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CFIUS Policy: Political Vacuums, Resource Cuts Delay U.S. National Security Reviews $5401 $992 $LNVGF $LNVGY $NPSCY $X library.thecapitolforum.com/docs/8ku2xtng0…

Amid Soaring Hard Disk Drive Profits and 'Healthy' Supply-Demand Dynamics, Western Digital, Seagate Execs Tout Company, Industry 'Discipline' on Price, Output $005930 $AMZN $GOOG $GOOGL $MSFT $ORCL $SSNLF $STX $WDC library.thecapitolforum.com/docs/8ktr90kyr… h/t Sacha Sloan

U.S. Film Tariffs Could Violate WTO Agreement Prohibiting Tariffs on Digital Services, Inviting Retaliation and Complicating Efforts for Extension, Experts Say library.thecapitolforum.com/docs/8kwct4915… h/t Neil Tracey

FICO: A Simple Change Could Widen Access to U.S. Mortgages. Why Won't Fannie and Freddie Make It? $EFX $FICO $FMCC $FNMA $TRU library.thecapitolforum.com/docs/8kwbg1rey… h/t Elinor Comlay

Google Rivals Press EU to Rein in AI Overviews as Big Tech Crackdown Deepens $BABA $BIDU $GOOG $GOOGL $META $MSFT library.thecapitolforum.com/docs/8ky18m1ej… h/t Lydia O'Neal

FTC v. Meta: TikTok, YouTube Should've Been Included in Agency's Definition of Personal Social Networking, Economist Says $GOOG $GOOGL $META $SNAP library.thecapitolforum.com/docs/8kx2w5juj…

Schlumberger/ChampionX: Companies Escape Production Chemicals Remedy in Norway, Agency Official Confirms $BKR $CHX $CLN $SLB library.thecapitolforum.com/docs/8kwnthfwh…

📢 Join us May 27 at 12PM EDT for a Capitol Forum call with Sander Tordoir, Chief Economist at the Centre for European Reform. We'll discuss EU industrial policy, trade agreements, US export tensions & more. 🔗 RSVP: attendee.gotowebinar.com/register/29689…

LiveRamp: Marketplace Hosts Datasets Profiling Millions of Americans' Reproductive Health-Related Interests and Web Activity $PUB $RAMP $TTD library.thecapitolforum.com/docs/8kywf7br7… h/t Ethan Ehrenhaft

MAUDE Monthly: Dentsply Sirona Continues to Report Serious Patient Injuries; Class Action Lawsuit on Behalf of Consumers Seeks to Bypass Mandatory Arbitration Agreement; Medtronic Reports No Instances of Recall-Related Issue for ICDs $MASI $MDT $PHG $XRAY library.thecapitolforum.com/docs/8kyz7nh9r…

Wall Street Sees Break-Up as Good for Google Investors, Not Difficult to Achieve $GOOG $GOOGL library.thecapitolforum.com/docs/8kz3d90wr… h/t Sara Morrison

House Passes Budget Bill with Additional Medicaid Cuts, Plus Language Targeting Provider Taxes, ACA Eligibility and Enrollment $CI $CVS $OSCR $UHS library.thecapitolforum.com/docs/8kz9w5euu… h/t Alice Tracey

Equitable Financial Life Insurance Company: Shrinking Surplus Raises Questions about Regulatory Arbitrage Tactics, Company Solvency $EQH library.thecapitolforum.com/docs/8kzbxtwt7… h/t kimgeiger & Lisa Epstein

Labor Thursday: National Labor Relations Board Adjusts Remedy Process in Win for Employers; NCAA's Purported Name, Image, and Likeness Clearinghouse Raises Antitrust Concerns; Building Trades Union Opposes 'Big Beautiful Bill' library.thecapitolforum.com/docs/8kzcy6ang… h/t Dan Papscun & Cole Cahill

The Bancorp Inc: Borrower on Largest REBL Loan Appears to be Experiencing Financial Difficulty $TBBK library.thecapitolforum.com/docs/8kzdpjx8z… h/t Lisa Epstein, Krista Brown & Vikas

FTC v. Meta: End of Trial in Sight, With Rebuttal Testimony Scheduled Tuesday, Post-Trial Filings Due by September $GOOG $GOOGL $META $SNAP library.thecapitolforum.com/docs/8kzugx362…

Ametek/Faro: Target's Pending Market Exit Poised to Complicate U.S. Antitrust Analysis of Deal to Combine Close 3D Laser Projection Competitors $AME $FARO library.thecapitolforum.com/docs/8m140mq9r…

Still time to join us Tues at 12PM EDT! Capitol Forum hosts economist Sander Tordoir to discuss the EU’s evolving industrial policy—and what it means for trade, defense & global markets. 📅 Register: attendee.gotowebinar.com/register/29689…