This week on the Market Maker Podcast, we break down a $27 billion AI deal between Meta and Nebius and what it reveals about the global race for compute power. We also dive into Unicredit’s $28 billion move on Commerzbank and why it’s become one of Europe’s most political banking battles.
Plus, we cover the biggest deals of the week across wealth management, asset management, and defense, and explain what they tell us about where markets are heading next.
(00:00) Intro
(00:47) M&A Deals of the Week
(07:49) Meta Nebius AI Deal
(14:28) Unicredit Commerzbank Takeover
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