CNBC Daily Open: Potential diesel ban, Pentagon's warfare initiative and Google's latest AI model

US President Donald Trump speaks on the day he makes an announcement about an energy infrastructure project in Alaska, in the Oval Office at the White House in Washington, D.C., US, Sept. 30, 2026. Kevin Lamarque | ReutersHello, this is Justina Lee writing to you from Singapore. Welcome to another edition of CNBC's Daily Open.U.S. President Donald Trump's comments that he is still "thinking about" a diesel export ban raised worries that U.S. energy prices may rise further, while traders continue to keep a close eye on developments in the Middle East amid concerns over stalled U.S.-Iran peace talks. The Pentagon is tapping into the expertise of prominent individuals including Tesla and SpaceX CEO Elon Musk to identify the military capabilities, technologies and weapons that the U.S. may need in future wars. Google unveiled its most advanced AI model — Gemini 4 Argon — as the AI race continues to march on. What you need to know todayInvestors are keeping a close watch on developments relating to energy supplies, after U.S. President Donald Trump's said he was still "thinking about" a diesel export ban, even as the U.S. oil industry cautioned that the move would pressure refineries to...