus: Buyer Royalty Stream on Lung Cancer Treatment Could Draw FTC Questions
library.thecapitolforum.com/docs/91023rr...

h/t @hanqingchen.bsky.social
$AVBP $CGEM $GMAB $JNJ $MRUS $TAK

Merger Monthly: FTC Bureau of Economics Hit by Wave of Senior Management, Staff, Exits; Outlook for Key Transactions Including Boeing/Spirit AeroSystems, MasterBrand/American Woodmark, & PIF/Electronic Arts
library.thecapitolforum.com/docs/917d0c8...

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(2/2) Crypto Companies Seize on Shutdown to Register Securities library.thecapitolforum.com/docs/91084dv...

h/t @pdmcleod.bsky.social
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(1/2) Financials Friday: Trump Family Jumps Into Sports Event Contract Business; Republican Senator Threatens to Tank FDIC Chair Nominee; Transferring Low-Rate Mortgages Could Help Consumers; +

EU's EUR234 billion Bid to Close Investment Gap in Strategic Sectors Progressing Smoothly, Leaked Draft Shows library.thecapitolforum.com/docs/90ztzet...

Brussels Set to Probe Chinese Tire Subsidies Amid EU Industry Complaint, Sources Say $MGDDF $MGDDY library.thecapitolforum.com/docs/90znvj8...

EU Advances Cookie Consent Overhaul in Controversial Move that Risks Re-opening Landmark Privacy Rules library.thecapitolforum.com/docs/90x5035...

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Shutdown May Compound Effects of Congress' Aggressive Timeline for Implementing Medicaid Work Requirements, Policy Experts Say library.thecapitolforum.com/docs/90xwqa6...

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(2/2) EA Take-Private Deal Should be Scrutinized for Antitrust, National Security Concerns, Union Says library.thecapitolforum.com/docs/90xhw39...

h/t @danpapscun.bsky.social & @colecahill.bsky.social
$BA $GD $HII $LMT $MSFT

(1/2) Labor Weekly: Shipbuilding Bill Only the Beginning of Tackling Weakened Industry Dynamics; Strikes at Boeing, Other Major Contractors Expose Supply Chain Weakness; +

🔎 Ongoing investigation: PriceLabs and Key Data.

The Capitol Forum’s key findings so far:
- Use of non-public data in pricing algorithms
- Market influence over 600K+ properties
- Potential coordination among property managers

Read these reports and more: thecapitolforum.com/editors-picks/

Norwegian Pushback, Competing Interests Delay EU Ferroalloy Safeguard Proposal
library.thecapitolforum.com/docs/90wrzgd...

(2/2) FDA Updates Biosimilar Development Guidance; New 483s
library.thecapitolforum.com/docs/90vd2qv...

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(1/2) Health Care Weekly: Teva Orange Book Delisting Update; Health Insurers Say Providers Misused IDR Process; Bausch, Teva Face Additional Xifaxan Antitrust Claims; UNH Accused of Upcoding, MLR Gaming; House Recess Threatens Bill to Reverse Home Health Cuts with Deadline Looming; +

Canada Could Closely Examine EA Buyout as New Interactive Digital Media Guidance Takes Hold
library.thecapitolforum.com/docs/90uwmb5...

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Kalshi: Cracks in Legal Theory Beginning to Emerge After Early Court Victory

Recent rulings in Massachusetts and Nevada challenge the company’s claim that its sports betting contracts fall solely under federal CFTC jurisdiction.

library.thecapitolforum.com/docs/90ux4hu...

EU to Target China's Filament Glass Fibre Imports with Higher Punitive Duties, Sources Say library.thecapitolforum.com/docs/90u1yyy...

(2/2) West Virginia Approves Verizon/Frontier; Reddit Sues Perplexity library.thecapitolforum.com/docs/90rtekx...

h/t @saramorrison.bsky.social & @sachasloan.bsky.social
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(1/2) Tech Tuesday: Private Plaintiffs Get Summary Judgment Win Against Google's Adtech Business; Attorneys General Ask Judge to Deny Proposed Settlements in Private RealPage Suit; Ninth Circuit Contemplates Price-Setting in Epic v. Apple; Q3 2025 Tech Lobbying; HPE/Juniper Updates; +

Live Nation: Government Shutdown Timing Grants Reprieve to Live Music Giant library.thecapitolforum.com/docs/90rt0yk...

h/t @pdmcleod.bsky.social
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Roblox: Plaintiffs Move to Consolidate 45 Child Sexual Exploitation Lawsuits as Attorneys Say 'Hundreds of Similar Cases Against Roblox' Still Being Investigated
library.thecapitolforum.com/docs/90r9yzr...

h/t @ethanehrenhaft.bsky.social
$META $RBLX $SNAP

📰 The Capitol Forum is expanding its trade newsroom!
We’re thrilled to welcome Hannah Monicken as a Senior Correspondent on our trade team.

Meet our team: thecapitolforum.com/team/

🎥 Now available!

Former Treasury official Graham Steele joins The Capitol Forum to discuss Financial Statecraft — how financial institutions shape U.S. foreign policy and what reforms could better align regulation with global goals.

Watch here: thecapitolforum.com/resources/me...

The European Antitrust Agenda: CMA Chair Welcomes UK Government Reform Review; Commission Keeps Referral Powers Out of Upcoming Merger Guidelines library.thecapitolforum.com/docs/90p5fz1...

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Portuguese Competition Authority Head Eyes New Powers for Below-Threshold Deals, Sweeping Market Probes library.thecapitolforum.com/docs/90p4770...

$GOOG $GOOGL $NVDA

Antitrust Agenda: USDA Actions Linked to Argentina Beef Exports; USPTO Director Takes Control of Patent Challenges; Supreme Court Set to Evaluate Federal Jurisdiction Over State Subpoenas library.thecapitolforum.com/docs/90nxtmm...

h/t @colecahill.bsky.social
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(2/2) China's Revised Pro-Competition Law Takes Effect library.thecapitolforum.com/docs/90nu1y8...

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(1/2) The Asia Antitrust Agenda: Chinese Consumers Push--Again--for Apple App Store Investigation; Antitrust Expert Urges Probe of Luxury Brands; Hong Kong Competition Tribunal Fines Topped $3 Million in 2024-25; +