The Capitol Forum
@capitolforum.bsky.social
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News & analysis informing policymakers, investors, and industry stakeholders on policy's impact on market competition Send tips to [email protected].
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📣 Don’t miss tomorrow’s discussion!

How are state-level enforcers shaping the future of antitrust policy?
Join The Capitol Forum on Oct. 17 at 11 a.m. ET with Michael Kades & Adam Gitlin for insights on markets, consumers & competition.

RSVP: attendee.gotowebinar.com/register/303...
How are state AGs shaping the next phase of antitrust policy?
Join us on Oct 17 at 11am ET for a call with Michael Kades (Nachawati Law Group, former DOJ) and Adam Gitlin (DC AG’s Office) on state enforcement, coordination, and competition trends.
🔗 Register: attendee.gotowebinar.com/register/303...
MasterBrand/American Woodmark: Market Concentration, Home Center, Single-Family Builder Overlap, Tariff Hike, Create Antitrust Risk to Cabinet Manufacturing Tie-up $AMWD $HD $LOW $MBC library.thecapitolforum.com/docs/8zt2c6u...
Hewlett Packard Enterprise/Juniper Networks: California AG Bonta Says States' Intervention Needed to Dig Into 'Allegations of Backroom Deals' $CVS $HPE library.thecapitolforum.com/docs/8zqk47h...

h/t @sachasloan.bsky.social
Health Care Weekly: Corcept, Optime Sever Ties; FDA Adverse Event Reports on Compounded Semaglutide; Blumenthal Letter Targets AI in Medicare Advantage; CA Laws on PBMs, Private Equity; New 483s library.thecapitolforum.com/docs/8zq1e8p...

$4568 $6472 $AMRX $CI $CORT $CVS $DSKYF $EHC $ERF.PA $HIMS
Universal Health Services: Patient Advocates and Former Staff Raise Alarms About Unsanitary Conditions and Poor Patient Care at Massachusetts Hospitals; State Inspectors Repeatedly Document Substandard Conditions $UHS library.thecapitolforum.com/docs/8zpvqkw...
Government Shutdown Unlikely to Cause Much Disruption to Ongoing FDA Drug Reviews in the Short Term, Sources Say library.thecapitolforum.com/docs/8zputd4...
PriceLabs Latest Customer Adds 11,500 Units to its Pricing Portfolio, Increasing Market Presence and the Potential for Algorithmic Collusion $ABNB $BKNG $EXPE library.thecapitolforum.com/docs/8zptmjk...
European Commission Advances BYD Investigation Under FSR with Formal Questionnaire $1211 $BYDDY library.thecapitolforum.com/docs/8zptyfd...
Maude Monthly: Beta Bionics iLet Bionic Pancreas Reports Spike; Hologic Finds Unreported Patient Injuries and Hospitalizations After Acquisition of Gynesonics; Dexcom CGM Sensor Problems Trend Downward library.thecapitolforum.com/docs/8zpcpn5...

$ABT $BBNX $DXCM $HOLX $MASI $MDT $PHG $XRAY
Capitol Forum Analysis of September MAUDE Data library.thecapitolforum.com/docs/8zpcr39...

$ABT $BBNX $DXCM $HOLX $MASI $MDT $PHG $XRAY
ADNOC/Covestro: Deal Set to be Cleared Following Filing of Financial Information to EC, Sources say $1COV $COVTY $CVVTF
library.thecapitolforum.com/docs/8zpf2dz...
(2/2) Apple, Google to Comply with State Age Verification Laws library.thecapitolforum.com/docs/8zmq7x3...

h/t @saramorrison.bsky.social, @sachasloan.bsky.social & @ethanehrenhaft.bsky.social
$AAPL $AMD $AMZN $AVGO $GOOG $GOOGL $INTC $META $MSFT $NVDA $TSM $UBER
(1/2) Tech Tuesday: Yardi Wins Summary Judgment Over Algorithmic Collusion Class Action; Nvidia Addresses Antitrust Concerns in OpenAI Deal; Judge Dismisses Retailers' First Amendment Challenge to New York Surveillance Pricing Law; Newsom Signs Data Broker Legislation;+
(2/2) Seafood Wholesale Buyers Accused of Price-Fixing (Again) library.thecapitolforum.com/docs/8zku9q7...

h/t @sachasloan.bsky.social & @colecahill.bsky.social
$AA $ADM $BG $CENX $HPE $OSK $PEP $REVG $UNH
(1/2) Antitrust Agenda: Business Groups Ask Trump to Re-Embrace Antitrust Enforcement; DOJ AAG Slater Turns Eye to Aluminum Market; Commodity Traders' Vertical Integration Suppresses Prices, Experts Allege; +
The European Antitrust Agenda: Experts Urge EU to Apply Digital Rules to AI, Strengthen Independent Enforcement; Commission Economist Warns of 'Merger-Like Collusion' from Big Tech AI Investments library.thecapitolforum.com/docs/8zj060y...

$AAPL $GOOG $GOOGL $MSFT
The Asia Antitrust Agenda: Regulators Become More Active on Big Tech's Merger Filing Obligations; SAMR Launches Probe into Qualcomm/Autotalks, Puts Out M&A Filing Guidelines library.thecapitolforum.com/docs/8zhvb8y...

$AWE $ELD $GRAB $QCOM $UBER $YAMHF
⏰ Happening tomorrow!

Join us on Tuesday, October 14 at 1:00 p.m. EDT for our conference call with Graham Steele, former Assistant Secretary for Financial Institutions at the U.S. Department of the Treasury.

Register here to join the discussion: attendee.gotowebinar.com/register/524...
How do financial institutions shape U.S. foreign policy? Join us on Oct 14, 1 PM EDT for a conference call with Graham Steele, ex-Treasury Asst. Sec. for Financial Institutions, on his paper Financial Statecraft.

🔗 RSVP: attendee.gotowebinar.com/register/524...
Google Proposes New Search Changes Amid Threat of Fresh Fine Under EU Digital Rules $AAPL $GOOG $GOOGL $META library.thecapitolforum.com/docs/8zgut1f...
Paramount Skydance/Warner Brothers Discovery: Paramount Considers Hostile Bid, Not Planning Equity Financing $WBD library.thecapitolforum.com/docs/8zcakdc...
(2/2) City of Baltimore Sues MoneyLion For Deceptive Fees; Litigation Tracker
library.thecapitolforum.com/docs/8za2pb4...

h/t @pdmcleod.bsky.social
$AFRM $AXP $BLK $C $COF $DKNG $FICO $FLUT $FMCC $FNMA $FRBK $KKR $LYFT $MSTR $NDAQ $STT $SYF $UBER $Z $ZG
(1/2) Financials Friday: Pulte Met FBI, DOJ Officials Weeks Before Accusing Cook of Mortgage Fraud; Kalshi's Expansion into Parlays and Player Props Carries Legal Risk; Nasdaq Probes Crypto Treasury Companies; +
How are state AGs shaping the next phase of antitrust policy?
Join us on Oct 17 at 11am ET for a call with Michael Kades (Nachawati Law Group, former DOJ) and Adam Gitlin (DC AG’s Office) on state enforcement, coordination, and competition trends.
🔗 Register: attendee.gotowebinar.com/register/303...
Harrow Shakes Up Imprimis Leadership Following Accusation from CA Board of Pharmacy $HROW library.thecapitolforum.com/docs/8z7yq9a...
Encompass Health: Report from Rehab Trade Organization Indicates that Over Half of Requests for Inpatient Rehab are Denied by Medicare Advantage Organizations; Growth of Advantage Plans Could Negatively Affect Revenue Going Forward $CI $EHC $HUM $UNH library.thecapitolforum.com/docs/8z7w6tz...