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.

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Nvidia Nears $14B Hugging Face Deal
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Anthropic’s Compute Bet, Musk on AI, Apple’s New CEO
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