知情人士称，这笔交易可能最早于本周二（3月16日）宣布，如若成功，那么将成为谷歌有史以来最大规模的收购案，并可能帮助其在云计算市场中追赶竞争对手① Google is reportedly negotiating to acquire the cloud security company Wiz for $33 billion. If successful, this would become the largest acquisition in Google's history; ② Last summer, negotiations were interrupted due to valuation and operational independence issues, but now Wiz has decided to restart acquisition talks; ③ The scale of this acquisition may trigger antitrust scrutiny, and investors are taking the opportunity to probe the Trump administration's stance on antitrust regulators.
According to sources, on March 18, the Financial Associated Press reported (Editor: Zhou Ziyi) that Alphabet is negotiating to acquire the cloud security company Wiz for $33 billion, which indicates that both parties have resumed the merger talks that were interrupted last summer. $Alphabet-A (GOOGL.US)$ Insiders have stated that this deal could be announced as early as Tuesday (March 16), and if successful, it would become Google's largest acquisition ever and may help it catch up with competitors in the Cloud Computing market.
Last summer, the two companies discussed a merger deal valued at $23 billion but ultimately did not reach an agreement. This time, the acquisition price being discussed is higher.
Insiders say that this Trade could be announced as early as Tuesday (March 16). If successful, it would become Alphabet-A's largest acquisition ever and could help it catch up with competitors in the Cloud Computing market.$Microsoft (MSFT.US)$and$Amazon (AMZN.US)$。
The transaction terms have not yet been finalized and may still change, so negotiations could also end without an agreement.
Interactions of the cloud business.
For Google, this potential transaction could help boost its cloud computing business.
Google's cloud business has experienced years of losses, but finally turned a profit in recent quarters, although its sales growth still shows signs of slowing. If it successfully acquires Wiz, the enhanced security features provided by Wiz could help Google attract more customers in this competitive market, especially as generative AI companies have a surging demand for computing power.
For Wiz, the return to the negotiation table with Google represents a turning point for the company.
Wiz is a cloud security startup founded by Israelis, headquartered in New York, USA, with investors including Sequoia Capital, Index Ventures, Insight Partners, and Cyberstarts. In a staff share buyback transaction at the end of last year, the company's valuation reached 16 billion USD.
In July last year, Wiz rejected Google's acquisition offer of 23 billion dollars, partly because the two sides failed to reach an agreement on whether "Wiz should continue as an independent business operation or be integrated into Google's Cloud Computing business." Moreover, at that time, Wiz was fully focused on its IPO plans, leaning towards developing itself into an independent Cybersecurity giant to compete with $CrowdStrike (CRWD.US)$and$Palo Alto Networks (PANW.US)$other companies.
However, the reality is that the IPO market has been sluggish over the past year, so Wiz ultimately chose to re-engage in merger and acquisition negotiations with multiple parties.
Potential antitrust obstacles.
Regarding Google and Wiz returning to the negotiation table, some investors hope to take the opportunity to test the stance of antitrust regulators.
Last year, the breakdown of negotiations between Google and Wiz was also partly due to regulatory concerns: Wiz was worried that the approval process for this transaction would be very lengthy.
In recent years, competition regulators in the USA and Europe have paid closer attention to the economic and market influence of the Technology Industry. During the Biden administration last year, strict regulatory scrutiny of large transactions led to the breakdown of many merger negotiations.
After the government transition in the USA, the current president Trump promised to provide a more relaxed Trade environment, but there are still some people within the government who are skeptical about large Technology companies, which means that Google's acquisition proposal for Wiz may still attract the scrutiny of antitrust regulators.
Moreover, Google is facing multiple antitrust investigations, including accusations from the USA Department of Justice of abusing its dominant position in the online search field; a federal judge ruled last year that Google maintains an illegal monopoly in the search space; and another antitrust case regarding its digital advertising tools.
Analysis suggests that if Wiz is successfully acquired, it will release Bullish Signals for the venture capital Industry.
Editor/Rocky
Today, after hitting the high near 24,000 in the early session and entering bearish positions, the index fell sharply by nearly over 600 points, immediately recouping yesterday's losses significantly.
Moreover, today it broke the new high again, reaching a maximum of 24,076, but by the end of the market, it fell back by about 70 points, producing a bearish candle. The current trend has not yet been broken, but from the previous low until now, it has risen close to 6,000 points. It is believed that those with positions can continue to hold until there is a clear trend reversal for profit-taking. Those without positions can wait for a pullback to get in. Actually, it is hoped for a quick pullback, as it allows for entry and also provides a healthy breath.
Currently, the outlook remains the same as before. It is believed that even if there is a pullback, it shouldn't be too deep. However, if Futures fail to stabilize and close below 22,350, there may still be room for decline. The chance of Futures falling below 21,400 in the short term should be low, so it is considered that if a significant pullback occurs, it presents a good opportunity to incrementally go long. Recently, there has been a consistent approach to not hold positions overnight, only focusing on immediate trades, as there is no high chasing and no casual short selling.
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