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Investors watching tight supply, strong pricing, and a single digit forward P/E on Micron may see more than one way to consider this story. 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Reuters has not verified these stories and does not vouch for their accuracy.Headlines- Schneider Electric nears deal to buy industrial software group PTC for $20 billion- AkzoNobel nears deal to sell its SE Asia decorative paint unit to Nippon Paint- BT weighs improved TalkTalk offer after initial approach rejected- Australian authorities probe Flydubai attacker’s links to countryOverview- Schneider ElectricSCHN.PAis closing in on a roughly $20 billion takeover of US engineering software provider PTCPTC.Oin a deal that would be the French industrial conglomerate’s largest acquisition ever.- Dulux owner AkzoNobelAKZO.ASis nearing a deal to sell its Southeast Asian decorative paints business to Nippon Paint4612.T, handing its Japanese rival a small victory after previous attempts at larger deals failed.- BTBT.Lis weighing an improved offer for UK broadband provider TalkTalk after an 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That mix of scale, cash generation and policy attention is reshaping where capital flows. This article unpacks the story and then walks through 3 large-cap stocks from our Global Productivity Leaders screener that appear particularly exposed to this evolving landscape.\nThe three stocks below are just 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You are not looking at a change in the underlying semiconductor business on that date, but at a rules based index decision 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