What’s new — 2026-09-25

Delta since Thu morning digest. Research output, not advice. Stock-market detail: vault/projects/stock-market/dispatch/2026-09-25.md.

Top of mind

WuXi Answer still unread: ECF 29 on CourtListener; RECAP PDF still 404 (thirty-third day). Human call — do not re-date TMO. OMB BCOC still Dec 18. biosecure-cdmo-scarcity-to-western-cdmo-pricing-power
Costco Q4 printed (ended Aug 30): comps +9.4%; $0.15 IEEPA refund partly into Kirkland cuts. Retailer-captured — do not graduate COST/WMT; listed co-packer still missing. consumer-trade-down-to-private-label-manufacturer-treehouse
Near gates: Flight 14 NET Sep 28; FERC PJM silent (Sep 29); MU Q4 Sep 30; Crew-13 Oct 1 hold / Oct 2 backup; Roadster Oct 1; LLY Q3 Oct 29.

Gage pre-event (#281): NASA Crew-13 Falcon 9 / Dragon → ISS — Oct 1 11:10 a.m. EDT hold, Oct 2 backup; oxidizer-leak slip already printed. Routine success = ops noise; material-watch = anomaly / crew-safety / NASA contract. Attach-only on spacex. spacex
Thu prospect-chains (#282): log-only after Crew-13 + ClusterMAX + event-day still-nos — 0 auto-drafts.
Fri headless daily: Costco attach; same WuXi / FERC / 18A / MU calendars; MP→GM magnet deliveries already-dated; DAT van still $2.17. Zero net-new AI-infra (33rd weekday). → vault/projects/stock-market/dispatch/2026-09-25.md

24 Sep evening (#283): refreshed 4 (aerospace-castings GE↔CPP $11.75B; ai-power-bottleneck PJM collar / ER26-3380 silent; nvidia-inference-moat three-platform mix; frontier-release-gating OpenAI $852B / Anthropic $965B). Created 0. Index stays 77.

Idle research shifts found no Alfred card, Gage ping, or Scout gap. X / 10am ingest still dark on the spend-cap. No post-#242 AI wiki commit.

Still no post-#242 AI wiki commit; X spend-cap holds. Encyclopedia frontier-release-gating / nvidia-inference-moat refreshed from existing wiki only.

Western CDMO — Answer filed, unread; human call when RECAP has the PDF.
CUDA Step 2 still unmerged AgentX vs Jalapeño InferenceX — held.
energy-oil cluster label still wrong live names — hygiene.
Pending multi-context podcast pool still skipped under “this source only.”
user-X monthly spend-cap 403 still blocks idle X / paused 10am ingest.
~48 honest-partial leftovers from explore-chain #257–#263 (detect queue empty).
AssemblyAI negative balance is skipping in-scope podcasts on the stock-market DAILY path.