An incoming ‘M&A supercycle’ wouldn’t just be a win for dealmakers

1. Elon Musk gave his pro-Trump PAC $75 million in 3 months. A new filing offers the clearest picture yet of how much the world’s richest man is willing to spend to get the former president re-elected. The billionaire has reportedly floated the idea of personally knocking on swing-state voters’ doors for Trump.
2. All the single ladies are voting for Kamala Harris. In just a few years, single women have become a largely united voting bloc, overwhelmingly supporting Democrats. Unmarried women now make up 25% of the electorate — and that’s bad news for Donald Trump.
3. Netflix’s new games boss is shaking things up. Alain Tascan, who became president of games in July, has brought in Jeet Shroff for a newly created role as a VP over games tech and portfolio development. Shroff, formerly of Epic Games, is charged with promoting consistency across Netflix’s portfolio of games, both licensed and homegrown.

In other news

• Walgreens is closing 1,200 stores.
• Taboola is looking to compete with Google and Facebook for small-business clients using a new generative AI tool for ad campaigns.
• Your old images stored on Photobucket could soon be used to train AI.
• Google is taking the nuclear option to power soaring demand for AI. Here’s why it’s such a big deal.
• Why best-selling novelist James Patterson loves Substack — and hates AI.

What’s happening today

• Today’s earnings: Morgan Stanley, Discover Financial Services, and other companies are reporting.

The Insider Today team: Dan DeFrancesco, deputy editor and anchor, in New York. Jordan Parker Erb, editor, in New York. Hallam Bullock, senior editor, in London. Milan Sehmbi, fellow, in London.