Browsing Tag
Silver Lake
23 posts
Sage (LSE: SGE) shares rebound as Workday takeover talks reopen the AI valuation debate
Sage Group plc is benefiting from a sudden rerating of traditional software stocks after reported Workday takeover talks, but its own numbers provide a stronger argument for recovery: recurring revenue is growing 11%, cloud-native sales are rising 25% and margins are expanding despite heavy AI investment.
Vantage Data Centers explores $100bn IPO as AI infrastructure boom puts mega-valuation to the test
Vantage Data Centers is reportedly evaluating an IPO that could value the hyperscale infrastructure company at about $100 billion, alongside possible sale options. The potential valuation would put Vantage close to Equinix in public-market scale, making contracted AI demand, debt, power availability and returns on billions of dollars of new capacity the critical tests.
Electronic Arts (NASDAQ: EA) shares approach $210 offer as EU clearance nears for $55bn buyout
European regulators are expected to approve the Saudi PIF-led acquisition of Electronic Arts without conditions, tightening the deal spread while leaving US national-security approval as the most important remaining risk.
Altera targets eventual IPO after Silver Lake-backed turnaround accelerates
Altera is growing again after separating from Intel, with AI infrastructure, robotics and edge systems creating a possible route towards an eventual public listing.
Electronic Arts’ $55bn sale looks close, but Europe has added a second regulatory test
Electronic Arts’ $55 billion sale enters EU review as PIF, Silver Lake and Affinity face the July 22 test. Read what its deal spread signals for investors.
Inside the $55bn Electronic Arts acquisition: What investors need to know now
Electronic Arts agrees to a record $55B take-private by PIF, Silver Lake, and Affinity Partners. Learn what this means for gaming’s future and investors.
Electronic Arts soars on report of $50bn take-private deal that could reshape gaming’s corporate landscape
Electronic Arts stock surged nearly 15% after reports of a $50 billion take-private deal. Find out who is behind it, what risks remain, and why it matters.
Will Oracle’s TikTok deal satisfy U.S. regulators? Everything we know about the 80% buyout
Oracle, Silver Lake and a16z to acquire 80% of TikTok’s U.S. entity; ByteDance to retain minority stake under U.S. data privacy oversight.
Intel to dump majority stake in Altera—Silver Lake to take control in $8.75bn deal to fuel AI chip race
Intel offloads 51% of Altera to Silver Lake for $8.75B to focus on core chipmaking. Discover how this reshapes AI and FPGA innovation.
Zuora goes private in $1.7bn Silver Lake and GIC acquisition, marking a new growth era
Subscription management firm Zuora, Inc. has officially transitioned to private ownership following the completion of its $1.7 billion…