*ALPHABET REPORTS PROPOSED $80B EQUITY CAPITAL RAISE *BERKSHIRE HATHAWAY TO INVEST $10 BILLION IN ALPHABET

*FULCRUM THERAPEUTICS STARTS STRATEGIC REVIEW (bad data > net cash play)

*REPAY CLOSES PURCHASE OF KUBRA (forager $4.80 sit)

*HPE NAMES ELLIOTT INVESTMENT PARTNER CHRIS HSU TO BOARD

*CENTERSPACE REPORTS OUTCOME OF REVIEW *CENTERSPACE REPORTS $245M OF PLANNED ASSET DISPOSITIONS

*Dream Finders Homes Appoints Clint Szubinski As Chief Operating Officer >DFH (BZH sit)

Semafor.com: Exclusive / Union Pacific executives privately deny talks with Trump over 15% stake

Genco Shipping & Trading Limited Board of Directors Unanimously Rejects Diana Shipping’s Revised, Unsolicited Tender Offer

Array completes sale of select spectrum assets to Verizon for $1.0 billion *Array Digital Infrastructure Declares $11 Special Div

LSTA

5/29: Kuva intends to commence the Offer to acquire Listata on June 1, 2026, on the terms set forth in the Merger Agreement and the Amendment.

6/1: On the evening of May 31, 2026, Parent informed the Company that Parent will NOT be commencing the Offer on Monday, June 1, 2026, as it previously disclosed and as agreed upon in the Merger Agreement Amendment. Parent has advised the Company that it is negotiating with its potential financing sources and it is evaluating the timing of commencement of the Offer. There can be no assurance as to when the Offer will commence, if at all.

RNW

An old sit where CPPIB/Chair/Masdar bid $7.07 in late ’24, eventually worked their way higher towards $8.15 but then Masdar walked last minute and the situation busted. Chair and CPPIB are back this morning w/ a $6.75 proposal via 13Ds:

On May 28, 2026, the Reporting Persons and Canada Pension Plan Investment Board (“CPPIB” and together with the Reporting Persons, the “Consortium”) jointly submitted a non-binding proposal (the “Proposal”) to the special committee of the board of directors of the Issuer (the “Board”) to, subject to the Rollover (as defined below), acquire all of the Shares (on a fully diluted basis) of the Issuer not presently owned by the Consortium at a price per share equal to $6.75 (the “Proposed Transaction”).

This would normally trade to parity or better, but arbs got burned last time.

ex div: $D $MDV $UNP $EBAY

*Flowserve Responses to Letter Issued by Starboard Value LP >FLS

*AUTODESK TO BUY MAINTAINX FOR ABOUT $3.6 BILLION IN CASH

*Flavor Maker IFF Nears Deal to Sell Food Ingredients Business to CVC Capital, Sources Say — WSJ, *Sale Is Expected To Value Division at More Than $4 Billion Including Debt, Sources Say — WSJ

Renew Energy Global plc | Sinha Sumant: SCHEDULE 13D/A, Renew Energy Global plc | Canada Pension Pla: SCHEDULE 13D/A ($6.75)

*FONAR CORPORATION ANTICIPATED LAST TRADING DATE JUNE 2 , NASDAQ SAYS

Voss Capital Urges Sempra to Spin Off Oncor Unit: Reuters

SpaceX Lowers IPO Valuation Target to at Least $1.8 Trillion

Pfizer Inks Up to $10.5 Billion Deal With China’s Innovent

Fermi Inc. | Neugebauer Toby R: DFAN14A #PLSstop

CZR observations:

There’s decent overlap here w/ Fertitta owned properties (Golden Nugget overlaps in Atlantic City, Biloxi, Lake Charles, Laughlin, Las Vegas, Tahoe, etc)

no timing close estimate (12mo placeholder for now) – initial outside date 5/27/27

go-shop likely meaningless (= “don’t sue me” – board)

I’m assuming Icahn (and everyone else) had their chance …

FT reported 5/14: Fertitta only needs a relatively small financing package, as a buyout of the target would likely be structured to avoid a formal change of control. This approach would allow existing loans and bonds to stay in place without having to be refinanced at higher rates … A complicating factor for any Caesars acquisition will be the company’s relationship with Vici, a property trust born from the 2017 restructuring to which Caesars pays billions of dollars in annual escalating rents.

If the Closing has not occurred by June 26, 2027, Caesars Entertainment, Inc. stockholders receive a per-share ticking fee equal to $0.007150 per day from the first day of the following month through the day before Closing.

Several of these things seem to be addressed in the docs, but still early/going thru them

Synopsys to Add Elliott Partner to Board

The Radoff-JEC Group Calls on Seer Inc. and Its Advisors to Reevaluate Its Premium Acquisition Proposal in the Best Interests of

*Amazon, Snowflake Strike $6 Billion Deal for Graviton Agentic Computing Chips — WSJ

*Dave to Join S&P SmallCap 600

*EPAM Systems Moving to S&P SmallCap 600 June 2

*FedEx Freight to Replace EPAM Systems in S&P 500

SoftBank Is Said to Offer $300 Million Block of Symbotic Shares

*TRADING HALTED:(CVGW) Trading Halted; For Information Requested

*TRADING HALTED:(AMWD) Trading Halted; For Information Requested

*SUZANO SAYS GOT ALL APPROVALS NEEDED FOR JV WITH KIMBERLY-CLARK

NEUP: a microcap name on my radar because Lynx1 (16% hds) bid $4.75 in late ’25:

Neuphoria Therapeutics Inc.: 8-K: ” … Based on past program contributions, Neuphoria believes it is eligible to receive approximately 4.65% of future milestone payments, if any, from CTXT, of which the total value to all 17 parties (see below) combined is estimated to be USD$460M …”

NEUP basically saying they are “eligible for” > $21mm (mrkt cap $29mm)

*AKZONOBEL REJECTED OFFER FROM NIPPON PAINT, SHERWIN-WILLIAMS *AKZONOBEL SAYS CASH OFFER REJECTED ON MAY 1, ’26 *AKZONOBEL SAYS CASH OFFER WAS FOR €73.00 IN CASH/SHR *AKZONOBEL BOARD CONTINUES TO RECOMMEND AXALTA MERGER

DOJ Appears Set to Approve Paramount’s Warner Bros Bid: Semafor

H.B. Fuller Issues Statement Regarding Value Creation Strategy

BILL Announces Executive Leadership Appointments and Organizational Updates to Support Next Phase of Growth

Lululemon Nears Deal to End Proxy War With Chip Wilson: Rtrs

Genco Shipping & Trading Limited Sets the Record Straight on Numerous Falsehoods in Diana’s Investor Presentation #PlsStop

REVERSE FLEX: Warner Bros. Discovery ~$12.5-13.75b, EU1-2b TLBs (financing work marching along)

*BLACKSTONE INJECTING UP TO $1.3 BILLION IN APOGEE FOR SKIN DRUG

FTSE Russell adopted a rule change that will speed the addition of newly listed large-cap companies to its main indexes, weeks ahead of SpaceX’s expected record-breaking IPO #Pump&Dump

*Nano Dimension Announces Sale of MarkForged to Stratasys

NEUP: a microcap name on my radar because Lynx1 (16% hds) bid $4.75 in late ’25:

• Neuphoria Therapeutics Inc.: 8-K: ” … Based on past program contributions, Neuphoria believes it is eligible to receive approximately 4.65% of future milestone payments, if any, from CTXT, of which the total value to all 17 parties (see below) combined is estimated to be USD$460M …”

FUL:

Ancora Releases Letter Regarding its Strong Opposition to H.B. Fuller’s High-Risk Attempt to Acquire U.K.-Based Advanced:

” … We are concerned the full Board may not be aware of the strong interest that financial sponsors have in acquiring H.B. Fuller and other industrial chemical companies. Based on our diligence and discussions with long-standing industry contacts, we are highly confident that leadership has been approached by credible buyers …”

*LANTHEUS IS SAID TO WEIGH SALE FOLLOWING OFFER FROM CURIUM (b4 bell fri)

Braemar Hotels & Resorts Inc. | Al Shams Investmen: SCHEDULE 13

Centessa Pharmaceuticals plc: 8-K 2026-05-21 (gets hsr)

*Mission Produce and Calavo Growers Merger Obtains Mexican Antitrust Approval, *Mission Produce and Calavo Deal Expected to Close May 28 Subject to Satisfaction of Closing Conditions

*UBER, DOORDASH IN TALKS TO BUY DELIVERY HERO STAKES: FT, *DELIVERY HERO SAYS RECEIVED €33/SHARE APPROACH FROM UBER, Uber weighs higher bid for Delivery Hero after €11.5bn offer rebuffed – ft

Express UK: Billionaire who dropped bombshell Man Utd takeover claim in talks over club investment

*TAIWAN’S MARKET CAP RISES TO $4.95 TRILLION TO OVERTAKE INDIA (adorable)

*NORTHERN OIL & GAS SAID TO NEAR C$350M DEAL FOR CANADIAN ASSETS

High Templar Tech Commences a Tender Offer to Repurchase up to 39 Million of its ADSs

*Lilly to Acquire Curevo, LimmaTech and Vaccine Co., Company Says — WSJ

*Lilly’s Deals Are Worth up to Nearly $4 Billion Combined, Company Says — WSJ

Hyperscale Data, Inc. Commences Tender Offer to Repurchase up to $5 Million of Shares of Class A Common Stock

SLAB gets hsr