Podcasts about CrowdStrike

Sara Brickner highlights the unified message from Fed officials and the market's swift digestion of the recent rate hike. She makes a case for CrowdStrike (CRWD) as a necessity in an increasingly digital world regardless of AI's trajectory, and remains bullish on Alphabet (GOOGL), citing its diversified revenue streams and the potential for AI to bolster its business model.======== Schwab Network ========Empowering every investor and trader, every market day.Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/schwab-Network/dp/B08JJRQG9T/Watch on Sling - https://watch.sling.com/1/channel/bb1b75050268416e82a557ff6387bff3/browseWatch on Vizio - https://www.vizio.com/en/watchfreeplus/catalog/live-tv-channels/3123029569/schwab-networkFollow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/About Schwab Network - About | Schwab Network

Interview Highlights: A Layered Toolset: LSU runs dual EDR platforms (Microsoft Defender and CrowdStrike), Splunk as its SIEM for log management, and Splunk SOAR (via partner TekStream) to coordinate incident response across the statewide SOC program. Phishing Remains Enemy #1: Across higher ed generally, phishing is the top entry point for attackers; Jain recalled a pre-MFA, pre-COVID incident where compromised accounts cascaded across multiple universities, forcing account suspensions every five minutes. AI on the Email Front Line: LSU uses AI specifically to catch executive impersonation—fake emails posing as the chancellor or vendors like Dell requesting changed payment routing numbers—flagging them for review before delivery. On the SOC side, AI builds context around alerts (device mismatches, unusual IP patterns) that a human analyst then validates before escalating—keeping a human in the loop rather than fully automating decisions. Fighting AI With AI—Proactively: LSU deploys honeypots, like a dummy Moodle instance, to lure AI-driven attackers, capture their IPs and techniques, then feed that threat intelligence into production systems to auto-block similar attacks before they happen. The Real AI Risk Is Data, Not the Tool: Jain's biggest concern with staff using ChatGPT, Copilot, or Claude isn't the AI itself—it's uploading sensitive student, HR, or research data to platforms that may train on it. Louisiana state law bars public institutions from using Chinese-linked LLMs; Jain flagged that individual (non-Enterprise) Cursor licenses can violate this because some underlying models have Chinese ties. Building Homegrown AI Tools: LSU faculty built "MikeGPT," an internal GPT-based tool on Azure, letting departments create custom agents—like one that lets students query a syllabus directly or an in-progress agent that answers questions from an 80-90 page data governance policy. Both hosts agreed that narrow, tailored AI tools solving specific institutional pain points—rather than general chatbot use—represent the most valuable and lowest-risk way to bring AI into daily operations.

On this week's show Patrick Gray and James Wilson are joined by former US Cyber Command executive director turned PwC's Cyber, Data & Technology Risk leader Morgan Adamski to talk through the week's news, including: More tech guys penned more open letters and AI will destroy us all! Another Wednesday, another congregation of OpenAI agents on wikis… yawn OpenAI agents were behind the headscratching RubyGems hacking campaign in May The FBI will disrupt more adversary operations, NSA is creating more mission centres, lawmakers want sanctions on hackers-for-hire… Release more hounds! So many platforms, so many bugs, so many patches breaking other stuff Much, much more… This week's show is brought to you by Airlock Digital. Its co-founders Daniel Schell and David Cottingham join Patrick to talk about how Airlock has integrated itself with Crowdstrike via its Falcon Foundry platform. This episode is also available on YouTube Show notes AI researcher says there is 'substantial probability' AI could kill all humans in next decade | NBC News Tech Dario Amodei — We Must Pace the Frontier | Social Signals China spy chief points at US AI models in cyber threat warning | therecord.media Weixin Official Accounts Platform | Trump calls concerns over A.I. destroying humanity a “hoax” | NBC News Tech Dr_Gingerballs (@Dr_Gingerballs) on X | X (formerly Twitter) Sam Altman backs Anthropic CEO's call to slow down the global AI race | NBC News Anthropic: Detecting and countering misuse of AI, September 2026 | anthropic.com AI lets small actors run state-level hacking campaigns, Anthropic report finds | cyberscoop.com Users in Houthi-held Yemen tried to develop advanced weapons with AI, Anthropic says | apnews.com Anthropic caught Russia-linked spies using Claude in hacking operations | therecord.media OpenAI's rogue agents used at least 10 more sites for unauthorized comms, researchers say | reuters.com Researchers say OpenAI agents were behind May hacking campaign targeting RubyGems | cyberscoop.com Anthropic claims Moonshot, DeepSeek secretly diverted user requests to Claude | South China Morning Post WeWorm | Social Signals Hackers exploit Tencent app flaw to deploy GrayRabbit malware | BleepingComputer New FBI cyber strategy promises increase in adversary disruptions | Cybersecurity Dive US disrupts Xinbi Guarantee marketplace fueling the cyber scam economy | therecord.media Thorough reorganization at NSA will create five 'mission centers,' including cyber and AI | therecord.media Lawmakers call on Treasury to sanction hackers-for-hire | cyberscoop.com CISA: WatchGuard RCE flaw now exploited in ransomware attacks | BleepingComputer Dutch NCSC: Critical Check Point VPN flaws exploitation is imminent | BleepingComputer GitLab's critical flaw is already drawing internet-wide probes | cyberscoop.com Cisco warns customers of actively exploited zero-day in email gateways | cyberscoop.com 4 groups caught using the same Chrome and Windows exploit kit | Ars Technica September Windows Server updates break Remote Desktop Services | BleepingComputer Microsoft confirms KB5002914 Excel update breaks copy and paste | BleepingComputer Microsoft: September updates break audio on some Windows PCs | BleepingComputer ClickFix attacks infecting PCs and Macs are going viral | arstechnica.com Passkey-themed phishing attacks lead to Microsoft 365 data theft | BleepingComputer

Podcast: PrOTect It All (LS 27 · TOP 10% what is this?)Episode: AI in OT: Why Humans Stay in the Loop and the Junior Problem with Jori VanAntwerpPub date: 2026-09-14Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationWork with Aaron: https://protectitallpod.com/work/ The book: https://protectitallpod.com/book/ This episode: https://protectitallpod.com/ep123/ The OT Security Starter Kit: https://protectitallpod.com/starter-kit/ AI is a consensus engine, and consensus on the internet is frequently wrong. So what does that mean for the people defending power plants, water systems, and factories with it? In this episode of Protect It All, host Aaron Crow welcomes back Jori VanAntwerp, CEO and founder of EmberOT, for a completely unscripted conversation on AI in OT. Two practitioners who use AI aggressively every day make the case for restraint in exactly the places that matter. Jori explains why human in the loop is non-negotiable: AI shapes a junior's output to look senior without the understanding underneath, so you have to be able to interrogate it. Aaron walks through his own sandbox discipline, where AI gets a folder and not the keys, and nothing goes in that he would not publish on the internet. The conversation then turns to the OT reality behind AI-found vulnerabilities, why an attacker who can reach your HMI or PLC does not need your unpatched CVE, teaching AI your voice with markdown primers, the build-versus-buy MVP trap, the submarine principle for modular defense, and why an operator flipping to manual is still the save of last resort. Underneath all of it is the workforce math nobody is doing on air: if one person plus AI does the work of five, nobody is training juniors, and no juniors today means no seniors in ten years. OT's aging-out workforce is the preview. In this episode, you'll learn: Why AI is a consensus engine, and why that framing predicts where it fails Why human in the loop is not optional for anything that matters How to sandbox AI in real workflows: a folder, not the keys How to rank AI-found vulnerabilities against what an attacker in your OT network can actually do How primers teach AI your voice, brand, and rules The build versus buy trap: if a power company builds its own software, it is now a software company The submarine principle: compartments, modular tooling, and swapping tools without ripping out the estate Why analog fallbacks and operators keep saving critical infrastructure The junior pipeline problem: no juniors today means no seniors in ten years Why the entry-level job for OT cybersecurity is IT Tune in for the most honest AI conversation the show has had, from the people who actually run it in OT. About the guest: Jori VanAntwerp is a two-time cybersecurity founder and CEO who has spent over two decades helping industrial and IT/OT organizations reduce risk, strengthen compliance, and mature the way they defend critical infrastructure. He has held executive and leadership roles at McAfee, FireEye, CrowdStrike, Dragos, and Gravwell before stepping into the founder seat, first at SynSaber and now as the Founder and CEO at EmberOT. The result is a vantage point that runs from the boardroom to the packet capture, from silicon to the cloud. At EmberOT, he is focused on bringing visibility, security, and risk quantification to the critical infrastructure the rest of the world takes for granted. From EmberOT: Want to see what is really happening in your OT environment? EmberOT provides flow-first, passive OT visibility and threat detection without requiring proprietary hardware. Learn more about EmberOT: https://emberot.com/ Request a demo: https://www.emberot.com/request-a-demo/ Want to explore your own OT network traffic right now? Download the free EmberOT PCAP Analyzer: https://www.emberot.com/ot-pcap-analyzer/ Important Links: Jori VanAntwerp on LinkedIn: https://www.linkedin.com/in/jvanantwerp/ EmberOT: https://emberot.com/ Jori's previous episodes: Ep 49, The Intersection of IT and OT: Highlights from S4 Conference: https://youtu.be/OuocvnZsKwU and Ep 29, Bridging IT and OT in Cybersecurity for Power Plants: https://youtu.be/0stFEr6krbY Learn more about PrOTect IT All: Work with Aaron: https://protectitallpod.com/work/ The book: https://protectitallpod.com/book/ This episode: https://protectitallpod.com/ep123/ The OT Security Starter Kit: https://protectitallpod.com/starter-kit/ YouTube: https://www.youtube.com/@PrOTectITAll Email: info@protectitall.co X: https://twitter.com/protectitall Facebook: https://facebook.com/protectitallpodcast To be a guest or suggest a guest or episode, email info@protectitall.co. Please leave us a review on Apple or Spotify: Apple: https://podcasts.apple.com/us/podcast/protect-it-all/id1727211124 Spotify: https://open.spotify.com/show/1Vvi0euj3rE8xObK0yvYi4The podcast and artwork embedded on this page are from Aaron Crow | Operational Technology & Cybersecurity Host, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.

Could the next big AI trade be protecting us from AI itself? Michelle Martin looks at the surge in CrowdStrike and Palo Alto Networks as cybersecurity stocks emerge as beneficiaries of growing fears over increasingly powerful AI. Then, JPMorgan makes a bullish call on IREN as the former Bitcoin miner reinvents itself as an AI data-centre player. Plus, what oil above US$100 and rising bond yields mean ahead of the Fed; why ByteDance and a US tungsten producer are up; Bank of America slides; and could S-REITs finally offer investors an “oasis of calm”? And in the Last Word: BTS agency BigHit Music is coming to Singapore in search of its next male K-pop star.See omnystudio.com/listener for privacy information.

President Trump dismissed AI-safety warnings as a "hoax" on a live call with Jensen Huang, a Google DeepMind researcher resigned warning AI "could kill us all," cybersecurity stocks led the S&P 500, and Apple rolled out iOS 27. Jensen Huang took a surprise call from Trump onstage at the All-In Summit on Monday in Los Angeles, where the two agreed that AI safety worries are overblown (The New York Times) Bloomberg quotes Trump calling AI-safety fears a "SICK conspiracy" benefiting only China, and dismissing warnings that AI could destroy humanity as a "HOAX" that his administration won't let stop development (Bloomberg) MS NOW reports Trump met privately with Sam Altman backstage at the Republican midterm convention days after ex-researcher Jacob Coxon's public warning, as Altman posted that no competitive pressure justifies letting AI capabilities outrun alignment (MS NOW) Google DeepMind AI Safety and Alignment researcher Bilal Chughtai publicly resigns, saying "I earnestly believe that AI has the potential to kill us all" (Bloomberg) Cybersecurity stocks were the top performers in the S&P 500 on Monday amid escalating AI fears; CrowdStrike rose 14%, Palo Alto Networks 13%, and Fortinet 9% (Morningstar) Microsoft rolls out emergency fix for critical issues caused by its September Patch Tuesday update, which addressed ~1,000 vulnerabilities but introduced bugs (The Verge) The Verge reports iOS 27 rolls out today with Siri AI as its headline feature, live in English-only beta with more languages coming in October, alongside a new Liquid Glass opacity slider and refreshed watchOS 27 Workout Buddy tools (The Verge) Apple says iCloud+ now includes Apple TV and Arcade for no extra fee in 100+ countries, and Apple Music Select, offering ad-free radio stations, in some markets (9to5Mac) 9to5Mac details iOS 27's new parental control suite, including a simplified Child Account setup, an Ask to Browse feature for requesting blocked sites, and a redesigned Screen Time with faster cross-device syncing and weekly usage summaries (9to5Mac) OpenAI researcher: top models are becoming so situationally aware humans "are losing the ability to evaluate them" while humans rely more on AI to lead research (X) Subscribe to the ad-free feed.

This week we talk about AI agents, cyberattacks, and insurance claims.We also discuss OpenAI, Hugging Face, and policy language.Recommended Book: The Stars My Destination by Alfred BesterTranscriptTwo broad categories of cyberattack have become especially visible this year, and only one of them requires a human attacker in the loop to choose the target.In March, hackers linked by the US government to Iranian intelligence broke into the medical-device manufacturer Stryker and remotely wiped tens of thousands of employee devices. The attack disrupted the company for days, affected its first-quarter earnings, and represented a shift from somewhat more subtle espionage toward more overt and deliberate destruction.Elsewhere, the market-research company Klue sat at the center of a breach affecting close to 200 customers. Attackers used an old credential to gain access to keys for customers' cloud services.These incidents had people with recognizable motives behind them, and that sort of hack has become increasingly rare over the past decade or so: Black Kite counted 7,551 publicly disclosed ransomware victims over its latest twelve-month reporting period, alone, about 25 percent more than the year before.Then, over the course of about five weeks this summer, OpenAI, Anthropic, and Meta each disclosed incidents in which their AI models gained access to real computer systems they were not supposed to touch.The incidents were not identical, and describing all of them as escapes wouldn't capture the important nuance of the situation.Anthropic and Meta said their models reached the internet because a third-party evaluation environment had been misconfigured. The models had been told they were operating inside a simulation, and their internal dialogues indicate they interpreted the real systems they encountered when they left that environment as simulated components of that exercise.OpenAI's incident, however, was a bit different.Its models were being tested using ExploitGym, a benchmark intended to measure their ability to find and exploit software vulnerabilities. Internet access was supposed to be blocked, but the models discovered and exploited vulnerabilities in a package-registry service inside OpenAI's research infrastructure, found a route to the open internet, and, as I related in a previous episode, eventually compromised the production systems of the AI platform Hugging Face.Since that episode, OpenAI has release a more complete postmortem, which they published in August, and which says the activity was primarily driven by an internal research model comparable in scale to GPT-5.6 Sol, though Sol participated in parts of the incident.The agents created an improvised message board inside the package manager, exchanged discoveries, divided up work, and sometimes described themselves as a swarm.At Hugging Face they executed code on dozens of servers, obtained broad access to several clusters, and exposed credentials associated with databases, cloud services, code repositories, and internal communications.Hugging Face reconstructed around 17,600 actions over a campaign lasting about four and a half days, including roughly two and a half days inside its own infrastructure.Notably, these AI agents were not trying to steal money or damage Hugging Face. They inferred that the company might possess the solutions to the benchmark, to the problem they were tasked with solving, and they went looking for them. They were, in effect, cheating on a test, looking for solutions to the problems rather than taking the test, as intended.That doesn't mean the models had motives in the human sense. People created the evaluation, reduced the normal safeguards, and assigned an offensive task. But no operator selected Hugging Face or directed the individual steps; that was a path the AI decided to take all by itself.Anthropic's review subsequently found three incidents among more than 141,000 evaluation runs for its own models. In one, a model unable to reach its fictional target scanned around 9,000 real ones, compromised an internet-facing application using an exposed password and SQL injection, then stopped after recognizing that the host was real.Another model published a malicious package to the real Python Package Index because it believed the registry was simulated. Fifteen outside systems downloaded and ran that malicious package before it was removed.Meta then disclosed that one of its models had reached the internet through a misconfiguration at the same evaluation vendor and exploited a vulnerability at an unnamed third party.No significant financial damages have been publicly reported from these events, by attacker or victim. But if there had been damages, who would have paid for them?What I'd like to talk about today is how autonomous AI systems complicate cyber insurance, how insurers have handled equally unfamiliar risks in the past, and why insurance contracts may soon become one of the more important forms of AI governance.—A typical cyber-insurance policy covers a broad portfolio of costs.These can include ransom payments, forensic investigations, legal expenses, restoring systems and data, notifying customers, and compensating victims and possibly a victims' customers for the revenue lost while a company's operations are interrupted.Business interruption is often one of the largest portions of a claim, and policies can respond to malicious attacks as well as non-malicious failures.This market grew by more than 30% a year between 2017 and 2022, as ransomware, a type of attack that became a lot more common during that period, in part because of increased automation and a franchising model that became really popular and increased the reach of the most powerful ransomware tools, almost broke this industry.In 2021, attacks on Colonial Pipeline, the insurer CNA, and meat processor JBS produced multimillion-dollar ransom payments and costly disruptions. Insurance prices surged, sometimes by more than 100%, while some companies found they could not obtain coverage because insurers just couldn't make the numbers work for them.Insurers responded to this more complex hacking environment by raising prices, but they also made coverage conditional on specific defenses. Companies increasingly had to demonstrate that they used multifactor authentication, endpoint monitoring, restricted administrator access, and backups that attackers could not alter, as a baseline.Loss ratios then fell, more insurance capital entered the market, and prices eventually came down again, stabilizing after that frantic and uncertain period.According to Marsh, global cyber-insurance rates fell 4% in the second quarter of 2026, the twelfth consecutive quarterly decline. Primary pricing is now about 42% below its 2022 peak.The market is not necessarily becoming safer, though. US cyber premiums reached about $7.5 billion in 2025, while the share of premiums consumed by claims rose to 53%—the first time it ticked above 50% since the pandemic-era ransomware surge.Globally, Munich Re estimates the market was worth nearly $15 billion last year and could approach $28 billion by 2030.During this period, insurance applications have also become a consequential part of a company's security system.In one particularly clear example, Travelers rescinded a million-dollar policy after a ransomware claim revealed that the customer's multifactor authentication protected only its firewall, despite application answers saying the control was used much more broadly.Companies that don't live up to cyber insurance expectations can thus be left in the lurch, so in a very real way, insurers have helped make multifactor authentication a standard business practice by attaching a price to its absence. This industry could move faster than regulators because they didn't have to ban insecure behavior and pass legislation to make that happen; they just had to decline to insure anyone who didn't live up to their basic security standards, which left those who failed to implement such precautions without insurance, should they be targeted by hackers.That same mechanism is now being aimed at AI agents, but the big initial problem everyone is facing is definitional.Most cyber policies are written around some identifiable security event: an outside attacker breaks in, an employee steals information, a credential is used without authorization, or malicious software takes a server offline.What if, though, a company gives an AI agent access to its network so that the agent can find and repair security vulnerabilities?And then maybe the agent discovers a vulnerability, exploits it, moves laterally into systems it was not expected to touch, and exposes sensitive data. There is a cyber loss, but there may be no conventional attacker and no stolen credential. The software was invited in and may have used permissions it was explicitly given. This is very different from a human-led hack, but it still has the potential to cause a lot of monetary damage.Insurers including MSIG, QBE, and Beazley are reviewing how their policy language applies to these scenarios and who bears responsibility when an agent's autonomous actions cause damage.For now, most of them are clarifying the parameters of their coverage rather than excluding AI events entirely.QBE's global head of cyber described AI as “a risk amplifier, not a fundamentally new cyber risk.” In other words, if an AI system causes something that looks like an ordinary covered breach, the involvement of AI probably won't put it in a different category; it'll still be covered.The trickier cases involve an agent that works as designed but makes an expensive decision, or a systemic event in which a model or AI platform produces losses at many companies simultaneously.The first type might be treated as professional liability, or errors and omissions, rather than a cyber incident. The second could, in theory at least, end up being too large for insurers to cover without strict limits in place.Specialized products are already emerging. Armilla AI, Munich Re, and AXA XL sell coverage for risks including model underperformance, hallucinations, and intellectual-property claims. Whether these products remain separate or are eventually folded into broad cyber policies will depend in part on what sorts of claims insurers actually receive, and the scale of those claims.Right now, they have very little historical data with which to calculate the price. Insurance is fundamentally a system for using past experience to account for future issues, and autonomous AI losses have almost no past; they're a very new type of problem.That said, the insurance industry has encountered ambiguity before.For years, insurers worried about silent cyber: losses caused by digital events that appeared inside property, liability, and other policies that had never explicitly contemplated them. Lloyd's gradually required policies to state whether cyber risks were covered or excluded.There was also the question of attribution. In 2017, the NotPetya malware spread from Ukraine through corporate networks around the world. The US and several allies attributed it to the Russian military, but many victims were ordinary companies with no meaningful role in geopolitics.Drugmaker Merck claimed about $1.4 billion in damages under its property policies. Insurers disputed roughly half of that amount using exclusions for hostile or warlike acts; language whose ancestry predates computers by more than a century.New Jersey courts found that the exclusion required something closer to conventional military action, not a cyber bug gone haywire, and the case settled in January of 2024, just before the state Supreme Court was scheduled to hear it. Mondelez settled a parallel dispute with Zurich over a claim exceeding $100 million around the same time.Lloyd's subsequently required standalone cyber policies to address catastrophic state-backed attacks explicitly, including a method for resolving attribution. Agentic AI reopens both the silent-coverage and attribution problems simultaneously.If a model causes a loss, responsibility might plausibly be assigned to the model developer, the company that deployed it, the vendor that built its evaluation environment, or the organization whose excessive permissions allowed the damage to spread.In two of this summer's three sets of incidents, a third-party evaluator's misconfiguration helped create the path to the internet. In OpenAI's case, the path involved vulnerabilities in OpenAI's own infrastructure and then weaknesses at several outside services.The most important insurance risk, though, may ultimately be technological and infrastructural aggregation.The 2024 CrowdStrike outage demonstrated that a single faulty software update could interrupt airlines, banks, hospitals, and other organizations around the world without any malicious attacker.Consider a future in which thousands of companies give access to agents built on a small number of frontier models. A flaw or unwanted behavior in one widely used model could cause problems for a large portion of an insurer's entire customer base, all at once.And this risk is arriving in the midst of an unusually competitive insurance market, after twelve quarters of declining rates and as loss ratios are beginning to rise. If insurers decide they cannot price the exposure, they will probably respond through some combination of higher prices, lower limits, stricter conditions, and exclusions.All that in mind, the first thing to be watching in the coming months is policy language during the January 2027 renewal season.The current posture, if you recall, is to clarify rather than exclude, but language addressing systemic AI events or dependence on a single model provider is already being discussed. A significant loss could change the market's posture quickly, making it more limited and expensive.The second thing to watch for is the first big, disputed claim.Industry interviews can describe what insurers expect to cover, but their operational position will be established when an AI agent causes an eight-figure loss and a carrier must either pay or explain why it won't.The NotPetya disputes took years to resolve, and the first autonomous-agent case could similarly define policy language well before it produces a final court ruling. That'll be a moment that maybe defines the next ten years of cyber insurance standards, if not longer.The third thing to watch for is changes to insurance questionnaires.Underwriters could begin asking whether agent credentials are narrowly scoped, whether actions are comprehensively logged, whether consequential decisions require human approval, whether agents have kill switches, and whether claimed containment has been verified rather than merely documented.If these controls affect the price and availability of insurance, they could become industry standards faster than legislation makes them mandatory, just like that previous round of cyber insurance baselines that became common because, lacking them, customers could no longer get cyber insurance at any price.And finally, there's also a government process developing alongside the private one.An executive order signed in June established a voluntary framework under which developers can provide the federal government with access to certain frontier models for up to 30 days before release. The process uses classified benchmarks to evaluate advanced cyber capabilities, and representatives from major AI companies discussed the framework at the White House in August of 2026.If insurers eventually require evidence that a model or company participated in this sort of evaluation, a voluntary government program could evolve into a practical requirement without ever becoming an actual legal mandate.This wouldn't make insurance a perfect regulator. Insurers are accountable to their own balance sheets, not to the public as a whole, and they may respond to poorly understood risks by excluding them rather than making them safer, as has been the case with some types of weather disaster in areas that are becoming more prone to things like flooding and wildfires.But insurance companies do have to convert uncertainty into prices, contractual language, and technical requirements, which makes some currently difficult to quantify things more quantifiable, at least monetarily.The AI incidents this summer caused no reported material damage, which is one reason they're getting relatively little coverage, despite being fairly meaningful events. The insurance industry sees these sorts of narratives through the lens of cost and risk, though, and this is a category of loss with no conventional attacker, no stolen credential, several plausible defendants, and almost no claims history, arriving at a moment in which companies are racing to give autonomous systems more access to all of their systems—a lot of valuable and potentially vulnerable infrastructure.The people whose job is to price that risk haven't decided what it costs, yet. And until they do, what they add to or remove from their application forms may be more consequential to the norms and expectations in this space than what the government mandates, on the matter.Show Noteshttps://www.businessinsurance.com/as-ai-agents-go-rogue-cyber-insurers-are-adapting-their-policies/https://www.investing.com/news/stock-market-news/as-ai-agents-go-rogue-cyber-insurers-are-adapting-their-policies-4878768https://openai.com/index/hugging-face-model-evaluation-security-incident/https://openai.com/index/hugging-face-incident-and-the-road-ahead/https://huggingface.co/blog/security-incident-july-2026https://huggingface.co/blog/agent-intrusion-technical-timelinehttps://www.anthropic.com/news/investigating-incidents-cybersecurity-evalshttps://cyberunit.com/insights/ai-sandbox-escapes-three-labs-meta-anthropic-openai/https://labs.cloudsecurityalliance.org/research/csa-research-note-frontier-ai-models-hacking-real-systems-ev/https://techcrunch.com/2026/07/07/the-worst-hacks-and-breaches-of-2026-so-far/https://blackkite.com/reports/2026-ransomware-reporthttps://www.cisa.gov/news-events/cybersecurity-advisories/aa23-320ahttps://www.munichre.com/en/insights/cyber/cyber-insurance-risks-and-trends-2026.htmlhttps://www.swissre.com/risk-knowledge/advancing-societal-benefits-digitalisation/about-cyber-insurance-market.htmlhttps://www.marsh.com/en-gb/services/international-placement-services/insights/global-insurance-market-index.htmlhttps://compyl.com/guides/cyber-insurance-readiness-guide/https://www.aon.com/en/insights/articles/cyber-and-tech-e-and-o-market-reporthttps://www.cybersecuritydive.com/news/merck-settlement-notpetya-insurance/703922/https://therecord.media/mondelez-and-zurich-reach-settlement-in-notpetya-cyberattack-insurance-suithttps://assets.lloyds.com/media/eb6de9ce-293b-4213-80f8-9dc69c45b1a9/Y5381%20Market%20Bulletin%20-%20Cyber-attack%20exclusions.pdfhttps://www.whitehouse.gov/wp-content/uploads/2026/06/eo-14409.pdfhttps://www.axios.com/2026/08/04/inside-trump-ai-framework This is a public episode. 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Plus: Crypto-related companies Robinhood, Strategy, and Coinbase shares drop alongside bitcoin. And cybersecurity company Crowdstrike stock ends the day higher. Alexis Moore hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

SummaryIn this episode of the Blue Security Podcast, hosts Andy and Adam celebrate six years of consistent podcasting, reflecting on their journey and the evolution of their roles in the tech industry. They delve into a significant controversy surrounding LG TVs, discussing privacy concerns related to data collection and microphone usage. The conversation transitions into smart home and IoT security, where they provide practical strategies for securing connected devices and protecting personal data. In this episode, the hosts discuss the importance of securing IoT devices through VLANs, the ongoing threat posed by the hacker known as Nightmare Eclipse, and the implications of a new vulnerability discovered in CrowdStrike's Falcon product. They also delve into the ethical considerations surrounding vulnerability disclosure, emphasizing the need for coordinated responses to prevent collateral damage in the cybersecurity landscape.----------------------------------------------------YouTube Video Link: ⁠⁠⁠⁠⁠⁠⁠⁠⁠----------------------------------------------------Documentation: https://www.techradar.com/televisions/lg-tvs-collect-far-more-data-on-you-than-youd-expect-says-new-report-including-logging-microphone-audio-while-on-standbyhttps://www.infosecurity-magazine.com/news/crowdstrike-privilege-escalation/----------------------------------------------------Contact Us:Website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://bluesecuritypod.comBluesky: https://bsky.app/profile/bluesecuritypod.comLinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/bluesecpodYouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/c/BlueSecurityPodcast-----------------------------------------------------------Andy JawBluesky: https://bsky.app/profile/ajawzero.comLinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/andyjaw/Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠andy@bluesecuritypod.com⁠----------------------------------------------------Adam BrewerTwitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/ajbrewerLinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/in/adamjbrewer/Email: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠adam@bluesecuritypod.com

毎日のニュース解説の数字含めた深堀り&インタビューの文字起こしは無料ニュースレターからどうぞ→https://wbnlive.substack.com/ 毎日の配信前にその日の最新Techニュースをキャッチアップできます。【速報】2027年、東京に自動運転タクシーがやってきます

5% Zinsen bei Robinhood und 50€ Neukundenbonus, wenn Du 50€ einzahlst:⁠ https://join.robinhood.com/eu_crypto/hood-ea4c979dc/⁠Börsenspiel (Passwort: Tech): ⁠⁠⁠⁠⁠https://sg-zerti.de/trader-techaktien⁠⁠⁠⁠⁠Patreon Stephan: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.patreon.com/Techaktien⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram Stephan: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/techaktien/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephan auf X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/Techaktien1⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn Stephan: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://shorturl.at/261Kq⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.youtube.com/@Techaktien⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook Stephan: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.facebook.com/profile.php?id=100066941022885⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Max auf X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/globalstockflsh⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram Max: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/global.stock.flash/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Telegram Max: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://t.me/+rnYRa1QHgLZiM2Y6⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠(Werbung)00:00:00 Marktumfeld00:23:10 Oracle00:30:00 Adobe00:40:00 Apple00:57:00 KI-Angst01:41:30 Crowdstrike01:48:00 Bitcoin & KryptosPodcast abonnieren, damit Bitcoin steuerfrei bleibt. Alles nur subjektive Meinung, Unterhaltung und Satire.

Plus: 10-year U.S. Treasury yield falls back after touching a multi-year high. And major U.S. software stocks such as CrowdStrike and Workday close higher. Alexis Moore hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla and Jim Cramer led off the show with hotter-than-expected wholesale inflation data: The August Producer Price Index rose 5.4% from year-ago levels. WTI Crude joined Brent with prices surpassing $100 per barrel, while diesel prices extended record highs. The anchors reacted to the latest comments from former Anthropic and OpenAI researcher Jacob Coxon, after his social media post stated that "people building AI earnestly believe that it could kill us all by the end of the decade." Also in focus: Apple's new foldable "iPhone Duo" and its $1,999 price tag; What the CEOs of AT&T and CrowdStrike told David Faber at Goldman Sachs' Communacopia conference; Meta gets upgraded; What to expect from Oracle's after-the-bell earnings; President Trump pledges a $5,000 "dividend" to each adult American if the Republicans retain control of the House and Senate in November's midterm elections.Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Identity verification firm IDScan faces multiple lawsuits and investigations after hackers allegedly breached it. The criminals offered over 153 million U.S. and Canadian driver's license scans for sale. Nightmare Eclipse releases FalconFlank, a zero-day privilege escalation that abuses CrowdStrike's Falcon alongside other zero-days targeting Kaspersky, Avast, and Nvidia. Sansec disclosed an unpatched Magento/Adobe Commerce flaw "Style Smuggler" enabling unauthenticated code execution. Arctic Wolf observed active exploitation of PaperCut authentication bypass and RCE flaws against schools, including credential theft and lateral-movement prep. UK police data shows reported losses from hacked accounts rose 417% amid improved reporting via the new Report Fraud system. 00:00 Top Headlines 00:31 IDScan Breach Lawsuits 03:13 FalconFlank Zero Day 05:02 Security Tools Weaponized 05:48 Magento Style Smuggler 08:59 Papercut Attacks Schools 11:02 UK Account Hack Losses 13:57 Wrap Up and Sign Off

The G7 and CISA prepare for the quantum threat. Nightmare Eclipse drops a CrowdStrike zero-day. The White House's offensive hacking plan raises legal questions. CISA offers a playbook for communicating through cyber incidents. OpenAI puts a billion dollars behind AI-powered defense. Researchers uncover a serious PostgreSQL flaw. Google patches an exploited Chrome zero-day. Broadcom fixes VMware vulnerabilities. Attackers target a WordPress plugin flaw. Lawmakers tell license plate surveillance cameras to “Flock off.”  Our guest is Kevin Gosschalk, Founder and CEO of Arkose Labs, discussing his new book, After Bots, which questions the old assumption that automated traffic is inherently malicious. Camouflage for the algorithmic age.  Remember to leave us a 5-star rating and review in your favorite podcast app. Miss an episode? Sign-up for our daily intelligence roundup, Daily Briefing, and you'll never miss a beat. And be sure to follow CyberWire Daily on LinkedIn. CyberWire Guest Kevin Gosschalk, Founder and CEO of Arkose Labs, joins us to discuss his new book, After Bots, and why the old assumption that automated traffic is inherently malicious no longer works. Selected Reading G7 urges organizations to prepare for quantum cyber threats (The Record) Analysts: Trump Cyber Program Could Cost Firms Legal Shields (BankInfo Security) Communicating Under Pressure: Best Practices for Service Providers (IC3) OpenAI Pledges $1bn to Bring its AI Cybersecurity Tools to Essential S (Infosecurity Magazine) 12-Year-Old PostgreSQL Vulnerability Enables Database, Server Takeover (SecurityWeek) Google warns of new Chrome zero-day flaw exploited in attacks (Bleeping Computer) VMware Workstation and Fusion Updates Patch Critical Vulnerability (SecurityWeek) Critical Elementor Pro flaw exploited to take over WordPress sites (Bleeping Computer) Flock Cameras Face Removal Nationwide Under New Bill (Newsweek) Prolific Microsoft 0-day hunter drops CrowdStrike Falcon exploit PoC (The Register)  This 'Digital Camouflage' Shirt Confuses AI-Powered Surveillance Cameras (404 Media) Share your feedback. What do you think about CyberWire Daily? Please take a few minutes to share your thoughts with us by completing our brief listener survey. Thank you for helping us continue to improve our show. Want to hear your company in the show? N2K CyberWire helps you reach the industry's most influential leaders and operators, while building visibility, authority, and connectivity across the cybersecurity community. Learn more at sponsor.thecyberwire.com. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc.

Nightmare Eclipse Discloses Several Anti-Malware Privilege Escalation Exploits https://github.com/MSNightmare Plex Update https://forums.plex.tv/t/important-security-update-for-plex-media-server-v1-43-2-and-earlier/942319 Cisco Update https://sec.cloudapps.cisco.com/security/center/content/CiscoSecurityAdvisory/cisco-sa-hardening-iosxr-qg64NcM https://sec.cloudapps.cisco.com/security/center/content/CiscoSecurityAdvisory/cisco-sa-esa-smime-disc-dzw4rEdY Sangoma Switchvox Exploit https://horizon3.ai/attack-research/disclosures/cve-2026-9586-sangoma-switchvox-rce/ My Upcoming Classes https://www.sans.org/profiles/dr-johannes-ullrich

A structural shift in regulatory accountability now places incident notification and liability directly on the operators or deployers of AI-powered and software tools, rather than on technology vendors or model developers. This mechanism is made explicit by the requirements of the EU's Cyber Resilience Act (CRA), Digital Services Act (DSA), and the upcoming Machinery Regulation. Incidents such as the Cursor AI coding agent breach at a Belgian chemical company underline that compliance timelines and regulatory scrutiny target the entity deploying the technology.CrowdStrike and Okta both reported that increased enterprise security spending is being driven by heightened AI-generated attacks, according to their quarterly results. Gartner forecasts AI security spending will reach $4.8 billion by 2027, up 68.7% from this year, with usage control as the most dynamic segment. A public letter signed by over 100 vendors—including OpenAI, Anthropic, AWS, and Microsoft—warns of urgent defensive needs but does not shift responsibility to software suppliers.Recent breaches and vulnerabilities illustrate how accountability remains with the service provider or end-user implementer. The Cursor breach assigned notification duties to AnySphere (the product vendor) and the breached organization, not to upstream model providers. Likewise, after N-able's Passportal bug, MSPs were accountable for client-facing remediation. In each case, the “accountability line” lands on the party deploying the tool.For MSPs and IT service providers, these trends require updating agreements, operations, and client communications. Service structures must prioritize regulatory response timelines, documentation, and clear reporting obligations. Providers serving EU clients, or those linked to global supply chains, will encounter business risk if they do not proactively address these regulatory demands before mandated deadlines.00:00 Prevention Got A New Price 03:25 The Half That Doesn't Move05:50 Where The Call Lands09:27 Why Do We Care? Supported by: Proofpoint GoTo(LogMeIn)

(Presented by TLPBLACK: A cybersecurity intelligence platform focused on sharing curated, high-sensitivity threat insights and research with trusted security professionals.) Three Buddy Problem - Episode 112: The 'OpenAI hacks Hugging Face' fallout has turned into a story about AI civilizations rising from the ashes, politicians calling for super-intelligence bans, and the emergence of well-funding non-profits doing AI safety work. Who are these people and what's their security expertise? Plus, GPT-6 Astra lands in a trusted-access program nobody can get into, Costin ranks the local models he runs next to his desk, and CrowdStrike sinkholes a botnet that's been alive since 2003. Cast: Juan Andres Guerrero-Saade, Ryan Naraine and Costin Raiu. Timestamps: 0:00 Introductory banter 1:02 Conference season: LabsCon, Offensive AI Con, Countermeasure 5:40 The Hugging Face story hits the front page 7:04 Dwarkesh, Greenblatt, and the AI-pilled framing 11:51 Swap "agents" for "Python" and the panic goes away 16:34 Does anyone actually know what happened? 21:18 Bernie Sanders wants to ban superintelligence 34:03 Defending against swarms: the 2026 SOC 39:15 Logs, Splunk, and the business model in the way 44:11 What EDR vendors are actually building with AI 56:16 The security poverty line and the endgame 1:07:53 GPT-6 Astra, Fable 5.1, and local model rankings 1:27:25 Google's Fairwind, CodeMender, and agents running Linux 1:45:31 Apple's bet on local inference 1:53:21 The Sality takedown and endgame advice

The copy-paste hack that stole $150K. CrowdStrike and federal authorities dismantled Sality, a botnet that spent eight years swapping copied wallet addresses for the attacker's, so victims unknowingly sent crypto to a stranger. The fix is simple: check the first and last characters of any address after you paste it. CoinDesk's Jennifer Sanasie hosts "CoinDesk Daily." - This episode is brought to you by RealFi, a smarter stablecoin, backed by real-world assets. Find out more at⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ realfi.co⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. - This episode is brought to you by Grayscale, the world's largest digital asset-focused investment platform. Grayscale's mission is to make digital asset investing simple and open to every investor. Learn more at grayscale.com. - This episode was hosted by Jennifer Sanasie. “CoinDesk Daily” is produced by Jennifer Sanasie and edited by Victor Chen.

Plus: Oil continues to move higher. And cybersecurity stocks fall after Palo Alto Networks posts quarterly loss. Imani Moise hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed inflation fears sending the 10-year note yield to multiyear highs as oil prices remain elevated. The anchors reacted to what Treasury Secretary Scott Bessent said at the G20 meetings about energy prices and the AI data center backlash. Speaking of AI: Dell shares surged on a blowout quarter and upbeat guidance, fueled by stronger AI server demand. In Venezuela, Brian Sullivan interviewed Chevron CEO Mike Wirth about the energy giant's plan to invest $7 billion and double production in the South American country over the next five years. Also in focus: What OpenAI CEO Sam Altman said on a podcast about what he calls "unsustainable silliness"; Shares of CrowdStrike and Palo Alto Networks slide; MongoDB tumbles. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über den gruseligen September-Auftakt, Kracherzahlen von Dell und eine Enzym-Aktie, die fremde Blockbuster in eigene Erlöse verwandelt. Außerdem geht es um SAP, CrowdStrike, Cloudflare, RWE, Merck, Apple, Credo Technology, MongoDB, GitLab, Palo Alto Networks, Nvidia, Broadcom, Shein, H&M, Fast Retailing, Next, Inditex, Associated British Foods (ABF), Gap, Roche, Johnson & Johnson, Merck & Co., Halozyme Therapeutics, Bristol-Myers Squibb, Pfizer, Eli Lilly, Alteogen, Schott Pharma, Gerresheimer, Ypsomed, West Pharmaceutical Services, Husqvarna, Toro, KraneShares Global Humanoid and Embodied Intelligence ETF (WKN: A41PZ8) und iShares Automation & Robotics ETF (WKN: A2ANH0). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Mit dem Code „AAAFRIENDS“ sparst du 50 Prozent auf dein Ticket – aber nur unter folgendem Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3… Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Big tech is shifting fast as massive acquisitions, executive shakeups, and real-world AI challenges redefine the industry landscape. In this episode of the Tech Field Day News Rundown, we break down reports of NVIDIA acquiring Hugging Face for $13 billion, Apple CEO Tim Cook stepping down to hand the reins to John Ternus, and Together AI partnering with HUMAIN on a 250MW Saudi data center to beat domestic power limits. Plus, we look at dangerous new crypto AML wallet draining scams, Signal65 and Kamiwaza's PINNACLE benchmark exposing real-world AI failure rates, CrowdStrike's launch of Falcon IQ, and Cloudflare's new Adaptive Intelligence bot defenses.This and more on the Tech Field Day News Rundown with Tom Hollingsworth and Alastair Cooke. Time Stamps: 0:00 - Cold Open0:26 - Welcome to the Tech Field Day News Rundown1:16 - NVIDIA Reportedly Eyes $13 Billion Deal to Buy Hugging Face4:24 - Fake Crypto AML Sites Are Draining Wallets Through “Security Checks”7:30 - Signal65's New PINNACLE Benchmark Tests AI on Real Enterprise Work, Not Just Test Scores 11:25 - CrowdStrike Launches Falcon IQ to Speed Up AI-Powered Cyber Defense14:18 - Together AI Partners with Saudi Firm HUMAIN for Massive 250-Megawatt Data Center17:34 - Cloudflare Launches Adaptive AI Defense Against Fast-Moving Bot Attacks20:37 - Tim Cook Steps Down as Apple CEO: John Ternus Takes the Reins29:33 - The Weeks Ahead32:43 - Thanks for WatchingFollow our hosts ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tom Hollingsworth⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Alastair Cooke⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Stephen Foskett⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Follow Tech Field Day ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠on LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠X/Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bluesky⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, and on ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mastodon⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Palo Alto Networks (PANW) has been flying high into the end of FY2026. After a decade-long 1,400% run — capped by a broader cybersecurity rally following the Anthropic "Mythos moment" in early 2026 — what comes next?Nick breaks down how Palo Alto expanded from network security into cloud security through acquisitions, including the completed CyberArk deal (identity and access management), plus newer moves into AI agent security (Console) and observability (Embrace, complementing Chronosphere).On the financials: FY2026 revenue rose 24% to nearly $11.5B, with growth accelerating after CyberArk, while GAAP net income fell on stock-based compensation and amortization. Free cash flow came in just over $4.1B. We close with the next-12-months outlook for PANW as cybersecurity needs intensify for companies adopting more AI.—Access the fiscal.ai research terminal and get 15% off your membership with our link: https://fiscal.ai/csiLive event — new research platform sneak peek: join us Monday, September 7, 2026 at 7:00 AM Pacific for a live look at the new Chip Stock Investor research platform. Zoom: https://chipstockinvestor.zoom.us/j/98264538517?pwd=Hu3DuPQooFYZa7tYujMzUQcrAOIk6L.1 — or catch it live and on replay on our YouTube livestream.All our socials: https://linktr.ee/chipstockinvestorIf you're getting value from the show, follow so you don't miss the next one.—Disclosure: Some links above are affiliate links. If you buy something through them, we might earn a little coffee money — thanks for helping us (Kasey) fuel our caffeine addiction.Content in this episode is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted, and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal. CSI owns shares of Palo Alto Networks, CrowdStrike, and Fortinet.

CrowdStrike's (CRWD) huge quarter shows Ian Tien that the cybersecurity space is here to stay. The big question he poses for forward momentum: how will companies contain threats AI agents pose? Ian outlines how he sees LLMs offering more opportunities for growth in cybersecurity companies. John Watters explains how the rise of AI is forcing firms to "play catch-up" to fend off cyberattacks. He looks ahead to Palo Alto Networks (PANW) earnings.======== Schwab Network ========Empowering every investor and trader, every market day.Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6DSubscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-...Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-...Watch on Sling - https://watch.sling.com/1/asset/19192...Watch on Vizio - https://www.vizio.com/en/watchfreeplu...Watch on DistroTV - https://www.distro.tv/live/schwab-net...Follow us on X –   / schwabnetwork  Follow us on Facebook –   / schwabnetwork  Follow us on LinkedIn -   / schwab-network  About Schwab Network - https://schwabnetwork.com/about

Nick Kunze from Sanlam Private Wealth breaks down the key takeaways from Kevin Warsh at Jackson Hole, plus results from Stadio and Northam Platinum. Keith McLachlan from Element Investment Managers looks at cybersecurity stocks as alternatives to CrowdStrike, which, despite strong results, trades at an extreme valuation. Plus, Warwick Lucas from Vunani and Professor Raymond Parsons from North-West University Business School discuss how boosting local tourism could lift GDP and employment.

Nvidia vuelve a presentar cifras extraordinarias, pero sus mejores clientes invierten fortunas para depender algo menos de ella. Salesforce y CrowdStrike retrasan el «SaaSpocalypse», Alibaba recurre al mercado para financiar su infraestructura y la memoria china añade competencia a una cadena que parecía tener demanda infinita. Esta semana recorremos también la nueva oleada de salidas a bolsa, la peculiar constitución de Anthropic, la expectación por GTA VI, las fortunas opuestas de Abercrombie y Dick's, el acuerdo de Meta y el efecto de los flujos apalancado sobre SK Hynix. Terminamos con Warsh, Bessent y la incómoda reaparición del coste de capital. La pregunta ya no es solamente si la inteligencia artificial transformará la economía. Es quién capturará el valor, quién financiará el capital necesario y cuánto de ese futuro estamos comprando ya en la cotización. https://foro.masdividendos.com/t/actualidad-semanal-d-35-2026-acertar-la-revolucion-y-equivocarse-en-la-accion/23559?u=arturop CAPÍTULOS 00:00 Presentación y advertencia 00:56 La semana en que cenar con Jensen Huang parecía un factor 03:16 Nvidia y los clientes que quieren depender menos de ella 06:45 El «SaaSpocalypse» se retrasa 10:42 China quiere fabricar toda la fiesta 13:31 La gran procesión de OPV 17:52 GTA VI, retail y el consumidor que sigue sacando la Visa 22:35 SK Hynix, ETFs apalancados y flujos que parecen fundamentales 26:25 Warsh y la reaparición del coste de capital 29:11 Acertar la revolución no garantiza acertar la acción Semana 35 de 2026. Contenido divulgativo y de entretenimiento; no constituye asesoramiento financiero ni recomendación de inversión.

Nvidia's Jensen Huang stunned investors with a bold prediction for AI capex spending, and Marvell's blowout earnings seem to back him up. Plus, CrowdStrike's "Mythos moment" is reshaping the cybersecurity landscape, separating the AI-security winners from the laggards. Jon, Jason, and Matt also talk about turnarounds in light of Dick's Sporting Goods suffering its worst single-day drop before finishing up with stocks on our radar. Jon Quast, Jason Hall, and Matt Frankel discuss: - Nvidia's prediction for AI capex spend - Marvell's accelerating growth - CrowdStrike's “Mythos moment” tailwind - Winners and losers in AI cybersecurity - Dick's worst day ever - As always, stocks on our radar Companies discussed: Nvidia (NVDA), Marvell (MRVL), CrowdStrike (CRWD), SentinelOne (S), Okta (OKTA), PayPal (PYPL), AppLovin (APP), Sterling Infrastructure (STRL), Dick's Sporting Goods (DKS), Atlanta Braves Holdings (BATRA), Forget Power Solutions (FPS) Host: Jon Quast Guests: Jason Hall, Matt Frankel Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

A judge blocked the Pentagon from blacklisting Anthropic, calling the retaliation illegal. OpenAI, Anthropic and 100+ companies warned the AI cyberattack window is closing, Apple TV got pricier again, Stripe walked from PayPal, and a16z raised $1.1B for hardware. Links A US judge blocks the Pentagon from blacklisting Anthropic, ruling that its designation as a supply-chain risk was "illegal and baseless" (Reuters) Judge Rita Lin finds the administration violated Anthropic's First Amendment rights, acting in "unlawful retaliation" for its criticism, and orders the blacklisting guidance rescinded (The Wall Street Journal) OpenAI, Anthropic, AWS, Microsoft, and 100+ companies warn there is "a limited window" to prepare for AI-enabled cyberattacks and call for "collective action" (Axios) The open letter asks AI labs to hand their best models to hospitals and infrastructure providers and governments to coordinate and fund cyberdefense; signatories include Google, CrowdStrike, Visa, and Mastercard (The New York Times) Apple TV raises prices in the US, with the monthly price up by $2 to $14.99, its fourth increase in four years; the individual Apple One tier rises $2 to $21.95 (Variety) Sources: Advent and Stripe are no longer pursuing a deal to acquire PayPal; the group offered to pay $60.50/share in July, valuing PayPal at $53B (Bloomberg) a16z creates a $1.1B Machine Age fund focusing on hardware to "open the throttle and accelerate the physical buildout of AI" (TechCrunch) Anthropic details Model Hardware Standard, a framework governing how AI agents interact with microscopes, liquid handlers, quantum hardware, and robot arms, going to trusted partners first (Wired) Longreads Home batteries are suddenly cheap and everywhere. Here's why. (TechCrunch) Subscribe to the ad-free feed.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über den schon erwarteten Salesforce-Sprung, einen Dämpfer für Marvell Technologies und das große Warten auf die Rede von Kevin Warsh in Jackson Hole. Außerdem geht es um Nvidia, CrowdStrike, ServiceNow, Okta, Adobe, Palantir, Autodesk, Figma, HP, Best Buy, Moderna, Wendy's, Alphabet, Apollo Global Management, BlackRock, Blackstone, Goldman Sachs, KKR, SAP, Nemetschek, Infineon, SUSS MicroTec, GFT Technologies, United Internet, IONOS, Deutsche Telekom, BMW, Mercedes-Benz Group, Volkswagen, Take-Two Interactive, VanEck Morningstar Developed Markets Dividend Leaders UCITS ETF (WKN: A2JAHJ) und iShares STOXX Global Select Dividend 100 UCITS ETF (WKN: A0F5UH). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Ihr wollt dabei sein? Wir verlosen Tickets: Schreibt uns eine Mail an AAA@WELT.de und begründet, warum ihr unbedingt gewinnen solltet. Falls ihr euer Glück nicht dem Zufall überlassen wollt, bekommt ihr mit dem Code „AAAFRIENDS“ satte 50 Prozent Rabatt aufs Ticket – aber nur über diesen Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Breaking Analysis with Dave Vellante

With a company as large and as meticulously covered as NVIDIA, you would think there wouldn't be anything that surprises us anymore. So much for that thesis. NVIDIA's most recent earnings and guidance blew past everyone's expectations and setup another stellar year for anything AI related. Jon, Matt, and Tyler dissect NVIDIA's most recent earnings as well as the “hidden” winners and losers from the most recent earnings results. Plus, Crowdstrike's earnings and a mailbag question about local vs. cloud AI. Have a question? Email us; podcasts@fool.com Tyler Crowe, Matt Frankel, and Jon Quast discuss: - NVIDIA's earnings and guidance update - The winners and losers from NVIDIA's earnings - Crowdstrike's earnings - Is Crowdstrike's stock a buy? - Mailbag: Is local AI a hyperscaler problem? Companies discussed: NVDA, HP, DELL, CRDO, ONTO, IESC, GRMN, RBRK, ZS, SPCX, Host: Tyler Crowe Guests: Jon Quast, Matt Frankel Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We're committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Best Buy raises outlook following better-than-expected second-quarter results. And Cisco gave its 90,000 employees their own AI agent. Julie Chang hosts. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Nvidia posted $96B in quarterly revenue and guided to 70% growth next year, then agreed to buy Hugging Face for $12.9B. Trump weighed sweeping chip tariffs, cybersecurity stocks ripped on AI threats, and Instinct raised at $2.5B. Links Nvidia reports Q2 revenue up 106% YoY to $96.22B, above $92.17B est., Data Center revenue up 117% to $89B, above $85.08B est., and net income up 126% to $59.7B (Nvidia) Nvidia guides to ~70% revenue growth next fiscal year, well above the 45% analysts expected, sending shares up as much as 7.6%, though margins will bottom at 71%-72% on memory costs (Bloomberg) Source: Nvidia has agreed to acquire Hugging Face for $12.9B; the AI repository has had several potential suitors among its investors, including Salesforce (The Information) Sources: the Trump administration is weighing sweeping new tariffs on chips and other products like laptops and consoles, despite warnings from tech companies (Politico) Cybersecurity stocks surge, with Okta up 20%+ and CrowdStrike up 15%+, after earnings showed that AI adoption is driving attacks and spending on security tools (CNBC) AI assistant Instinct is raising a $250M Series B co-led by Index and Benchmark at a $2.5B valuation, taking its total funding to $350M since its 2025 founding (The Wall Street Journal) Subscribe to the ad-free feed.

Ten out of 11 S&P sectors fell on the day, but tech alone rose 3.4%. Plus: Okta was a big beneficiary of demand for AI agents in its latest quarter; its stock jumped after it raised its outlook. Pierre Bienaimé hosts. Sign up for WSJ's free What's News newsletter. An artificial-intelligence tool assisted in the making of this episode by creating summaries that were based on Wall Street Journal reporting and reviewed and adapted by an editor. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

On a big day for the AI trade, Carl Quintanilla, Jim Cramer and David Faber covered all of the bases on Nvidia's blowout quarter and bullish sales outlook that boosted the stock and the chip sector. Hear what Nvidia CEO Jensen Huang said to Jim on "Mad Money" about the tech giant's growth prospects. Salesforce shares soared on a Q2 beat, raised guidance and an expanded partnership with Anthropic. Also in focus: What Salesforce CEO Marc Benioff and Anthropic CEO Dario Amodei told Cramer on CNBC; CrowdStrike surges; Dollar Tree and Dollar General shares make big moves in opposite directions; Best Buy slides; Fed Chairman Warsh's Jackson Hole speech just one day away; Where's the beef? Why Wendy's shares tumbled. Squawk on the Street Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Cramer says he would still be a buyer of this cybersecurity stock. Become an Investing Club member to go behind the scenes with Jim Cramer and Jeff Marks every day as they talk candidly about the market's biggest headlines, analyst calls and holdings in the Charitable Trust – and see up close how they decide when, and if, to take action on stocks. Sign up here: cnbc.com/morningtake CNBC Investing Club Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Andrew, Ben, and Tom break down Nvidia's blowout revenue forecast and reaction from Okta, CrowdStrike, and Salesforce, plus Meta's $17.1 billion settlement over teen safety and new usage restrictions.Join our live YouTube stream Monday through Friday at 8:30 AM EST:http://www.youtube.com/@TheMorningMarketBriefingPlease see disclosures:https://www.narwhal.com/disclosure

Just when the bears thought they had an opening... The bulls came roaring back!

SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Dan Nathan and Guy Adami break down the top market headlines and bring you stock market trade ideas for Thursday, August 27th. -- Learn more about FactSet: https://www.factset.com/lp/mrkt-callFollow us on Twitter @MRKTCallFollow @GuyAdami on TwitterFollow @CarterBWorth on TwitterFollow us on Instagram @RiskReversalMediaLike us on Facebook @RiskReversalWatch all of our videos on YouTube Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia's results are likely to drive the market today ahead of Friday's speech from Fed Chairman Kevin Warsh. Investors are also digesting results from Salesforce and Crowdstrike. Important Disclosures This material is intended for general informational and educational purposes only. This should not be considered an individualized recommendation or personalized investment advice. The securities, investment products and investment strategies mentioned are not suitable for everyone. Each investor needs to review an investment strategy for their own particular situation before making any investment or trading decisions. All expressions of opinion are subject to change without notice in reaction to shifting market conditions. Data contained herein from third party providers is obtained from what are considered reliable sources. However, its accuracy, completeness or reliability cannot be guaranteed. For illustrative purposes only. Individual situations will vary. Not intended to be reflective of results you can expect to achieve. Investing involves risk, including, for some products, more than your initial investment. Past performance is no guarantee of future results. Supporting documentation for any claims or statistical information is available upon request. Diversification and rebalancing strategies do not ensure a profit and do not protect against losses in declining markets. Indexes are unmanaged, do not incur management fees, costs, and expenses and cannot be invested in directly. For more information on indexes, please see schwab.com/indexdefinitions. The policy analysis provided by the Charles Schwab & Co., Inc., does not constitute and should not be interpreted as an endorsement of any political party. Fixed income securities are subject to increased loss of principal during periods of rising interest rates. Fixed-income investments are subject to various other risks including changes in credit quality, market valuations, liquidity, prepayments, early redemption, corporate events, tax ramifications, and other factors. Digital currencies [such as bitcoin] are highly volatile and not backed by any central bank or government. Digital currencies lack many of the regulations and consumer protections that legal-tender currencies and regulated securities have. Due to the high level of risk, investors should view digital currencies as a purely speculative instrument. Cryptocurrency-related products carry a substantial level of risk and are not suitable for all investors. Investments in cryptocurrencies are relatively new, highly speculative, and may be subject to extreme price volatility, illiquidity, and increased risk of loss, including your entire investment in the fund. Spot markets on which cryptocurrencies trade are relatively new and largely unregulated, and therefore, may be more exposed to fraud and security breaches than established, regulated exchanges for other financial assets or instruments. Some cryptocurrency-related products use futures contracts to attempt to duplicate the performance of an investment in cryptocurrency, which may result in unpredictable pricing, higher transaction costs, and performance that fails to track the price of the reference cryptocurrency as intended. Please read more about risks of trading cryptocurrency futures here. Schwab does not recommend the use of technical analysis as a sole means of investment research. The Schwab Center for Financial Research is a division of Charles Schwab & Co., Inc. Apple Podcasts and the Apple logo are trademarks of Apple Inc., registered in the U.S. and other countries. Google Podcasts and the Google Podcasts logo are trademarks of Google LLC. Spotify and the Spotify logo are registered trademarks of Spotify AB. (0131-0826) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Okta Inc. (OKTA) isn't showcasing as much growth as CrowdStrike (CRWD), says Shay Boloor, though he believes the company is finding more doors to open and expand future earnings. The stock rallied over 20% Thursday morning after beating earnings and raising guidance, and CrowdStrike shares weren't far behind. Shay offers a broader outlook on the need for cybersecurity as AI evolves. Tom White offers an example options trade for CrowdStrike.

Gode regnskaber fra Nvidia har tidligere fået aktien til at falde - men noget tyder på et stemningsskifte i denne omgang. I hvert fald sendte investorerne aktien op i eftermarkedet efter kvartalstal, der må få selv de mest ambitiøse CEOs kloden rundt til at kigge misundeligt mod Jensen Huang og Co. Millionærklubben dykker ned i tallene og samler desuden op på kvartalsregnskaber fra CrowdStrike og Salesforce sammen med investor Christian Jain Kongsted fra éToro og nordisk chef for New Tech Bent Dalager fra KPMG. Vært: Bodil Johanne GantzelSee omnystudio.com/listener for privacy information.

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Lea Oetjen über die Bitcoin-Rallye, den Kurssprung von Abercrombie and Fitch und den Rekordkurs der Deutschen Bank. Außerdem geht es um Microsoft, Amazon, Google, Salesforce, SAP, Urban Outfitters, Okta, CrowdStrike, Veeva Systems, J.M. Smucker, Intuit, Zoom, Heidelberg Materials, Qiagen, EQT, KKR, Thyssenkrupp, Salzgitter, Delivery Hero, Pernod Ricard, Fielmann, Best Buy, Autodesk, Siemens, Munich Re und KSB Vz. (WKN: 629203). Am 2. Oktober findet unser „Alles auf Aktien“-Summit in Berlin statt. Ihr wollt dabei sein? Wir verlosen Tickets: Schreibt uns eine Mail an AAA@WELT.de und begründet, warum ihr unbedingt gewinnen solltet. Falls ihr euer Glück nicht dem Zufall überlassen wollt, bekommt ihr mit dem Code „AAAFRIENDS“ satte 50 Prozent Rabatt aufs Ticket – aber nur über diesen Link: https://veranstaltung.businessinsider.de/event/financesummit26/summary?rp=c6dc55d6-6f4f-4fb4-b75f-3f3501d84859 Wir freuen uns an Feedback über aaa@welt.de. Noch mehr "Alles auf Aktien" findet Ihr bei WELTplus und Apple Podcasts – inklusive aller Artikel der Hosts. Hier bei WELT: https://www.welt.de/podcasts/alles-auf-aktien/plus247399208/Boersen-Podcast-AAA-Bonus-Folgen-Jede-Woche-noch-mehr-Antworten-auf-Eure-Boersen-Fragen.html. Hier könnt ihr den AAA-Newsletter abonnieren: https://www.welt.de/newsletter/article232797673/Alles-auf-Aktien-Der-taegliche-Boersen-Newsletter-fuer-WELTplus-Abonnenten.html Und – ganz neu: AAA gibt es jetzt auch auf Instagram: https://www.instagram.com/alles_auf_aktien/ Disclaimer: Die im Podcast besprochenen Aktien und Fonds stellen keine spezifischen Kauf- oder Anlage-Empfehlungen dar. Die Moderatoren und der Verlag haften nicht für etwaige Verluste, die aufgrund der Umsetzung der Gedanken oder Ideen entstehen. Hörtipps: Für alle, die noch mehr wissen wollen: Holger Zschäpitz können Sie jede Woche im Finanz- und Wirtschaftspodcast "Deffner&Zschäpitz" hören. +++ Werbung +++ Du möchtest mehr über unsere Werbepartner erfahren? Hier findest du alle Infos & Rabatte! https://linktr.ee/alles_auf_aktien Anzeige: Eight Sleep: Der Pod 5 reguliert die Temperatur im Bett automatisch, trackt Schlaf- und Gesundheitswerte ohne Wearable und kann so zu besserem Schlaf beitragen. Mit dem Code ALLESAUFAKTIEN erhaltet ihr auf https://www.eightsleep.com/allesaufaktien bis zu 350 Euro Rabatt. Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

Things are getting weird – looks like someone is panicking. The Dumber side of finance – let’s dig in. A big week ahead – major earnings could move markets. – Gold, Bitcoin moving on a lower USD. PLUS we are now on Spotify and Amazon Music/Podcasts! Click HERE for Show Notes and Links DHUnplugged is now streaming live - with listener chat. Click on link on the right sidebar. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env:'production', hosted_button_id:'JJJHP2GDEJC7J', image: { src:'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt:'Donate with PayPal button', title:'PayPal - The safer, easier way to pay online!', } }).render('#donate-button'); Follow John S. Dvorak on X Follow Andrew Horowitz on X Warm-Up - Things are getting weird - looks like someone is panicking - The Dumber side of finance - let's dig in (5 top items) - Cold War and Hot War - Canada, China and Iran - Economic "D" day - no one cares - Saying goodbye to Dolly Parton Markets - Gold, Bitcoin moving on a lower USD - Oil starting to settle - Big Week - NVDA earnings on tap - all eyes! STUPID IS WHAT STUPID DOES - A DHU One-Time Series On The Dumber Side of Finance 1) LOWER BEEF PRICES - Trump plans temporary tariff relief for certain ground-beef imports as U.S. beef prices remain near record highs. - The plan would allow up to 300,000 metric tons of discounted imported ground beef over roughly 90 days. - Supposedly this will reduce the prices for consumers - Ranchers and several farm-state Republicans are pushing back, arguing cheaper imports could hurt domestic producers. ---- Question: Tariff reduction is going to reduce prices for consumers? Didn't someone say that tariffs are paid by the companies and exporting countries??? 2) IRAN SANCTIONS - BIG THREAT, LIMITED IMMEDIATE ACTION - Treasury warned countries doing business with Iran that they could face secondary sanctions, calling it an "economic D-Day." - New sanctions hit about 60 individuals, companies and vessels, but major Chinese financial institutions were not targeted. - China remains the biggest buyer of Iranian oil, making Chinese banks the potential pressure point. - Treasury says sanctions could expand into gold, digital assets, aviation, shipping and other sectors. 3) TREASURY TRIES TO TAME LONG-TERM YIELDS - Treasury will at least double the maximum size of certain long-term bond buybacks to $4 billion per operation. - The announcement briefly knocked nearly 10 basis points off the 30-year Treasury yield. - Critics say this treats the symptom rather than the cause - huge deficits, heavy issuance and persistent inflation risk. ------Bessent had to come out on Friday to say "at least" $4B - as bind yields moved back up -------Maybe there is a concern over the $40TRILLION debt we have amassed as a country? 4) SOMEONE GOT LONG BONDS AT THE RIGHT TIME - TLT took in roughly $529 million of net inflows on August 18, one day before Treasury's surprise bond-buyback announcement. - The next day Bessent doubled planned buybacks of 10- to 30-year Treasurys, immediately pushing long yields lower. - TLT jumped about 1.7% on the announcement. - No public evidence identifies a single buyer - but the timing of the unusually large inflow is certainly worth noting. 5) DOLLAR GETS HIT BY THE BOND RESCUE - The dollar weakened as investors questioned Treasury's expanded bond-buyback strategy. - The concern is that suppressing yields without fixing fiscal problems simply transfers pressure from bonds to the currency. - The 30-year yield has remained elevated despite Treasury intervention. - Bitcoin rallied as investors looked toward alternatives to traditional fiat assets. - PEOPLE: This is NOT Quantitative Easing - Just a move to buy longer dated and issue more short dated WALMART FLASHES A CONSUMER WARNING - Walmart U.S. comparable sales grew just 2.6%, its slowest pace in roughly six years and below expectations. - Shares dropped sharply after the report. - E-commerce remained strong, while store traffic and discretionary spending showed more weakness. - Walmart raised full-year guidance but gave a softer-than-expected third-quarter outlook. - As America's biggest retailer, Walmart's slowdown is an important read on the broader consumer. VENEZUELA HAS OIL - BUT CAN'T SHIP IT FAST ENOUGH - Tankers are waiting as long as 30 days to load Venezuelan crude because of aging ports, outages and equipment failures. - Venezuela has struggled to push exports much higher despite rising production and strong demand. - The Jose terminal handles about 70% of exports and has become a major bottleneck. - Venezuela's ports may impose a physical ceiling on production growth until infrastructure is upgraded. JANE STREET'S $15 BILLION AI HIT - Jane Street reportedly lost about $15 billion in July as AI and technology positions moved sharply against the firm. - A major source of the damage was exposure to concentrated AI trades that were forced to unwind. - Jane Street posted its first negative month of trading revenue since 2016. - As a reminder: this episode highlights how quickly crowded AI trades can overwhelm even sophisticated risk-management systems. LEAVITT LEAVES THE WHITE HOUSE - Karoline Leavitt resigned as White House press secretary after returning from maternity leave. - Trump said she would become a top outside adviser and prominent Republican voice heading into the midterms. - Looking fior a kinder and gentler replacement? HA! probably not OFF THE HIGHS NVDA - 9% off high AMD - 19% off high AVGO - 23% off high MU - 23% off high TSM - 13% off high MRVL - 28% off high INTC - 35% off high NVIDIA - THE MARKET'S NEXT STRESS TEST - Nvidia reports Wednesday - now basically a referendum on the entire AI trade. - Blackwell demand and hyperscaler spending are the key tells. - A strong guide could quickly reset tech sentiment. - A miss would raise the uncomfortable question: how much AI optimism is already priced in? - Revenue expected around $92.1 billion, up roughly 97% year over year. - Adjusted EPS expected around $2.09, nearly double last year. - Data Center revenue expected around $85.7 billion - still the main engine. - Biggest watch items: Blackwell demand, Vera Rubin timing, China sales and hyperscaler capex. - Options imply roughly a 5%-6% move after earnings. - Discussion .... NVIDIA - AI SERVERS GETTING EVEN MORE EXPENSIVE - Major Nvidia customers have reportedly been warned that AI server prices could rise more than 15% beginning early next year. - Higher memory costs are the main driver, affecting Grace Blackwell and upcoming Vera Rubin systems. - Nvidia is effectively passing higher component costs through despite gross margins around 75%. - ALWAYS INTERESTING THESE ANNOUNCEMENTS SO CLOSE TO EARNINGS - HMMMM CANADA-U.S. TRADE FIGHT GETS WORSE - Canada announced retaliatory tariffs on about $20 billion of U.S. goods after Washington imposed new 50% tariffs on Canadian imports. - Canada's tariffs range from 15% to 50% across roughly 700 products and begin September 8. - Canada also announced a C$7.5 billion support package for affected businesses and workers. - Another escalation that could hit autos, manufacturing costs and cross-border supply chains. HOUSING - BUYERS KEEP DISAPPEARING - July new-home sales plunged 10.5% to a 607,000 annual rate, the weakest since January. - Median new-home price fell to $393,800, the lowest in four years. - Mortgage rates are still around 6.8%, keeping affordability under pressure. - Only 5.2% of consumers said they expect to buy a home in the next six months - the sharpest drop in more than five years. JACKSON HOLE - WARSH GETS THE MICROPHONE - Kevin Warsh speaks next week at Jackson Hole. - Markets want to know whether sticky inflation, oil and tariffs are enough to keep the Fed in tightening mode. - Long yields are already doing some of the Fed's work. - One sentence could move bonds, the dollar and stocks. - Friday, August 28 at 10:00 a.m. ET. --- BUT - Didn't Warsh say less communication is more? They can't keep put of the spotlight. PCE - THE FED'S FAVORITE INFLATION READ - "The Fed's preferred gauge/measure of inflation" - July PCE lands next week. - Watch for tariff, energy and goods inflation creeping back into the numbers. - A hot print revives hike fears. - A soft print gives risk assets some breathing room - especially with long yields already elevated. THE CONSUMER VS. THE AI BOOM - MORE EARNINGS COMING - Salesforce, CrowdStrike and Marvell give another read on corporate AI spending. - Dollar General, Dollar Tree, Best Buy and Ulta test the other side of the economy. - The setup is getting interesting: companies are still spending aggressively on AI while consumers look increasingly selective. - If that gap widens, it could become one of the bigger market themes into the fall. AROUND THE WORLD EUROPE - QUIETLY GETTING INTERESTING - European stocks slipped this week, but money has started flowing back into the region. - Euro-zone business activity is growing at its fastest pace this year, while Q2 earnings growth for STOXX 600 companies is running surprisingly strong. - CONCEPT: Europe may be turning into the anti-U.S. trade - less AI concentration, cheaper valuations, but more sensitivity to energy. JAPAN - BETTER DATA, WORSE MARKET - Japan's Nikkei lost about 4% this week even as the economic data improved. - August manufacturing PMI jumped to 55.1, with new orders rising at the fastest pace since 2018. - Semiconductors and AI-related demand are helping drive the factory rebound. - Stronger growth also keeps the BOJ rate-hike discussion alive - good economy, potentially tougher market. BIG PHARMA - CHINA'S WEIGHT-LOSS GOLD RUSH - Lilly, Novo Nordisk and others are aggressively targeting China's obesity market, where obesity rates are projected to top 65% by 2030. - China bans direct prescription-drug advertising, so companies are using subway ads, gyms, influencers and "disease awareness" campaigns instead. - China's GLP-1 market could reach roughly 30 billion yuan over the next 5-7 years. - Interesting regulatory gray area: education campaigns that look a lot like drug advertising without actually naming the drug. Love the Show? Then how about a Donation? PayPal.Donation.Button({ env: 'production', hosted_button_id: 'JJJHP2GDEJC7J', image: { src: 'https://www.paypalobjects.com/en_US/i/btn/btn_donateCC_LG.gif', alt: 'Donate with PayPal button', title: 'PayPal - The safer, easier way to pay online!' } }).render('#donate-button-2'); THE CLOSEST TO THE PIN for SpaceX (SPCX) Winners will be getting great stuff like the new "OFFICIAL" DHUnplugged Shirt!   FED AND CRYPTO LIMERICKS   See this week's stock picks HERE Follow John C. Dvorak on Twitter Follow Andrew Horowitz on Twitter

Did you know that 82% of all intrusions don't involve any sort of malware, and AI-augmented attacks are up 89% year over year? If your security operations team is solely focused on reacting to known-bad SIEM alerts, you may be missing the silent breaches. In this episode, Ashish is joined by Damien Lewke, Founder and CEO of Nebulock, to discuss the critical shift toward a "Hunt First" mindset. Damien explains why moving away from alert fatigue and focusing on raw, normalized telemetry (across endpoint, identity, and cloud) is the only way to proactively surface unknown threats. We also dive into how AI is finally democratizing the elite skill of threat hunting, allowing even single-person security teams to investigate and attribute complex behaviors.From hunting down shadow AI (like unapproved MCPs) to challenging the notion that AI will replace threat hunters, this episode is a masterclass in modern security operations. Guest Socials -⁠⁠ Damien's LinkedinPodcast Twitter - ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠@CloudSecPod⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you want to watch videos of this LIVE STREAMED episode and past episodes - Check out our other Cloud Security Social Channels:-⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cloud Security Podcast- Youtube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠- ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Cloud Security Newsletter ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠If you are interested in AI Security, you can check out our sister podcast -⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ AI Security PodcastQuestions asked:(00:00) Introduction: The Problem with Reactive Security Alerts(02:00) Damien Lewke's Background (DoD, CrowdStrike, Arctic Wolf, Nebulock)(04:00) Why Breaches Happen in Silence: The Value of Telemetry Over Alerts(05:30) How AI Democratizes Elite Threat Hunting for Small Teams(07:30) Defining the "Hunt First" Mindset and Methodology(11:00) Surfacing Active Intrusions Using Cross-Domain Context(13:30) The Importance of Transparency in AI Decision Making(16:30) When NOT to Use AI for Detections (The Power of Heuristics)(18:30) The Best First AI Security Use Case: Hunting Shadow AI & MCPs(23:00) Detecting Rogue AI Agents via Tempo, Breadth, and Automation Signatures(28:30) The Future of SIEM: Data Gravity vs. Purpose-Built Security Analytics(34:30) Disagreeing with Gartner: Why Threat Hunters Are More Vital Than Ever(40:00) The 89% Rise in AI-Augmented Attacks and Taking Action(41:30) The "You Laugh, You Lose" Cybersecurity Joke Challenge Resources spoken about during the episode:- Hunting MCP Server Exploitations- Using classical machine learning for threat hunting (and saving tokens in the process)- Your newest insider has legitimate access

Are you looking to save time, make money, and start winning with less risk? Then head to https://www.ovtlyr.com.Learn more about OVTLYR: https://youtu.be/TUCbD5KovlcNvidia earnings are coming up, and this is exactly the kind of situation where traders start convincing themselves they know what's going to happen next. But what if the better approach is to stop trying to predict the earnings reaction and simply follow what the data is telling you right now?This conversation takes a full top down look at Nvidia, starting with the overall market, then the Nasdaq, technology sector, semiconductors, and finally Nvidia itself. And the picture isn't exactly screaming “buy.” Nvidia is trading below the 10, 20, and 50 EMAs, volume has been declining, overhead resistance is sitting above price, and the semiconductor industry is showing only 18% buy signals and falling fast.There's a part in here that really hits. A company can have incredible earnings and still see its stock fall. The market doesn't simply trade the numbers. It trades expectations, fear, greed, positioning, and how investors react to the information. That's why the discussion keeps coming back to one simple idea: you don't have to know what Nvidia will do after earnings. You need to know what your plan says to do.The broader market analysis gets interesting too. SPY, Nasdaq, technology, semiconductors, energy, and healthcare are all showing very different signals. The discussion also looks at oil, bond yields, inflation concerns, and the possibility of sector rotation. Energy is showing some strength, with names like Permian Resources, Murphy Oil, and Vermilion standing out, but geopolitical risk makes the sector too unpredictable to touch right now.And then there are some great individual stock breakdowns. Sandisk shows why massive winners can eventually become dangerous when the trend changes, while Salesforce, Intuit, and CrowdStrike offer a look at some of the software names trying to recover. CrowdStrike is especially interesting because it was one of the stocks identified through the Sector Intelligence Map and produced a 4% gain during the forward test.✅ Nvidia earnings preview and full top down analysis✅ SPY, Nasdaq, technology, and semiconductor market analysis✅ Nvidia technicals, volume, EMAs, order blocks, and Fear & Greed✅ Energy sector, oil, bond yields, inflation, and sector rotation✅ Salesforce, Intuit, CrowdStrike, Sandisk, and individual stock analysisIf you've ever bought a stock right before earnings because “the numbers should be good”… this one is worth watching. Good earnings don't automatically mean a higher stock price, and sometimes the smartest trade is simply staying in cash until the trend gives you a reason to act.Video Links:https://www.youtube.com/watch?v=qWecBvicQ24https://www.youtube.com/watch?v=2F5xOmnkGfUSubscribe to OVTLYR for disciplined trading strategies that actually make sense.

Market Mondays is back with a breakdown of the biggest stories moving markets. We cover the bond market, what history says about stocks around midterm elections, warning signs from the VIX, and the biggest investing mistakes people are making right now.We dive into NVIDIA ahead of earnings, Jensen Huang's AI strategy, changing valuations, memory pricing, Micron, CrowdStrike, and the future of the AI trade. We also look at McDonald's as an economic signal, CAVA vs. Chipotle, and why time in the market can beat constantly trading.Plus, we close with audience questions and a rapid-fire This or That featuring Costco vs. McDonald's, Tesla vs. BYD, Robinhood vs. Meta, Bloom Energy vs. JPMorgan, Google vs. Stryker, and more. #MarketMondays #Investing #StockMarket #NVIDIA #NVDA #AI #Bitcoin #Trading #Finance #Wealth #EarnYourLeisureAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Danny Nathan and Danny Moses discuss recent Treasury Secretary Bessent comments and plans to increase long-dated Treasury buybacks, arguing the amounts are largely signaling, yields quickly reverted, and the move effectively constrains Fed Chair Warsh ahead of Jackson Hole and a potential September hike. They connect rising yields, debt/deficits, inflation pressures, dollar/yen dynamics, and Bank of Japan policy to higher market volatility, tighter funding conditions, and renewed interest in gold, while noting capital may favor high-grade corporates over Treasuries. They review Walmart's earnings beat but same-store-sales miss and valuation-driven selloff as a consumer and defensives litmus test. Looking ahead, they frame Nvidia, Salesforce, and CrowdStrike earnings as key narrative tests for AI demand, software AI strategy, and cybersecurity, and they flag scrutiny around Carvana's loan sales and potential related-party buyers. —FOLLOW USYouTube: @RiskReversalMediaInstagram: @riskreversalmediaTwitter: @RiskReversalLinkedIn: RiskReversal Media The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.

Keith Fitz-Gerald explains why a small group of elite companies drives most long-term wealth creation. (1:30) - What Should Investors Expect From Nvidia Heading into Earnings? (7:00) - Breaking Down Palantir, CrowdStrike and Apple and Their Current Positioning (15:05) - Why Should You Believe In Elon Musk Companies? (18:30) - Can The AI Trade Continue Much Longer? (21:45) - Buy The Best And Ignore The Rest (25:50) - Fitz-Gerald Must Have Portfolio ETF and Options Overlay ETF: FITZ & FIZY (32:00) - Episode Roundup: NVDA, CRWD, PLTR, AAPL, TSLA, SPCX Podcast@zacks.com