Bloomberg’s Caroline Hyde and Ed Ludlow break down Cisco’s acquisition of Splunk in a $28 billion dollar deal as it pushes into AI. Plus, they get a read on the state of the IPO market with Jeff Thomas from Nasdaq as companies see their trading debut pop begin to fade.

AI Winners and Losers Emerge
45:14

Markets Brace for Microsoft and Meta Earnings
44:06

AI Trade Stumbles as Chip Stocks Slide
44:06