Seeking Alpha’s roundup of announcements, statements, and remarks that could impact the technology sector.
- Electronic Arts (NASDAQ:EA) said it has agreed to be taken private through an all-cash transaction that values the company at around $55 billion, which would make it the largest leverage buyout deal in history.
The video game company said it will be acquired by Saudi Arabia’s PIF, Silver Lake, and Jared Kushner’s Affinity Partners for $210 a share, which represents a 25% premium to EA’s closing price of $168.32 on Sept. 25. PIF already holds a 9.9% stake in the company, according to a statement.
The deal is expected to close in Q1 FY 2027.
- President Trump is calling for Microsoft (NASDAQ:MSFT) to fire its president of global affairs, Lisa Monaco, who served as deputy attorney general under the Biden administration.
“Monaco has been shockingly hired as the President of Global Affairs for Microsoft, in a very senior role with access to Highly Sensitive Information. Monaco’s having that kind of access is unacceptable, and cannot be allowed to stand. She is a menace to U.S. National Security, especially given the major contracts that Microsoft has with the United States Government,” Trump said in a long post on Truth Social.
“Because of Monaco’s many wrongful acts, the U.S. Government recently stripped her of all Security Clearances, took away all of her access to National Security Intelligence, and banned her from all Federal Properties. It is my opinion that Microsoft should immediately terminate the employment of Lisa Monaco,” Trump added.
- Anthropic, which counts Amazon (NASDAQ:AMZN) and Alphabet (GOOG) (GOOGL) as investors, has unveiled its latest Claude AI model, Claude Sonnet 4.5.
“Claude Sonnet 4.5 is the best coding model in the world. It’s the strongest model for building complex agents. It’s the best model at using computers. And it shows substantial gains in reasoning and math,” Anthropic said in a blog post announcing the release.
“People are just noticing with this model, because it’s just smarter and more of a colleague, that it’s kind of fun to work with it when encountering problems and fixing them,” Anthropic Co-Founder and CSO Jared Kaplan told CNBC in an interview on Monday.