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CNBC Squawk Alley July 12, 2024

Good morning, carl has the morning off. We want to focus on the state of mna in tech. There has been swings and others that were formally the prey have skyrocketed to valuation thats now give them currency to join the hunters. Between tiktoks impending sale, were seeing now in the second half of the year there is plenty of action still to come. Listen to what bob peck told us yesterday on that front. If you go back to march, it was about two billion. So really it ground to a halt. You saw in june, and it has been a tale of two cities a big acceleration and 3 q over 2q so you have seen a ramping here. People are getting more of a feel on valuation, liquidity concerns, their portfolios, s a strategic rationale and more mna continuing to take place through the rest of the year tiktok is the most talked about target President Trump saying he will not extend the deadline. Oracle is on the hunt to buy it, they didnt talk about it at al ....

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