i5invest USA || US Tech M&A Tracker

SpaceX completed its $60 billion acquisition of AI coding startup Cursor, following an April option agreement and its June IPO. The deal gives Cursor...

Three tech giants maintain strong balance sheets despite surging AI investments.

• Alphabet boosted 2026 capex to $195-205B while holding $242B+...

Chinese regulators forced Meta to unwind its $2B Manus acquisition even after the startup relocated to Singapore, highlighting intervention risks for...

Silver Lake's reported pursuit of a $43-51B take-private of Workday highlights how AI fears over seat-based pricing are pushing legacy SaaS valuations...

• SpaceX closed $60B Cursor buy: Adds coding AI to Grok, unlocks largest GPU fleet for cheaper models
• Anthropic eyes $6B Decart deal: 50% premium...

FTC opens antitrust investigation into Epic Systems, the health records giant holding medical data for hundreds of millions of Americans, focusing on data access and interoperability with rival EHR platforms.

Stripe and Advent are pursuing a $53B takeover of PayPal in what could become a historic take-private deal. This signals accelerating consolidation among major payments players.

• FTC is actively probing health records giant Epic Systems
• DOJ merger settlements face Tunney Act violations in HPE-Juniper deal amid lobbyist...

Market divergence is clear in recent deals:

• Workday faces Silver Lake take-private talks at analyst targets of $180–$250 per share, with no signs of...

• Anthropic nears a $6B Decart acquisition to ease compute crunch and optimize chip performance ahead of a potential IPO.
• Decart tech boosts...

Silver Lake's talks to acquire Workday in one of the largest software buyouts ever test private equity appetite for traditional enterprise software...

• DOJ restarted targeted HSR merger reviews on August 13, 2026, signaling stricter scrutiny of potentially anti-competitive deals.
• Legal teams must...

Google is negotiating a $1.5 billion non-exclusive license for Mechanize’s AI coding technology plus selective talent hires rather than a full...

AMD is acquiring Toronto-based Taalas to hardwire specific AI models into specialized inference chips, promising thousands of times faster and cheaper...

UK regulators approved the ~$110B Paramount-WBD merger after binding commitments on Channel 5 independence, separate news editorial teams, and...

Nielsen's $2.15 billion acquisition of DoubleVerify aims to improve streaming ad tracking as linear TV declines. The deal creates a unified platform...

Google is negotiating a hybrid deal with San Francisco AI coding startup Mechanize, valued above $1.5 billion, to recruit select talent and secure...

Electronic Arts closed its $55 billion sale to Saudi Arabia’s PIF, Silver Lake, and Affinity Partners—the largest private equity buyout of a video...

Trump's nominee Adam Candeub for DOJ Antitrust chief faces pushback over his FCC tenure, where the agency rubber-stamped major broadcast, cable and...

Ari Emanuel's WSJ op-ed defends the $110.9 billion Paramount-WBD merger as essential for financial survival amid streaming competition.

• Core...