WS #16543
Large-cap consolidation is accelerating across infrastructure and software. The FCC's approval of Amazon's acquisition of Globalstar clears a major regulatory hurdle for satellite internet expansion, while Salesforce's purchase of Braze highlights the push for integrated customer engagement platforms. Concurrently, SanDisk is locking in long-term data center agreements, indicating strong underlying demand for storage infrastructure despite the broader tech selloff.
Major M&A and Infrastructure Consolidation
Large-cap consolidation is accelerating across infrastructure and software. The FCC's approval of Amazon's acquisition of Globalstar clears a major regulatory hurdle for satellite internet expansion, while Salesforce's purchase of Braze highlights the push for integrated customer engagement platforms. Concurrently, SanDisk is locking in long-term data center agreements, indicating strong underlying demand for storage infrastructure despite the broader tech selloff.