Semafor

"In our industry of aerospace, ironically, in my opinion, the biggest beneficiary of the tariff-free environment we've had since 1980 has been the US," @AirbusInTheUS CEO Robin Hayes says at @EUintheUS #EUDefenseNight. A 0% tariff for aerospace would benefit "not just us, but…

Europe is ramping up defense capabilities "not only because Americans have been demanding us to do so since long ago, but also because we see a clear and present danger of the possibility of Putin's aggression," @KubiliusA says at #EUDefenseNight

📺WATCH: @semafor WH correspondent @ShelbyTalcott joined @JohnBerman, @Scaramucci and @DavidJUrban on @AC360 to talk about Trump's strategy to contain the fallout from the so-called Epstein files.

"Nothing would send a message to President Xi about our inability and our lack of commitment to alliances than failing in Ukraine," @USRepKeating says at @EUintheUS #EUDefenseNight. "And that's a reality."

Russia's war in Ukraine is "a fundamental attack on the European peace and security architecture" and "the rules-based international order," @davidmcallister tells @mchalfant16 at @EUintheUS #EUDefenseNight. "We don't only need to support Ukraine as long as it takes, but we need…

"The tariffs themselves are a lose-lose proposition," @USRepKeating tells @mchalfant16 at @EUintheUS #EUDefenseNight. "This is not just inflicting hurt with our allies, it's internally hurting ourselves here in this country, in terms of that uncertainty."

"Allies are allies, and allies should also be treated in a different way when it comes to trade," @davidmcallister tells @mchalfant16 at @EUintheUS #EUDefenseNight. "We in the European Union have no interest at all in a trade conflict with the United States, so we're still…

"Russia does have a large amount of people really working at probably a faster pace than we in the West are to develop these drones, to develop what they're throwing every day at the Ukrainians, and we are going to have to learn how to be faster," @Anduril's @HannahThoburn says.…

On Russia's drone capabilities, Tech Force in UA Director-General Kateryna Mykhalko tells @GinaChon, "there is no technological limit for Russia not to start the same attack on other countries in the European Union, which also have a border with Russia." @EUintheUS…

"We cannot allow both Putin and Chinese leadership to think that the West is weak in defending, first of all, Ukraine," @KubiliusA tells @GinaChon at @EUintheUS #EUDefenseNight. "If they will make such a conclusion, their aggressiveness only will increase."

"Our ability to defend Ukraine will certainly influence what China will decide to do in Taiwan," @KubiliusA says at @EUintheUS #EUDefenseNight. "In Ukraine, what is at stake is not only the future of Ukraine and Europe — but of the whole world, including the United States."

"Europeans should not blame Americans that they are asking us to take responsibility on European defense," @KubiliusA says at #EUDefenseNight. "Americans should not blame us that we want to strengthen the European defense industry in order to take this responsibility."

"This year marks 80 years since the Allied victory in Europe," @EUAmbUS says at #EUDefenseNight. "Today, as Europe again faces conflict, the EU is rising to the moment and allocating over $1 trillion US dollars to boosting European defense capabilities."

🟡 LIVE: Tune in now to #EUDefenseNight with @euintheus, @EUAmbUS Jovita Neliupšienė, EU Commissioner for Defense and Space @KubiliusA, and more.

Goldman goes big game hunting 🦏 … ⁦@semafor⁩ scoop via ⁦@lizrhoffman⁩ semafor.com/article/07/21/…

🟡 SCOOP: Goldman Sachs CEO David Solomon is looking for big acquisitions. He held takeover talks with $25 billion Northern Trust earlier this year and nearly clinched a $6 billion deal for private-markets specialist Cliffwater, @lizrhoffman reports. semafor.com/article/07/21/…

Cornyn on the Senate floor calls on Congress to "finally" pass restrictions on US investment in China as part of the NDAA: "I'm not going to give up. We're going to stay after this." ICYMI, we scooped the Senate's updated proposal earlier this year: semafor.com/article/03/13/…

Africa's four wealthiest men richer than half the continent: Report semafor.com/article/07/21/…

SCOOP: Berkshire’s BNSF working with bankers to explore its own takeover bid for rival rail, sources tell @semafor. Follows Union Pacific’s pursuit of Norfolk. That and more below $BRKA $UNP $NSC $CSX semafor.com/article/07/21/…

🟡 SCOOP: BNSF, the railroad giant owned by Warren Buffett’s Berkshire Hathaway, is working with Goldman Sachs to explore a takeover of a rival, @rogoswami reports. semafor.com/article/07/21/…