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This week's episode arrives as Adam and Cristian are gearing up for Fal.Con, CrowdStrike's annual event taking place next week in Las Vegas. They'll be recording a live episode on some fascinating LLM research presented at the show, so stay tuned for that in a couple of weeks. Amid their prep, they took the time to sit down for a conversation starting with a simple prompt: What are today's security leaders and practitioners talking about? Their discussion sheds light on the industries hardest hit by nation-state and eCrime activity and explores why some sectors, like technology and telecommunications, are seeing a sharp spike in targeted intrusions while others are facing an increase in cybercrime. Tune in to learn about shifts in Chinese cyber activity, what happens when an adversary sees another adversary in a target environment, and whether modern tech innovations will drive changes in cyber espionage.
2024-ben közel egy teljes napig tartó globális „kiberarmageddon” bénította meg a kritikus rendszereket. A CrowdStrike névre hallgató kiberbiztonsági vállalat Falcon biztonsági szoftverének hibás frissítése korábban nem látott kimaradásokat okozott többet között a repülőterek, kórházak, állami infrastruktúrák területén. De mi okozta a problémát? Hogyan lehet hogy pont egy biztonsági szoftver volt a hibás? Miért tartott olyan sokáig kijavítani? Többek között ezen kérdések kerülnek megválaszolásra a Kibertámadás! 103. epizódjában. A témában készült kiberbiztonsági elemzésünk megtekinthető az alábbi linken.
When Craig Foster talks about artificial intelligence, he begins with scale. Pax8, the enterprise marketplace where he serves as CFO, connects vendors like Microsoft and CrowdStrike with 43,000 managed service providers. Those MSPs, he tells us, serve between 700,000 and 800,000 small and midsize businesses worldwide.Against that backdrop, Foster describes how AI is reshaping both internal operations and external opportunities. Inside Pax8, teams are experimenting across functions—from customer support to accounting—to automate what was once manual. The company, he tells us, has set a target “to do 20% more with 20% less,” relying on AI tools that are already available. Efficiency gains are not hypothetical; they are part of the current planning cycle.Externally, Foster sees what he calls “agentic marketplaces” emerging—ecosystems where AI modules act as labor components. Vendors are already building such agents, and Pax8 is designing its own. “We're a marketplace,” he tells us, “so we need to incorporate those different… AI components and enable our downstream clients for efficiency.” He believes this wave, unlike earlier technology cycles, is reaching SMBs with unusual speed.The finance leader is also watching economics evolve in real time. Data aggregated across Pax8's network shows strong interest, but pricing remains unsettled. Foster compares today's uncertainty to the early days of API marketplaces, when usage-based models became standard. The question now, he tells us, is how to split value between provider and customer—whether by consumption, per interaction, or shared outcomes. “That's probably the biggest challenge in industry right now,” Foster says.
What's Steve W worrying about at the end of the month? Find out on this week's PlayingFTSE Show!Both Steves are ahead of the market this week – or at least, they were when we recorded this week's show! But one is more ahead than the other…The big story this week is Alphabet's antitrust case and there are two parts to it. The significance of being forced to share data with competitors is not to be underestimated.The company can, however, keep spending its way to being the default search engine on the iPhone. But does that benefit Alphabet, or Apple?M&G is a new stock for the show and Steve D has been taking a look at the company's latest update. It's one that dividend investors might want to have on their radars.A mix of insurance and asset management is a familiar one. But risk comes from not knowing what you're doing and is this something either Steve can process well enough?Rising bond yields send Legal & General shares to a 9% dividend yield. That's unusually high, so should investors seize the opportunity?Maybe. But as Steve W outlines, this isn't just a case where rising yields mean lower share prices – the bond selloff has meaningful consequences for the company's dividend cover.However we pronounce it, Zscaler is an impressive cybersecurity operation. It doesn't really make much in the way of free cash flow (after stock-based comp) but who cares?AI looks like a big threat that can drive demand for years to come, but Steve D has his eye on a lot of deferred revenue. Is this any different to Crowdstrike?Only on this week's PlayingFTSE Podcast!► Get a free share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn't guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We'll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.Don't miss out! Sign up today and start your journey with us.https://playingftse.substack.com/► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)► Timestamps:0:00 INTRO & OUR WEEKS7:13 GOOGLE ANTITRUST25:45 M&G42:55 LEGAL & GENERAL59:32 ZSCALER► Show Notes:What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.
Patrick McKenzie (patio11) is joined by Will Wilson, CEO of Antithesis, to discuss the evolution of software testing from traditional approaches to cutting-edge deterministic simulation. Will explains how his team built technology that creates "time machines" for distributed systems, enabling developers to find and debug complex failures that would be nearly impossible to reproduce in traditional testing environments. They explore how this approach scales from finding novel bugs in Super Mario Brothers to ensuring the reliability of critical financial and infrastructure systems, and discuss the implications for a future where AI writes increasingly more code.–Full transcript available here: www.complexsystemspodcast.com/software-testing-with-will-wilson/–Sponsor: This episode is brought to you by Mercury, the fintech trusted by 200K+ companies — from first milestones to running complex systems. Mercury offers banking that truly understands startups and scales with them. Start today at Mercury.com Mercury is a financial technology company, not a bank. Banking services provided by Choice Financial Group, Column N.A., and Evolve Bank & Trust; Members FDIC.–Recommended in this episode:Antithesis: https://antithesis.com/––Timestamps:(00:00) Intro(01:23) Database scaling and the CAP theorem(08:13) Abstraction layers and hardware reality(15:28) The problem with traditional testing(19:43) Sponsor: Mercury(23:16) The fuzzing revolution(30:35) Deterministic simulation testing(42:36) Real-world testing strategies(47:22) Introducing Antithesis(59:23) The CrowdStrike example(01:01:15) Finding bugs in Mario(01:07:37) Property-based vs conventional testing(01:09:51) The future of AI-assisted development(01:14:51) Wrap
The Justice brothers are back from Labor Day and dive into one of the biggest catalysts of the year: the unemployment report. From “bad news is good news” to “good news is bad news,” they map out all four possible outcomes and how each could impact bonds, equities, and the dollar. They also review RSP, small-caps, and the Dow to see if breadth can keep strengthening the bull case. The discussion then shifts to China's AI surge—Alibaba's blowout growth, a domestic chip launch aimed at Nvidia, and DeepSeek's disruptive “Sputnik moment.” Add in September's seasonal headwinds, a packed “Stock It or Drop It” lineup (Ulta, Snowflake, CrowdStrike, Dick's, Wheaton, Delta, Citi), plus Coaches Corner on covered calls, tariffs, and trading setups—and you've got a can't-miss episode.
Gartner predicts a significant shift in the adoption of artificial intelligence (AI) within enterprise applications, forecasting that by 2026, 40% of these applications will feature task-specific AI agents. This marks a dramatic increase from less than 5% in 2025, with AI expected to drive around 30% of enterprise application software revenue by 2035. Concurrently, AI-enabled personal computers are projected to dominate the global PC market, claiming over 50% by 2026. Despite market challenges such as high costs and security concerns, businesses are increasingly investing in AI technologies, although consumer sentiment remains cautious, with many waiting for price reductions before making purchases.The podcast also discusses the evolving landscape of AI adoption among small to mid-market businesses. A survey by Techaisle reveals that these companies are prioritizing strategic consulting over mere tool acquisition, seeking comprehensive services that encompass the entire lifecycle of AI implementation. This shift indicates a maturation of the AI services market, as organizations focus on responsible AI use and tailored solutions that address their unique operational needs. However, Gene Marks highlights that many small business owners are still in the experimental phase, using AI tools like chatbots for basic tasks rather than fully integrating AI into their operations.Earnings reports from major tech companies such as NVIDIA, Dell, HP, and CrowdStrike reveal a mixed picture regarding AI's impact on their financial performance. NVIDIA reported substantial revenue growth but faced concerns about an AI bubble and geopolitical tensions affecting its market. Dell's earnings exceeded expectations, but its forecast fell short, while HP noted that a quarter of its PC sales were AI-enabled. CrowdStrike, on the other hand, struggled with a disappointing revenue outlook amid ongoing challenges, including litigation related to an IT outage.The episode concludes with a sobering discussion about the darker implications of AI, highlighting a tragic case where a former Yahoo executive, influenced by AI interactions, committed murder and suicide. This incident raises urgent questions about the psychological risks associated with AI, particularly for vulnerable users. The podcast emphasizes the importance of IT providers in establishing guardrails and policies to ensure safe AI adoption, underscoring that the difference between responsible use and dangerous misuse lies in proper training and oversight. Four things to know today 00:00 Enterprises Race Ahead on AI Agents and PCs, While SMBs Struggle With Strategy and ROI 06:14 Big Tech Shouts “AI,” Wall Street Shrugs — What It Means for SMBs and IT Providers 11:19 Rev.io Enters PSA Market With All-in-One MSP Platform, Betting on AI and Billing Expertise 13:30 Chatbot-Linked Killing Highlights Dark Side of AI and Why Providers Must Set Guardrails This is the Business of Tech. Supported by: https://syncromsp.com/ All our Sponsors: https://businessof.tech/sponsors/ Do you want the show on your podcast app or the written versions of the stories? Subscribe to the Business of Tech: https://www.businessof.tech/subscribe/Looking for a link from the stories? The entire script of the show, with links to articles, are posted in each story on https://www.businessof.tech/ Support the show on Patreon: https://patreon.com/mspradio/ Want to be a guest on Business of Tech: Daily 10-Minute IT Services Insights? Send Dave Sobel a message on PodMatch, here: https://www.podmatch.com/hostdetailpreview/businessoftech Want our stuff? Cool Merch? Wear “Why Do We Care?” - Visit https://mspradio.myspreadshop.com Follow us on:LinkedIn: https://www.linkedin.com/company/28908079/YouTube: https://youtube.com/mspradio/Facebook: https://www.facebook.com/mspradionews/Instagram: https://www.instagram.com/mspradio/TikTok: https://www.tiktok.com/@businessoftechBluesky: https://bsky.app/profile/businessof.tech
How is your website converting potential customers or franchise buyers for your business? When is the last time you checked? Our guest today is Sahil Patel, who is a landing page expert who shares with us the secrets he's learned on how to optimize a landing page. TODAY'S WIN-WIN:Create a great landing page that makes it easy for your customer to understand what you do and then test it.LINKS FROM THE EPISODE:Schedule your free franchise consultation with Big Sky Franchise Team: https://bigskyfranchiseteam.com/. You can visit our guest's website at: https://www.spiralyze.com/Attend our Franchise Sales Training Workshop: https://bigskyfranchiseteam.com/franchisesalestraining/Connect with our guest on social:https://www.linkedin.com/in/sahilanamipatel/ABOUT OUR GUEST:Meet Sahil Patel, CEO of Spiralyze. He reveals the secrets from optimizing hundreds of landing pages leveraging data from 130k A/B tests, and working with SaaS leaders such as BambooHR, Crowdstrike, Unbounce, and hundreds more. ABOUT BIG SKY FRANCHISE TEAM:This episode is powered by Big Sky Franchise Team. If you are ready to talk about franchising your business you can schedule your free, no-obligation, franchise consultation online at: https://bigskyfranchiseteam.com/.The information provided in this podcast is for informational and educational purposes only and should not be considered financial, legal, or professional advice. Always consult with a qualified professional before making any business decisions. The views and opinions expressed by guests are their own and do not necessarily reflect those of the host, Big Sky Franchise Team, or our affiliates. Additionally, this podcast may feature sponsors or advertisers, but any mention of products or services does not constitute an endorsement. Please do your own research before making any purchasing or business decisions.
Nvidia and CrowdStrike report earnings as AI and cybersecurity lead the tech story. We break down the latest PCE inflation update, labor market data, and retail demand trends—and what it all means for the Fed, the economy, and your portfolio.
Der Aktien-Schnelltest mit Michael Hüsgen ("BerneckerTV") und Oliver Kantimm ("Der Aktionärsbrief"). Hier im Beitrag gibt es die Podcast-Variante zur eigentlichen Sendung im Rahmen von BerneckerTV, Aufzeichnung am 28.08.2025). Schlaglichter:CTS Eventim - Platzhirsch im TicketverkaufHinweis auf Rabattaktion im Stockkiosk/BörsenkioskØrsted - "Junk"-Status gerechtfertigt?Snowflake - Luft nach oben?Hinweis auf Bernecker.TVCrowdstrike - Ausblick enttäuscht=======Hier geht es zum Rabattangebot für den Aktionärsbrief über den Börsenkiosk:https://boersenkiosk.de/Kauf-Der-Aktionarsbrief-Nr.-35-vom-28.08.2025/BK=======Bernecker Investoren-Webinar: "10 Top-Aktien für das strategische Gewinnerdepot 2027" mit Redaktionsleiter Volker Schulz. Jetzt informieren:https://ichkaufeaktien.de/aktienchancen-2027/=======Jetzt abonnieren: "Der Aktionärsbrief". Weitere Infos unter:https://bernecker.info/offer/ynpshjdodl-6273
What's Steve D been doing with his plums? Find out on this week's PlayingFTSE Show!Matching results this week for the Steves. Both down, both in between the FTSE 100 and the S&P 500, but both the same – not a particularly noteworthy performance.Nvidia's remarkable growth story continues, but how remarkable actually is it? It's twice Alphabet's market cap for half the revenues and Steve W isn't sure that's a good deal.On top of that, there's the China issue to think about. That's weighing on guidance at the moment, but could things come through better than expected in Q3?Gamma Communications is a stock UK investors have been talking about for a while. But despite growing steadily, it's down 33% over the last five years. It turns out remote working isn't as much of a thing as people thought, but the business is impressive. And at a P/E ratio below 15, is it now in value territory?Steve D has a look at the latest earnings from Crowdstrike. Revenue growth is impressive and it's fast-establishing itself as an indispensable part of business tech. So far, though, it hasn't generated any cash net of share buybacks. So is a market cap north of $100bn too much for a company that still requires investors to wait?SSPG does not stand for Steve, Steve, and Paul. It's a FTSE 250 travel retail company, with names like Upper Crust,and Caffe Ritazza, as well as some well-known franchises.With WH Smith in the middle of an accounting scandal, is the stock worth checking out? UBS has a Sell rating on it, but does Steve W have a more positive view?Only on this week's PlayingFTSE Podcast!► Get a free share!This show is sponsored by Trading 212! To get free fractional shares worth up to 100 EUR / GBP, you can open an account with Trading 212 through this link https://www.trading212.com/Jdsfj/FTSE. Terms apply.When investing, your capital is at risk and you may get back less than invested.Past performance doesn't guarantee future results.► Get 15% OFF Fiscal.ai:Huge thanks to our sponsor, Fiscal.ai, the best investing toolkit we've discovered! Get 15% off your subscription with code below and unlock powerful tools to analyze stocks, discover hidden gems, and build income streams. Check them out at Fiscal.ai!https://fiscal.ai/?via=steve► Follow Us On Substack:Sign up for our Substack and get light-hearted, info-packed discussions on everything from market trends and investing psychology to deep dives into different asset classes. We'll analyze what makes the best investors tick and share insights that challenge your thinking while keeping things engaging.Don't miss out! Sign up today and start your journey with us.https://playingftse.substack.com/► Support the show:Appreciate the show and want to offer your support? You could always buy us a coffee at: https://ko-fi.com/playingftse(All proceeds reinvested into the show and not to coffee!)► Timestamps:0:00 INTRO & OUR WEEKS8:43 NVIDIA26:40 GAMMA COMMUNICATIONS40:56 CROWDSTRIKE58:52 SSP► Show Notes:What's been going on in the financial world and why should anyone care? Find out as we dive into the latest news and try to figure out what any of it means. We talk about stocks, markets, politics, and loads of other things in a way that's accessible, light-hearted and (we hope) entertaining. For the people who know nothing, by the people who know even less. Enjoy► Wanna get in contact?Got a question for us? Drop it in the comments below or reach out to us on Instagram: https://www.instagram.com/playing_ftse/► Enquiries: Please email - playingftsepodcast@gmail(dot)com► Disclaimer: This information is for entertainment purposes only and does not constitute financial advice. Always consult with a qualified financial professional before making any investment decisions.
¡Emprendeduros! En este episodio Rodrigo y Alejandro nos dan una actualización de mercado donde hablan del estatus del mercado, de los comentarios de Jerome Powell y de las expectativas de inflacion y de empleo. Nos dan los reportes de ingreso de PinDuoDuo, Crowdstrike, Snowflake, Dollar General y Nvidia. Después hablan de una compra de cafe enorme y de una sociedad cuantica. Finalmente nos dan el análisis de crypto donde hablan de BTC vs ETH y de la moneda estable de Europa. ¡Síguenos en Instagram! Alejandro: https://www.instagram.com/salomondrin Rodrigo: https://www.instagram.com/rodnavarro Emprendeduros: https://www.instagram.com/losemprendeduros
August 29, 2025: Michael Robinson, VP of Healthcare Solutions (Americas) from Omnissa, discusses what it takes to maintain momentum during massive transitions and Omnissa's vision for autonomous workspaces. As healthcare organizations face shrinking margins and accelerating digital demands, Michael explores how strategic partnerships with Epic and CrowdStrike are reshaping the technology landscape. With the upcoming Omnissa One summit featuring a dedicated healthcare track, the conversation touches on emerging trends beyond AI—from IoT in medical devices to virtual hospitals—while examining how technology companies can genuinely align with healthcare's evolving priorities in an increasingly complex market. Register now to join Omnissa at Omnissa ONE: Learn more at Omnissa.com. Key Points: 00:54 Omnissa's Journey and Vision 05:17 Omnissa One Summit Details 08:36 Future Trends and Personal Insight X: This Week Health LinkedIn: This Week Health Donate: Alex's Lemonade Stand: Foundation for Childhood Cancer
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Wir durchleuchten die Nvidia-Earnings, China will seine KI-Chip-Produktion verdreifachen. DeepSeek kündigt die Kompatibilität seines neuesten Modells mit heimischen Chips an, während Cambricon Rekordgewinne erzielt. Microsoft und OpenAI ringen um eine Umstrukturierung, die sich bis ins nächste Jahr zieht, und Meta verliert Forscher an OpenAI. Das KI-Start-up Lovable erhält Finanzierungsangebote bei 4 Milliarden Dollar Bewertung. Google bereitet die Abspaltung seiner Ad-Tech-Sparte vor, CrowdStrike übertrifft knapp die Prognosen, und Snowflake beruhigt Anleger mit starker Guidance. Affirm überrascht mit Gewinnsprung. Die USA veröffentlichen BIP-Daten auf der Blockchain, während Trumps Medienfirma Milliarden in Krypto verschiebt. Elon Musk steht vor einer Betrugsklage im Wahljahr 2024. Unterstütze unseren Podcast und entdecke die Angebote unserer Werbepartner auf doppelgaenger.io/werbung. Vielen Dank! Philipp Glöckler und Philipp Klöckner sprechen heute über: (00:00:00) NVIDIA Earnings Analyse (00:15:50 ) China Chip-Offensive (00:19:30) OpenAI Microsoft Verhandlungen (00:24:35) Meta KI-Talentflucht (00:29:20) Loveable Bewertungssprung (00:35:00) Google Ad-Tech Abspaltung (00:36:40) Crowdstrike, Snowflake, Affirm (00:42:50) Lutnick Verstaatlichungspläne (00:48:00) Trump Krypto-Expansion (00:54:20) Triggerwarnung (00:59:40) Tech-Regulierung Handelskonflikte (01:02:35) Musk Lotterie-Klage Shownotes Nvidia übertrifft Erwartungen, KI-Ausgaben sollen weiter steigen – cnbc.com China will KI-Chip-Produktion verdreifachen – ft.com DeepSeek-Modell kompatibel mit Chinas neuen KI-Chips – cnbc.com China AI-Schlüsselakteur Cambricon verzeichnet Rekordgewinn – bloomberg.com Microsoft-Gespräche verschieben OpenAI-Umstrukturierung auf nächstes Jahr – ft.com Forscher verlassen Metas neues Superintelligenz-Labor – wired.com KI-Start-up Lovable erhält Finanzierungsangebote bei 4 Mrd. $ Bewertung – ft.com Wie Google die Ad-Tech-Einheit unabhängig machen will – theinformation.com CrowdStrikes Quartalsprognose verfehlt Analystenschätzungen – bloomberg.com Lutnik Defense – barrons.com USA veröffentlicht BIP-Daten auf Blockchain in Trump-Krypto-Initiative – bloomberg.com Trumps Medienfirma startet neues Geschäft zum Kauf von Milliarden in Nischen-Kryptowährung - WSJ – wsj.com Tether, SoftBank Group und Jack Mallers gründen Bitcoin-Unternehmen "Twenty One" – cantor.com Ein Teenager war suizidgefährdet. ChatGPT war der Freund, dem er sich anvertraute. – nytimes.com Meta-Chatbot gibt Teenagern Tipps zu Selbstverletzung – washingtonpost.com Meta-CEO Mark Zuckerberg lobbyierte bei Trump wegen Digitalsteuern – bloomberg.com Mark Zuckerberg kündigt Änderungen bei Metas Inhaltsmoderation an – techpolicy.press Elon Musk muss sich Betrugsklage wegen Wahlverlosung 2024 stellen – bloomberg.com Doppelgänger #500 Party Losverfahren – doppelgaenger.io DG Open #02 Bewerbung – forms.gle
Today features special guest and former Saxonian, Peter Garnry, CEO and Co-founder of Gesda Capital, who takes us through his thoughts on Nvidia after the earnings call yesterday and especially its medium to longer term growth potential versus the current valuation. We also cover Crowdstrike and Snowflake earnings, where Peter looks for investment opportunities when so many pockets of the market are overvalued, thoughts on the geopolitical backdrop and much more. Today's pod hosted by Saxo Global Head of Macro Strategy John J. Hardy. Link to Gesda Capital home page and Peter Garnry's substack. Links discussed on the podcast and our Chart of the Day can be found on the John J. Hardy substack (with a one- to two-hour delay from the time of the podcast release). Read daily in-depth market updates from the Saxo Market Call and the Saxo Strategy Team here. Please reach out to us at marketcall@saxobank.com for feedback and questions. Click here to open an account with Saxo. Intro and outro music by AShamaluevMusic
Nvidia (NVDA) isn't the only earnings mover that recovered post-earnings losses. Diane King Hall talks about CrowdStrike's (CRWD) earnings recovery after it initially sold off on disappointing guidance and its acquisition of Onum. Dollar General (DG) traded lower after its report despite boosting sales guidance. Diane notes that tariff commentary hit investor confidence. Dick's Sporting Goods (DKS) was vastly unchanged after reporting its earnings.======== 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/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow 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 - https://schwabnetwork.com/about
En el episodio de hoy de VG Daily, Andre Dos Santos y Eugenio Garibay desmenuzan el nuevo récord de NVIDIA y el mensaje de Jensen Huang: la inversión en infraestructura de IA entra en fase de “revolución industrial”, con capex encaminado a los $3–4 billones esta década. Luego, aterrizan en ciberseguridad con CrowdStrike y como crecera el sector hacia adelante sobretodo por las inversiones que vemos en IA.Un episodio que conecta las “fábricas de IA” que está levantando el mercado con la necesidad de proteger hardware, datos y operaciones, y que deja ideas tácticas para navegar el apetito por cómputo acelerado y la competencia en seguridad.
Het toetje van het cijferseizoen, het bedrijf waar beleggers massaal naar uitkijken. Dat, wederom, een indrukwekkend kwartaal neerzet. Maar dat beleggers ook vrij onzeker maakt met wat komen gaat.Deze BNR Beurs hebben we het uitgebreid over de cijfers van Nvidia. Dat komt met jaloersmakende cijfers, maar het is vooral de vooruitzichten waar we het over moeten hebben. Nvidia waarschuwt voor de Chinese regering en voor het beleid van Trump. En lijkt beleggers voor te bereiden op het nieuwe normaal: een lagere groei.De rek is er ook uit bij Nederlandse beursbedrijven. De collega's van het FD hebben alle kwartaalcijfers van beursbedrijven van het Damrak verzameld en wat blijkt: de omzet is gedaald. Net als de winst.Ook hoor je meer over over Tesla. De verkopen hollen nóg harder achteruit dan wel al dachten. Verder gaat het over de eigenaar van TikTok. Die is in omzet Meta voorbij, maar toch is het bedrijf nog veel en veel minder waard.Trump komt ook voorbij. Zijn zoons in het specifiek, want die zijn binnenkort grootaandeelhouder van een Nasdaq-bedrijf!See omnystudio.com/listener for privacy information.
Unser Partner Scalable Capital ist der einzige Broker, den du brauchst. Inklusive Trading-Flatrate, Zinsen und Portfolio-Analysen. Alle weiteren Infos gibt's hier: scalable.capital/oaws.Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch.Das Buch zum Podcast? Jetzt lesen.Der Kalender zum Podcast? Jetzt kaufen. Porsche will neuen Chef. Rheinmetall hat neue Fabrik und vielleicht bald neue Tochter. Canada Goose mit neuem Eigentümer? MondoDB, Snowflake und Kohl's überzeugen mit Zahlen. CrowdStrike nicht so. Cambricon wächst über 4.000%. Schadet das NVIDIA? Geholfen hat es nicht. Zumindest nicht dabei, die Erwartungen zu pulverisieren. Trump Media (WKN: A3CYXD) schickt Cronos zum Mond. Metaplanet will mehr Geld. Immer mehr Biotechs wollen Krypto-Geld. Und in Venezuela scheint Krypto zu helfen. Diesen Podcast vom 28.08.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.
A billion-dollar REIT and Nvidia’s market riddle, — markets are firing on all cylinders. Hosted by Michelle Martin with Ryan Huang, this episode unpacks JD.com’s consortium-led listing in Singapore, Nvidia’s blockbuster earnings, and what US retail headlines reveal about the American consumer. Companies featured include JD.com, CapitaLand Ascendas REIT, NTT DC REIT, Nvidia, CrowdStrike, Kohl’s, Abercrombie & Fitch, American Eagle, Krispy Kreme, MonAmi, Genting Singapore, Jardine Matheson. Is investor optimism keeping pace with the numbers, or are cracks beginning to show? We dive deep into AI, retail, and real estate. Plus, our UP or DOWN segment brings sharp calls on market movers from Krispy Kreme to Abercrombie. See omnystudio.com/listener for privacy information.
Discord Channel: https://discord.gg/pqKsMKp6SA 1. Nvidia's Earnings Dissected We'll break down the latest Nvidia numbers—revenue, margins, forward guidance—and what it means for AI-driven tech hype. Can Nvidia sustain its growth, or is the sentiment due for a reset? 2. CrowdStrike & Snowflake in the Spotlight How did the broader tech sector perform? We'll dive into CrowdStrike's and Snowflake's updates to gauge enterprise tech demand and their influence on the market's mood. 3. Sector-Wide Takeaways Together, we'll assess the implications for index flows, valuation trends, and what this means for tech-heavy benchmarks. 4. Viewer Spotlight Q&A Great questions coming in—expect updates, setups, and insights tailored to your burning market concerns. 5. My Trade Recap Hear where I entered, what I've added, and how I'm managing exposure. Contact TraderMerlin: Email – TraderMerlin@gmail.com Follow TraderMerlin: Twitter: TraderMerlin - https://twitter.com/TraderMerlin IG: TraderMerlin - https://www.instagram.com/tradermerlin/ FB: TraderMerlin - https://www.facebook.com/TraderMerlin Live Daily Show: - https://www.youtube.com/channel/UCczw6L9MSllTvWDK1fNlLrg Trading Applications used: - Clik - TradeStation - Tradingview
Kristina Partsinevelos sets the market theme as all eyes turn to Nvidia's pivotal earnings report. Brenda Vingiello and Mike Santoli analyze markets ahead of the chip giant's results. Plus, instant reaction from all angles once Nvidia numbers are released with Gil Luria and Patrick Moorhead. Steve Grasso breaks down the readthrough from Nvidia and what's next for AI stocks, while Pure Storage CEO Charles Giancarlo discusses his company's latest results and storage market outlook in an exclusive interview. Other earnings include Snowflake, NetApp, CrowdStrike, and Pure Storage.Mad Money Disclaimer
Investors will get their latest read on the cybersecurity space through CrowdStrike's (CRWD) earnings after Wednesday's close. Marley Kayden notes headwinds facing the stock: from stretched valuations to expected decelerating growth. However, she points to analyst commentary that cites "compelling" execution and strong long-term bull cases.======== 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/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow 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 - https://schwabnetwork.com/about
After Okta Inc. (OKTA) posted an earnings win and subsequent rally, now cybersecurity investors await CrowdStrike's (CRWD) report after the close on Wednesday. Marley Kayden notes the company's significant rally over the last year, even as the stock trades close to 20% off its all-time high. She talks about the headwinds still ahead for CrowdStrike as software sees a slump on Wall Street. Prosper Trading Academy's Scott Bauer offers an example options trade for the cybersecurity company.======== 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-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow 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 - https://schwabnetwork.com/about
US President Trump is considering quickly announcing a nominee to replace Fed Governor Cook with Stephen Miran and former World Bank President Malpass potential candidates, according to WSJ citing sources.The Trump administration is reviewing options for exerting more influence over the Federal Reserve's 12 regional banks that would potentially extend its reach beyond personnel appointments in Washington, according to Bloomberg citing sources.US President Trump said he is talking about economic sanctions on Russia if there is no ceasefire; US President Trump thinks oil prices will break below USD 60/bbl soon.APAC stocks were mostly in the green but with trade rangebound; European equity futures indicate a positive cash market open with Euro Stoxx 50 futures up 0.3% after the cash market closed with losses of 1.1% on Tuesday.Looking ahead, highlights include German GfK Consumer Sentiment, Comments from Fed's Barkin, Supply from UK & US, Earnings from NVIDIA, Snowflake, CrowdStrike, HP Inc. & Kohl's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
European bourses opened mostly firmer but now display a mixed picture; NVDA +0.5% into earnings.DXY rises following prior day's losses and risk aversion; Aussie fails to benefit from earlier upside post-CPI.USTs steady, Bunds/Gilts are bid albeit with little newsflow, but as the risk tone dipped a touch.Industrials trade softer on risk aversion, gold holds its ground despite Dollar strength.Looking ahead, Comments from Fed's Barkin, Supply from the US, Earnings from NVIDIA, Snowflake, CrowdStrike, HP Inc. & Kohl's.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk
A cyberattack disrupts state systems in Nevada. A China-linked threat actor targets Southeast Asian diplomats. A new attack method hides malicious prompts inside images processed by AI systems.Experts ponder preventing AI agents from going rogue. A new study finds AI is hitting entry-level jobs hardest. Michigan's Supreme Court upholds limits on cell phone searches. Sen. Wyden accuses the judiciary of cyber negligence. CISA issues an urgent alert on a critical Git vulnerability. Hackers target Maryland's transit services for the disabled. Our guest is Cristian Rodriguez, Field CTO for the Americas from CrowdStrike, examining the escalating three-front war in AI. A neighborhood crime reporting app gets algorithmically sketchy. 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 Today we are joined by Cristian Rodriguez, Field CTO, Americas from CrowdStrike, as he is examining the escalating three-front war in AI. Selected Reading Cybercrime Government Leadership News News Briefs Recorded Future Nevada state websites, phone lines knocked offline by cyberattack (The Record) Chinese UNC6384 Hackers Use Valid Code-Signing Certificates to Evade Detection (GB Hackers) New AI attack hides data-theft prompts in downscaled images (Bleeping Computer) How to stop AI agents going rogue (BBC) AI Makes It Harder for Entry-Level Coders to Find Jobs, Study Says (Bloomberg) Fourth Amendment Victory: Michigan Supreme Court Reins in Digital Device Fishing Expeditions (Electronic Frontier Foundation) Wyden calls for probe of federal judiciary data breaches, accusing it of ‘negligence' (The Record) CISA Alerts on Git Arbitrary File Write Flaw Actively Exploited (GB Hackers) Maryland investigating cyberattack impacting transit service for disabled people (The Record) Citizen Is Using AI to Generate Crime Alerts With No Human Review. It's Making a Lot of Mistakes (404 Media) Audience Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices
Who’s buying, who’s selling — and what do the deals reveal? Hosted by Michelle Martin with Ryan Huang, we break down Keppel’s bold share buybacks, Metro Holdings’ director trades, and Q&M Dental’s unusual mix of buying and selling. Then, the US government shocks markets with a 10% stake in Intel — one of the biggest state interventions since 2008. We size up Wall Street’s mixed week, preview earnings from Nvidia, Snowflake, Dell, Crowdstrike, and Li Auto, and play Up or Down with Google, Nio, SingPost, and Creative Technology. Plus, we check in on the Straits Times Index, Mapletree Logistics Trust, SingTel, and DFI Retail. And for the Last Word: Netflix’s KPop Demon Hunters storms cinemas with singalong screenings, cosplay fans, and Billboard-topping anthems.See omnystudio.com/listener for privacy information.
Microsoft is rethinking allowing endpoint security software to run in the Windows kernel (including third-party and Microsoft’s own endpoint security software). While there are benefits to running security software in the kernel, there are also serious downsides (see the CrowdStrike outage). Dan Massameno joins JJ and Drew on Packet Protector to talk about the role... Read more »
CASEY'S GENERAL STORES, INC.At last year's annual meeting in August, shareholders were asked YES or NO on CEO Darren Robelez's pay plan. To help them make a decision on the pay practices they had information like the ratio of the annual total compensation of Casey's General Stores CEO to that of its median employee for the 2024 fiscal year, commonly known as the CEO Pay Ratio. Let's begin the quiz there:According to the company's SEC filing, at what point in the fiscal year 2024 did CEO Darren earn the compensation of his company's median employee?12:35:33 PM on January 1st, the first day of the work year, meaning his pay CEO pay ratio was 579:1Additionally, the CEO's target equity award was $6.7M. In the worst case scenario where every single peer company outperformed Casey's General Stores in terms of total shareholder return, how much equity could the CEO receive?$5,025,000, reflecting a TSR Modifier of -25%.Accordingly, based in part on the information you have just learned, what percentage of Casey's shareholders voted against his pay practices?2%Bonus question: According to the company's 2025 SEC filing, at what point in the fiscal year 2025 did CEO Darren earn the compensation of his company's median employee? Remember, it was 12:35:33 PM on January 1st, the first day of the work year.12:32:05 PM on January 1st, the first day of the work year: 3 minutes and 28 seconds earlier. AGM: 9/3/2025589:1 CEO pay ratio CEO Darren Robelez 98% YESPay committee: *Former BJ's Restaurants CEO Gregory Trojan, Oobli CEO Allison Wing2024 AGM99.1% YES average33% Influence CEO/Chair: 20% YES SHP independent board chair policy-13% gender influence gap: Darren M. Rebelez (33%) & Gregory A. Trojan (14%)CROWDSTRIKE HOLDINGS, INC.A recent Fortune article called Laying off workers because of AI is more of a fashionable excuse than a real business imperative cites CrowdStrike CEO George Kurtz linking 5% job cuts to the cybersecurity company's need to double down on AI investments to “accelerate execution and efficiency.” Kurtz said: “AI flattens our hiring curve, and helps us innovate from idea to product faster.”First question, are CrowdStrike shareholders also given the privilege to “accelerate execution and efficiency”? How many total years does it take for a CrowdStrike investor to vote on all nine board members?3 years, classified board.This is important because clearly shareholders were not completely pleased this year: 34% said NO Pay Committee Chair Cary Davis while 38% said NO to Nomination Committee chair Laura Schumacher2% NO CEO KurtzConsidering the board influence of Founder/CEO/Director and third largest shareholder George Kurtz, investors would typically be best served with a board provides an effective counterbalance to his control. Of the board's eight independent directors, what percentage has served for at least a decade alongside Kurtz?Four directors, or half.Again, to counteract his control, investors should expect regular board refreshment. How many new directors have joined the board in the last 5 years?One, Johanna Flower, the only director who sits on zero board committees. She joined the board in January 2023Kurtz already owns $2.7B of Crowdstrike shares. What percentage of his annual pay consists of equity?90%, with a target equity award of $35M.Finally, CrowdStrike's infamous 2024 software update is commonly described as what?The largest outage in the history of information technology.In 2024, CrowdStrike released a software update that disrupted millions of Microsoft Windows systems around the worldA faulty update to its Falcon sensor platform led to the "Blue Screen of Death" on millions of machines, bringing critical operations to a standstill across numerous sectors.The immediate and most visible impact was the widespread and severe disruption to the global economy. The financial toll is estimated to be in the billions of dollars. Key sectors affected include:Aviation: Major airlines like Delta, United, and American Airlines grounded thousands of flights, disrupting travel for millions and costing airlines hundreds of millions of dollars.Healthcare: Access to electronic health records was hindered, leading to the cancellation of surgeries and appointments. This disruption posed a direct risk to patient care and safety.Financial Services: Banks and financial institutions faced outages that affected everything from ATM services to online banking and stock trading. This not only resulted in financial losses but also eroded consumer confidence.Government and Emergency Services: The outage impacted various government agencies and even emergency services in some areas, highlighting a significant threat to public safety and national security.For Mr. Kurtz, the amount for fiscal 2025 also includes approximately (i) $104,279 for costs related to personal security for Mr. Kurtz and his family at his residences and (ii) $898,426 for costs related to personal usage of private aircraft.As part of our sales and marketing activities, we sponsor a CrowdStrike-branded professional racing car, which Mr. Kurtz drives in some races at no incremental cost to us and in lieu of us hiring a professional driver. As we do not pay any amounts to Mr. Kurtz under these arrangements, it is not reflected in the above table.No vote on payTARGET CORPORATIONTarget foot traffic is still suffering 6 months post-boycott. An industry veteran says the retailer's problems are bigger than curtailing DEITarget Boycott Leader Jamal Bryant Is Arriving on CEOs' Radar ScreensInside Target, Frustrated Employees and Search for New CEOThis article from the WSJ says:Many Target shoppers are frustrated with the retailer. Many Target employees are too.In early June, a companywide survey showed that roughly half of Target's employees didn't think the company was making the changes necessary to compete effectively. About 40% of the roughly 260,000 staffers who replied said they didn't have confidence in the company's future. The scores—which declined from a year ago—were even lower for those staffers at Target's headquarters in Minneapolis.The worker sentiment data reflects the challenges ahead for the company as it prepares to navigate a leadership change and turn around 10 quarters of flat or falling sales in an increasingly complex consumer environment.Based on what I just told you, TRUE or FALSE on this next headline from Fortune? Is this real or am I making it up? Target's CEO succession tilts toward an insider and company liferTrue. The leading contender appears to be: Michael Fiddelke is executive vice president and chief operating officer for Target and a member of its leadership team.Since joining Target in 2003 as an intern, Michael has held a variety of leadership positions across the organization, including finance, merchandising, human resources and operations. He most recently served as Target's chief financial officer. In addition to his Target responsibilities, Michael serves on the board of Shipt, Target's wholly-owned subsidiary.Compensation & Human Capital Management Committee: “Management development and succession planning. Senior management development, evaluation, and succession planning, including CEO succession planning.”Ms. Lozano (Chair)Mr. BakerMr. BarrettMr. KnaussMs. LeahyCORECIVIC, INC.-17% gender influence gap:Robert J. Dennis 17%: retiringCEO Damon T. Hininger 17% (2009-)On February 15, 2024, in recognition of the substantial contributions made by our Chief Executive Officer, Mr. Hininger, to the Company, and to encourage retention of Mr. Hininger for a multi-year period, our Compensation Committee, determined to provide a Special One-Time Award to Mr. Hininger. This award consisted of 70,225 performance-based RSUs at a fair market value of $14.24 per share, the approximate equivalent of $1,000,000 at the time of award. The Compensation Committee believes this Special One-Time Award is designed to incentivize Mr. Hininger's performance and retain him for a multi-year period.On August 18, 2025, CoreCivic, Inc., a Maryland corporation (the “Company”) announced that Damon T. Hininger, the Company's Chief Executive Officer (“CEO”), will step down as CEO and resign from his position on the Company's Board of Directors (the “Board”), effective as of January 1, 2026 (the “Transition Date”). Patrick Swindle, who currently serves as the Company's President and Chief Operating Officer, will assume the role of CEO of the Company, effective as of the Transition Date, and will continue serving as the President of the Company. Additionally, the Board will appoint Mr. Swindle to the Board to fill the vacancy created by Mr. Hininger's resignation as of the Transition Date.Chair Mark A. Emkes 17% (2014-)John R. Prann 13% (2000-)Thurgood Marshall 12% (2002-)Devin I Murphy 9%2025 AGM: 99% YES director average; 97% YES PAYShort-term pay: if NONE of four strategic goals achieved CEO still receives 80% of bonusLong-term: If Lowest quartile TSR results is only 20% reduction of long-term awards: “If the Company's absolute TSR for the performance period is less than zero, the rTSR modifier shall not exceed 1.0x for the performance period”WHO DO YOU BLAME FOR PAYING A MULTI YEAR “RETENTION BONUS” WHO QUITS AFTER ONE YEAR?Pay committee included Dennis*, Emkes (17%, 11 yrs), Prann (13%, 25 yrs)Donald Trump - after donating to Trump, his immigration orders have swelled the amount of work Hininger has to do and he burnt out with excitementThe zero female board leadership - there was no mom to say it was a bad ideaThe amount of the award - $1m in 2025?? The stock is up 45% thanks to our prison state, and even with the massive stock bump, the award is still worth less than $2m… it's an insult, not an awardThe prisoners who keep claiming the prisons are dangerous - there have been more than 120 reports and exposes in the last 10 years alone that found Corecivic were complicit in family separations, deaths, cancelled contracts due to conditions in the prisons, and other human rights violationsO'Reilly Automotive, Inc.Vote discount for wearing the uniform:First appearance in the proxy of the uniform shirts were actually ORANGE shirts in 2021, blue shirt introduced in 2024 proxySince 2021, directors who wear the uniform average 92.9% votes for, while directors not wearing shirts average 96.8% forWHO DO WE BLAME FOR THE UNIFORM DISCOUNT?Old timers - average start year for a uniform wearer is 1998, and for a non-exec 2006. Average start year for a non-uniform wearer is 2021.The color orange - the orange shirt wearers average 90.4% votes for, while blue got 92.6% forHaving a third of the board be executives - O'Reilly is a single class stock where the O'Reilly family owns less than 5% (all execs own less than 3% collectively), and yet somehow investors think there should be no less than 3 executive directors at any time - who are entirely responsible for wearing uniforms in proxy photosThe shirts themselves - we have TWO case studies of directors who switched from no shirt to shirt - Maria Sastre (2023 to 2024 forward) and Andrea Weiss (2023 to 2024 before she quit, probably in protest of being forced to wear a shirt). In BOTH cases, votes for dropped by an average of 2%Lead “Independent” Director Tom Hendrickson who has been on the board for 15 years, was CFO at a number of sports retail store companies, and lists “technology” as one his core skills (because all 70 year old retired CPAs advising auto parts companies for $347,836 in summary comp have tech experience) Bonus prediction: In 2025, ALL DIRECTORS have been forced to wear the shirt, but now they have a variety of O'Reilly shirts - which director will get the lowest votes now?Blue shirtPink shirtPlaid shirtGreen shirtCream shirtPALANTIR TECHNOLOGIES INC.Palantir CEO Alex Karp takes a shot at elite colleges and says the company offers 'a new credential independent of class'Palantir CEO says working at his $430 billion software company is better than a degree from Harvard or Yale: ‘No one cares about the other stuff'WHICH ELITE IS TO BLAME FOR KARP'S HATE FOR ELITES:Board member and VC bro Alex Moore, who got his BA in Econ from StanfordBoard member and journalist Alexandra Schiff who get her BA in English from DukeBoard member and co founder Stephen Cohen who got his BS in CompSci from StanfordBoard member, troll, and insecure VC Peter Thiel who got his BA in Philosophy from Stanford and a JD from Stanford LawBoard member and consultant Lauren Stat who got a dual degree in Science and Math from StanfordBoard member and VC bro Eric Woersching who got a BS and Masters in Electrical Engineering from StanfordStanfordVISA INC.Mark Cuban calls for higher tax on companies buying back their own sharesVisa bought back $13.4bn from Oct 2024 to June 2025$4.0bn from Oct to Dec (Sep 30 close: 274.95)$4.8bn from Jan to March (Dec 31 close: 316.04)$4.6bn from April to June (March 31 close: 350.46)June 30 close: 355.05WHO'S TO BLAME:As of Dec proxy, CEO Ryan McInerney owns 822,155 shares worth $259,833,866 - if buyback boost the investor return, and McInerney made a cool $28m in part by boosting the stock.Board Chair John Lundgren, been on the board 7 years and took over as chair after Executive Chair Al Kelly stepped down (but Kelly left with 589,890 shares)Francisco Fernandez-Carbajal, the director with the most shares at 31,599 who's been on the board for 17 years and is on the Comp and Finance committees
Microsoft is rethinking allowing endpoint security software to run in the Windows kernel (including third-party and Microsoft’s own endpoint security software). While there are benefits to running security software in the kernel, there are also serious downsides (see the CrowdStrike outage). Dan Massameno joins JJ and Drew on Packet Protector to talk about the role... Read more »
In der heutigen Folge sprechen die Finanzjournalisten Lea Oetjen und Holger Zschäpitz über Börsen-Non-Event Alaska, eine hoffnungsvolle Softwarestudie mit 6 Top Picks und einen neuen Chart of Doom. Außerdem geht es um CoreWeave, Salesforce, Siemens Energy, Cisco Systems, Palo Alto Networks, ProSiebenSat.1, Novo Nordisk, AstraZeneca, AbbVie, Siemens Healthineers, Sonova, Medtronic, Haleon, iShares Aging Population ETF (WKN: A2ANH1), Boston Scientific, Glaukos, Exelixis, Sarepta, Swisscanto Healthy Longevity Fund (WKN: A40L0T), Eli Lilly, Abbott, UnitedHealth, Microsoft, Amazon, Nvidia, Meta, Netflix, Coreweave, Oracle, Carvana, TSMC, Roblox, Crowdstrike, Opendoor Technologies, Alibaba, PDD, Petroleo Brasileiro, Teva Pharmaceutical, Robinhood, Northrop Grumman, RTX, Lululemon, Mercadolibre, Talen Energy, GE Vernova, Broadcom, Vistra, Micron, Alphabet, Somnigroup International, Flutter Entertainment. Und hier gibt es die Tickets zum Finance Summit am 17. September! https://veranstaltung.businessinsider.de/FinanceSummit 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 und AAA-Newsletter. 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. Der Börsen-Podcast 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 Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html
Stellar Cyber Revolutionizes SOC Cybersecurity Operations with Human-Augmented Autonomous Platform at Black Hat 2025 A Stellar Cyber Event Coverage of Black Hat USA 2025 Las VegasAn ITSPmagazine Brand Story with Subo Guha, Senior Vice President Product, Stellar Cyber____________________________Security operations centers face an unprecedented challenge: thousands of daily alerts overwhelming analyst teams while sophisticated threats demand immediate response. At Black Hat USA 2025 in Las Vegas, Stellar Cyber presented a revolutionary approach that fundamentally reimagines how SOCs operate in the age of AI-driven threats.Speaking with ITSPmagazine's Sean Martin, Subo Guha, Senior Vice President of Products at Stellar Cyber, outlined the company's vision for transforming security operations through their human-augmented autonomous SOC platform. Unlike traditional approaches that simply pile on more automation, Stellar Cyber recognizes that effective security requires intelligent collaboration between AI and human expertise.The platform's three-layer architecture ingests data from any source – network devices, applications, identities, and endpoints – while maintaining vendor neutrality through open EDR integration. Organizations can seamlessly work with CrowdStrike, SentinelOne, Sophos, or other preferred solutions without vendor lock-in. This flexibility proves crucial for enterprises navigating complex security ecosystems where different departments may have invested in various endpoint protection solutions.What sets Stellar Cyber apart is their autonomous SOC concept, which dramatically reduces alert volume from hundreds of thousands to manageable numbers within days rather than weeks. The platform's AI-driven auto-triage capability identifies true positives among thousands of false alarms, presenting analysts with prioritized "verdicts" that demand attention. This transformation addresses one of security operations' most persistent challenges: alert fatigue that leads to missed threats and burned-out analysts.The revolutionary AI Investigator copilot enables natural language interaction, allowing analysts to query the system conversationally. An analyst can simply ask, "Show me all impossible travel incidents between midnight and 4 AM," and receive actionable intelligence immediately. This democratization of security operations means junior analysts can perform at senior levels without extensive coding knowledge or years of experience navigating complex query languages.Identity threat detection and response (ITDR) emerged as another critical focus area during the Black Hat presentation. With identity becoming the new perimeter, Stellar Cyber integrated sophisticated user and entity behavior analytics (UEBA) directly into the platform. The system detects impossible travel scenarios, credential attacks, and lateral movement patterns that indicate compromise. For instance, when a user logs in from Portland at 11 PM and then appears in Moscow 30 minutes later, the platform immediately flags this physical impossibility.The identity protection extends beyond human users to encompass non-human identities, addressing the growing threat of automated attacks powered by large language models. Hackers now leverage generative AI to create credential attacks at unprecedented scale and sophistication, making robust identity security more critical than ever.Guha emphasized that AI augmentation doesn't displace security professionals but elevates them. By automating mundane tasks, analysts focus on strategic decision-making and complex threat hunting. MSSPs report dramatic efficiency gains, scaling operations without proportionally increasing headcount. Where previously a hundred thousand alerts might take weeks to process, requiring extensive junior analyst teams, the platform now delivers actionable insights within days with smaller, more focused teams.The platform's unified approach eliminates tool sprawl, providing CISOs with real-time visualization of their security posture. Executive reporting becomes instantaneous, with high-priority verdicts clearly displayed for rapid decision-making. This visualization capability transforms how security teams communicate with leadership, replacing lengthy reports with dynamic dashboards that convey risk and response status at a glance.Real-world deployments demonstrate significant operational improvements. Organizations report faster mean time to detection and response, reduced false positive rates, and improved analyst satisfaction. The platform's learning capabilities mean it becomes more intelligent over time, adapting to each organization's unique threat landscape and operational patterns.As organizations face increasingly sophisticated threats powered by generative AI, Stellar Cyber's human-augmented approach represents a paradigm shift. By combining AI intelligence with human intuition, the platform delivers faster threat detection, reduced false positives, and empowered security teams ready for tomorrow's challenges. The company's commitment to continuous innovation, evidenced by rapid feature releases between RSA and Black Hat, positions them at the forefront of next-generation security operations. Learn more about Stellar Cyber: https://itspm.ag/stellar-cyber--inc--357947Note: This story contains promotional content. Learn more.Guest: Subo Guha, Senior Vice President Product, Stellar Cyber | https://www.linkedin.com/in/suboguha/ResourcesLearn more and catch more stories from Stellar Cyber: https://www.itspmagazine.com/directory/stellarcyberLearn more and catch more stories from our Black Hat USA 2025 coverage: https://www.itspmagazine.com/bhusa25Learn more about ITSPmagazine Brand Story Podcasts: https://www.itspmagazine.com/purchase-programsNewsletter Archive: https://www.linkedin.com/newsletters/tune-into-the-latest-podcasts-7109347022809309184/Business Newsletter Signup: https://www.itspmagazine.com/itspmagazine-business-updates-sign-upAre you interested in telling your story?https://www.itspmagazine.com/telling-your-story
Cybersecurity Today: July Review - Massive Lawsuits, AI Warnings, and Major Breaches In this episode of Cybersecurity Today: The Month in Review, host Jim Love and an expert panel, including David Shipley, Anton Levaja, and Tammy Harper, discuss the most significant cybersecurity stories from July. Key topics include the $380 million lawsuit between Clorox and Cognizant following a massive ransomware attack, the ongoing legal battle between Delta and CrowdStrike, and breached forums like XSS leading to significant law enforcement actions. The panel also dives into AI-related risks in software development, recent supply chain attacks, and legislative developments in Europe affecting cybersecurity. Watch to stay informed about the latest trends and challenges in the cybersecurity landscape. 00:00 Introduction and Panelist Introductions 01:28 Major Cybersecurity Lawsuits: Clorox vs. Cognizant and Delta vs. CrowdStrike 04:11 Reflections on Legal Implications and Industry Impact 13:01 Tammy Harper on XSS Forum Seizure 17:52 Law Enforcement Tactics and Dark Web Trust Issues 23:47 Anton Levaja on Supply Chain Attacks 30:18 AI Wiping Code and Backup Issues 31:18 Security Concerns with Model Control Protocol 31:56 Challenges with AI in Code Review 34:02 The Problem with AI-Generated Code 40:43 The SharePoint Apocalypse 43:36 Impact of Business Decisions on Technology 49:16 Final Thoughts and Upcoming Stories 49:25 Current and Upcoming Tech Legislation
Welcome to episode 315 of The Cloud Pod, where the forecast is always cloudy! Your hosts, Justin and Matt, are here to bring you the latest in cloud and AI news, including news about AI from the White House, the newest hacker exploits, and news from CloudWatch, CrowdStrike, and GKE – plus so much more. Let's get into it! Titles we almost went with this week: SharePoint and Tell: Government Secrets at Risk Zero-Day Hero: How Hackers Found SharePoint’s Achilles’ Heel Amazon Q Gets an F in Security Class Spark Joy: GitHub’s Marie Kondo Approach to App Development No Code? No Problem! GitHub Lights a Spark Under App Creation GKE Turns 10: Still Not Old Enough to Deploy Itself A Decade of Containers: Pokémon GO Caught Them All Kubernetes Engine Hits Double Digits, Still Can’t Count Past 9 Pods Account Names: The Missing Link in AWS Cost Optimization Flash Gordon Saves Your VMs from the Azure-verse The Flash: Fastest VM Monitor in the Multiverse Ctrl+AI+Delete: Rebooting America’s Artificial Intelligence Strategy The AImerican Dream: White House Plots Path to Silicon Supremacy CrowdStrike’s Year of Living Resiliently Kernel Panic at the Disco: A Recovery Story The Search is Over (But Your Copilot License Isn’t) Ground Control to Major Tom: You’re Fired GPU Booking.com: Reserve Your Neural Network’s Next Vacation Calendar Man Strikes Again: This Time He’s Scheduling Your TPUs AirBnB for AI: Short-Term Rentals for Your Machine Learning Models Claude’s World Tour: Now Playing in Every Region Going Global: Claude Gets Its Passport Stamped on Vertex AI SQS Finally Learns to Share: No More Queue Hogging The Noisy Neighbor Gets Shushed: Amazon’s Fair Play for Queues CloudWatch Gets Its AI Degree in Observability Teaching Old Logs New Tricks: CloudWatch Goes GenAI The Agent Whisperer: CloudWatch’s New AI Monitoring Powers NotebookLM Gets Its PowerPoint License Slides, Camera, AI-ction: NotebookLM Goes Visual The SSL-ippery Slope: Azure’s Managed Certs Go Public or Go Home Breaking Bad Certificates: DigiCert’s New Rules Leave Some Apps High and Dry Firewall Rules: Now with a Rough Draft Feature Azure’s New Policy: Think Before You Deploy General News 00:50 Hackers exploiting a SharePoint zero-day are seen targeting government agencies | TechCrunch Microsoft SharePoint servers are being actively exploited through a zero-day vulnerability (CVE-2025-53770), with initial attacks primarily targeting government agencies, universities, and energy companies, according to security researchers. The vulnerability affects on-premises SharePoint installations only, not cloud versions, with researchers identifying 9,000-10,000 vulnerable instances accessible from the internet that require immediate patching or disconnection. Initial exploitation appears t
In this episode of The President's Daily Brief: Iranian nuclear scientists reportedly paid a secret visit to Russian weapons research labs, raising red flags across Western intelligence agencies. Russia says it will no longer abide by a key missile treaty, deepening the collapse of Cold War-era arms control frameworks. North Korean spies are infiltrating Western companies by posing as remote IT workers, according to cybersecurity firm CrowdStrike. And in today's Back of the Brief—Vladimir Putin's alleged secret daughter publicly turns against him, accusing the Russian president of destroying her life and supporting Ukraine instead. To listen to the show ad-free, become a premium member of The President's Daily Brief by visiting PDBPremium.com. Please remember to subscribe if you enjoyed this episode of The President's Daily Brief. YouTube: youtube.com/@presidentsdailybrief Ridge Wallet: Get 10% Off your entire order & take advantage of Ridge's Annual Sweepstakes by going to https://ridge.com/PDB #Ridgepod American Financing: Call American Financing today to find out how customers are saving an avg of $800/mo. 866-885-1881 or visit https://www.AmericanFinancing.net/PDB - NMLS 182334, https://nmlsconsumeraccess.org Birch Gold: Text PDB to 989898 and get your free info kit on gold Learn more about your ad choices. Visit megaphone.fm/adchoices
This episode covers three critical cybersecurity developments affecting healthcare organizations. First, FBI warnings about Scattered Spider ransomware group targeting employees through Slack and Microsoft Teams, including their alarming tactic of creating fake identities to join incident response calls and monitor remediation efforts. Second, leaked chat logs from the Conti ransomware group reveal these criminal organizations operate like structured tech startups with HR policies, management layers, and performance reviews - highlighting the sophisticated nature of modern cyber threats. Finally, CrowdStrike intelligence reveals over 900 North Korean operatives have quietly embedded themselves in US companies using deepfakes and fake identities, wiring paychecks back to the regime. The episode also mentions CISA's new free Thorium tool for malware analysis and forensic investigations.X: This Week Health LinkedIn: This Week Health Donate: Alex's Lemonade Stand: Foundation for Childhood Cancer
Summary:In today's episode, Les speaks with Chris Peterson, co-founder and CEO of Radicl, and a pioneer in cybersecurity innovation. Chris shares his inspiring journey from early days at Price Waterhouse to co-founding LogRhythm, and now leading Radicl - a company on a mission to bring military-grade cybersecurity to small and medium-sized businesses (SMBs), especially those in the defense industrial base (DIB). With humility, vision, and deep industry experience, Chris talks about the challenges of cybersecurity for SMBs, the promise of AI in threat detection, and the principles that drive Radicl's product and culture.Here's a closer look at the episode:1. Chris's Cybersecurity RootsGrew up curious and mischievous - early hacking instincts emerged from pushing boundaries.First tech job at Price Waterhouse, where he was inspired by early internet penetration testing.Mentored by pioneers like George Kurtz (founder of CrowdStrike) and Ron Gula.Early work included database security assessments and automated audit tools.2. Building LogRhythmCo-founded LogRhythm after stints at Counterpane and Tenable.Bootstrapped early development by selling his home and self-funding the venture.Partnered with Phil Villella (nuclear physicist) and Andy Grolnick (CEO) to scale the company.Lessons from early days: founder commitment, frugality, focus on product-market fit.LogRhythm grew to 500 employees before exiting via private equity in 2018.3. The Genesis of RadiclFounded Radicl to address cybersecurity gaps in SMBs within the defense supply chain.Inspired by the SolarWinds hack and national security threats.Assembled a founding team including his brother Matt and a former fighter pilot.Mission: protect under-defended SMBs in DIB against industrial espionage.4. The Opportunity and Market NeedDIB SMBs are often unable to afford or operate traditional cybersecurity solutions.Barriers include tight margins, complex compliance (e.g. CMMC), and lack of in-house talent.Advances in cloud, automation, and AI now make affordable, scalable solutions viable.Radicl addresses both compliance operations and 24/7 security operations via software + human hybrid model.5. Radicl's Product and PlatformDelivers “virtual SOC” capabilities—blending human expertise with AI and automation.Handles CMMC readiness, threat detection, incident response, and vulnerability management.Designed for transparency: customers can engage with Radicl's ops team in-platform.AI-driven agents are increasingly being introduced to reduce cost and improve response times.6. Looking AheadPreparing for a Series A raise in the next 4–6 months to accelerate R&D investment.Focused on doubling down on AI innovation and expanding platform features.Vision: democratize advanced cybersecurity for SMBs while delivering elite protection to the DIB.Chris aims to balance company building with family, health, and meditation—striving for better life integration as a second-time founder.Resources:Website: RADICLhttps://www.linkedin.com/company/radicl-defense/ https://radicl.com/Chris Petersonhttps://www.linkedin.com/in/chrispetersen1/ https://radicl.com/bio-chris-petersen
The Weekly Enterprise News (segments 1 and 2) This week, we've had to make some last minute adjustments, so we're going to do the news first, split into two segments. This week, we're discussing: Some interesting funding Two acquisitions - one picked up for $250M, the other slightly larger, at $25 BILLION Interesting new companies! On the 1 year anniversary of that thing that happened, Crowdstrike would like to assure you that they're REALLY making sure that thing never happens again Flipping the script How researchers rooted Copilot, but not really talks to check out at Hacker Summer Camp detection engineering tips the Cloud Security Alliance has a new AI Controls Matrix sending in the National Guard to handle a breach! and how to read an AI press release Interview: Guillaume Ross on Building Security from Scratch Guillaume shares his experiences building security from scratch at Canadian FinTech, Finaptic. Imagine the situation: you're CISO, and literally NOTHING is in place yet. No policies, no controls, no GRC processes. Where do you start? What do you do first? Are there things you can get away with that would be impossible in older, well-established financial firms? Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-418
In the first half of 2025 alone, cloud intrusions were up 136% compared to all of 2024. China was a big driver — CrowdStrike saw a 40% year-over-year surge in intrusions from suspected cloud-conscious China-nexus threat actors. In the government sector, interactive intrusions increased 71%, and targeted intrusion activity jumped 185%. The CrowdStrike OverWatch threat hunting team has a firsthand look at how adversaries are changing their techniques. In the CrowdStrike 2025 Threat Hunting Report, published today, the team shares observations, trends, and shifts seen in its threat hunting and adversary engagements over the past 12 months. In this episode, Adam and Cristian dive deep into the report's key findings and put them into context. They explore why the use of malware is going down (and why it won't go away), unpack the rise in government intrusions, and explain the role of generative AI (GenAI) in today's threat landscape. They examine the rise of prolific adversaries such as SCATTERED SPIDER and FAMOUS CHOLLIMA and discuss the techniques organizations can use to stop them. Below are more key stats from this year's report: 73% of all interactive intrusions were eCrime 81% of interactive intrusions were malware-free In the first half of 2025, voice phishing (vishing) attacks surpassed the total number seen in 2024 FAMOUS CHOLLIMA insiders infiltrated 320+ companies in the last 12 months — a 220% year-over-year increase — by using GenAI throughout hiring and employment Download the report to learn more. Links:
The Weekly Enterprise News (segments 1 and 2) This week, we've had to make some last minute adjustments, so we're going to do the news first, split into two segments. This week, we're discussing: Some interesting funding Two acquisitions - one picked up for $250M, the other slightly larger, at $25 BILLION Interesting new companies! On the 1 year anniversary of that thing that happened, Crowdstrike would like to assure you that they're REALLY making sure that thing never happens again Flipping the script How researchers rooted Copilot, but not really talks to check out at Hacker Summer Camp detection engineering tips the Cloud Security Alliance has a new AI Controls Matrix sending in the National Guard to handle a breach! and how to read an AI press release Interview: Guillaume Ross on Building Security from Scratch Guillaume shares his experiences building security from scratch at Canadian FinTech, Finaptic. Imagine the situation: you're CISO, and literally NOTHING is in place yet. No policies, no controls, no GRC processes. Where do you start? What do you do first? Are there things you can get away with that would be impossible in older, well-established financial firms? Visit https://www.securityweekly.com/esw for all the latest episodes! Show Notes: https://securityweekly.com/esw-418
God's Debris: The Complete Works, Amazon https://tinyurl.com/GodsDebrisCompleteWorksFind my "extra" content on Locals: https://ScottAdams.Locals.comContent:Politics, El Salvador, President Bukele, Presidential Fitness Test, Pharma Price Reductions, President Trump, Kamala Harris, Texas Redistricting, Hakeem Jeffries Kneeling, FBI Burn Bag Documents, Circular Confirmation Technique, Russiagate Hoax Evidence, Declassified Durham Records, John Solomon, Leonard Benardo, Crowdstrike, Hillary Clinton, Mike Pompeo, Adam Schiff, Charlottesville Hoax, Democrat Infighting, Jamie Dimon, Masculine Democrat Leaders, Scott Adams~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~If you would like to enjoy this same content plus bonus content from Scott Adams, including micro-lessons on lots of useful topics to build your talent stack, please see scottadams.locals.com for full access to that secret treasure.
In this jaw-dropping segment, the entire Russia collusion narrative is flipped on its head. Documents meant to be destroyed in FBI burn bags—but miraculously preserved—reveal a truth more shocking than fiction: it was Russia that hacked the Open Society Foundation, not the DNC, and what they found was a confessional memo detailing how Hillary Clinton's campaign fabricated the Trump-Russia hoax from the start. The memo, written by a Soros Foundation official, exposes coordination between the Clinton campaign, the DNC, and FBI-tied cybersecurity firms like CrowdStrike to manufacture a narrative—explicitly due to a “lack of direct evidence.” The hoax was not only approved by Clinton herself, it was planned as a long-term operation to demonize Trump and Putin. Despite subpoenas, this information was hidden from Congress and buried by the intelligence community. Devin Nunes now confirms key emails were withheld from investigators, leaving the public and even the courts in the dark. The consequences? A presidency undermined, lives ruined, and a media still refusing to report the truth.
Across two explosive segments, this deep dive dismantles the carefully maintained façade of the Russia collusion narrative and the financial media's echo chamber of false expertise. From Jamie Dimon's failed recession forecasts to newly unearthed burn bag intel confirming Hillary Clinton's campaign orchestrated the Russia hoax, the truth finally surfaces. Featuring memos implicating top DNC figures, the Soros Foundation, and CrowdStrike in fabricating evidence, the commentary reveals how the intelligence community, mainstream media, and even Trump-era officials actively concealed the conspiracy. It's a scathing indictment of institutional betrayal—and a call to finally hold the right people accountable.
In a blistering exposé, this segment uncovers what may be the most damning evidence yet proving the Russia collusion narrative was a calculated hoax—concocted by Hillary Clinton's campaign to distract from her own email scandal. A recently discovered memo—once thought destroyed in FBI burn bags—documents a 2016 conversation between DNC Chair Debbie Wasserman Schultz and Soros Foundation officials, openly discussing plans to fabricate Russian interference. The memo admits they lacked real evidence and would rely on CrowdStrike and media allies to fill in the gaps. With classified intel verified by John Durham and deep-state figures now exposed, this may be the key to finally unraveling the conspiracy—and possibly prosecuting it.
In this stunning continuation, the veil is ripped off the Russia collusion hoax as newly discovered documents—intended for destruction in FBI burn bags—reveal how Hillary Clinton's campaign conspired with high-level DNC officials and the Soros Foundation to fabricate Trump-Russia ties. The memo, preserved only by what appears to be a rogue act of defiance, details how the FBI, CrowdStrike, and political operatives colluded to create a narrative of Russian election interference despite lacking any evidence. Verified by John Durham yet classified to suppress the truth, the documents expose a conspiracy to manipulate the public and weaponize federal agencies for political gain. With clear coordination involving top Democrats, intelligence officials, and media allies, this bombshell evidence challenges the very foundation of the collusion narrative and demands accountability.
Today's Headlines: Ghislaine Maxwell was granted limited immunity by the DOJ during two days of questioning with Deputy Attorney General Todd Blanche—who's also Trump's personal lawyer. Maxwell reportedly answered questions about 100 people. Meanwhile, Trump continues to try to change the subject by calling for the prosecution of Kamala Harris, Beyoncé, and Oprah. While golfing in Scotland, Trump announced a new EU trade deal: a 15% tariff on imports, $750B in energy purchases, and $600B in investments. Despite declaring no more delays, the U.S. granted China another 90-day tariff extension. Israel paused military action in Gaza to allow aid as international concern over starvation grew. Jordan and the UAE began air-dropping supplies. Cambodia and Thailand agreed to peace talks after a deadly border clash. The DHS revealed Chinese hackers infiltrated a U.S. National Guard network for over a year, possibly accessing sensitive data, and spied on telecoms and 2024 campaigns. A new study also found the CrowdStrike crash disrupted 750 hospitals, directly impacting care at over 200. Trump signed an executive order pushing more forced hospitalizations of unhoused people with mental illness and sued NYC, claiming its sanctuary policies obstruct immigration enforcement. Resources/Articles mentioned in this episode: Axios: Epstein associate Ghislaine Maxwell secures DOJ "limited" immunity: News reports CNN: Fact check: Trump calls to prosecute Beyoncé based on a nonexistent $11 million payment CNN: Trump's Scotland trip latest example of blending private business with presidential duties CNN: Trump announces US and EU reached framework for a trade deal | CNN Business Reuters: China, US to extend tariff pause at Sweden talks by another 90 days, SCMP reports NYT: Israel Says It Has Paused Military Activity In Gaza As Anger Grows Over Hunger BBC: Thailand and Cambodia agree to talks in Malaysia after four days of fighting NBC News: National Guard hacked by Chinese 'Salt Typhoon' campaign for nearly a year, DHS memo says Wired: At Least 750 US Hospitals Faced Disruptions During Last Year's CrowdStrike Outage, Study Finds WaPo: Trump pushes forcible hospitalization of homeless people with order WSJ: Trump Administration Sues New York City Over Sanctuary Policies Morning Announcements is produced by Sami Sage and edited by Grace Hernandez-Johnson Learn more about your ad choices. Visit megaphone.fm/adchoices
Microsoft issues emergency updates for zero-day SharePoint flaws. Alaska Airlines resumes operations following an IT outage. The UK government reconsiders demands for Apple iCloud backdoors. A French Senate report raises concerns over digital sovereignty. Meta declines to sign the EU's new voluntary AI code of practice. A new report claims last year's CrowdStrike outage disrupted over 750 hospitals. The World Leaks extortion group has breached Dell's Customer Solution Centers. Hewlett-Packard Enterprise (HPE) issues a critical warning about two severe security flaws in Aruba Instant On Access Points. A single compromised password leads to a UK transport company's demise. An AI assistant falls for fake metadata magic. 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 Maria Varmazis, host of T-Minus Space Daily, joins Dave Bittner to unpack AST SpaceMobile's request to use amateur radio spectrum for satellite communications. They explore what this means for ham radio users, the role of secondary spectrum access, and why the amateur community is pushing back. It's a nuanced look at spectrum sharing, space tech, and regulatory tensions. Selected Reading Global hack on Microsoft product hits U.S., state agencies, researchers say (The Washington Post) Microsoft releases emergency patches for SharePoint RCE flaws exploited in attacks (Bleeping Computer) Alaska Airlines requests all flights to be grounded: FAA (ABC News) UK government seeks way out of clash with US over Apple encryption (Financial Times) Digital vassals? French Government ‘exposes citizens' data to US' (Brussels Signal) Meta snubs the EU's voluntary AI guidelines (The Verge) At Least 750 US Hospitals Faced Disruptions During Last Year's CrowdStrike Outage, Study Finds (WIRED) Dell confirms breach of test lab platform by World Leaks extortion group (Bleeping Computer) HPE warns of hardcoded passwords in Aruba access points (Bleeping Computer) Weak password allowed hackers to sink a 158-year-old company (BBC News) Claude Jailbroken to Mint Unlimited Stripe Coupons (General Analysis) Audience Survey Complete our annual audience survey before August 31. Want to hear your company in the show? You too can reach the most influential leaders and operators in the industry. Here's our media kit. Contact us at cyberwire@n2k.com to request more info. The CyberWire is a production of N2K Networks, your source for strategic workforce intelligence. © N2K Networks, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices