First earthquake. Hope it’s the last.

The news on $EDR is a deal by Silverlake to acquire the company not an offer. But waiting on the release.

Couple of thoughts on WSJ report that $CI and $HUM are in talks about a combination. Two large $CI holders tell me they would vote against any CI purchase of HUM given disparities in multiple (CI at 10x, HUM at 16X) and resulting dilution. Perhaps 'combination' means MOE or even…

Watch CNBC's full interview with Liberty Media's John Malone on interest rates and industry outlook cnb.cx/40zpJTJ

My complete interview with John Malone. If you’ve got one hour and eleven minutes to spare it’s worth your time.

My first six month renewal (note the lawyer). Thirty years later I'm still at it (thankfully without 6 month cycles).
I am grateful for all your wonderful expressions of support today on X which reminded me how lucky I am to be working for what is unquestionably the best…

WGA negotiating committee tells members it has reached tentative agreement in principal on new contract. Calls deal 'exceptional' in delivering meaningful gains and protections. Leadership vote on new deal scheduled for Tuesday. Members have been told, while strike not officially…

After face to face meeting today, writers and producers near agreement to end WGA strike. Met today and hope to finalize deal tomorrow, according to people close to the negotiations, who, while optimistic, warn that without deal tomorrow strike likely continues through year end.

.SoftBank CEO Masayoshi Son tells David Faber that when it comes to $ARM: 'I'm more confident about the future..I think the value is going to have a good upside, really long-term.'

$ARM is a different company than it was in 2016, Arm CEO Rene Haas tells David Faber.

While the chip company's technology can be found in 99% of smartphones, SoftBank CEO Masayoshi Son says the company will have a big role in the future of AI.

While investors may view $ARM's China exposure as a risk, CEO Renee Haas tells David Faber that its business in the country reflects growth seen in the rest of the world.

Haas and SoftBank CEO Masayoshi Son discuss regulatory concerns and business opportunities in the region.

'It's probably best it doesn't happen.'

$EDR CEO Ari Emanuel tells David Faber that while he thought a UFC-sanctioned Musk vs. Zuckerberg fight was going to happen, the billionaire battle is now moot.

In a total knockout of a deal, WWE & UFC are merging into $TKO, a new sports entertainment company. CEO Ari Emanuel and COO Mark Shapiro join David Faber to discuss.

BREAKING: Disney and Charter are nearing a carriage deal that would end cable blackout of ESPN, ABC, other channels - sources (via @DavidFaber) cnb.cx/3LgqSsU

Our @DavidFaber sits down with Goldman Sachs CEO David Solomon. Full interview below
$GS
cnbc.com/video/2023/09/…

⁦Dan Ives⁩ always brightens our day.

Here's part of my interview with Dish/Echostar's Charlie Ergen and Hamid Akhavan after their deal announcement this morning. Full interview can be found here: t.ly/IM84d

Trading desk color on Cava IPO:
30x oversubscribed
400 orders in the book
Top 20 accounts represent 80% of allocation.

Remember: Significant oversubscription is no guarantee of positive price action.

Statement from PIF on PGA Commissioner Monahan’s illness:

My full interview with PGA Commissioner Jay Monahan and the PIF Governor Yasir Al-Rumayyan on the shocking tie up between LIV Golf and the PGA.

rb.gy/xgzf6

My full interview with Elon Musk can be found here: cnb.cx/3Ins9wO