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Proofpoint's $6.3 Billion Cybersecurity Bet

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.

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Ukraine at a Crossroads: U.S. Tensions and Iran

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.

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