Thoma Bravo-backed Proofpoint agreed to buy Varonis in a deal valued at about $6.3 billion. The companies say combining email, collaboration, and data security could create a broader cybersecurity platform, just as AI agents and rising customer demand accelerate industry consolidation. Thoma Bravo Managing Partner Seth Boro joined Bloomberg Open Interest to talk about the deal.
Silgan is teaming up with American Industrial Partners to acquire Trivium Packaging in a deal valued at about $3.4 billion dollars. Silgan President and CEO Adam J. Greenlee discusses the strategic fit, expected benefits for shareholders and what the deal says about consumer demand and the broader economy.
Tensions between Washington and Kyiv are rising as Ukraine President Volodymyr Zelenskyy accuses the Trump administration of pressuring Ukraine while easing its stance toward Moscow. Leslie Vinjamuri of the Chicago Council on Global Affairs discusses the stakes for Ukraine, Europe, and Republicans heading into the midterms and how the Iran war is affecting US politics.
Copper has surged amid tariff fears, but the rally may be vulnerable if U.S. trade measures don't materialize. Invesco's Kathy Kriskey joins Blooomberg Open Interest to explain how stockpiling, tariff uncertainty, and growing demand from data centers and electrification could shape what happens next.
Bloomberg Intelligence's Mandeep Singh says this week's tech earnings could shift a recent market rebound, amid crosscurrents including concerns about financing and volatility in cloud businesses. He speaks on "Bloomberg Open Interest."
Aditya Bhave, BofA Securities senior US economist, says the Federal Reserve could raise interest rates at its October meeting, challenging the market's strong expectation that policymakers will hold. Bhave speaks about what he's looking for from Federal Reserve Chair Kevin Warsh on "Bloomberg Surveillance."
A rally in giant chipmakers buoyed the stock market as dip buyers emerged on bets the artificial-intelligence investment boom will continue to support solid earnings. Nimrit Kang, CIO at North Star Asset Management, discusses a growth scare amid an earnings-driven rally.
At first glance, the past week's inflation data look hot enough to change the Fed debate, but the details were less alarming: Inflation breadth narrowed, and traders expect PCE inflation later this month to tell a similar story. Jennifer Lee, Senior Economist at BMO Capital Markets, discusses global tightening and her outlook for the Fed's inflation fight.
On this episode of Stock Movers: - CoreWeave (CRWV) share are higher in premarket trading as Goldman Sachs upgrades the cloud-computing provider to buy from neutral, a move that comes in the wake of heavy volatility related to concerns over the company's debt. - Cleveland-Cliffs (CLIF) shares jumped after it reported third-quarter profit that topped analysts' estimates as steel prices rose and Trump administration tariffs eroded US imports. - Intel (INTC) is gaining in the premarket as JPMorgan upgrades to neutral from underweight, noting that the chipmaker's turnaround might take years, but the management's execution has been solid.
Anthropic PBC says it plans on depositing 5% of its shares in a new fund for "the public good." The money could be used to offset AI's impact on the job market. The artificial intelligence startup is preparing for what could be one of the biggest IPOs ever. Bloomberg's Ed Ludlow reports.
