AI, Mag7 & BTC Daily Pulse Oct 4, 2026 $AAPL :: Tim Cook moves to exec chair, John Ternus takes over as CEO. MacBook and iPad prices up 15 to 25%. #ANTHROPIC :: Trump orders agencies off Claude and the FTC is probing, yet IPO talk points to November at up to $2T. #OPENAI :: Dots always on agents ship, but GPT-6.1 Astra launch is halted on safety and another safety lead walks out. $META :: Muse privacy heat plus New Mexico seeking up to $40B in penalties. Shares fell 11% after hours on AI cost squeeze. $NVDA :: Buyback lifted to $235B and a new Open Agent Safety Platform launched. A $300M GPU smuggling case is the overhang. $TSLA :: Q3 deliveries of 486,532 beat estimates with 13.7 GWh of storage. Oct 21 earnings is the next test. $GOOGL :: Gemini 4 Argon lands with 1M token outputs, but Alphabet posts its first ever negative FCF as capex balloons. $SPCX :: Starship deploys its first 26 Starlink V3 sats and Crew-13 reaches the ISS in a record 7h55m. Musk calls the Anthropic compute deal a short lease he can pull. $BTC :: SEC clears 3x leveraged BTC and ETH ETPs, spot ETFs take in $82.9M on the week, but $87K got rejected and price sits near $85K. $MSFT :: Copilot adds Home, Code and Autopilot plus Agent 365 to govern AI agents. The enterprise work layer story keeps building. $AMZN :: AWS drops government NDAs and pledges $1B+ for data center towns, while exploring an $8B Nvidia chip sale and leaseback. Sentiment leans bullish across the board. $NVDA and $AMZN look strongest, #OPENAI the most split. Not financial advice. Done by #AI #Mag7 #Apple #TimCook #Claude #ChatGPT #Meta #Muse #Nvidia #Tesla #Google #Gemini #Microsoft #Copilot #Bitcoin #ETF #SpaceX #Starship #Amazon #AWS 📷