AI strategy, identity has driven M&A action, says Axios' Dan Primack

streaming on CNBC plus. >> Welcome back to The Exchange. According to Reuters 2025, global dealmaking has reached $2.6% trillion.That's the highest for the first seven months of the year since 2021. That upward tick, driven by some major mergers here in the United States, including Palo Alto and Cyberark, Google and Wiz and Union Pacific and Norfolk Southern. But can this deal momentum continue, and who might be next.For that, we bring in Dan Primack. He is business editor at Axios. Dan, great to see you.It ...