Podcasts about Informatica

Topical authority requires omnipresence across AI-powered search platforms. Daniel Horowitz, SEO leader at Informatica, explains how brands must establish authority across Google's AI mode, ChatGPT search, Perplexity, and social platforms as user behavior shifts from exploration to informed querying. The discussion covers semantic relationship optimization through strategic internal linking and the experimental approaches needed to crack emerging AI search ranking factors.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Enterprise brands face a critical resource allocation decision between content development and link acquisition strategies. Daniel Horowitz, SEO leader at Informatica, shares insights from managing search strategy at a global data management company serving Fortune 500 clients. The discussion covers topical authority requirements across emerging search platforms including AI mode, synthetic queries, and alternative search engines beyond traditional Google results. Horowitz outlines strategic frameworks for omnipresence marketing and adapting content distribution to evolving user search behaviors in an AI-driven landscape.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Topical authority requires omnipresence across evolving search platforms beyond traditional Google dominance. Daniel Horowitz, SEO strategist at Informatica, demonstrates how enterprise brands must adapt to synthetic queries, AI mode, and multi-platform discovery behaviors where users arrive pre-informed rather than exploratory. The discussion covers semantic relationship optimization through strategic internal linking frameworks, ranking factor adaptation strategies for AI-powered search environments, and scalable approaches for meeting changing user demand across ChatGPT search, Perplexity, and social discovery platforms.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

AI-generated content is flooding search results, making topical authority more critical than ever. Daniel Horowitz, SEO strategist at Informatica, shares how enterprise brands can maintain competitive advantage as search behavior shifts across multiple platforms including Google's AI mode, Perplexity, and social search channels. The discussion covers strategic approaches for establishing semantic relationships through advanced internal linking architectures and building cross-platform authority signals that perform in both traditional and AI-powered search environments.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Le immagini di migliaia di donne sono finite, a loro insaputa, su siti frequentati, di fatto, da soli uomini, con commenti spesso osceni. Molti i reati sui quali indaga la Procura di Roma, dal revenge porn alla diffamazione aggravata fino alla violazione della privacy.Ne parliamo con Mara Carfagna, segretaria di Noi moderati e subito dopo con Giovanni Ziccardi, professore di Informatica giuridica all'Università statale di Milano.

Join us on Discord with Semiconductor Insider, sign up on our website: www.chipstockinvestor.com/membershipSalesforce has started up the M&A train again. We focus specifically on the acquisition of Informatica for $8 billion. We analyze Salesforce's balance sheet, revenue segments, and quarterly results. Despite some stagnation in traditional business areas, Salesforce's new AI initiatives and data cloud ventures are driving revenue growth. We discuss the impact of these strategic decisions on Salesforce's financials and future prospects, including potential roadblocks and the importance of profit margin expansion.Supercharge your analysis with AI! Get 15% of your membership with our special link here: https://fiscal.ai/csi/Sign Up For Our Newsletter: https://mailchi.mp/b1228c12f284/sign-up-landing-page-short-form********************************************************Affiliate links that are sprinkled in throughout this video. If something catches your eye and you decide to buy it, we might earn a little coffee money. Thanks for helping us (Kasey) fuel our caffeine addiction!Content in this video is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.Timestamps:(00:00) Salesforce's Recent Acquisitions(02:16) Financial Overview and Balance Sheet(03:31) Q2 Performance and Revenue Breakdown(06:53) Margin Expansion and Profitability(10:37) Informatica Acquisition Impact#salesforce #crmstock #software #softwarestocks #semiconductors #chips #investing #stocks #finance #financeeducation #silicon #artificialintelligence #ai #financeeducation #chipstocks #finance #stocks #investing #investor #financeeducation #stockmarket #chipstockinvestor #fablesschipdesign #chipmanufacturing #semiconductormanufacturing #semiconductorstocks Nick and Kasey own shares of Salesforce

In this episode of Software People Stories, Gayatri Kalyanaraman speaks with Shikha Munjal, Associate Director Fidelity International, about her dynamic journey across technology, finance, people management and community building.Shikha Munjal's story begins in a small town in Haryana, where she pursued computer science engineering—a choice influenced by her father's vision rather than her own. What started as a decision made for her soon turned into a lifelong passion for technology and problem-solving.She began her career with Accenture in Bangalore, diving straight into the corporate world just two days after finishing her final exams. Although trained in one technology, she was placed on projects with Informatica and data technologies, which opened a new career-long interest in data management and reporting tools.From there, Shikha moved to Headstrong (later acquired by Genpact), working primarily with Morgan Stanley's account, and even spent nearly a year onsite in Tokyo. That global experience left a lasting impression on her work ethic—she admired the Japanese culture of discipline, continuous learning, and deep focus.Her journey next took her to JP Morgan in Mumbai, where she strengthened her expertise in financial services and data-driven systems. But personal circumstances brought her back to the Delhi NCR region, where she eventually joined Fidelity International, her professional home for over a decade.At Fidelity, Shikha grew into senior leadership, taking on roles that blended technology, business analysis, and product management. She emphasized not just building solutions, but delivering real business outcomes—aligning technology with the fast-paced demands of the financial services industry.Along the way, she invested in continuous learning—pursuing certifications in Informatica, IBM, product management, financial analysis, and cloud/data platforms like Snowflake. She transitioned from being a technologist to a business leader and product owner, always guided by her growth mindset.Beyond her corporate role, Shikha has been an active advocate for diversity and inclusion, serving as a chapter lead at AnitaB.org North India. She blends her professional identity with her personal roles as a mother, wife, daughter, and sister, often saying that her strength comes from integrating all these parts of her life.Today, as Associate Director at Fidelity International, Shikha is shaping data strategies, product roadmaps, and inclusive leadership practices—all while staying curious, resilient, and adaptable in an era of rapid technological and business change.Quotable Moments from Shikha Munjal's Episode“The whole is greater than the sum of its parts – I've learned to blend my roles as a mother, daughter, professional, and leader.”“Comfort and growth do not coexist. The moment I feel my work is not challenging me, I know it's time to evolve.”“What keeps me going is not climbing the career ladder, but continuously adding to my profile and learning something new.”“If you enjoy the process of learning, the outcomes will follow naturally.”“In technology, every four to eight years your skills get challenged – you need to continuously upskill to stay relevant.”“I always believed that being connected to the business side meant being connected to the real world – solving real problems, not just writing code.”“We need to embrace uncertainty rather than rush to solve it. Sometimes dwelling on the ambiguity gives deeper insights.”“Data today is like a marketplace—you should be able to shop for it within an organization, but with the right entitlements and governance.”Shikha Munjal is Associate Director at Fidelity International with over 20 years of experience in technology and financial services. She has held roles at Accenture, HCL, Morgan Stanley, JP Morgan, and now Fidelity. A strong advocate for diversity and inclusion, she has led the North India chapter of AnitaB.org. Shikha is passionate about data, product management, and continuous learning, and believes in shaping her career with curiosity and resilience.Shikha can be reached at https://www.linkedin.com/in/shikha-munjal-19370113a/

No mundo de hoje, que é controlado por códigos, programas e sistemas de computadores, permanecer alheio aos princípios básicos por trás dessa engenharia social é uma opção? Indo além, como é possível levar isso para as escolas da rede pública? Pensando nisso, o LIpE/UFRJ desenvolve desde 1994 uma série de cursos para o letramento digital de professores e, desde 2016, alunos de ensino médio. Conversamos com o coordenador pedagógico do laboratório, Ricardo Jullian, e as extensionistas Ana Schenkel e Jéssica Cabral, alunas de Engenharia de Eletrônica e de Computação e de Engenharia Civil na UFRJ, sobre soluções práticas para a inclusão digital. Produção e apresentação: Louise FilliesEdição: Thiago Kropf 

Eric Brown vividly recalls his trial by fire at MicroStrategy. Joining a subsidiary, he expected to help deploy hundreds of millions from a planned secondary raise. Instead, “the parent company had a restatement…raised zero,” he tells us. Elevated to CFO, he faced layoffs of two-thirds of staff and operating margins at -40%. Over three years, Brown led a turnaround to +30% margins and a market cap recovery from $55 million to more than $1 billion. “Nothing really phases me,” he says of the experience.That resilience shaped how he later embraced growth. At Tanium, he oversaw hyperbolic expansion—ARR surging from $8 million to over $220 million in three years—while remaining operating cash-flow positive. At Electronic Arts, he guided the transformation from disc-based game sales to digital distribution. And at Informatica, he achieved what he once missed at another firm: leading a successful $1 billion IPO.Now at Cohesity, Brown sees a new frontier in AI. Comparing it to earlier waves like the internet and cloud, he emphasizes the capital intensity and strategic importance of data. Training large language models will be limited to “maybe eight to ten long-term” entities worldwide, he tells us. For Cohesity, which secures and curates customer data, AI offers both internal efficiencies—like case resolution and policy querying—and external growth through its Gaia platform.From existential crisis to IPO triumphs, Brown frames AI as the next defining wave. “The broad-based applicability is extraordinary,” he tells us, adding that the real battle will be for privileged data.CFOTL: Thank you for that perspective. You revealed to us pretty much what Cohesity is up to, and maybe you can tell us a little bit about the acquisition last year of Veritas. After that was announced, it was said you were now the largest data protection software provider by market share. How has that transformed your business strategy or competitive positioning?Brown: First of all, this transaction is a landmark deal—something that would make an amazing business school case study. To set it up: Cohesity, a private company with about $550 million in GAAP run-rate revenue, had just reached break-even. Then we bought 72% of Veritas in a carve-out from a private entity. That move doubled our size—Veritas had roughly $1.1 billion in GAAP revenue.You ask, how does a $500 million company buy a $1.1 billion company? The answer is you need a compelling case and a lot of capital. The case was horizontal consolidation: Veritas had an incredible install base but an older-generation product, while Cohesity had a next-gen hyper-converged product. Together, we could offer something better. With 4,000 Cohesity customers and 9,000 from Veritas—and only 2% overlap—we created a highly complementary enterprise customer base.To finance it, we essentially became a deal-specific private equity company, raising $950 million of equity and $2.8 billion of debt. We closed the deal in December last year. Since then, we've integrated at record speed—three to four times faster than you'd normally see in an M&A transaction. Every system has converged except customer care, which will be complete by November. Customer response has been strong, and the original thesis—that we'd be better together with a stronger roadmap and a future-proofed Veritas base—has proven absolutely true. This wasn't just financial engineering; the combined product value proposition is rock solid, and it's been great to see that play out.

Hoje você vai saber da "dança das cadeiras" num setor vital e estratégico da TV Globo. Também tem o novo dilema do Café Pelando! Tudo no Café Antagonista #90 apresentado por José Inácio Pilar!Café Antagonista 2025 é o seu ponto de encontro semanal para ficar bem informado.     Apresentado por José Inácio Pilar, o programa vai ao ar todos os sábados, às 10h e 16h, trazendo uma análise inteligente dos principais acontecimentos do Brasil e do mundo.     Com um jornalismo independente e sem amarras, debate política, economia, notícias e bastidores exclusivos com um olhar crítico e direto. Inscreva-se no canal para não perder nenhuma edição do Café Antagonista 2025!                                                                                                                                                          #caféantagonista   Apoie o jornalismo Vigilante: 10% de desconto para audiência do Café Antagonista⁠ ⁠  https://bit.ly/oa-cafe10    Siga O Antagonista no X:  https://x.com/o_antagonista   Acompanhe O Antagonista no canal do WhatsApp. Boletins diários, conteúdos exclusivos em vídeo e muito mais.  https://whatsapp.com/channel/0029Va2SurQHLHQbI5yJN344  Leia mais em www.oantagonista.com.br | www.crusoe.com.br 

Un'epoca finita. Era subito dopo ipod, iphone 4. Prima di perdere il mio ipod, trasferii il meglio sul mio iphone 4 che funziona ancora benissimo, con la sua autonomia di un mese in air mode on.Cercatelo. Chitarrista splendido, autore di brani che ti entrano subito nelle vene e pulsano con i ritimi umani .Se ti senti un caffeinomane e ti piacciono questi racconti, sostieni il podcast su caffe20.it/membri grazie !

Amit Walia, CEO of Informatica (INFA), talks about what he calls a "blow out" quarter in earnings, particularly through its cloud business. He talks about how the report shows the importance of A.I. and its role for Salesforce's (CRM) Agentforce platform. Informatica was acquired by Salesforce in May for $8 billion. Amit later notes the company's hyperscaler partnerships through Amazon (AMZN) AWS, Microsoft (MSFT), and mostly recently, Nvidia (NVDA).======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about

Transforming one's business with AI while maintaining that human element is the balance everyone's struggling with. But what if the answer's hidden in plain sight? In this episode of Bringing Data and AI to Life, host and VP of Data Governance and Data Integration Solution Sales at Informatica, Amy Horowitz sits down with Alanna Val Hackett, Manager of Data Solutions at TripleLift, to explore the evolution of modern data teams, effective data-driven product management, and practical AI implementation strategies. Tune in for valuable insights on how to balance automation with human expertise, develop junior talent effectively, and create a documentation culture that empowers self-service analytics. The only data teams that will win are the ones who keep ethical considerations at the forefront.

Se un cibo cade e lo raccogliamo entro cinque secondi è vero che non corriamo rischi di contaminazioni batteriche? Francesca ci spiega cosa ci dice la scienza al riguardo, e come il tipo di cibo e la superficie su cui cade possano influenzare il risultato.Leonardo Intervista Diletta Olliario, dottoressa di ricerca in Informatica che ci parla della sua esperienza come dottoranda e dei modelli matematici che si usano per modellare le prestazioni dei datacenter.Tornati in studio dopo una barza brutta direttamente dal gruppo Telegram, Valeria ci parla del lenacapavir un nuovo farmaco per HIV che ha un nuovo meccanismo d'inibizione del virus e funziona con una somministrazione di una volta ogni 6 mesi.Vi lasciamo con la notiziona che sabato 11 ottobre ci sarà la possibilità per circa 10 ascoltatori di venire con noi a fare una visita al CERN a Ginevra. Maggiori informazioni in arrivo nelle prossime puntate!Diventa un supporter di questo podcast: https://www.spreaker.com/podcast/scientificast-la-scienza-come-non-l-hai-mai-sentita--1762253/support.

Informatica isn't a household name, but it plays a crucial role in helping companies like Toyota and Unilever manage and organize vast amounts of data. As artificial intelligence becomes more powerful, that data is like a gold mine. Customer relationship software company Salesforce recently struck a multibillion-dollar deal to acquire Informatica. On the latest episode of the Bold Names podcast, Informatica CEO Amit Walia speaks to WSJ's Christopher Mims and Tim Higgins about why his company is worth $8 billion to Salesforce's AI ambitions. Check Out Past Episodes: Salesforce CEO Marc Benioff and the AI ‘Fantasy Land' Tariffs, EVs and China: A CEO Insider's View of the Car Business How Microsoft's AI Chief Defines ‘Humanist Super Intelligence' Venture Capitalist Sarah Guo's Surprising Bet on Unsexy AI Let us know what you think of the show. Email us at BoldNames@wsj.com Sign up for the WSJ's free Technology newsletter. Read Christopher Mims's Keywords column.Read Tim Higgins's column.  Learn more about your ad choices. Visit megaphone.fm/adchoices

In the data and AI space, action cannot wait. And, neither can celebration! Tune into the anniversary special of Bringing Data and AI To Life as hosts, Amy Horowitz, GVP Solutions Sales and Business Development at Informatica and Nick Dobbins, VP and Worldwide Field CTO, Informatica, along with special appearances from the podcast team - Rudra Ray, Rameez Ghouz, Stephanie Rogers and Gary Loste, celebrate one year of cutting through data and AI complexity. Together, they reflect on key insights and transformative discussions that have shaped the industry landscape, including AI governance challenges, the importance of trusted data for scaling AI initiatives, and practical strategies for modernizing data stacks. As you listen in, continue to cut through the chaos of data and AI and walk the path of clarity with us!

As it stands today, the average social media user is privy to anywhere between 4000 to 10,000 ads a day. So, how much of this churn is down to Data and AI and how efficiently do businesses bridge the gap between ad tech and customer value? In this episode of Bringing Data and AI to Life, our host Nick Dobbins, Worldwide VP and Field CTO at Informatica, welcomes Praveen Gujar, Director of Product at LinkedIn, to explore the evolution of ad tech platforms, real-time data scaling, and the delicate balance between personalization and privacy. Whether you're leading marketing technology initiatives or building data infrastructure for advertising platforms, this conversation delivers practical insights on leveraging AI for hyper-personalization while maintaining user trust. Tune in to discover how successful ad tech platforms are simplifying complex data architectures to deliver real-time, personalized experiences at scale.

La puntata 570 vede (o sente?) in studio Leonardo e GiorgioDopo un brevissimo accenno all'attualità politica, Giorgio ci racconta di come i muoni provenienti dai raggi cosmici possono essere utilizzati per mappare eventi climatici estremi come cicloni e tornado.Nell'esterna di questa settimana Valeria intervista Vanessa Barone che ci spiega come si studia lo sviluppo dei ricci e delle stelle di mare.Si torna in studio con una barza direttamente dal nostro gruppo telegram. Dopo questo momento di ilarità Leonardo ci spiega l'algoritmo che ci permette di trovare il cammino minimo in un grafo, e in particolare di come un recente articolo è riuscito a ottimizzarlo.Diventa un supporter di questo podcast: https://www.spreaker.com/podcast/scientificast-la-scienza-come-non-l-hai-mai-sentita--1762253/support.

Nearly a year into his CFO role at Reltio, James Redfern still feels like he's catching up. “I've made some progress, but I'm definitely not where I… need to get,” he tells us. That steep learning curve was exactly what drew him to the company.Redfern didn't find the Reltio opportunity through recruiters. Instead, it surfaced during a casual conversation with a mentor. “I was actually looking at something else,” he recalls. “And he said, ‘Oh, if you're looking… I'm on the board of a company that's looking for a CFO.'” That kind of personal connection—what Redfern calls “psychic safety”—has guided his last two career moves. It's less about who you know casually, he tells us, and more about “people you actually have worked with.”At Reltio, Redfern stepped out of his comfort zone. After years in application-layer software companies like Workday and PayScale, he shifted into deep IT infrastructure. Reltio's platform ensures enterprise data is clean and consistent across systems—a need made more urgent by the rise of AI. “You need a reliable, unified view of your data,” he explains. “One customer equals one customer—not three different customers in three different systems.”With 190 customers and $160 million in annual recurring revenue, Reltio works with some of the world's largest enterprises. The company's mission, Redfern tells us, is to replace legacy systems like Informatica and IBM with cloud-native data unification at scale.For Redfern, the attraction wasn't the title. It was the challenge. “This is the kind of journey I committed myself to,” he says.

Today I am chatting with Aashita Jain,About the privacy career she maintains.Aashita used to live in Bangalore,We will talk about Informatica and all the jobs she had before!

L'Agcom annuncia nuovi provvedimenti, questa volta pare risolutivi, per vincere la battaglia sempre più lunga contro le telefonate commerciali moleste, se non ingannevoli, di call center. Interviene Andrea Rossetti, docente di Informatica giuridica alla Bicocca di Milano.

With a swirl of acquisition news happening in the industry, Zach Van Doren of Acxiom joins the Real Talk podcast to break it all down with hosts Kyle Hollaway and Dustin Raney. They touch on AI topics from the Salesforce acquisition of Informatica and Meta's bid for Scale AI, to the uncertainty around the direction of legislation and what the next new device could mean for brands and consumers. Thanks for listening! Follow us on Twitter and Instagram or find us on Facebook.

On the final afternoon of Salesforce Connections, I catch up with Rebecca Wettemann, CEO of Valoir, to make sense of the what we just saw. Rebecca has some instructive thoughts on Salesforce's planned acquisition of Informatica - a topic we didn't hear much about at the show, but one worth discussing. We also discussed how this show compared with Valoir's prior research on Salesforce and customer adoption of agentic AI. And: what does the end of "no-reply marketing" mean, and are customers ready for the Agentforce transition? How has Agentforce progressed since Valoir's initial research. Time to hash it out...

On the final afternoon of Salesforce Connections, I catch up with Rebecca Wettemann, CEO of Valoir, to make sense of the what we just saw. Rebecca has some instructive thoughts on Salesforce's planned acquisition of Informatica - a topic we didn't hear much about at the show, but one worth discussing. We also discussed how this show compared with Valoir's prior research on Salesforce and customer adoption of agentic AI. And: what does the end of "no-reply marketing" mean, and are customers ready for the Agentforce transition? How has Agentforce progressed since Valoir's initial research. Time to hash it out...

Welcome to episode 307 of The Cloud Pod – where the forecast is always cloudy! Who else is at a conference? Justin is coming to us this week from sunny San Diego where he's attending FinOps – so we have that news to look forward to for next week. Matt and Ryan are also on hand today to share the latest news from Kubernetes, Salesforce acquisitions, and the strange case of Azure making AWS more cost effective. Titles we almost went with this week: The Great Redis Escape: One Year Later, Valkey is Living Its Best Life Cache Me If You Can: How Valkey Outran Redis’s License Policies Tier Today, Gone Tomorrow: AWS’s New Storage Class That Moves Your Data So         You Don’t  Hey AI, Deploy My App: AWS Makes It Actually Work AWS Finally Calculates What You’ll Actually Pay The Price is Right: AWS Edition From List Price to Real Price: AWS Gets Transparent Red Hat and AWS Sitting in a Tree, R-H-E-L-I-N-G Dockerfile? More Like Dockefile-It-For-Me with Amazon’s New MCP Server Elementary, My Dear Watson: Amazon Q Becomes Sherlock Holmes for AWS CUD You Believe It? Red Hat Gets the Discount Treatment Committed Relationship Status: It’s Complicated (But 20% Cheaper) RHEL Yeah! Google Drops Prices on Enterprise Linux Disk Today, Gone Tomorrow: Azure’s Vanishing OS Storage ATL1: Where GPUs Meet Sweet Tea and Southern Hospitality AWS Launches Operation Cloud Sovereignty The Great Firewall of Europe: AWS Edition Amazon Builds a GDPR Fortress in Germany General News  01:46 What Salesforce’s $8B acquisition of Informatica means for enterprise data and AI | VentureBeat Salesforce just dropped $8 billion to acquire Informatica.  This purchase was really about building the data foundation needed for agentic AI to actually work in enterprise environments – we’re talking about combining Informatica’s 30 years of data management expertise with Salesforce’s cloud platform to create what they’re calling a “unified architecture for agentic AI.” This acquisition fills a massive gap in Salesforce’s data management capabilities, bringing in critical pieces like data cataloging, integration, governance, quality controls, and master data management – all the unsexy but absolutely essential plumbing that makes AI agents trustworthy and scalable in real enterprise deployments. The timing here is fascinating, because Informatica literally just announced their own agentic AI offerings last week at Informatica World, so Salesforce is essentially buying a company that’s already pivoted hard into the AI space – rather than trying to build these capabilities from scratch. There’s going to be some interesting overlap with MuleSoft, which Salesforce bought for $6.5 billion back in 2018, but analysts are s

If there's one constant in business today, it's change. New partnerships, new strategies, and new risks are popping up in all areas. In this episode, we look at three major changes taking place in the B2C, B2B, and enterprise application spaces and tap our analysts for their guidance on how to manage these changes.

In this episode, we discuss experiences with AI coding, layoffs and unemployment, DevOps Center, Salesforce's Q1 financials, Informatica acquisition, and AI agents.

In this week's live session, I'm breaking down the biggest marketing headlines that came out of May 2025 and what they actually mean for industrial companies and B2B marketers.First up, Salesforce just dropped $8 billion to acquire Informatica. I'll walk you through why that matters, how it's going to supercharge their AI capabilities, and what it means if you're using—or competing against—Salesforce.Next, I dig into Google's latest move: they're rolling out ads directly into AI search overviews. If you're wondering how to show up in AI summaries, what this means for SEO and paid search, and where the ad money is going next, I break it all down. I've been saying it for a while—this shift is going to redefine digital marketing strategy across the board.And lastly, we talk about Mountain's IPO, which just brought connected TV advertising front and center. They popped off with a $1.6 billion valuation on day one. That's huge for small and mid-market advertisers looking to get into streaming platforms like Hulu. This isn't just a play for big brands anymore—this is where smart companies are heading next.I also touch on geofencing, real-world attribution problems in B2B, and how brands like yours can actually start competing in this new landscape without throwing away your budget.This is the stuff that matters right now if you want to win. If you're not subscribed, hit the button, turn on notifications, and follow along. We go live every Tuesday at noon Central, no scripts, just real marketing and sales strategy.Let's get into it. __________Subscribe For More Video Content :https://www.youtube.com/kylemilan__________Say Hi on Social:LinkedIn : https://www.linkedin.com/in/kylemilan/Instagram: https://www.instagram.com/kylejmilanFacebook: https://www.facebook.com/KyleJMilan/__________Connect For Business:MFG Tribe: https://milanmedia.comMFG Tribe on LinkedIn: https://www.linkedin.com/company/milanmedia/Technical Sales University: https://training.technicalsalesu.com/enroll

Alcuni fra i principali siti pornografici sul web, hanno annunciato oggi la cessazione dell’attività in Francia in segno di protesta contro la legge francese sulla verifica dell’età degli utenti. Interviene Andrea Rossetti, docente di Informatica giuridica.

From Wall Street's wild recruiting arms race to the collapse of KKR's £4bn Thames Water rescue, Anthony and Stephen unravel the biggest private equity stories shaping markets right now.They unpack why PE firms are hiring grads five years early (and why J.P. Morgan's furious), the 35% drop in global fundraising, and what it means for the industry's future. Plus: Salesforce bets $8bn on Informatica in a bold AI data play, and after 717 days of drama, the Telegraph sale finally nears the finish line.Essential listening for anyone navigating the high-stakes world of M&A, private equity power moves, and the politics behind billion-dollar deals.(00:00) Intro & Themes in Focus(01:55) What Makes a Good LBO Candidate(04:54) Recruiting Mania in Private Equity(14:16) KKR and Thames Water Update(21:06) Private Equity Fundraising Trends(30:33) Telegraph Acquisition Insights(34:34) Salesforce's Acquisition of Informatica

This week, Cathy McKnight, Chief Problem Solver at Seventh Bear, makes her monthly visit to the studio. Inspired by Salesforce's acquisition of Informatica, they discuss their experiences with acquisitions.   Some talking points from this week: Salesforce's acquisition of Informatica aims to enhance Salesforce's data management and AI capabilities, but the company has a mixed track record.  The need to understand the different motivations for an acquisition and what has driven the transactions.   Some examples of good Martech acquisitions, and what makes a good acquisition for both the team, financially, and the clients.   Some things to look out for if you are on either side of the acquisition, working for the acquirer or the company being acquired Customers must be aware of and delve into the details of the plans, and engage with other people in the ecosystem.   The importance of a great story that ties together the acquisition, positioning it internally and in the market. As always, we welcome your feedback. If you have a suggestion for a topic that is hot for you, please get in touch using the links below. Enjoy! — The Links The people: Ian Truscott on LinkedIn and Bluesky Cathy McKnight on LinkedIn Mentioned this week: Seventh Bear Salesforce acquires Informatica for $8 billion | TechCrunch Rockstar CMO: The Beat Newsletter that we send every Monday Rockstar CMO on the web, Twitter, and LinkedIn Previous episodes and all the show notes: Rockstar CMO FM. Track List: We'll be right back by Stienski & Mass Media on YouTube You can listen to this on all good podcast platforms, like Apple, Amazon, and Spotify. Learn more about your ad choices. Visit megaphone.fm/adchoices

Take a Network Break! We start with a Red Alert for the IBM Tivoli Monitoring Tool, which has an unpatched (as of recording time) vulnerability that could allow remote attackers to execute arbitrary code. On the news front, Salesforce ponies up $8 billion for Informatica to improve data governance capabilities, Google researchers revise estimates of... Read more »

Take a Network Break! We start with a Red Alert for the IBM Tivoli Monitoring Tool, which has an unpatched (as of recording time) vulnerability that could allow remote attackers to execute arbitrary code. On the news front, Salesforce ponies up $8 billion for Informatica to improve data governance capabilities, Google researchers revise estimates of... Read more »

Take a Network Break! We start with a Red Alert for the IBM Tivoli Monitoring Tool, which has an unpatched (as of recording time) vulnerability that could allow remote attackers to execute arbitrary code. On the news front, Salesforce ponies up $8 billion for Informatica to improve data governance capabilities, Google researchers revise estimates of... Read more »

ConnectWise has confirmed it was the target of a cyber attack by a nation-state threat actor, affecting a small number of its ScreenConnect customers. The company has since patched the software and implemented enhanced monitoring measures to secure its environment. This incident highlights the increasing targeting of remote monitoring and management (RMM) tools by advanced threat actors, particularly from Russian and Chinese intelligence services. The breach, occurring shortly before the IT Nation Secure Conference, raises concerns about the security of RMM tools, which are now viewed as critical infrastructure by hostile foreign actors.In the broader technology landscape, PC sales are projected to grow by 4.1% in 2025, primarily due to a temporary pause in tariffs that has encouraged manufacturers to increase shipments. However, this growth is not indicative of sustainable demand, as challenges such as rising prices and declining consumer sentiment loom. Meanwhile, U.S. smartphone sales are expected to decline due to ongoing tariffs, with the average selling price projected to rise by 4%. This situation reflects a complex interplay of market dynamics influenced by tariff policies.A global study from Kindle reveals that while 95% of organizations have adopted AI, a significant skills gap exists, with 71% of leaders believing their workforces are unprepared to leverage AI effectively. The report indicates that only 40% of leaders utilize AI-powered insights for decision-making, underscoring the need for better alignment between workforce strategies and AI technology. Additionally, the IoT Asset Tracking and Visibility Adoption Report 2025 highlights that 74% of asset tracking projects meet or exceed ROI expectations, emphasizing the importance of managed asset tracking solutions over in-house developed tools.Recent announcements from major companies like Barracuda, Red Hat, and Salesforce indicate a shift towards AI-driven solutions in the enterprise sector. Barracuda has launched an AI-powered cybersecurity platform, while Red Hat introduced AI-driven system administration tools to address the skills gap in Linux management. Salesforce's acquisition of Informatica aims to enhance its data management capabilities, further integrating AI into its offerings. These developments suggest that the focus is shifting from flashy AI features to practical applications that simplify security and enhance operational efficiency. Four things to know today 00:00 Tariffs Distort Tech Growth: PCs Surge While Smartphones Stall, AI and Asset Tracking Reveal Readiness Gaps05:11 Tariffs and AI Redefine Channel Strategy: Uncertainty, Automation, and the Margin Squeeze08:23 Enterprise AI Gets Real: Barracuda, Red Hat, and Salesforce Target Ops, Not Optics10:17 ConnectWise Breach Underscores Rising Nation-State Interest in RMM Tools Supported by:  https://cometbackup.com/?utm_source=mspradio&utm_medium=podcast&utm_campaign=sponsorshiphttps://timezest.com/mspradio/ All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech

Today on our show:Salesforce to acquire InformaticaSocial Commerce Panel Reveals Influencer ImportanceLowes Launches Its MarketplaceTariff Feud Event with Passport Recap- and finally, The Investor Minute which contains 5 items this week from the world of venture capital, acquisitions, and IPOs.Today's episode is sponsored by Mirakl.https://www.rmwcommerce.com/ecommerce-podcast-watsonweekly

Join Junaid, Karen, and Anjali for a special episode of "The Prompt," where they dive into the latest trends in data and analytics. Discover insights into major tech mergers and acquisitions, such as ServiceNow's acquisition of Data.World and Salesforce's partnership with Informatica. Learn about the implications for data governance, vendor lock-in, and AI readiness in today's rapidly evolving market. Are we simply relabeling age-old challenges with new terminology, or are we on the brink of genuine innovation? Get ready for a thought-provoking conversation packed with industry insights.

This week, we discuss OpenAI acquiring io, Salesforce buying Informatica, and the future of AI agents. Plus, Coté shares details about a sensitive procedure and ceiling puzzles. Watch the YouTube Live Recording of Episode (https://www.youtube.com/live/pIp9PXs0SDQ?si=rfo5EdiQCSn_qJo4) 521 (https://www.youtube.com/live/pIp9PXs0SDQ?si=rfo5EdiQCSn_qJo4) Runner-up Titles Don't ride a bike for a week You've got to focus on the important things What's your NPS score? It all comes back to CSV THIS IS MY AI. THERE ARE MANY LIKE IT BUT THIS ONE'S MINE. You need an MCP.Factory Crimp and Hope Rundown Sam & Jony introduce io (https://openai.com/sam-and-jony/) Salesforce to acquire data management company Informatica in $8 billion deal (https://www.cnbc.com/2025/05/27/salesforce-informatica-deal.html) Agentic New capabilities for building agents on the Anthropic API (https://www.anthropic.com/news/agent-capabilities-api?utm_source=aibreakfast.beehiiv.com&utm_medium=newsletter&utm_campaign=openai-developing-a-wearable-device&_bhlid=1206587f1dbd9e1b358248d2b751bb04aca32ebe) Highlights from the Claude 4 system prompt (https://simonwillison.net/2025/May/25/claude-4-system-prompt/) Anthropic brings web search to free Claude users (https://www.engadget.com/ai/anthropic-brings-web-search-to-free-claude-users-224222689.html?guccounter=1&guce_referrer=aHR0cHM6Ly9uZXdzLmdvb2dsZS5jb20v&guce_referrer_sig=AQAAALjAuhaCUa960tMiV3B93BX-_2-Fq04ZYcRiw3-E8JOtY391-_OpEx7nj0HR6NVKVUUhqEZh0Az3M8wmsQhOkhickrd_80juraYFjgYIRNJobHYtZdUe3RvWsrTerX4cpTzkvysIumyb8_R4-e2ZfMMaofZrDNKJsZnLQa_kzZaO) SWE Agents Too Cheap To Meter, The Token Data War, and the rise of Tiny Teams (https://www.latent.space/p/token-data-war?utm_source=post-email-title&publication_id=1084089&post_id=164381135&utm_campaign=email-post-title&isFreemail=true&r=bucq&triedRedirect=true&utm_medium=email) Google CEO Sundar Pichai on the next AI platform shift (https://www.theverge.com/decoder-podcast-with-nilay-patel/673638/google-ceo-sundar-pichai-interview-ai-search-web-future) MCP Registry (https://github.com/modelcontextprotocol/registry) Anil Dash thoughts on MCP Servers (https://bsky.app/profile/anildash.com/post/3lq27z2k6cc2s) If AI Can Play Dungeons & Dragons, It Can Run Your ERP (https://thenewstack.io/if-ai-can-play-dungeons-dragons-it-can-run-your-erp/) MCP is the RSS of AI (https://thenewstack.io/mcp-is-rss-for-ai-more-use-cases-for-model-context-protocol/) Relevant to your Interests Mistral's new Devstral AI model was designed for coding | TechCrunch (https://techcrunch.com/2025/05/21/mistrals-new-devstral-model-was-designed-for-coding/) “Microsoft has simply given us no other option,” Signal says as it blocks Windows Recall (https://arstechnica.com/security/2025/05/signal-resorts-to-weird-trick-to-block-windows-recall-in-desktop-app/) From the ExperiencedDevs community on Reddit: My new hobby: watching AI slowly drive Microsoft employees insane (https://www.reddit.com/r/ExperiencedDevs/comments/1krttqo/my_new_hobby_watching_ai_slowly_drive_microsoft/) KrebsOnSecurity Hit With Near-Record 6.3 Tbps DDoS (https://krebsonsecurity.com/2025/05/krebsonsecurity-hit-with-near-record-6-3-tbps-ddos/) Microsoft Build 2025 Keynote: Everything Revealed, in 14 Minutes (https://www.youtube.com/watch?v=ZGgBuJE0-s4) Once worth over $1B, Microsoft-backed Builder.ai is running out of money (https://techcrunch.com/2025/05/20/once-worth-over-1b-microsoft-backed-builder-ai-is-running-out-of-money/) Meta launches program to encourage startups to use its Llama AI models (https://techcrunch.com/2025/05/21/meta-launches-program-to-encourage-startups-to-use-its-llama-ai-models/?utm_source=aibreakfast.beehiiv.com&utm_medium=newsletter&utm_campaign=openai-developing-a-wearable-device&_bhlid=3602222175ca608068c014ef12dcf2a5d1d6536f) Digg founder Kevin Rose offers to buy Pocket from Mozilla (https://techcrunch.com/2025/05/23/digg-founder-kevin-rose-offers-to-buy-pocket-from-mozilla/) AWS Breaking Changes (https://github.com/SummitRoute/aws_breaking_changes) Cloud computing is too important to be left to the Big Three (https://on.ft.com/43FnwZc) How to Lead an All-Hands After Delivering Bad News (https://hbr.org/2025/05/how-to-lead-an-all-hands-after-delivering-bad-news) Matt Hicks: CentOS move not popular, but better for open source (https://www.techzine.eu/blogs/infrastructure/131813/matt-hicks-centos-move-not-popular-but-better-for-open-source/) How tech workers really feel about work right now (https://www.lennysnewsletter.com/p/how-tech-workers-really-feel-about) Exposed: How ransom gang Lockbit negotiates payments (https://ia.acs.org.au/article/2025/exposed--how-ransom-gang-lockbit-negotiates-payments.html) Behind the Curtain: Top AI CEO foresees white-collar bloodbath (https://www.axios.com/2025/05/28/ai-jobs-white-collar-unemployment-anthropic) U.S. public wants business to move slower on AI: Axios Harris 100 poll (https://www.axios.com/2025/05/27/ai-harris-100-poll-move-slow) Musk's xAI signs Telegram tie-up as billionaire ‘bromance' blooms (https://on.ft.com/45tYlej) In 3.5 years, Notepad.exe has gone from “barely maintained” to “it writes for you” (https://arstechnica.com/gadgets/2025/05/in-3-5-years-notepad-exe-has-gone-from-barely-maintained-to-it-writes-for-you/) After 15 years, WhatsApp is finally ready for the iPad (https://www.theverge.com/news/674596/whatsapp-ipad-app-meta-availability) Nonsense Good Fortune Burger renamed its menu items to sound like office supplies (https://x.com/BrianRoemmele/status/1925648371508810182) Conferences POST/CON 25 (https://postcon.postman.com/2025/), June 3-4, Los Angeles, CA, Brandon representing SDT. Register here for free pass (https://fnf.dev/43irTu1) using code BRANDON (https://fnf.dev/43irTu1) (limited to first 20 People) Contract-Driven Development: Unite Your Teams and Accelerate Delivery (https://postcon.postman.com/2025/session/3022520/contract-driven-development-unite-your-teams-and-accelerate-delivery%20%20%20%20%20%208:33) by Chris Chandler SREDay Cologne, June 12th, 2025 (https://sreday.com/2025-cologne-q2/#tickets) - Coté speaking, discount: CLG10, 10% off. SDT News & Community Join our Slack community (https://softwaredefinedtalk.slack.com/join/shared_invite/zt-1hn55iv5d-UTfN7mVX1D9D5ExRt3ZJYQ#/shared-invite/email) Email the show: questions@softwaredefinedtalk.com (mailto:questions@softwaredefinedtalk.com) Free stickers: Email your address to stickers@softwaredefinedtalk.com (mailto:stickers@softwaredefinedtalk.com) Follow us on social media: Twitter (https://twitter.com/softwaredeftalk), Threads (https://www.threads.net/@softwaredefinedtalk), Mastodon (https://hachyderm.io/@softwaredefinedtalk), LinkedIn (https://www.linkedin.com/company/software-defined-talk/), BlueSky (https://bsky.app/profile/softwaredefinedtalk.com) Watch us on: Twitch (https://www.twitch.tv/sdtpodcast), YouTube (https://www.youtube.com/channel/UCi3OJPV6h9tp-hbsGBLGsDQ/featured), Instagram (https://www.instagram.com/softwaredefinedtalk/), TikTok (https://www.tiktok.com/@softwaredefinedtalk) Book offer: Use code SDT for $20 off "Digital WTF" by Coté (https://leanpub.com/digitalwtf/c/sdt) Sponsor the show (https://www.softwaredefinedtalk.com/ads): ads@softwaredefinedtalk.com (mailto:ads@softwaredefinedtalk.com) Recommendations Brandon: Cable Matters 100-Pack Cat 6 Pass Through RJ45 Connectors (https://www.amazon.com/Cable-Matters-Through-Stranded-Connectors/dp/B07PXMN2VK/?_encoding=UTF8&pd_rd_w=Pk41A&content-id=amzn1.sym.255b3518-6e7f-495c-8611-30a58648072e%3Aamzn1.symc.a68f4ca3-28dc-4388-a2cf-24672c480d8f&pf_rd_p=255b3518-6e7f-495c-8611-30a58648072e&pf_rd_r=B1A17R2AA5KDCVW0K92W&pd_rd_wg=kzlWJ&pd_rd_r=4c4d02be-bbb0-4de7-bc28-242f31111d53&ref_=pd_hp_d_atf_ci_mcx_mr_ca_hp_atf_d&th=1) Matt: Electric Foot Massager (https://www.amazon.com.au/dp/B0C9HJJ7ZR) Coté: Big Mac, inspired by Kenji's home brew (https://youtu.be/52Gf_0odraY?si=74hGU4qqF5gjgZpp).

On today's episode, co-hosts Yasmin Gagne and Josh Christensen discuss the latest news in the world of business and innovation, including a U.S. trade court's ruling on the Trump administration's tariffs, Salesforce's acquisition of AI-powered data management company Informatica, and the end of Elon Musk's time in government. Next, Josh and Yaz speak with the showrunner and co-creator of "Hacks," Lucia Aniello, about the Emmy-winning comedy's season finale. They also discuss how Aniello created and runs the show with her husband, Paul W. Downs, and her close friend Jen Statsky, as well as how they foster a supportive writers' room. Finally, Yaz interviews the co-author of "Like: The Button That Changed the World," Bob Goodson, about how data from your likes can be used to train AI-driven algorithms to deliver more content you're obsessed with.

Nvidia (NVDA) saw the most substantial earnings move in several quarters. Jenny Horne says the positivity may come from the company's transparency in how China tariffs will affect the top line. She talks about the challenges a strained U.S. and China relationship will have on Nvidia long-term. As for Salesforce (CRM), she dives into the company's report and talks about how its Informatica acquisition will support Agentforce.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

Salesforce (CRM) initially rallied after earnings but reversed heavily into today's opening bell. Nick Raich points to uncertainty and fear of the company's Informatica acquisition as the culprit behind the sell-off. That said, he believes investors will eventually see it as a positive. Keith Kirkpatrick agrees, saying that Informatica will assist in Salesforce's data management. He adds that it holds long-term prospects with the age of A.I. agents are just beginning.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - https://schwabnetwork.com/about

In this Telemetry News Now episode, Phillip Gervasi and Justin Ryburn break down Oracle's $40B GPU deal for OpenAI, Salesforce's $8B Informatica buy, AT&T's fiber grab from Lumen, Arista eyeing VeloCloud, and Cisco's big certification revamp.

In this episode, we cover three major stories shaping the startup and tech landscape. First, Google unveils Stitch, an AI-powered web design tool with one-click export to Figma—signaling a major disruption for freelance design marketplaces. Then, Salesforce returns to M&A with its $8B acquisition of Informatica, aiming to broaden its AI data stack beyond CRM. Finally, we break down the surge in startup M&A activity, with billion-dollar deals from OpenAI, DoorDash, and others—hinting at a major Q2 rebound. Don't miss Jason's insights on what these trends mean for founders and investors.(0:00) Episode Teaser(1:36) Jason's in SINGAPORE(3:14) The Power of Shame and why we need “Ozempic for screentime”(10:15) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at www.openphone.com/⁠twist(12:38) Google's latest AI breakthrough: Stitch(20:13) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech(21:20) The NBA on Polymarket and what founders can learn from the Knicks(27:08) Why did Salesforce buy Informatica?(30:03) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.(32:42) M&A activity continues, and Jason's spicy Q2 predictions(40:57) Did tech go woke or was it just performative the whole time?(45:22) Circle, stablecoins, and the perks of being pro-business(51:27) What Trump's “golden share” of US Steel might look like(54:15) Why Jason is bullish on Joby(57:28) Episode wrap-up and upcoming eventsSubscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.comCheck out the TWIST500: https://www.twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcpLinks from episode:ClearSpace App: https://www.getclearspace.com/Google Stitch: https://stitch.withgoogle.com/Joby: https://www.jobyaviation.com/Follow Lon:X: https://x.com/lonsFollow Alex:X: https://x.com/alexLinkedIn: ⁠https://www.linkedin.com/in/alexwilhelmFollow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanisThank you to our partners:(10:15) OpenPhone - Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at www.openphone.com/⁠twist(20:13) CLA - Get started with CLA's CPAs, consultants, and wealth advisors now at https://claconnect.com/tech(30:03) Pilot - Visit https://www.pilot.com/twist and get $1,200 off your first year.Great TWIST interviews: Will Guidara, Eoghan McCabe, Steve Huffman, Brian Chesky, Bob Moesta, Aaron Levie, Sophia Amoruso, Reid Hoffman, Frank Slootman, Billy McFarlandCheck out Jason's suite of newsletters: https://substack.com/@calacanisFollow TWiST:Twitter: https://twitter.com/TWiStartupsYouTube: https://www.youtube.com/thisweekinInstagram: https://www.instagram.com/thisweekinstartupsTikTok: https://www.tiktok.com/@thisweekinstartupsSubstack: https://twistartups.substack.comSubscribe to the Founder University Podcast: https://www.youtube.com/@founderuniversity1916

En el episodio de hoy de VG Daily, Andre Dos Santos y Eugenio Garibay analizan a fondo la jornada bursátil y los temas más importantes del momento. Comienzan con las expectativas en torno al esperado reporte trimestral de Nvidia, explorando el impacto de las restricciones comerciales con China y cómo la empresa busca mantener su liderazgo en el sector de inteligencia artificial. Luego, abordan la adquisición estratégica de Informatica por parte de Salesforce, destacando cómo esta movida redefine la competencia en el mundo de la IA empresarial. Más adelante, comparan los resultados financieros de Abercrombie & Fitch, que sorprendió positivamente al mercado, frente a Macy's, que ajustó sus previsiones a la baja en medio de un entorno minorista desafiante.Para cerrar, Andre y Eugenio ponen el foco en la crisis que enfrentan los estudiantes internacionales tras la decisión de la administración Trump de suspender nuevas solicitudes de visas de estudiante en todas las embajadas estadounidenses. Analizan el caso emblemático de Harvard, cuya certificación para el programa de estudiantes extranjeros fue revocada, y discuten las graves implicaciones económicas y académicas de estas medidas. Un episodio imperdible para entender cómo la política, la economía y la educación se entrelazan en la actualidad.

P.M. Edition for May 27. China, Russia and North Korea claim the missile-defense project is driving a dangerous new arms race. WSJ reporter Thomas Grove says an impenetrable shield—though difficult to accomplish—would upend the paradigm of mutually assured destruction. And the GOP tax bill includes a much higher levy on schools' endowment income. WSJ reporter Juliet Chung discusses how universities are rethinking their investment strategies. Plus, Salesforce strikes a roughly $8 billion deal to buy the data-management software firm Informatica to enhance its AI capabilities. Pierre Bienaimé hosts.  Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

Life is good when you can make an $8 billion move in cash. (00:21) Tim Beyers and Ricky Mulvey discuss: - A record Memorial Day weekend for the box office. - Salesforce's announced acquisition of Informatica. - Why investors may be underrating the growth of 5G. Then, (16:14) Robert Brokamp joins Ricky for a look at annuities and how they actually work. Companies discussed: CRM, INFA, DE, IOT Build your Range Rover Sport at www.rangerover.com/us/sport Host: Ricky Mulvey Guests: Tim Beyers, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Tesla's EU sales halved in April. And President Trump's media company plans to raise $2.5 billion to buy bitcoin. Victoria Craig hosts. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: U.S. consumer confidence has improved in May, for the first time since November. Salesforce strikes an $8 billion deal to buy Informatica. Ariana Aspuru hosts.  Sign up for WSJ's free What's News newsletter.   Learn more about your ad choices. Visit megaphone.fm/adchoices

WhatsApp finally made it to iPad, Salesforce is dropping $8 billion on Informatica to boost its AI game, and Realme launched two phones with monster batteries that charge in under an hour. Meanwhile, The Browser Company hit pause on Arc to chase the AI wave with its new Dia browser. Starring Sarah Lane, Tom Merritt, Amos, and Joe. To read the show notes in a separate page click here! Support the show on Patreon by becoming a supporter!

Carl Quintanilla, Jim Cramer and David Faber kicked off the holiday-shortened trading week with stocks in rally mode, after President Trump delayed his threat of 50-percent tariffs on the EU until July. Lots of news surrounding Elon Musk -- from data showing Tesla EV salesin Europe tumbled 49-percent in April, to Musk's X post stating he will be "super focused" on the companies he controls. Also in focus: Salesforce ramps up its bet on AI by acquiring Informatica in an $8 billion deal, Trump effect on Apple, Nvidia leads this week's earnings calendar.   Squawk on the Street Disclaimer