Scoop: Schneider Electric is considering taking control of engineering-software company Bentley Systems. Schneider is discussing merging its software biz with Bentley, in a deal worth >$15 billion, and Bentley would remain a public company. $BSY

wsj.com/business/deals… via The Wall Street Journal

Scoop: Erik Nordstrom and Pete Nordstrom—the company’s CEO and president, respectively—recently told the department store chain's board they are interested in exploring a deal to take the company private. $JWN

wsj.com/business/retai… via The Wall Street Journal

Our story today goes inside 'Project Curiosity,' a secret team Amazon had which posed as sellers and customers to gain access to rival platforms such as Walmart, Shopify and Fedex. Story w/ Sarah Nassauer wsj.com/business/retai…

#amazon

Nelson Peltz lost his proxy fight at Disney and his hedge fund's assets under management hit their lowest point since 2012. A lot now hinges on a massive bet on Unilever, which is consuming 25% of the firm's money.

wsj.com/finance/invest… w/Lauren Thomas

Big Friday night scoop with Laura Cooper and Dana Cimilluca: Salesforce is in advanced talks to acquire data-management software provider Informatica. $INFA $CRM

wsj.com/tech/salesforc… via The Wall Street Journal

Salesforce is in advanced talks to buy Informatica in what would be one of its largest deals ever. $CRM $INFA

Big scoop from ⁦Lauren Thomas⁩, ⁦Laura Cooper⁩ & ⁦Dana Cimilluca⁩ wsj.com/tech/salesforc…

Big Friday night scoop with Laura Cooper and Dana Cimilluca: Salesforce is in advanced talks to acquire data-management software provider Informatica. $INFA $CRM

wsj.com/tech/salesforc… via The Wall Street Journal

Multiple federal regulators are probing Morgan Stanley over how it vets clients who are at risk of laundering money through the bank’s sprawling wealth-management division. Scoop from ⁦AnnaMaria Andriotis⁩ wsj.com/finance/regula…

Breaking: The women’s college basketball tournament final drew more viewers than the men’s final for the first time in history on.wsj.com/4cSb3oM on.wsj.com/4cSb3oM

Blackstone is acquiring an owner of upscale apartment buildings for about $10 billion, signaling that one of the world’s largest real-estate investors is ramping up investments again on.wsj.com/3U6ikd8 on.wsj.com/3U6ikd8

Jersey Mike’s Subs is considering a sale that could value the popular sandwich chain at $8 billion on.wsj.com/3VMk0tm on.wsj.com/3VMk0tm

Closely held Jersey Mike's Subs mulls a sale that could fetch around $8 billion. 🥪🥪🥪

wsj.com/business/retai…

Deal announced this morning, as first reported by WSJ Banking!!! 👇

🗞️🗞️🗞️

GUARDIAN OF THE BOARDROOM: Bob Iger put on a show for investors that inoculated Disney from an activist attack. Robbie Whelan & Lauren Thomas explain how the entertainment titan’s CEO got off the mat and triumphed in a Wall Street brawl. wsj.com/business/media… via The Wall Street Journal

Here is an early look at the front page of today's Wall Street Journal on.wsj.com/3J33xtt

How Disney vanquished its Wall Street foe on.wsj.com/4cGIoTs on.wsj.com/4cGIoTs

SCOOP: Paramount enters exclusive merger talks with Skydance, spurning $26 billion offer from Apollo w/Miriam Gottfried wsj.com/business/deals… via The Wall Street Journal

Disney defeated activist Nelson Peltz in a bruising fight for influence in the entertainment giant’s boardroom.

wsj.com/business/retai… via The Wall Street Journal

Big scoop from ⁦Lauren Thomas⁩ & ⁦Robbie Whelan⁩:

Disney pulls ahead in proxy fight with Trian Partners. More than half of the votes are in — including BlackRock’s. $DIS wsj.com/finance/disney…