Capital One is set to acquire Discover Financial for $35.3B in stock. They also discuss Bayer's 95% dividend cut and Palo Alto Networks' earnings preview. The episode covers the creation of the largest US credit card company through the acquisition, the impact on Capital One's EPS, and cybersecurity firm's positive outlook for the second quarter.

Databricks raises $500M at a $43B valuation from Nvidia and Capital One, impacting their future and valuation dynamics. The podcast explores Databricks' financial performance, potential growth post-IPO, and the advantages of rising AI spending. Gaming on a Chromebook and KPMG's focus on innovation are also briefly discussed.