[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Shay Boloor [@StockSavvyShay](/creator/twitter/StockSavvyShay) on x 198.9K followers Created: 2025-07-09 12:17:55 UTC XX M&A DEALS THAT WOULD JUST MAKE SENSE IN 2025 X. $UBER buys $RIVN -- locks in EV supply & takes control of its autonomy roadmap instead of waiting on $TSLA or OEM scraps. X. $MSFT buys $OKTA -- folds identity leadership into Azure & makes Active Directory the default login layer for enterprise cloud. X. $ORCL buys $AI -- slaps real gen AI onto Oracle’s ERP stack & sells AI-native apps to legacy enterprise. X. $DDOG buys $FSLY -- locks in real-time edge control to future-proof observability as AI-native systems begin to bypass traditional monitoring stacks. X. $AMZN buys $TWLO -- brings cloud comms in-house & gives AWS control over the messaging rails developers already use. X. $GOOGL buys $GTLB -- expands GCP's vertical AI stack by bringing GitLab’s platform in-house, giving GCP deeper control over the full AI development lifecycle -- from code to production. X. Databricks buys $CFLT -- completes the modern data stack by merging real-time streaming with lakehouse AI workflows. X. $CRM buys $BRZE -- expands Salesforce’s data-driven marketing with Braze’s event-based engagement engine & mobile-first personalization stack. X. $AAPL buys Perplexity -- drops Perplexity’s RAG engine into Safari, Spotlight, and Siri & finally shows up to the AI search war. XX. $CSCO buys $S -- strengthens Cisco’s AI security portfolio with SentinelOne’s autonomous threat detection & XDR capabilities. XXXXXXX engagements  **Related Topics** [okta](/topic/okta) [msft](/topic/msft) [coins oracle](/topic/coins-oracle) [coins ai](/topic/coins-ai) [$ai](/topic/$ai) [login](/topic/login) [azure](/topic/azure) [$okta](/topic/$okta) [Post Link](https://x.com/StockSavvyShay/status/1942921153003057500)
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
Shay Boloor @StockSavvyShay on x 198.9K followers
Created: 2025-07-09 12:17:55 UTC
XX M&A DEALS THAT WOULD JUST MAKE SENSE IN 2025
X. $UBER buys $RIVN -- locks in EV supply & takes control of its autonomy roadmap instead of waiting on $TSLA or OEM scraps.
X. $MSFT buys $OKTA -- folds identity leadership into Azure & makes Active Directory the default login layer for enterprise cloud.
X. $ORCL buys $AI -- slaps real gen AI onto Oracle’s ERP stack & sells AI-native apps to legacy enterprise.
X. $DDOG buys $FSLY -- locks in real-time edge control to future-proof observability as AI-native systems begin to bypass traditional monitoring stacks.
X. $AMZN buys $TWLO -- brings cloud comms in-house & gives AWS control over the messaging rails developers already use.
X. $GOOGL buys $GTLB -- expands GCP's vertical AI stack by bringing GitLab’s platform in-house, giving GCP deeper control over the full AI development lifecycle -- from code to production.
X. Databricks buys $CFLT -- completes the modern data stack by merging real-time streaming with lakehouse AI workflows.
X. $CRM buys $BRZE -- expands Salesforce’s data-driven marketing with Braze’s event-based engagement engine & mobile-first personalization stack.
X. $AAPL buys Perplexity -- drops Perplexity’s RAG engine into Safari, Spotlight, and Siri & finally shows up to the AI search war.
XX. $CSCO buys $S -- strengthens Cisco’s AI security portfolio with SentinelOne’s autonomous threat detection & XDR capabilities.
XXXXXXX engagements
Related Topics okta msft coins oracle coins ai $ai login azure $okta