Breakfast News: Unity Software – Measure Twice!

Silver Lake and Saudi Arabia's Public Investment Fund are reportedly in talks to acquire Unity Software (U) at a $25 billion valuation, roughly $55 per share. That figure frames the potential takeout price for traders.

The Motley Fool argues the bid undervalues the company and pegs fair value at $75.04 per share, about 36% above the reported offer. Its case rests on Unity's Vector AI advertising engine, which grew 126% year over year, and a path to profitability.

The same piece flags mixed signals on AI spending. CoreWeave (CRWV) posted 168% revenue growth and a massive backlog, which supports the AI demand thesis. Against that, it reported a $709 million loss and carries $46.9 billion in debt, raising sustainability questions.

Anthropic's IPO valuation also came in below expectations. Interpretation: investors are showing caution on AI spending returns, even as backlog and growth figures like CoreWeave's look strong.