Becky breaks news that Charles Schwab is reportedly in talks to acquire TD Ameritrade, potentially creating a brokerage behemoth. Political pollster Frank Luntz doesn’t see any frontrunners emerging from the Democratic debates, and he has a surprising candidate suggestion who is not any ballots. Recode’s Kara Swisher is watching Silicon Valley and Washington meet again. She weighs in on what turns out not to be an Apple-owned manufacturing plant in Texas and Google’s new stand on political ads.

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