Evening Scan

Markets stayed focused on corporate moves Monday while G7 finance ministers met in Paris on Iran. The day's action was in M&A and a few numbers worth noting.

$7.5B — CXMT's Q1 revenue, up 719% year-over-year, as the Chinese DRAM upstart claims 7.67% global market share. (Nikkei Asia)

Publicis Agrees to Acquire LiveRamp for $2.2B

The French ad giant is buying the data connectivity layer it needs for agentic advertising frameworks to function. This is infrastructure, not a media buy. (Adweek)

CXMT Reports Q1 Profit Up 1,688% as China Climbs to No. 4 in DRAM

The memory crunch is minting Chinese chipmakers at a pace that pressures Micron's supply chain. (Nikkei Asia)

Anthropic Agrees to Brief Global Financial Stability Board on AI-Found Vulnerabilities

An AI lab briefed a G20 financial watchdog on systemic risks its own model uncovered. (Financial Times)