What a weekend behind us, and what a week ahead. Disrupt kicks off today, so the TechCrunch crew is busy as heck getting all the final touches put on. Snag a ticket here and we will see you soon.

On the podcast this morning:

Stocks are set to open sharply higher as we hit record, a good and welcome comeback for investors in both private and public tech companies.

The NVIDIA-ARM deal is finally a go, so we can put the entire saga to rest at last.

All things TikTok: Microsoft losing the deal, Oracle possibly winning the deal, the Chinese government saying no to the whole affair, and the Chinese government only saying no to part of the deal? What is clear is that the deal is under pressure to happen and not to happen. We'll know more soon.

Descartes Underwriting raised $18.5 million for its insurtech solution, while Xometry raised $75 million in a Series E for offshore manufacturing in factories with spare capacity.

GoJek and Grab may merge.

And, finally, the CBP is a huge mess and an embarrassment.

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