CNBC Daily Open: Big M&A activity returns to the U.S. — but the deal-maker is the White House

It's starting to feel like we're in a game of Pac-Man, in which the U.S. government is the eponymous hungry yellow blob furiously chomping on everything in sight. The White House's 10% stake in Intel and revenue-sharing agreement with Nvidia and AMD look like they're just the start in a series of…