Newsquawk Daily US Equity Opening News: AMZN in talks to buy AI startup Decart for $7bln; CRM double-upgraded at BofA

US INDEX FUTURES: ES flat, NQ -0.2%, YM +0.1%, RUT -0.1% DAY AHEAD: The day ahead is very quiet, in terms of scheduled risk events, and as a reminder it is Columbus Day in the US. On the speaker slate, Fed's Hammack (2026 voter) is set to speak on the outlook for policy and the economy, while on the earnings footing, LVMH numbers is the highlight. US EQUITY NEWS: TECH Nvidia (NVDA) - Reportedly in talks to boost its investment in Reflection AI or offer the Co. computing power, the FT reports. Intel (INTC) - CEO said quantum computing will become mainstream within three to five years. CrowdStrike (CRWD) - Has received notice of an unsolicited mini-tender offer by Tutanota to purchase up to 500,000 shares of CrowdStrike common stock at a price of USD 260/shr in cash. Ccc Intelligent Solutions (CCC) - GTCR and Elliott Investment Management are in advanced talks to acquire the Co. and a deal could potentially be announced as soon as this week, reports Bloomberg citing sources. Apple (AAPL) - China's VP met with Apple Chairman in Beijing, Xinhua reports. IonQ (IONQ) - To purchase cybersecurity firm Elisity in a transaction that is valued at up to USD 1.3bln. Broadcom (AVGO) - CEO Tan said that capital will be the biggest constraint facing the Co. as AI development continues. Salesforce (CRM) - Was double upgraded to 'Buy' from 'Underperform' at Bank of America, as they argued AI should not disrupt, rather “deepen dependence” on the software name. Iren (IREN) - Has quietly signed a multiyear cloud computing deal with Anthropic, reports The Information. Strategy (MSTR) - Buys 250 BTC and repurchases USD 192mln of STRC preferred stock. ASML (ASML) - Reportedly plans to raise prices by 10% on all replacement parts supplied to South Korea, covering both EUV and DUV lithography systems, and will take place from January 2027. Ondas (ONDS), Palantir Technologies (PLTR) - Cos. announce the formation of Regna AI. Regna AI is a standalone private Co., powered by Palantir and bootstrapped by Ondas that is expected to scale with institutional partners. Ondas will serve as Regna AI's first customer, deploying fine-tuned models to run autonomous mission orchestration on the edge. CONSUMER DISCRETIONARY Automobiles - EU will instill a 350,000 car limit per year for imports of Chinese hybrid vehicles, with the measure taking effect as soon as December 1st, reports Bloomberg. Amazon (AMZN) - Reportedly in talks to acquire Decart AI in a deal valued at around USD 7bln, WSJ reports. Tesla (TSLA) - NHTSA open a defect petition into around 1000 Tesla Robotaxi vehicles; petition alleges that the subject vehicles exceed posted speed limits in active school zones. HEALTHCARE Bristol Myers Squibb (BMY) - Announced Phase 3 ALOFT-IPF trial evaluating admilparant in adults with idiopathic pulmonary fibrosis met primary endpoint. In other news, BMY announced Phase 3 ACTION-1 for RYZ101 met the primary endpoint. Solventum (SOLV) - Gathering initial bids for its Health Information Systems unit, and is being pitched at a valuation of USD 5.5-7bln, reports Axios. AstraZeneca (AZN) - Announces results from the HICKORY Phase 3 trial showed efzimfotase alfa did not achieve statistical significance but demonstrated a numerical improvement in the primary endpoint of Six-Minute Walk Test in adolescents and adults with hypophosphatasia. Roche (RHHBY) - Announces new one-year data from the Phase 3 MEERKAT and SANDCAT studies evaluating investigational vamikibart. In both MEERKAT and SANDCAT at 52 weeks, a numerically higher proportion of vamikibart-treated patients achieved vision gains compared to sham treatment on the primary endpoint. Biogen (BIIB) - Upgraded at JPMorgan to 'Overweight' from 'Neutral', and cited several clinical readouts in 2027 as catalysts for Biogen. ENERGY TotalEnergies (TTE) - Expanding its JV KKR in the US with an additional renewables portfolio valued at USD 1.2bln|. The deal covers three utility-scale solar assets in Texas and Ohio, adding 700MW to the JV that currently holds 1.4GW. The three solar assets are expected to reach commercial operation by Q1 '27. FINANCIALS T. Rowe Price Group (TROW) - Announced September month-end AUM of USD 1.86tln. Net outflows for September were USD 12.2bln.