Podcasts about Palo Alto Networks

Patrick Moorhead and Daniel Newman cover Tim Cook's final WWDC as CEO and Apple's Gemini-powered Siri strategy, the $35 billion Apollo and Blackstone deal backing Anthropic's capacity expansion, Intel's packaging wins with Google and NVIDIA, SpaceX's IPO at a $1.77 trillion valuation, Anthropic's Claude Fable 5 and Mythos 5 launch across every major cloud, and earnings reactions from Oracle, Micron, and Adobe. The handpicked topics for this week are: Apple's Siri AI Will Run on Gemini, Closing Out Tim Cook's Final WWDC as CEO: At WWDC, Apple confirmed Siri AI will run on Gemini through a new billion-dollar per year, multi-year deal, while Apple's Foundation Model Cloud Pro runs on NVIDIA GPUs inside Google Cloud. The announcement marks Tim Cook's last WWDC as CEO before John Ternus takes over on September 1. Apple isn't building its own AI cluster or competing on CapEx. They're betting that by owning the consumption layer, backed by access to health data and private messaging through iMessage, Apple will have a moat that compute spending can't replicate. (The Decode) Apollo and Blackstone Close the Largest Private Credit Deal Ever Backing Anthropic's Capacity Expansion: A $35 billion deal, the largest private credit transaction on record, will fund Google TPU capacity tied to Anthropic's compute needs, with Broadcom backstopping senior debt tranches and Google backstopping lease payments. The structure treats compute as a lendable asset class and signals more than 20 gigawatts of demand still being built out through 2028. Circular financing between chipmakers, cloud providers, and AI labs has moved from controversial to standard practice. (The Decode) Intel's Foundry Wins Packaging Work on Google's TPUs, Not a Full Fab Deal: Reports that Intel landed a deal tied to Google and NVIDIA reframe what's actually being handed off. Intel gets the packaging work on over 3 million TPUs, the compute die stays with TSMC, and the I/O die is being negotiated with Samsung at 2nm. INTC rose 12% Monday. The deal represents a low-risk path for Intel to augment, not replace, TSMC, while raising questions about anti-competitive dynamics in the foundry market. (The Decode) SpaceX Becomes an AI Infrastructure Company With a $1.77 Trillion IPO: SpaceX's IPO priced amid oversubscribed demand, with its valuation now reflecting not just Starlink connectivity and launch dominance but a newly material AI business, including AI1 orbital data center tests planned for late 2027 and a $920 million per month Google compute contract running through 2029. A sum-of-the-parts breakdown of the connectivity, launch, and AI segments lands well short of the trading price, with the gap largely explained by confidence in Elon Musk's track record of execution. (The Decode) Anthropic Launches Claude Fable 5 and Mythos 5 Across Every Major Cloud: Anthropic shipped Claude Fable 5 and Mythos 5 with same-day availability across Snowflake, AWS Bedrock, Vertex AI, and Microsoft Foundry, pricing at $10 and $50 per million tokens. The hyperscaler-neutral distribution strategy lands ahead of Anthropic's anticipated IPO. The models represent a real step up in research capability over Opus 4.8, but they come with a significant change. Users no longer have the option to opt out of data sharing with Anthropic, a shift some enterprises, including Microsoft, are already responding to. (The Decode) Is SpaceX a Once-in-a-Generation Entry or the Top of the Market? One side argues SpaceX represents a generational opportunity on par with early Amazon or Netflix, with interplanetary travel and off-world resource extraction as the long-term payoff that justifies looking past current valuation math. The other side argues this is peak euphoria: a company trading at roughly 95 times sales, propped up in part by circular investment from Google into both SpaceX and its AI segment, with a steep drawdown likely before any sustained climb. (The Flip) The Chip and Security Trade Reverses From Broken to Bifurcated: The semiconductor sector posted its biggest single-day gain since 2020, with the SOX up 5% on Monday, June 8, as a prior selloff in names like Broadcom, CrowdStrike, and Palo Alto Networks fully reversed. Intel rose 12%, Marvell 10%, and Corning 7%. The rebound reframes the AI trade narrative from a broad breakdown to a split between winners and laggards within the same sector. (Bulls & Bears) Oracle Posts a Record Quarter, But the Market Focuses on a $50 Billion Funding Plan: Oracle delivered record revenue of $19.2 billion, up 21 %, with EPS of $2.11, beating estimates of $1.89. IaaS grew 93 %, the fastest pace among hyperscalers, and RPO hit $638 billion, up $85 billion quarter over quarter, including $75 billion in AI contracts. FY27 guidance of $90 billion was maintained, and EPS guidance was raised, yet the stock fell 5% after hours amid concerns about Oracle's capital spending plans. Oracle's AI cloud backlog now exceeds those of AWS, Google, and Microsoft, built heavily on commitments from Anthropic and OpenAI. (Bulls & Bears) Micron's Profit Trajectory Puts It in Google's Earnings Tier: Micron is projected to generate nearly as much profit in 2027 as Google, with Q2 revenue of $23.86 billion, up 22 % and beating estimates, and Q3 guidance of $33.5 billion in revenue, $19.15 EPS, and 81 % gross margin. The stock is up 776%, with Wall Street firms, including UBS, raising price targets. The open question is whether memory has broken its historically cyclical pattern given sustained AI demand. (Bulls & Bears) Adobe Beats Across the Board, But the Stock Drops on CEO Departure and Freemium Pivot: Adobe posted record revenue of $6.62 billion, up 13 % and beating consensus of $6.45 billion, with non-GAAP EPS of $5.96, topping estimates of $5.81. AI first ARR tripled year over year to over $500 million, with total ARR reaching $27.1 billion, and FY26 guidance was raised. The stock still fell 5.5 % after hours, driven by the CFO's departure to Marvell and market concern over a strategic shift toward freemium pricing that delays near-term profitability. (Bulls & Bears) Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode. The Decode Apple WWDC- Apple Caves to Google AND NVIDIA — Siri AI Runs on Gemini ($1B/yr) + Apple Foundation Model Cloud Pro Runs on NVIDIA GPUs in Google Cloud; Tim Cook's Final WWDC as CEO Before John Ternus Succeeds Him Sept 1 https://www.cnbc.com/2026/06/08/apple-wwdc-2026-live-updates.html Google's $35B Infra Deal — Apollo + Blackstone Close the Largest Private Credit Deal Ever; Broadcom Backstops Senior Tranches; Google Backstops Lease Payments https://www.reuters.com/business/apollo-blackstone-back-anthropics-35-billion-capacity-expansion-new-broadcom-tie-2026-06-09/ Intel's Foundry Reportedly Wins Google Packaging (Not Full Fab) — The Information Reframed: 3M+ TPU Packaging by Intel, Compute Die Still TSMC, I/O Die Being Negotiated With Samsung 2nm; INTC +12% Monday; Pat Calls Out TSMC Anti-Competitive Risk https://www.trendforce.com/news/2026/06/09/news-intel-foundry-gains-momentum-as-google-reportedly-orders-3m-tpus-nvidia-evaluates-18a-for-multi-die-gpu-design/ SpaceX Becomes an AI Infrastructure Company — Friday IPO at $1.77T; AI1 Orbital Data Center Tests Late 2027; Google $920M/mo Compute Contract Through 2029 https://finance.yahoo.com/markets/stocks/articles/spacex-poised-history-record-75-100000402.html Anthropic Ships Claude Fable 5 + Mythos 5 — Same-Day Distribution Across Snowflake, AWS Bedrock, Vertex AI, Microsoft Foundry; Hyperscaler-Neutral by Design Ahead of IPO; $10/$50 per M Tokens https://www.anthropic.com/news/claude-fable-5-mythos-5 The Flip FOR: https://www.cnbc.com/2026/06/11/spacex-billionaire-investing.html AGAINST: https://www.nytimes.com/2026/05/20/technology/elon-musk-spacex-ipo.html Bulls & Bears The Chip + Security Tape Recovery — SOX +5% Monday June 8 (Biggest Day Since 2020); AVGO/CRWD/PANW Selloff Reversed; Intel +12%, Marvell +10%, Corning +7%; the AI Trade Pivots From "Broken" to "Bifurcated" https://www.investopedia.com/stock-market-today-dow-jones-s-and-p-500-06082026-11992852 Oracle (ORCL) Q4 FY26 ACTUALS — Record $19.2B Rev (+21%), EPS $2.11 Beat ($1.89); IaaS +93%; RPO HITS $638B (+$85B QoQ, $75B AI Contracts); FY27 $90B Guide Maintained, EPS Guide Raised; Stock −5% AH on Massive Capex Plan https://www.tradingkey.com/analysis/stocks/us-stocks/261959450-oracle-record-q4-2026-earnings-report-cloud-data-center-stock-tradingkey "$MU Will Generate Almost As Much Profit in 2027 as $GOOGL"; Q2 Rev $23.86B (+22% Beat), Q3 Guide $33.50B / $19.15 EPS / 81% GM; MU Stock +776%; UBS Among Wall Street Raising Targets https://247wallst.com/investing/2026/06/11/wall-street-just-put-a-monster-target-on-micron-is-the-stock-still-too-cheap/ Adobe (ADBE) Q2 FY26 ACTUALS — Record $6.62B Rev (+13%) Beats Consensus $6.45B; Non-GAAP EPS $5.96 Beats $5.81; AI-First ARR Triples YoY to $500M+; Total ARR $27.10B; FY26 Guide RAISED; Stock −5.5% AH Despite Beat-and-Raise https://www.businesswire.com/news/home/20260611677110/en/Adobe-Reports-Record-Q2-Results    

Is memory truly cyclical, or has the AI data center boom changed the rules? In Part 2 of the How CSI Invests series, Nick and Kasey tackle one of the most debated questions among semiconductor investors by walking through the investment thesis checklist step that asks: what kind of business cycle does this company actually have?Rather than labeling companies simply cyclical or non-cyclical, the framework breaks businesses into short cycle, long cycle, and non-cyclical categories based on how closely revenue tracks changes in GDP growth. A short cycle business sees revenue move quickly with the economy, while a long cycle or non-cyclical business continues growing steadily regardless of macro conditions. The traditional eleven sectors of the economy do not map cleanly onto this framework, and Nick and Kasey explain why semiconductors, SaaS, telecom carriers, and ad-driven internet platforms can all fall in very different places even within the same official sector.The episode applies this framework to six real companies. Micron is examined as a short cycle business currently in year two of a strong memory upcycle, with historical precedent for these cycles to run several years. Intuitive Surgical is discussed as a long cycle healthcare hardware business tied to product generation launches. Vertex Pharmaceuticals is presented as a genuinely non-cyclical pharmaceutical company with steady growth. NextEra Energy represents the utilities sector and one of the longest cycles of all. Credo Technologies, a newer public company, is evaluated as likely short cycle, with a look at its fiscal 2027 guidance calling for eighty percent revenue growth and fifty percent adjusted profit margins. Finally, Palo Alto Networks is broken down as a cyclical business once acquisitions like CyberArk and Chronosphere are stripped out, with commentary on CEO Nikesh Arora's view that cybersecurity is constantly chasing the next emerging risk.The episode closes with the revenue analysis questions CSI uses for every company: who the primary customers are, whether revenue is concentrated, what is actually being monetized, why customers choose to spend money with that company over alternatives, and what risks could disrupt the business. Understanding these fundamentals is what allows an investor to tune out noisy debates about whether a cycle has "changed forever" and instead build real conviction in a business.For in-depth stock research and the Semiconductor Insider membership,visit chipstockinvestor.com.

On this week's show special guest co-host Chris Wade, the founder of Corellium turned Cellebrite CTO, joins Patrick Gray and James Wilson to discuss the week's cybersecurity news. They cover: Microsoft has repos owned, GitHub tokens popped, and a new 0day dropped on them Meanwhile, researchers are choosing full disclosure instead of engaging MSRC Meta's AI support agent allowed a staggering 20,000 accounts to be stolen! Apple pulls Russia's MAX messenger from the App Store and disables notifications Anthropic gives the public our first Mythos-class model but it won't do cybersecurity work Stripe and Google Tag Manager used in eCommerce website hack campaign And much, much more! This week's show is brought to you by runZero. HD Moore, runZeros' founder, drops by in this week's sponsor interview to talk about the AI vibe shift. Everyone is very worried about getting owned all of a sudden, and it's really changing the cybersecurity business. This episode is also available on YouTube. Show notes Microsoft Hacked to Deliver Malware to Claude and Gemini Users | 404.feed.press Researcher publishes GitHub token-stealing exploit, blames Microsoft's disclosure process | therecord.media Microsoft Defender 'RoguePlanet' zero-day grants SYSTEM privileges | BleepingComputer Microsoft breaks Patch Tuesday record with 206 vulnerabilities | CyberScoop chompie1337 | X WhatsApp says NSO targeted users with spearfishing attacks in violation of court order | therecord.media Over 20,000 Instagram accounts stolen in Meta AI support hack | BleepingComputer New Apple feature automatically changes your compromised passwords | BleepingComputer Apple removes Russia's state-backed messaging app Max from its store | therecord.media Exclusive: Anthropic's Mythos can exploit new flaws in hours | Anthropic's new model is Mythos on a leash | CyberScoop Anthropic Offers Mythos Upgrade for Cyber Partners and a ‘Safe' Version for the Rest of You | wired.com OpenClaw AI agent found falling for phishing attacks, spills user data | BleepingComputer OpenAI unveils Lockdown Mode to protect sensitive data from prompt injection attacks | TechCrunch Security Hands on with Intelligent Terminal, an AI-powered Windows Terminal | BleepingComputer Seeking Counsel: Ongoing Targeted Campaign Against US Law Firms | Mandiant Check Point warns of zero-day flaw targeted by ransomware affiliate | Cybersecurity Dive ServiceNow discloses security incident exposing customer data | BleepingComputer Credit card theft campaign abuses Stripe to host stolen payment info | BleepingComputer CrowdStrike, Palo Alto Networks defy estimates as AI fuels cyber demand | Cybersecurity Dive The U.S. Military Quietly Turned GPS Into a Global ‘Numbers Station,' Evidence Suggests | 404.feed.press New 'HTTP/2 Bomb' DoS attack crashes web servers in under a minute | BleepingComputer Google has quietly cut staff across its Cloud business | businessinsider.com

Microsoft Build 2026 announced an end-to-end agentic AI stack. COMPUTEX Taipei confirmed heterogeneous AI infrastructure across ARM, Marvell, Intel, Qualcomm, and NVIDIA. Alphabet raised $80 billion. Cisco Live repositioned the network as the AI platform. Patrick Moorhead and Daniel Newman break it all down alongside earnings from Broadcom, HPE, Palo Alto Networks, and CrowdStrike, plus the token cost conversation, the edge AI push, and what Palantir and Oracle are saying about proprietary data as the real AI moat. The handpicked topics for this week are: Microsoft Build 2026 Announced an End-to-End Agentic AI Stack: Microsoft shipped MAI-Thinking-1, its first homegrown thinking model, alongside Scout, Microsoft IQ, Project Solara, and a Majorana 2 quantum update targeting a 2029 commercial timeline with claims of a 1,000x reliability gain. Pat describes MAI-Thinking-1 as likely better than Sonnet 4.6 in blind testing and delivering close to GPT 5.5 quality at a far lower cost. Scout is Microsoft's first autopilot agent, anchoring the M365 Agent Suite with Office Pilot Agent Mode and Agent 365. Microsoft IQ serves as the context layer, integrating M365, business data, boundary IQ, and web IQ with GitHub Copilot, Foundry, and Copilot Studio. Project Solara is a new Android-based platform built for agent-first devices across transportation, retail, and hospital settings. Microsoft also added 83 Unix commands to the Windows stack. Dan frames Microsoft's real play as distribution, not frontier model development, noting that the open model ecosystem being pulled into the platform will matter more to CFOs managing token costs at scale. (The Decode) The AI Stack Goes Multi-Silicon — COMPUTEX Taipei 2026 Confirms Heterogeneous AI Infrastructure: ARM's AGI CPU is in production with Google moving its TPU head node to ARM, and adding Oracle and ByteDance as new customers. ARM also introduced a new switch, the TT100, and put the 51T CPO switch on stage. Marvell received a trillion-dollar company endorsement from Jensen Huang, adding $90 billion in market cap on the comment alone. Intel announced disaggregated inference details and Xeon 6+ Clearwater Forest, its first 18A data center processor. Vista Equity and Cambium Capital announced a NeoCloud called Vector Core Compute, with Xeon 6 handling orchestration, Salmonova RUs handling decode, and Blackwell GPUs handling pre-fill. Qualcomm's Cristiano Amon announced the Dragonfly data center brand with Snapdragon C details coming at their June investor day. The WSTS raised the 2026 semiconductor TAM forecast by 90% to $1.51 trillion, with Pat noting the market could hit a trillion dollars if memory is excluded entirely. (The Decode) NVIDIA RTX Spark and the Edge AI Push: NVIDIA coordinated with ARM and Microsoft around the RTX Spark at COMPUTEX, with the shared message being that the future of Windows is here. Signal65's Ryan Shrout asked Jensen directly why NVIDIA wants to be in the PC business, given low margins and diminishing returns. Dan frames the answer in the context of devices increasingly becoming mobile data centers, capable of running models at much greater efficiency than cloud delivery. The edge AI conversation is also directly tied to token cost economics: as intelligence delivery moves closer to the device, the cost per token drops significantly. The jury is still out on whether NVIDIA will meaningfully disrupt the PC market, but its influence over OEMs like Lenovo and Dell that depend on it for data center gives it real leverage over SKUs. (The Decode) Token Economics and Frontier Model Cost Pressure: Dan and Pat discuss a substantive shift in how enterprises are thinking about AI consumption costs. Dan argues that "token maxing," the practice of defaulting to the most powerful frontier model for every task, has now effectively peaked, as bills have come due at scale. Companies paying for tokens in volume are starting to question whether they can afford the prices that frontier models actually cost to deliver. Pat pushes back, saying the dynamic is still present, but both analysts agree that the market is moving toward a model where token selection is matched to the job, with Microsoft's MOE approach and thinking models positioned to help CFOs manage that economics story. (The Decode) Continuum Goes Public at Highest Valuation for an AI Platform: Dan notes that Continuum, the Honeywell-spawned quantum company, went public this week at what he calls the highest valuation for an AI platform to date. He flags that IonQ will likely contest that characterization. The broader context is Microsoft entering the quantum conversation with Majorana 2 at Build, a name that has largely been absent from the quantum race, while IBM has received most of the attention. (The Decode) AI CapEx Has Outgrown Cash Flow — Alphabet's $80 Billion Equity Raise: On June 1, Alphabet announced an $80 billion equity capital raise, upsized to $85 billion, structured as $40 billion ATM, $30 billion underwritten, and a $10 billion private placement with Berkshire Hathaway anchoring. Pat frames the questions over CapEx returns as entirely dependent on whether you are an AI boomer or a doomer: if the payback comes, the raise is the right move. If it does not, the math doesn't close. Dan argues the investment is existential, drawing parallels to how infrastructure-first companies have always spent ahead of monetization, and notes that Google's equity is being used as a capital engine that may be more efficient than the debt markets right now. Both analysts flag the downstream implications for Broadcom, MediaTek, and Marvell given the TPU connection. (The Decode) The Network Becomes the AI Platform: Cisco Live 2026: Cisco launched Silicon One P200, the Secure AI Factory with NVIDIA and Spectrum X, AgenticOps, MCP-native automation, Cisco IQ, LiveProtect, and folded Astrix Security and Galileo into Splunk under one control plane. Pat identifies Cisco Cloud Control as the biggest announcement of the entire show, pulling together Catalyst, Meraki, Nexus, Firewall, and WebEx under agentic ops that run natively through MCP, with code running directly on smart switches that have x86 processors. Pat also credits Cisco for establishing Silicon One as a credible chip alternative for hyperscalers capable of taking on Tomahawk and Jericho. Dan frames the long-term opportunity as campus and branch enablement when industrial AI and robotics deployments accelerate, arguing that the numerator of AI's economic impact has barely started, as edge deployment spending has not yet begun. (The Decode) The Flip: Did Microsoft Build 2026 Effectively End the OpenAI Partnership? Pat argues the divorce decree has been filed. MAI-Thinking-1 was built with zero distillation from third-party models offering clean enterprise data lineage, with Maia 200 in production plus Anthropic chip supply, which signals vendor hedging. OpenAI is going all-in on AWS, which means you cannot be married to two people, and the full Build stack covering model, OS containment via MXC, agents via Scout and Agent 365, and context via Microsoft IQ removes every architectural dependency on OpenAI. Dan counters that Microsoft is hedging rather than leaving and predicts the partnership will run through the decade. Enterprise Copilot customers are explicitly showing in data that they demand GPT 5.5, internal benchmarks have not been independently validated, and Microsoft stands to make meaningful money from the OpenAI IPO. (The Flip) Broadcom Q2 FY26 Earnings: Broadcom posted revenue of $22.19 billion, a narrow miss depending on which consensus data set is used, with EPS of $2.44 beating estimates and AI semis at $10.8 billion. Hock Tan declined to raise the $100 billion full-year AI chip target, and the stock dropped 13% in premarket trading. Q3 guide came in at $29.4 billion. Pat calls the miss a timing issue driven by Google's multi-sourcing across Marvell, MediaTek, and Broadcom rather than a fundamental problem. Dan flags that Hock Tan opened the earnings call by accidentally reading from the 2025 print, calling it "not the best moment." Sell-side re-ratings held in the 500s across Jefferies, Mizuho, and Deutsche Bank despite the drop, with Futurum Equities having it at 600. (Bulls and Bears) Hewlett Packard Enterprise Q2 FY26 Earnings: HPE delivered revenue of $10.68 billion, up 40% year over year, and EPS of $0.79, up 100%. Juniper integration and AI servers both outperformed, and all FY26 guides were raised. The stock jumped 19% after hours before settling into a roughly 15% gain, with HPE up 68% over the last month. Pat frames HPE as a value play rather than a volume play, methodically targeting enterprise and sovereign cloud deals where it can maintain profitability, rather than competing for massive NeoCloud volume. Antonio Neri was clear on the call that the profitability pull-forward is a one-shot deal. Pat and Dan will both be at HPE Discover the week after next to interview Neri and the C-suite. (Bulls and Bears) Palo Alto Networks Q3 FY26 Earnings: Palo Alto posted revenue of $3.0 billion, up 31% year over year, beating the $2.94 billion estimate, with non-GAAP EPS of $0.85, beating the $0.79 to $0.81 range. NGS ARR reached $8.1 billion, up 60% year over year, including $1.6 billion from CyberArk and Chronosphere. RPO hit $18.4 billion, up 36%. Both FY26 revenue and EPS guides were raised. Adjusted FCF margin came in at 38.5% TTM, up 430 basis points. The stock jumped 11% immediately after hours, then drifted lower. Pat points to 2,200 platformized customers and 120% net retention as the most important metrics. Dan notes the SaaSpocalypse thesis continues to be wrong. (Bulls and Bears) CrowdStrike Q1 FY27 Earnings and the Proprietary Data Moat Argument: CrowdStrike posted revenue of $1.39 billion with EPS of $1.10 and ARR of $5.51 billion. Net new ARR of $255.8 million set a Q1 record, up 32% year over year. FY27 net new ARR guide was raised by $52 million to a $1.29 billion midpoint, and FY27 revenue was raised to $5.915 to $5.959 billion. A 4-for-1 stock split was announced effective July 2nd. The stock dropped 11% despite the beat after a 64% year-to-date run into earnings. Dan uses the results to make a broader argument against the software disruption thesis, referencing Palantir CEO Alex Karp daring customers to build without him using Anthropic or OpenAI, and Larry Ellison's argument that the real AI value unlock sits in proprietary enterprise data that is not accessible to frontier models. Enterprises with governed, secure, proprietary data will continue to need platforms like CrowdStrike regardless of what frontier models can do. (Bulls and Bears) Six Five Summit is coming. Salesforce CEO Mark Benioff will kick off the event. Register and stay current at sixfivemedia.com/summit. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode Microsoft Declares Independence — Build 2026 Ships an End-to-End Agentic AI Stack (MAI-Thinking-1 + Scout + Microsoft IQ + Project Solara + Majorana 2) https://www.theverge.com/tech/941738/microsoft-build-2026-biggest-announcements The AI Stack Goes Multi-Silicon — Computex 2026 Confirms a Heterogeneous AI Infrastructure (ARM + Marvell + Intel ASIC + Qualcomm + RTX Spark); WSTS Raises 2026 Semi TAM Forecast 90% to $1.51T https://www.tomshardware.com/tag/computex AI Capex Has Outgrown Cash Flow — Alphabet's $80B Equity Raise Is the Largest in U.S. Corporate History; Berkshire Anchors $10B https://abc.xyz/investor/news/news-details/2026/Alphabet-Announces-Proposed-80-Billion-Equity-Capital-Raise-to-Expand-AI-Infrastructure-and-Compute-2026-b0myAMewCa/default.aspx The Network Becomes the AI Platform — Cisco Live 2026 Launches Silicon One P200, Secure AI Factory (with NVIDIA), AgenticOps, Astrix Security + Galileo https://www.cisco.com/site/us/en/about/whats-new/index.html The Flip Did Microsoft Build 2026 Effectively End the OpenAI Partnership? MAI-Thinking-1 Beats Sonnet 4.6 in Blind Testing, Microsoft Claims GPT-5.5 Parity at 10x Cost Efficiency — Will MS Quietly Wind Down OpenAI Exclusivity by FY28, or Is OpenAI Still the Frontier Anchor Microsoft Needs?   FOR:  MAI-Thinking-1 beating Sonnet 4.6 in blind preference + GPT-5.5 parity at 10x cost efficiency is a frontier-model independence proof point https://www.latent.space/p/ainews-microsoft-build-mai-thinking Build 2026: Accumulating Evidence of Microsoft's AI Independence — EDN (June 4) — https://www.edn.com/build-2026-accumulating-evidence-of-microsofts-ai-independence/ Maia 200 in production + Anthropic-Maia chip talks signal Microsoft is hedging its inference vendor stack https://blogs.microsoft.com/blog/2026/01/26/maia-200-the-ai-accelerator-built-for-inference/ Microsoft canceled Anthropic's internal software licenses + pivoted to chip-supply pursuit — customer-not-competitor positioning https://www.cnbc.com/2026/05/21/anthropic-microsoft-maia-200-ai-chip.html   AGAINST:  Enterprise Copilot customers explicitly demand GPT-5.5 — internal benchmarks don't replace the brand https://learn.microsoft.com/en-us/microsoft-365/copilot/release-notes?tabs=all MAI-Thinking-1 benchmarks haven't been third-party verified — Microsoft is the only source https://www.latent.space/p/ainews-microsoft-build-mai-thinking The MS-OpenAI partnership is contractual through 2030+ — unwinding it is impractical and expensive https://blogs.microsoft.com/blog/2026/04/27/the-next-phase-of-the-microsoft-openai-partnership/ Microsoft's actual strategic risk is OpenAI leaving, not MS leaving — Anthropic + OpenAI IPOs make OpenAI exit risk the real concern https://www.anthropic.com/news/confidential-draft-s1-sec Bulls & Bears Broadcom (AVGO) Q2 FY26 ACTUALS — Rev $22.19B (Narrow Miss) + EPS $2.44 (Beat); AI Semis $10.8B; Hock Tan Refuses to Raise the $100B Full-Year AI Chip Target — Stock −13% Premarket; Q3 Guide $29.4B https://www.cnbc.com/2026/06/03/broadcom-avgo-earnings-report-q2-2026.html Hewlett Packard Enterprise (HPE) Q2 FY26 ACTUALS — Blowout: Rev $10.68B (+40%), EPS $0.79 (+100%); Juniper Integration + AI Servers Both Outperform; FY26 Guides All Raised; Stock +19% AH https://www.businesswire.com/news/home/20260601866494/en/HPE-Reports-Fiscal-2026-Second-Quarter-Results Palo Alto Networks (PANW) Q3 FY26 ACTUALS — Beat-and-Raise: Rev $3.0B (+31% YoY, Beat $2.94B), Non-GAAP EPS $0.85 (Beat $0.79-0.81); NGS ARR $8.1B (+60% YoY, $1.6B from CyberArk + Chronosphere); RPO $18.4B (+36%); FY26 Revenue + EPS Guides BOTH RAISED; Adj FCF Margin 38.5% TTM (+430 bps); Stock +11% Immediate AH, Then Drifted Lower https://www.paloaltonetworks.com/company/press/2026/palo-alto-networks-reports-fiscal-third-quarter-2026-financial-results CrowdStrike narrowly beats estimates on AI tailwinds, but stock falls 9% — CNBC (June 3) — https://www.cnbc.com/2026/06/03/crowdstrike-crwd-q1-2027-earnings.html  

Chipfabrikant Broadcom had geen beste week, als het om de beurskoers gaat. In een week tijd ging er bijna 14 procent vanaf. Als je weet dat Broadcom rond de 2 biljoen dollar waard is, weet dat het om een fors bedrag gaat. "Toch waren de cijfers niet het probleem", zegt Han Dieperink van Aureus Vermogensbeheer. "Als de outlook niet perfect is in de ogen van beleggers, dan kan de koers flink dalen. Broadcom heeft het, als alle chipbedrijven, het de afgelopen tijd erg goed gedaan op de beurs." Martine Hafkamp van Fintessa Vermogensbeheer vult daarbij aan. "Het geeft ok helemaal niet. Je hoeft als bedrijf niet altijd je outlook te verhogen. De cijfers waren meer dan goed en de langetermijnvooruitzichten zijn prima." Interessant is bovendien dat Broadcom die nieuwe chips van Google heeft ontwikkeld, waarmee ze concurreren met Nvidia. Minder enthousiast zijn de experts als het gaat om SpaceX, dat binnenkort naar de beurs gaat en meteen een astronomische beurswaarde krijgt. Wie alleen naar de cijfers kijkt dat er vooralsnog veel geld wordt verbrand en alleen Starlink binnen SpaceX echt winst maakt. Verder in de podcast aandacht voor de cijfers van onder andere Crowdstrike en Palo Alto Networks, beide actief op het gebied van cybersecurity. Natuurlijk bespreken we de luisteraarsvragen en geven de experts hun tips. Voor Martine is dat deze keer een algemene tip, voor hen die last hebben van de fear of missing out. Han tipt een Amerikaans mediabedrijf. Geniet van de podcast! Let op: alleen het eerste deel is vrij te beluisteren. Wil je de hele podcast (luisteraarsvragen en tips) horen, wordt dan Premium lid van BeursTalk. Dat kost slechts 9,95 per maand, 99 euro voor een heel jaar. Abonneren kan hier!See omnystudio.com/listener for privacy information.

De overname van AkzoNobel gaat niet door. De angst voor private credit slaat over op private equity. En waarom duikt Palo Alto Networks 5% lager? Tom Simonts licht de beurstrends door! --- Trends Beleggen is een podcastkanaal van de redactie van Trends. Meer info en advies over beleggen vind je op https://trends.be/beleggen/  --- Elke dag beleggingsadvies in uw mailbox? Registreer u gratis op één van de e-newsletters op https://www.trends.be/newsletters --- Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

Carl Quintanilla, Jim Cramer and David Faber discussed new developments regarding SpaceX's massive IPO: Leslie Picker said a source is telling her that Elon Musk's company is looking to price its offering at $135/share and raise $75 billion, aiming for a valuation of $1.75 trillion. With stocks entering the day at record highs, the anchors reacted to comments Goldman Sachs CEO David Solomon made to Picker at the Economic Club of New York about the AI boom and the markets: "There's more greed than there is fear." Also in focus: Private credit-related stocks under pressure in reaction to fund redemption stories, drama at Paramount as CBS News ousts "60 Minutes" correspondent Scott Pelley, Palo Alto Networks' wild ride on earnings. 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.

LEARN MORE about NDX: ⁠https://www.nasdaq.com/nasdaq-100-options-xnd-ndx?utm_medium=Podcast&utm_source=RiskReversal⁠ SUBSCRIBE to our newsletter: http://riskreversal.substack.com/ Guy Adami and Dan Nathan hit a major milestone and don't hold back on what the market is really telling you beneath the surface. The Nasdaq is up 35% since March. Q1 earnings beat rates are near historic highs. Consumer sentiment is holding. So why do Mastercard, Visa, and American Express look like they're quietly falling apart? And why is the VIX on the Nasdaq flashing a warning that most investors aren't paying attention to? Guy and Dan break it all down — from the concentration risk hiding inside the indices, to crude oil's technical setup, to what the Cisco/fiber parallel from 1999 might mean for Nvidia and the AI trade today. Topics covered: Mastercard, Visa & AmEx: what the payment processors are signaling about the consumer Nasdaq 100 concentration: 15 names carrying the whole index VIX vs. VIX-N: the divergence Kevin Davitt says you need to watch Broadcom earnings preview: a $2.3 trillion company with 670% expected EPS growth — is it already priced in? Palo Alto Networks: best in class, but has it overshot? Software stocks: the bounce, the fade, and what comes next Oil and energy: why Valero is at all-time highs while crude is well off its peak The Cisco-to-Nvidia comparison — and why it's eerily familiar -- 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

Markets are facing a conundrum of overbought technicals, says Tom White when analyzing the price action on Wall Street. He urges caution for traders in the short term. That's not stopping earnings from muscling strength, seen in Palo Alto Networks' (PANW) beat despite a pullback in shares. Tom also notes GitLab's (GTLB) earnings beat and announcement of job cuts. Macy's (M) posts a strong quarter that adds confidence in the retail sector. ======== 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

Quantum Xchange's Eddy Zervigon and Datavault AI's (DVLT) Nathaniel Bradley discuss Palo Alto Networks' (PANW) post-earnings dip despite beating earnings. Eddy says the numbers were impressive and expects agentic AI's threat to tech a tailwind for the company. Nathaniel backs Eddy's point by saying less skilled hackers can issue cyberattacks, adding to the need for cybersecurity firms. He also says CrowdStrike (CRWD) is their only rival in the approach of comprehensive platforms. ======== 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

In der heutigen Folge sprechen die Finanzjournalisten Daniel Eckert und Holger Zschäpitz über Infineons historischen Rekord, die Disruptionsangst bei den Börsenbetreibern und warum die Börsenrallye in 2 Wochen abrupt enden könnte. Außerdem geht es um Nvidia, Hewlett Packard Enterprise, Broadcom, Applied Materials, Lumentum, Coherent, Qualcomm, ON Semiconductor, Lattice Semiconductor, Alphabet, Amazon, Microsoft, CoreWeave, Nebius, Salesforce, ServiceNow, Intuit, Workday, The Trade Desk, Palo Alto Networks, GitLab, Ulta Beauty, Infineon, Suss Microtec, Siemens, SAP, Bayer, Deutsche Börse, Cboe Global Markets, CME Group, Nasdaq, CrowdStrike, C3.ai, Five Below, Macy's, Medtronic, Rent the Runway, Inditex, Micron Technology, SK Hynix, AT&S, Ibiden, Unimicron, ING, Spotify, Amundi FTSE All World GDP-Weighted (WKN: ETF345). 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 Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

En Capital Intereconomía, el Radar Empresarial pone el foco en el extraordinario momento que vive el sector de la ciberseguridad. Palo Alto Networks ha vuelto a sorprender al mercado al mejorar previsiones y elevar sus objetivos para los próximos trimestres, reflejando cómo el aumento de las amenazas digitales y la expansión de la inteligencia artificial están impulsando la demanda de soluciones de protección tecnológica en todo el mundo. En Empresas Cotizadas, conversamos con Agnés Noguera, CEO de Libertas 7, tras la presentación de unos resultados que muestran un fuerte crecimiento del negocio. Analizamos los factores que han permitido este avance, cómo afronta la compañía el actual entorno económico y cuáles son sus principales líneas de desarrollo para seguir generando valor para los accionistas. Después, en el Foro de la Inversión, recibimos a Enrique Bailly-Baillière, director general y CIO de Altex Asset Management. Con él profundizamos en su forma de entender la inversión, en cómo construyen sus carteras y en las oportunidades que están encontrando en un mercado que sigue moviéndose entre el entusiasmo por la inteligencia artificial, las dudas sobre la inflación y la incertidumbre geopolítica. También repasamos qué posiciones están aportando más valor, dónde han encontrado mayores dificultades y qué perspectivas manejan para los próximos meses. Terminamos la hora con el Consultorio de Fondos de Inversión, junto a José María Luna, director de inversiones y socio fundador de Luna Sevilla Asesores Patrimoniales, que responde a las consultas de los oyentes sobre fondos, estrategias de inversión y posicionamiento de carteras.

Bitcoin hitting its lowest level in two months as the crypto trade continues to tumble. How the sell-off is impacting crypto proxies like Strategy, Coinbase, and Robinhood… and the latest vehicles giving investors more options to trade. Plus, Palo Alto Networks reports results, China tech stocks look to rebound, and the latest read on commercial real estate; where an industry expert still sees opportunity in the space. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Investors digest cybersecurity earnings, AI developments and shifting risk appetite. Mandy Xu of Cboe explains how options traders are positioning and where speculative activity is building. Palo Alto Networks headlines earnings. Saket Kalia of Barclays breaks down the results and what they signal for cybersecurity spending, enterprise demand and the broader software landscape. Ulta and GitLab add fresh reads on the consumer and technology spending. A major conversation on AI in healthcare: our Kate Rooney sits down with Microsoft AI CEO Mustafa Suleyman and Mayo Clinic CEO Dr. Gianrico Farrugia to discuss how artificial intelligence is transforming medicine, research and patient care. Sunhaina Sinha of Raymond James discusses the capital raising environment and whether funding conditions are improving for companies and investors. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Tech led a narrow rally to new record highs to start the week, and investors now wait for earnings from Palo Alto Networks today and Broadcom tomorrow. Job openings data also loom. 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 his or her own particular situation before making any investment decisions. For illustrative purpose(s) only. Investing involves risk, including loss of principal, and for some products and strategies, loss of more than your initial investment. Supporting documentation for any claims or statistical information is available upon request. Past performance is no guarantee of future results. 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 seeschwab.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. 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. 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. All expressions of opinion are subject to change without notice in reaction to shifting market, economic or political 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. 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. (0130-0626) Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Microsoft's dispute with a former security researcher takes a dramatic turn as the company raises the possibility of criminal action over the publication of proof-of-concept code for unpatched zero-day vulnerabilities. David Shipley examines the escalating conflict between Microsoft and "Nightmare Eclipse," the criticism from prominent security researchers including Kevin Beaumont and Katie Moussouris, and what the controversy could mean for the future of vulnerability disclosure. Cybersecurity Today would like to thank Material Security for sponsoring this podcast. Material Security provides faster, more complete detection and response for email, identity, and data threats inside Google Workspace and Microsoft 365. You can contact them at material[dot]security. The episode also explores a new category of insider risk after U.S. prosecutors charged Google security engineer Michael Spagnuolo with allegedly using confidential Google search trend data to earn more than $1.2 million on the prediction market Polymarket. The case highlights how prediction markets may create unexpected incentives around non-financial corporate information. Also covered: active exploitation of Palo Alto Networks' GlobalProtect VPN authentication bypass vulnerability CVE-2026-0257, now added to CISA's Known Exploited Vulnerabilities (KEV) catalogue, and a malware campaign that abuses legitimate ChatGPT sharing pages and Google Ads to trick users into downloading malicious software. Researchers also report similar abuse of Anthropic's Claude Artifacts feature. Chapters 00:00 Top Headlines Rundown 00:26 Microsoft vs Zero-Day Researcher 01:28 Responsible Disclosure Fallout 03:32 Why This Dispute Matters 04:32 Polymarket Insider Trading Case 06:07 Prediction Markets Create New Insider Risks 06:55 Palo Alto VPN Authentication Bypass 08:25 ChatGPT Pages Used to Deliver Malware 09:51 Wrap Up and Sign Off Cybersecurity Today is Canada's leading daily cybersecurity news podcast, covering ransomware, vulnerabilities, nation-state threats, cybercrime, security research, privacy, and critical infrastructure security. #Cybersecurity #Microsoft #PaloAltoNetworks #ChatGPT #OpenAI #Google #Polymarket #ThreatIntelligence #InfoSec #CyberSecurityToday

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/TUCbD5KovlcEverybody's been talking about AI replacing software companies.Meanwhile, software stocks have been quietly ripping higher.And that's exactly what we're diving into today.A few weeks ago, names like ServiceNow looked completely broken. People were dumping software stocks left and right, convinced AI was about to make them irrelevant. Then something changed. The selling stopped. The buyers stepped in. And suddenly some of these stocks started exploding higher.In this video, we're looking at the software sector comeback, where the biggest opportunities may still be hiding, and why money is rotating back into tech right now. We also break down fresh OVTLYR buy and sell signals on stocks like ServiceNow, SAP, Atlassian, Palantir, Super Micro Computer, IonQ, NVIDIA, Micron, Palo Alto Networks, Fortinet, HP, Intel, and more.✅ Why software stocks are suddenly leading the market✅ The buy signals showing up across tech✅ Stocks that may be getting too crowded✅ Key resistance levels traders should watch✅ Where the best risk-to-reward setups may be formingThe biggest money isn't made chasing headlines.It's made by spotting trends before everybody else notices them.Subscribe to OVTLYR for disciplined trading strategies that actually make sense.

Innovation often follows a familiar cycle: rapid expansion, followed by consolidation. Federal agencies are experiencing this firsthand as AI tools and models proliferate across their environments.  This week on Feds At the Edge, technology leaders explore the challenge of rapid innovation and how agencies can regain control before the chaos of disorganized, duplicate data and tool sprawl compromises their missions.   Jim Smid, Federal Solutions Architect, Palo Alto Networks, explains how observability now extends beyond servers and IoT devices to include AI models, tools, and their interactions with agency data. Jessica Souder, AIRS Specialist / Director, Public Sector, Palo Alto Networks, emphasizes that agencies should carefully evaluate new AI tools, validating them in controlled environments, and establishing governance before deployment.   Tune in on your favorite podcast platform to hear why our panel of experts agree that any AI deployment should focus on the agency mission, valid data, and that all projects should commence with visibility.         

A new Palo Alto Networks firewall bug is being exploited in the wild, Russia expands SORM surveillance, NIST is looking for new post quantum algorithms, and ENSOC launches in Europe. Show notes Risky Bulletin: Russia greatly expands SORM surveillance requirements

Čínské kamery na armádních objektech, železnici i budovách státních institucí. NÚKIB před technologiemi společností Hikvision a Dahua dlouhodobě varuje a nové zjištění Investigace.cz znovu otevírá otázku bezpečnosti kritické infrastruktury. V této epizodě se podíváme také na údajný únik dat zákazníků Alzy, který podle všeho nepochází z jejích systémů, na rozsáhlou síť kompromitovaných zařízení využívaných jako rezidenční proxy, nový způsob zneužití ChatGPT k phishingovým útokům a spor mezi Microsoftem a bezpečnostním výzkumníkem kvůli zveřejňování zero-day zranitelností. Na závěr přidáme dvě rychlé zprávy o aktivně zneužívaných zranitelnostech ve Fortinetu a Palo Alto Networks.

Referências do EpisódioRapid7 Observed Exploitation of PAN-OS GlobalProtect Authentication Bypass Vulnerability (CVE-2026-0257)FSB's matryoshka #1/3 – Gamaredon's gifts that keeps unpacking – GammaPhish and GammaWormMalicious npm packages abuse dependency confusion to profile developer environmentsRoteiro e apresentação: Carlos CabralEdição de áudio: Paulo Arruzzo Narração de encerramento: Bianca Garcia

All links and images can be found on CISO Series We know human-paced security controls can't be applied to autonomous AI agents. So what needs to change with CNAPP and cloud security? Check out this post for the discussion that is the basis of our conversation on this week's episode co-hosted by David Spark, the producer of CISO Series, and Steve Zalewski. Joining us is our sponsored guest, Dan Benjamin, vp product - data, identity, and AI security, Palo Alto Networks. In this episode: The detection ceiling A category gap, not a feature gap Resilience by design An insider threat with no face A huge thanks to our sponsor, Palo Alto Networks Cortex Cloud unifies code, cloud, and SOC on a single data, risk, and control plane — giving teams the context, workflows, and agentic intelligence to turn risk into resolution. Native AI agents investigate and act within enterprise guardrails, delivering real-time protection from workload to network edge. Cloud security that outpaces machine-speed threats. Visit Palo Alto Networks and search cortex cloud.  

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über die Megaaktie Micron, den Emerging-Markets-Irrtum und den verrückten Space-Hype. Außerdem geht es um Micron Technology, UBS, AST SpaceMobile, Firefly Aerospace, Redwire, Planet Labs, Rocket Lab, Qualcomm, BP, Zscaler, Okta, Palo Alto Networks, CrowdStrike, Wacker Chemie, Siltronic, Salesforce, Marvell Technology, Snowflake, HP Inc, Abercrombie & Fitch, Synopsys, Agilent Technologies, Braze, PDD Holdings, BASF, Thyssenkrupp, Siemens Energy, IBM, Xerox, Warner Bros. Discovery, Costco, Walmart, PepsiCo, Kraft Heinz, Ferrari, Apple, Nissan, Morgan Stanley, Hermès, Tesla, VanEck Space Innovators ETF (WKN: A3DP9J), Roundhill Memory ETF (DRAM) (WKN: A42A7G), iShares Core MSCI World ETF (WKN: A0RPWH), Invesco EQQQ Nasdaq-100 ETF (WKN: 801498). 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 Impressum: https://www.welt.de/services/article7893735/Impressum.html Datenschutz: https://www.welt.de/services/article157550705/Datenschutzerklaerung-WELT-DIGITAL.html

The latest Open Source Startup Podcast episode has our co-hosts Robby and Tim in conversation with Neal Swaelens and Oleks Yaremchuk, 2 of the Co-Founders of runtime agent security company Manifold Security. Manifold recently released Manifest, their open-access, graph-based supply chain intelligence tool for users to scan skills and plugins to uncover any potential supply chain risks. In this episode, Neal and Oleks explain why AI agents are reshaping cybersecurity - shifting the focus from guardrails to runtime security. As tools like Claude Code and Codex spread rapidly, companies often have little visibility into the agents, plugins, skills, and external assets employees are using, creating major supply chain and runtime risks. Drawing on their experience building LLMGuard and leading security teams at Protect AI and Palo Alto Networks, they argue that runtime detection and response is still a wide-open market opportunity.They also discuss what it takes to build in the crowded AI security space, where buyers now expect real products instead of roadmap promises. The conversation highlights lessons from open projects like LLMGuard and Manifest, why reducing noise and false positives matters, and how open ecosystems can help establish trust and industry standards for securing AI agents and assets.

Madeline Sedgwick — Cyber Threat Analyst at Palo Alto Networks and a DUUUUVALLL lifer No Password Required Season 7: Episode 5 – Madeline Sedgwick   Madeline Sedgwick is a  Cyber threat Researcher and Threat Analyst at Palo Alto Networks Unit 42, specializing in nation-state cyber activity, covert infrastructure, and cyber intelligence analysis. Before entering the private sector, she spent six years in the U.S. Navy as an intelligence specialist, helping support some of the earliest cyber operations under United States Cyber Command. In this episode, Madeline shares her journey from joining the Navy to becoming one of the first certified cyber targeteers supporting offensive cyber operations. She discusses the realities of tracking covert threat actor infrastructure, why defenders must understand adversary behavior beyond alerts and signatures, and how intelligence analysis helps uncover the bigger picture behind cyber campaigns. 
Jack Clabby and co-host Sarina Gandy talk with Madeline about fusion analysis, cyber warfare, leadership, and the challenges of translating highly technical investigations into actionable insights for government and industry leaders. She also reflects on the importance of humility in leadership, mentoring, and learning to navigate high-pressure situations with confidence and curiosity. 
In the Lifestyle Polygraph, Madeline debates cybersecurity in the Star Wars universe, explains her Weird Al Yankovic Dragon Con costume, reflects on her time playing bass in a metal band, and proudly shares why Jacksonville, Florida, will always be home.   Follow Madeline on Linked in: https://www.linkedin.com/in/mesedgwick/ Chapters:  02:10 Intro-Madeline Sedgwick  09:00 The Role of Cybersecurity in National Security 12:08 Understanding Covert Networks and Threat Intelligence 14:52 Fusion Analysis in Cybersecurity 18:04 The Importance of Distinguishing Threats 20:52 Challenges in Cybersecurity Response 23:58 Briefing Decision Makers on Cyber Threats 27:52 Understanding Adversary Intent and Risk Communication 30:12 Leadership Lessons from the Navy 34:33 The Importance of Mentorship in Career Development 37:30 The Lifestyle Polygraph: A Fun Twist on Cybersecurity 41:04 Embracing Creativity and Personal Expression 45:50 Pride in Roots: The Jacksonville Connection

The dominant structural shift highlighted in this episode is the migration of AI from experimental tools into directly embedded workflows within widely used small business platforms. Vendors like Anthropic, with its Claude for Small Business connectors to QuickBooks, HubSpot, Canva, Google Workspace, and Microsoft 365, are abstracting away technical complexity by offering concrete, prebuilt automations that address specific business processes. This embedding moves operational risk and ambiguity from model selection to the permissions layer, where control, oversight, and accountability become central concerns for providers supporting these environments. A key supporting development is Anthropic's rapid market penetration, with the VentureBeat-cited Ramp AI Index reporting 34.4% business adoption of Claude in the US—outpacing OpenAI's 32.3%. The implication, reinforced by research from the Global Technology Industry Association, is that AI service revenue is rising sharply, but only 30% of IT service providers in the UK and Ireland report fully integrating AI into their models. Simultaneously, governance gaps are being exposed: The Register notes user data may be employed for model training unless privacy settings are proactively changed, leaving operational risk exposed through default configurations. Additional developments reinforce the risk and accountability shift. OpenAI has established a subsidiary focused on direct deployments and implementation, seeking to guarantee quality and consistency in enterprise integration. CIO Dive references Palo Alto Networks research indicating 77% of CIOs claim AI risk management confidence, yet only 30% have real usage visibility, and 62% cite rogue agent concerns. The discussion connects these risks back to routine SMB operations, where AI-enabled workflows can act on core business data, increasing MSP proximity to liability and making explicit who controls connectors, permissions, and incident response documentation. For MSPs and IT service firms, the operational consequence is that supporting AI-enabled platforms now obligates them to establish and document governance, inventory, data access, and approval processes. Risk shifts from abstract model performance to concrete operational exposure, especially as AI systems interconnect with finance, identity, communication, and other high-stakes subsystems. Providers lacking scoped service definitions and contractual clarity face unpriced liability, while those that implement billable AI governance frameworks—such as audit templates, privacy reviews, and incident-ready contracts—are positioned to address demand from clients, auditors, and insurers. Neglecting these steps is likely to result in exposure to vendor-driven terms and diminished operational standing.   00:00 Workflow Takeover   04:20 Readiness Crisis 06:24 Govern or Expose 11:13 Why Do We Care?    Supported by:  NerdioScalePad 

Prosper Trading Academy's Scott Bauer breaks down today's Big 3 by examining Circle's (CRCL) golden cross, TJX Companies (TJX) heading into earnings this week, and Palo Alto Networks' (PANW) sharp rally. Scott offers example options trades for his picks while Rick Ducat walks us through the key support and resistance levels in each stock chart. ======== 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

This week, between the president's negotiations in China and a potential executive order, we discuss why the Trump administration seems to be changing its tune on A.I. safety. Then, Nikesh Arora, chief executive of Palo Alto Networks, the largest cybersecurity company in the world, gives us a firsthand account of where we stand in the race to secure the internet. And finally, we run through some of the wildest headlines of the week in a round of Hot Mess Express. Guest: Nikesh Arora, chief executive and chairman of Palo Alto Networks. Additional Reading: White House Considers Vetting A.I. Models Before They Are Released Chief Executives to Accompany Trump to China Is Anthropic's New A.I. Really That Scary? It Depends Whom You Ask. Venmo Finally Takes Privacy Seriously Amazon Staff Use A.I. Tool for Unnecessary Tasks to Inflate Usage Scores Graduates Boo Commencement Speech About A.I. Dua Lipa Files $15 Million Suit Against Samsung for Using Her Face to Sell TVs EBay Rejects GameStop's $55 Billion Takeover Bid Shein, Temu Trade Blows as UK Trial Spotlights Supply Chains People Are Seriously Pissed That Grindr Outed Them With Its Latest Madonna Advert Sam Altman Testifies That Elon Musk Wanted Control of OpenAI We want to hear from you. Email us at hardfork@nytimes.com. Find “Hard Fork” on YouTube and TikTok. Subscribe today at nytimes.com/podcasts or on Apple Podcasts and Spotify. You can also subscribe via your favorite podcast app here https://www.nytimes.com/activate-access/audio?source=podcatcher. For more podcasts and narrated articles, download The New York Times app at nytimes.com/app. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Unspoken Security, host AJ Nash sits down with Dan O'Day, Senior Consulting Director at Unit 42 by Palo Alto Networks. Dan shares key findings from the 2026 Global Incident Response Report, built from over 750 real-world cyber incidents, covering four major threat trends reshaping the security landscape.Dan breaks down how AI is compressing attack timelines at a dramatic rate. The fastest incidents now move from access to full impact in just 72 minutes, down from 285 minutes the year prior. Attackers are no longer breaking in. They are logging in, using stolen credentials, tokens, and API keys to move laterally and avoid detection. Identity is now the dominant attack surface, playing a material role in nearly 90% of Unit 42's investigations.The conversation closes on a note of cautious optimism. Dan argues that over 90% of breaches stem from preventable gaps, meaning security is solvable. He outlines three priorities for defenders: empowering the SOC to act at machine speed, treating identity as the new perimeter, and securing the entire software supply chain from the first line of code to cloud runtime.Download the Unit 42 Global Incident Response Report 2026 here: https://www.paloaltonetworks.com/resources/research/unit-42-incident-response-report?utm_source=linkedin&utm_medium=social&utm_campaign=na&utm_content=pa001134 Send us Fan MailSupport the show

In this episode of The Cybersecurity Defenders Podcast, we discuss some intel being shared in the LimaCharlie community.The cyber threat environment in the Middle East has intensified sharply following military operations involving Israel, the United States, and Iran. An intrusion campaign attributed with moderate confidence to the Iranian state-linked group MuddyWater was disguised as a Chaos ransomware attack, according to research from Rapid7.Palo Alto Networks has warned customers that a critical remote code execution vulnerability in PAN-OS is being actively exploited in the wild.Attackers are abusing Microsoft's Phone Link application in a campaign that Cisco Talos says has been active since January. Report here.Support our show by sharing your favorite episodes with a friend, subscribe, give us a rating or leave a comment on your podcast platform.This podcast is brought to you by LimaCharlie, maker of the SecOps Cloud Platform, infrastructure for SecOps where everything is built API first. Scale with confidence as your business grows. Start today for free at limacharlie.io.

A CMO Confidential Interview with Jean English, CMO of CoreWeave, formerly the CMO of Juniper Networks, Armis, Palo Alto Networks and NetApp. Jean discusses the dynamics driving the voracious demand for computing power, why cloud infrastructure matters so much, and the ongoing AI shift from training to inference. Key topics include: - How models are leapfrogging each other at speed- The importance of B2B brands at a time when decisions are often made by teams of people- Why marketing is a great use case for AI- Creative uses for hackathonsTune in to hear why "80% right" is okay and a story about using AI for parenting advice. This episode is sponsored by Typeface - the agentic AI marketing platform that turns one idea into thousands of on-brand assets. Learn more: typeface.ai/cmoSubscribe for weekly episodes featuring world-class marketing leaders, board members, and C-Suite executives.⏱️ Chapters01:31 Guest Intro: Jean English (CMO, CoreWeave) 02:39 What CoreWeave Does (AI Cloud Explained) 04:20 AI Hype vs Reality 07:05 The AI Market & Competitive Landscape 09:40 Building an AI Brand 11:00 Buying Groups & Enterprise Complexity 13:01 Measuring AI Infrastructure Performance 15:32 Why Brand Matters in AI 18:11 IPO, Growth & Market Expansion 20:34 AI's Impact on Marketing Teams 24:32 Infrastructure, Scale & Future Demand 28:26 Final Advice for Marketers + Closing#AI #ArtificialIntelligence #CMO #MarketingLeadership #B2BMarketing #AIMarketing #GenerativeAI #AIInfrastructure #CloudComputing #DigitalTransformation #MarketingStrategy #FutureOfWork #AITrends #TechLeadership #BrandStrategy #EnterpriseAI #Innovation #MarketingAI #Leadership #ContentAtScaleSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

A Mastercard survey reveals that 46% of small and medium businesses have experienced a cyberattack, and nearly 20% of those that suffered an attack were then forced to file for bankruptcy or close their business. Ethan and Drew along with guest Shivam Srivastava discuss a new offering from today's sponsor, Palo Alto Networks: Prisma Browser... Read more »

A Mastercard survey reveals that 46% of small and medium businesses have experienced a cyberattack, and nearly 20% of those that suffered an attack were then forced to file for bankruptcy or close their business. Ethan and Drew along with guest Shivam Srivastava discuss a new offering from today's sponsor, Palo Alto Networks: Prisma Browser... Read more »

A Mastercard survey reveals that 46% of small and medium businesses have experienced a cyberattack, and nearly 20% of those that suffered an attack were then forced to file for bankruptcy or close their business. Ethan and Drew along with guest Shivam Srivastava discuss a new offering from today's sponsor, Palo Alto Networks: Prisma Browser... Read more »

If we needed any more evidence that the internet was a mistake, this week provided it. We kick things off with a discussion of the Canvas breach that has affected thousands of schools worldwide, then we dig into the disclosure of two new vulnerabilities in Ivanti and Palo Alto Networks products that are actively exploited, and then we talk about a new branded Linux bug called Dirty Frag. Finally, we wrap up with some comic relief from the Everything App.LinksIvanti bug: https://decipher.sc/2026/05/07/ivanti-warns-of-exploited-epmm-flaw-cve-2026-6973/Palo Alto bug: https://decipher.sc/2026/05/06/845/Dirty Frag: https://decipher.sc/2026/05/07/new-dirty-frag-linux-bug-emerges/The viral tweet: https://x.com/DennisF/status/2050682024587845690

Palo Alto Networks patches a firewall zero-day, Google patches an Android remote takeover bug, Ivanti also patches one, and a leak exposes Russia's spy and hacker school. Show notes Risky Bulletin: Google patches Android remote takeover bug

Brace for an AI-driven patch surge. Google fixes a critical Android flaw. Trellix confirms a source code breach. Apache Software Foundation ships urgent fixes. Data tied to Liberty Mutual leaks. CloudZ evolves to steal OTPs. Ouroboros persistence raises the stakes. A vishing suspect faces U.S. charges. Our guest is Markus Rauschecker, Executive Director for the University of Maryland Center for Cyber, Health and Hazard Strategies (CHHS), on the importance of the non-technical aspects of good cybersecurity preparedness and response. Our Threat Vector segment focuses on incident response. If you think UK age verification is working, I mustache you a question. 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. Industry Voices Markus Rauschecker, Executive Director for the University of Maryland Center for Cyber, Health and Hazard Strategies (CHHS), discussing the importance of the non-technical aspects of good cybersecurity preparedness and response. If you enjoyed this conversation check out the full interview here. Threat Vector Segment On this segment of Threat Vector by Palo Alto Networks, host David Moulton speaks with guest Steve Elovitz. In this conversation, Steve reflects on what two decades of incident response actually teaches you about the people on the other side of a breach. You can listen to the full conversation here, and catch new episodes of Threat Vector every Thursday on your favorite podcast app. Selected Reading NCSC Warns of an AI-Fuelled “Vulnerability Patch Wave” (Infosecurity Magazine) AI Adoption Outpaces Safety Policies, Leaving Organizations Exposed (Infosecurity Magazine) Critical Remote Code Execution Vulnerability Patched in Android (SecurityWeek) Trellix Reveals Unauthorized Access to Source Code (Infosecurity Magazine) Critical, High-Severity Vulnerabilities Patched in Apache MINA, HTTP Server (SecurityWeek) Everest Group Begins Leaking Alleged Liberty Mutual Data (GovInfo Security) CloudZ malware abuses Microsoft Phone Link to steal SMS and OTPs (Bleeping Computer) dMSA Ouroboros: Self-Sustaining Credential Extraction in Windows Server 2025 (Huntress) Western District of North Carolina | Romanian National Appears in Federal Court Following Extradition from Romania on Bank Fraud Charges Stemming From “Vishing” Scheme (United States Department of Justice) Kids can bypass some age checks with a drawn-on mustache (The Register) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Nikesh Arora, CEO of Palo Alto Networks, joins South Park Commons partner Aditya Agarwal to discuss the cybersecurity crisis currently unfolding—and why AI is both the threat and the only viable solution.Nikesh traces his own unlikely journey from Google's Chief Business Officer to leading one of the world's most critical cybersecurity companies with no prior cybersecurity experience, shares what Masayoshi Son taught him about risk, and explains why most founders are too de-risked before they ever start building. He also breaks down why the same AI models writing code today will soon expose decades of hidden vulnerabilities at a scale no IT team is prepared to handle.Nikesh Arora: https://www.linkedin.com/in/nikesh-arora-02894670/ Aditya Agarwal: https://www.linkedin.com/in/adityaagarwal3/ South Park Commons: https://www.linkedin.com/company/southparkcommons/Apply to SPC: https://www.southparkcommons.com/applChapters:(00:02:41) - Big problems vs. fast wins (00:05:08) - Joining Google(00:08:28) - Larry Page's product obsession (00:10:00) - He read every hiring packet himself (00:13:14) - What Silicon Valley gets wrong about Masa Son(00:15:45) - Successful founders never wish they took less risk (00:17:00) - Joining Palo Alto knowing nothing about cybersecurity (00:19:30) - What incumbents got wrong when ChatGPT launched (00:22:31) - Security was never built into AI (00:25:00) - No enterprise knows what's running inside its stack (00:30:27) - AI finds bad code faster than humans ever could(00:34:27) - The only way to fix the chaos is more AI (00:37:05) - AI won't just automate work—it raises the floor(00:39:43) - Foundation models vs. specialized stacks(00:43:16) - Why communication is 30% of the job at scale(00:45:00) - What makes a great founder

ICON has been telling the same story since 2018. Humanity has a construction problem that solving for regulations and supply-demand incentives alone won't fix. We need fundamentally new ways to build. Jason Ballard, ICON's founder and CEO, and Will Hurd, the former CIA officer, congressman, and OpenAI board member who just joined as President of ICON Prime, came on to lay out what happens when a non-consensus thesis held for eight years starts to materialize in the real world. The conversation cuts across the full stack, housing, AI, robotics, labor, reindustrialization, and space. The through-line is Ballard's argument that breakthrough technologies are never narrow, that building the technology for a moon base solves the housing and building crisis on Earth. Agenda0:00 What ICON is building and why shelter is broken 6:40 The regulation stack and ICON as a technology company 11:40 Customer shapes, business model, and the innovation stack 17:10 AI, ChatGPT from the inside, and the case for optimism 23:40 The spoons-and-ditches fallacy and Hurd's regulation inversion 30:30 What is ICON Prime and the barracks crisis 36:40 Military construction, Afghanistan, and expeditionary printing 42:40 The moon base, Olympus, and in-situ resource utilization 49:40 Eight years of the same thesis and software's limit 56:40 Austin's talent gravity and the ICON diaspora 1:00:40 The moon in our lifetime 1:04:40  National security, espionage, and Austin as a target 1:08:40 Laser on the moon, 2028 Previous ICON Episode with Evan LoomisGuest Links & BioJason Ballard: X/TwitterWill Hurd: LinkedInICON: Website, ICON Prime, X/Twitter, LinkedIn, YouTubeJason BallardJason Ballard has dedicated his life to working on big problems in service to humanity, most recently and notably as the co-founder and CEO of ICON, the construction technologies company using construction-scale 3D printing to tackle the global housing crisis and prepare to build on other worlds. ICON has been named one of the "Most Innovative Companies in the World" by Fast Company and recently profiled on CBS's 60 MINUTES.  Raising $451 million to date in funding, ICON has delivered communities of resilient 3D-printed homes at high-speed and lower cost in the U.S. and internationally and forged partnerships with world-renowned architects, builders and housing organizations missionally aligned to shift the paradigm of homebuilding. In fall 2022, ICON was awarded $57.2 million from NASA to develop a lunar surface construction system that will target humanity's first-ever construction on another planetary body. In 2019, Ballard was awarded the Austin Under 40 Award in the Technology category. In 2021, Ballard was named to TIME100 Next as one of the emerging leaders shaping the future as well as Newsweek's America's Greatest Disruptors: Visionaries and Innovators Who Are Changing the World. Prior to co-founding ICON, Ballard served as CEO of an eco-friendly home upgrade company that normalized sustainable and healthy approaches to home improvement. Before becoming an entrepreneur, Ballard worked at a homeless shelter, in various roles in sustainable building, and as an environmental consultant for ACRT. Ballard is a GLG Social Impact Fellow and served on the Carbon War Room / Rocky Mountain Institute Energy Think Tank. Ballard hails from East Texas and studied conservation biology at Texas A&M University. He also completed a masters program in Space Resources at Colorado School of Mines in 2022. He enjoys astronomy, ultrarunning, chess, comic books, and outdoor activities when he has free time.  He resides in Austin, TX with his four children.Will HurdThe Honorable Will Hurd is a former CIA officer and congressman whose career spans intelligence, cybersecurity, artificial intelligence policy, and public service. He currently serves as Division President of ICON Prime, a space and defense tech company and will lead ICON Prime's strategy and government partnerships as the company scales its robotic construction technology across the national security enterprise and beyond Earth.  He is also the author of American Reboot: An Idealist Guide to Getting Big Things Done. Hurd brings deep expertise at the intersection of technology, national security, and governance to his board roles and ongoing policy work.Hurd began his career serving overseas in the CIA, where he worked to prevent attacks on the United States and disrupt efforts to smuggle nuclear materials into the country. He later held roles at Crumpton Group and FusionX, helping defend critical infrastructure from cyber threats. In 2014, he was elected to the U.S. House of Representatives, representing Texas's 23rd District, where he served three terms and played a key role in shaping technology and national security policy.Following his time in Congress, Hurd held leadership roles at Allen & Company and CHAOS Industries. He also previously served on the boards of In-Q-Tel and OpenAI.He currently serves on the board of directors for Personal.AI, The Aerospace Corporation, the Council on Foreign Relations, and advisory boards of Palo Alto Networks and the Center for European Policy Analysis.A San Antonio native, Will received a BS in Computer Science from Texas A&M University.  -------------------Austin Next Links: Website, X/Twitter, YouTube, LinkedInEcosystem Metacognition Substack

The dominant structural shift discussed in the episode is the movement from tools-based differentiation to a market defined by proof and liability. This shift is driven by the rising demand for continuous, auditable control over data location, access, and change—requirements increasingly codified by policy mandates, insurance underwriting, and regional AI governance. As illustrated by France's shift away from Windows to Linux across government ministries, enforced through formal governmental policy, the conversation is moving beyond technology preferences to mandated operational boundaries and verifiable compliance. The episode cites findings from ESET's 2026 SMB Cyber Readiness Index, reporting that 86% of US SMBs and 78% of Canadian SMBs carry cyber insurance, with over half of US-insured SMBs required to implement explicit security controls by insurers. Underwriters increasingly demand evidence of controls like MFA, immutable backups, and EDR—not just attestations—at renewal, underwriting, and post-incident. Public sector mandates, such as France's comprehensive push for sovereignty encompassing OS, collaboration, cloud, and AI platforms, are producing enforceable requirements that cascade to commercial contracts and the MSP channel. Supporting developments include Gartner's forecast that by 2027, 35% of countries will be locked into region-specific AI platforms. This is reinforced by channel research from Channel Insider and a survey of 333 MSPs by AvePoint and Omnia, both pointing to governance—not AI tooling—as the leading blocker for MSPs adopting new technologies. Microsoft's move toward metered AI billing and the proliferation of shadow data (with more than 80% of sensitive data potentially sitting outside formal controls, according to Palo Alto Networks research) further highlight how operational complexity and fragmented governance elevate risk for service providers. For MSPs and IT leaders, these trends increase contractual and operational exposure. Failure to recognize that the market is purchasing assurance rather than tool support will leave providers absorbing liabilities related to insurance control failures and unmetered operational costs, often under fixed-fee models that do not account for new governance demands. Providers are advised to immediately review contract language for obligations tied to security controls, reconsider pricing and scope in governance delivery, and prepare for insurer-driven requirements such as third-party access to telemetry or continuous control attestations. The takeaway is that defensible, auditable evidence—not stack management—will define margins, accountability, and long-term client relationships. 00:00 Sovereignty Squeeze 04:22 Spawl Blindspot 07:02 Proof Pays 09:35 Why Do We Care?  Supported by:  ScalePad CometBackup 

Anthropic's Mythos proves irresistible despite claimed supply chain risks.Iran claims U.S. backdoors hit its networks. New Coast Guard rules target maritime OT security. A fresh NGate Android malware variant emerges. Thousands of ActiveMQ servers face active exploitation risk. CISA adds eight flaws to its KEV list. Progress patches MOVEit and LoadMaster bugs. Attackers impersonate IT staff over Microsoft Teams. A ransomware negotiator admits working with BlackCat. Google Gemini asks, “May we see your photos please?” 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 On today's Industry Voices Elad Koren, Vice President, Product Management, Cortex Cloud at Palo Alto Networks, discusses building AI natively into platforms, managing complexity and trust, and taking a measured, experimental approach during the industry's “messy middle” phase. If you enjoyed this conversation, tune into the full interview here. Selected Reading The US NSA is using Anthropic's Claude Mythos despite supply chain risk (Security Affairs) Anthropic secretly installs spyware when you install Claude Desktop (That Privacy Guy) Iran claims US used backdoors in networking equipment (The Register) Maritime Cybersecurity Rules Make Waves (GovInfoSecurity) New NGate variant hides in a trojanized NFC payment app (We Live Security) Actively exploited Apache ActiveMQ flaw impacts 6,400 servers (Bleeping Computer) CISA flags another Cisco Catalyst SD-WAN Manager bug as exploited (CVE-2026-20133) (Help Net Security) Progress Patches Multiple Vulnerabilities in MOVEit WAF, LoadMaster (SecurityWeek) Microsoft: Teams increasingly abused in helpdesk impersonation attacks (Bleeping Computer) Florida Man Working as a Ransomware Negotiator Pleads Guilty to Conspiracy to Deploy Ransomware and Extort U.S. Victims (United States Department of Justice) Google Starts Scanning All Your Photos As New Update Goes Live (Forbes) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode of In Depth, First Round Partner Josh Kopelman sits down with Shachar Hirshberg and Dan Shiebler, co-founders of Artemis, the AI-native security platform that just emerged from stealth with $70M in combined seed and Series A funding. Shachar and Dan unpack how they built a 30-person team in seven months, why AI-native companies are outperforming their AI-enabled counterparts, and why they plan to stay on a texting basis with every customer, even at scale. In today's episode, we discuss: How to interview for AI fluency when building an AI-native startup Why founder-market fit is a critical early signal for startup success The surprising lesson Dan learned from founder-led sales How Dan and Shachar are instilling customer-obsession into Artemis' culture How the two co-founders approach conflict and decision-making References: Abnormal: https://abnormal.ai Amazon Web Services (AWS): https://aws.amazon.com Anthropic: https://www.anthropic.com Artemis: https://artemissecurity.com CrowdStrike: https://www.crowdstrike.com Demisto (now Cortex XSOAR): https://www.paloaltonetworks.com/cortex/cortex-xsoar OpenAI: https://openai.com Palo Alto Networks: https://www.paloaltonetworks.com Todd Jackson: https://www.linkedin.com/in/toddj0/ Where to find Shachar Hirshberg: LinkedIn: https://www.linkedin.com/in/shachar-hirshberg/ Where to find Dan Shiebler: LinkedIn: https://www.linkedin.com/in/dan-shiebler-10219b42/ Where to find Josh: LinkedIn: https://www.linkedin.com/in/jkopelman/ Twitter/X: https://x.com/joshk Where to find First Round Capital: Website: https://firstround.com/ First Round Review: https://review.firstround.com/ Twitter/X: https://twitter.com/firstround YouTube: https://www.youtube.com/@FirstRoundCapital This podcast on all platforms: https://review.firstround.com/podcast Timestamps: 00:00 Introduction 00:06 What Artemis does and why now 02:51 Shachar's AWS and Palo Alto playbook 05:15 Dan's founder journey: From Twitter to Abnormal 08:51 Why founder-market fit is critical for startups 11:38 Finding the right moment to take the leap and build 13:52 The hiring process that powers a startup in stealth 16:58 Building a team centered on AI capabilities 21:48 How AI implementation changes dashboard metrics 23:22 The ICP they chased and the one they ignored 26:44 The magic of closing the first customers 27:49 The surprising signals of early product-market fit 32:06 Critical lessons from founder-led sales 33:51 Why the first product should make founders uncomfortable 36:03 Hiring 30 people while still in stealth 42:08 “Should we be arguing more?” 43:37 How the AI security market is evolving 49:03 Why AI-native beats AI-enabled company structure 51:09 The most surprising moments as a first-time founder

France pushes digital sovereignty. Adobe rushes an Acrobat Reader patch. Booking.com confirms a targeted breach. SAP fixes a critical SQL injection bug. A sanctions-dodging fraud network resurfaces. ViperTunnel infiltrates U.S. and U.K. firms. GlassWorm spreads across developer tools. Researchers dissect Predator spyware's kernel engine. A lawsuit challenges AI transcription in hospitals. Ted Shorter from Keyfactor unpacks quantum computing at scale. On our Threat Vector segment, David Moulton and ⁠Elad Koren⁠ pull back the curtain on agentic-first security. Preparing for post-quantum perils.  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 Ted Shorter, CTO and Co-Founder of Keyfactor, discussing the advent of quantum computing at scale, known as "Q-Day". Threat Vector Host David Moulton speaks with returning guest ⁠Elad Koren⁠, Vice President of Product Management for Cortex Cloud at ⁠Palo Alto Networks⁠ on this Threat Vector segment. Together they pull back the curtain on what an agentic-first security experience actually looks like in practice. This isn't a vision deck. The agents are already running. To listen to the full conversation, check it out here. Catch new episodes of Threat Vector every Thursday on your favorite podcast app. Selected Reading France Tees Up Big Public Sector Move Away From US Tech (BankInfo Security) Adobe rolls out emergency fix for Acrobat, Reader zero-day flaw (Bleeping Computer) Booking.com Confirms Data Breach as Hackers Access Customer Details (Hackread) SAP Patches Critical ABAP Vulnerability (SecurityWeek) Triad Nexus Evades Sanctions to Fuel Cybercrime (SecurityWeek) Ransomware-Linked ViperTunnel Malware Hits UK and US Businesses (Hackread) GlassWorm evolves with Zig dropper to infect multiple developer tools (Security Affairs) Predator Spyware's iOS Kernel Exploitation Engine: PAC Bypass, NEON R/W & More (Jamf Threat Labs) Lawsuit: AI Illegally Recorded Doctor-Patient Encounters (BankInfo Security) World Quantum Day (WorldQuantimDay) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we talk about Project Glasswing, Anthropic, and Q Day.We also discuss exploit markets, vulnerabilities, and zero days.Recommended Book: The Culture Map by Erin MeyerTranscriptIn the world of computer security, a zero-day vulnerability is an issue that exists within a system at launch—hence, zero-day, it's there at day zero of the system being available—that is also unknown to those who developed said system.Thus, if Microsoft released a new version of Windows that had a security hole that they didn't know about, but someone else, a hacking group maybe, discovered before it was released, they might use that vulnerability in Windows or Word or whatever else to hack the end-users of that software.While large companies like Microsoft do a pretty good job, considering the scope and scale of their product library, of identifying and fixing the worst of the security holes that might leave their customers prone to such attacks, that same scope and scale also means it's nearly impossible to fill every single possible gap: a truism within the cybersecurity world is that defenders need to get it right every single time, and attackers only need to get it right once, and the same is true here. There's never been a perfect piece of software, and as these things expand in capability and complexity, the opportunity to miss something also increases, and thus, so does the range of possible errors and exploitable imperfections.Because of how damaging zero-days can be for both users of software and the companies that make that software, there are thriving marketplaces, similar to those that deal in other illicit goods, where those who discover such vulnerabilities can sell them, usually for cryptocurrencies or funds derived from stolen credit cards.Software companies have countered the increasing sophistication of these exploit black markets with white and grey market efforts, the former being direct payouts to hackers, basically saying hey, thanks for finding this bug, here's a lump-sum of money, a bug bounty, rather than punishing all hacking of their systems, which is how they would have previously responded, which had the knock-on effect of sending all hackers, even those who weren't looking to cause trouble, either underground, or actively hunting for bugs for the black market.The grey market is more complicated and diverse, and also the largest of marketplaces for those shopping around for these types of exploits. And it's populated by the same sorts of neverdowells who might frequent the exploit black markets, but also includes all sorts of governments and intelligence agencies, who scoop up these sorts of vulnerabilities to use against their opponents, or to deny them to others who might use them instead, against them.All sorts of governments, from the US to Russia to North Korea to Iran are regular shoppers on these computer system exploit grey markets, and that has created a complicated, entangled system of incentives, as is some cases, it's better for the US government, or Iranian government, or whomever, if the company making these systems doesn't know about a bug or other vulnerability, because they just spent several million dollars to buy a map to said bug or gap, which could, at some point in the future, allow them to tunnel into an enemy's computers and cause damage or steal information.What I'd like to talk about today is a new AI system that is apparently very, very good at identifying these sorts of exploits, and why this is being seen as a milestone moment for some people operating in the zero day, and overall computer security space.—On April 7, 2026, US-based AI company Anthropic announced Project Glasswing—a new initiative that is currently only available to 11 companies that's meant to help those companies shore-up their cyber defenses before more AI systems like the one that underpins Project Glasswing, which is called Mythos Preview, hit the market.So these companies, Amazon Web Services, Anthropic, Apple, Broadcom, Cisco, CrowdStrike, Google, JPMorganChase, the Linux Foundation, Microsoft, NVIDIA, and Palo Alto Networks, make a lot of stuff, and in particular make and maintain a lot of vital online and device-based software infrastructure, like operating systems and all the stuff that keeps things in our apps and on the web secure.Mythos Preview is a new model created by Anthropic, similar to their existing Claude models, but apparently vastly more powerful. There are tests that AI companies use to compare the potency of their models at a variety of task types, but those are generally considered to be flawed or game-able in all sorts of ways, so the main thing to know here is that Mythos did way better at most of those tests, especially the coding, the programming-related ones, than the other, currently most capable models, the ones that professional programmers, most of them anyway, are using these days. It was also able to do impressive and worrying things like break out of the sandbox that contained it, accessing the internet when it wasn't supposed to be able to do so.And because of that leap forward in programming capability, Mythos Preview was tasked by Anthropic with finding vulnerabilities in all sorts of software systems, including operating systems—Windows, macOS, iOS—and browsers, like Chrome and Firefox.Most AI systems, and most human coders, if they focus enough and look really hard for long enough, will tend to find some kind of vulnerability in just about anything, because this software is just that big and complex. But within a relatively short period of time, Mythos Preview found thousands of vulnerabilities in these systems, indicating that it's a lot better at this kind of task than the other AI available these days, and so Anthropic created this project, Project Glasswing, to give these entities a head-start, helping them fill these gaps and bolster their defenses, before everyone else on the planet, including foreign governments, hacker and terrorist groups, but also just everyday people, suddenly have the ability to identify and possibly exploit these vulnerabilities, on scale.This news hasn't been super widely reported in the non-tech press quite yet, but within the tech world, it landed like a hand grenade in a crowded room.And there are already quite a few perspectives on what this all means, including a fair bit of skepticism.On the skeptic side, many analysts have noted that it's a common tactic amongst AI companies to doomsay, to basically suggest that their models might end the world, might kill all of humanity, might dramatically change everything, put everyone out of work, maybe, not necessarily because the founders and employees at those companies believe that would be the case, but because the implication is that if these products are that powerful, well, investors should probably give them gobs of money, because a tool that could end the world or cause that much disruption might be the last tool available, or might become the next electricity or internet or whatever else. Claiming philosophical, humanistic concern for the super-weapon you just built, in other words, is one way for AI company leaders to say their product is superior to every other product ever while also seeming to suggest that they are the thoughtful, careful leaders that we need holding the reins of that sort of capacity.Other skeptics have said that while this might be a step-up in terms of the speed at which such vulnerabilities can be identified in these sorts of systems, other AI systems, existing ones, even open source, free ones, have been able to do the same for a while now. So while Mythos Preview might be even better at it, and might be capable of running constantly, finding more and more of these things for a government that wants to save money they might otherwise spend on the grey market, scooping these things up for use against their enemies, or for defensive purposes, sharing some of them with their homegrown tech companies, perhaps, smaller, less-moneyed groups can already do the same, if they're smart about how they apply existing, even free, lower-end AI systems.Others have responded to this announcement similarly to how some have responded to the concept of Q Day, short for Quantum Day, which refers to the hypothetical moment at which quantum computers finally become powerful enough to break the encryption that allows the internet, and banking, and government privacy systems to function. If these encryption keys can be broken—and quantum computers should theoretically be able to do this a lot better than conventional computers, because of their very nature—if and when that happens, if these systems aren't suitably prepared with new encryption that's hardened against quantum systems, the entire banking sector could collapse, everything hackable, all the money stealable, none of it trustworthy anymore. The same with the whole of the web, with apps, with government systems that keep things hidden away and classified, with energy grids. It could be chaos.The theory here, then, is that this type of AI, maybe Mythos Preview, maybe the other systems that it portends—because this whole industry seems to leapfrog itself every three or four months at this point, someone coming out with a big, cool, most powerful new thing, then their competitors coming out with something even more powerful within weeks or months—maybe these vulnerability-identifying and exploiting AI will result in something similar, all the world's software and encryption a lot more vulnerable, all at once, essentially tomorrow.It's more of what we've already seen with AI, basically, these tools providing anyone who uses them more leverage to do all sorts of things. Not necessarily creating anything new—exploits and vulnerabilities have always existed—but giving a skilled hacker the ability to find and exploit thousands of them in the same time it would have previously taken them to find and exploit just one. And it could also give unskilled, non-hackery people and entities similar capabilities.That creates a dramatically new cybersecurity landscape essentially overnight, and that's why, at least according to their press releases on the matter, Anthropic is not releasing Mythos Preview to the public, and instead is taking the Project Glasswing approach: they don't think other AI companies, like OpenAI or xAI, can be trusted not to just lob that grenade into the crowded room, so since they got there first, they're going to try to help everyone protect themselves from that grenade when it inevitably lands.This could, then, be quite the PR coup, giving Anthropic the opportunity to tout their superior products, while also allowing them to portray themselves as sort of the white knight in the AI world, helping everyone protect themselves, even though they probably could have made far more money by either selling the exploits and creating their own new market for them, or by somehow leveraging those exploits themselves.At the same time, it could be that they are overselling the capabilities of this new model, painting a rosy picture with them as the heroes, while in turn makes their products seem more powerful than they are in order to bolster their public perception and future economic potential.It could also be a bit of both; even those who are skeptical about this specific announcement and the implications of it do tend to agree it's likely we'll see more disruption from these sorts of models soon. Even if Mythos Preview isn't the grenade everyone's worried about, in other words, it's likely we'll face such a threat in the near-future, and even if Project Glasswing isn't the defense we need against such a threat, it's probably prudent that we be thinking about whatever it is we do need, and ideally building it, too, so it's ready to go, already in place, when that new threat lands.Show Noteshttps://www.nytimes.com/2026/04/10/briefing/claude-mythos-preview.htmlhttps://www.nytimes.com/2026/04/07/technology/anthropic-claims-its-new-ai-model-mythos-is-a-cybersecurity-reckoning.htmlhttps://en.wikipedia.org/wiki/Claude_(language_model)#Claude_Mythos_Previewhttps://www.newyorker.com/magazine/2026/04/13/sam-altman-may-control-our-future-can-he-be-trustedhttps://www.anthropic.com/glasswinghttps://www.wired.com/story/anthropic-mythos-preview-project-glasswing/https://stratechery.com/2026/myth-and-mythos/https://en.wikipedia.org/wiki/Zero-day_vulnerabilityhttps://en.wikipedia.org/wiki/Market_for_zero-day_exploits This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit letsknowthings.substack.com/subscribe

In this bonus episode of 7 Minute Stories Presents: Storytelling University, Aaron Calafato sits down with David Moulton to explore the unexpected intersection of storytelling and cybersecurity. At first glance, cybersecurity feels purely technical. But underneath it? It is a story as old as time. As Senior Director of Content and Thought Leadership at Palo Alto Networks and host of the Threat Vector podcast, David works at the center of how complex cybersecurity ideas are translated into stories that leaders, teams, and organizations can actually understand and act on. He breaks down how storytelling transforms invisible threats into something tangible, helping influence decisions from the SOC to the C suite. From product strategy to executive communication, this conversation reveals how narrative becomes the bridge between technical reality and human behavior. You will hear: Why cybersecurity is fundamentally a human story, not just a technical one How storytelling helps organizations make better decisions under pressure The difference between facts that inform and stories that move people A powerful framework for telling effective stories in business Special Guest: David Moulton | https://www.davidrmoulton.com/ Team: *Audio Engineer: Ken Wendt *The Storytelling University is part of the 7 Minute Stories Universe Created, Produced and Edited by Aaron Calafato & Brooks Borden Love 7MS & TSU? Here's how to support: *Follow the pod wherever you're listening *Tap 5 Stars *Text one person you love a link to your favorite episode.

Iran-linked hackers signal cyberattacks will continue despite the cease-fire. Microsoft restores access after suspending open-source developer accounts. John Deere settles its right-to-repair fight. A suspected Adobe Reader zero-day surfaces. Palo Alto Networks and SonicWall patch high-severity flaws. New macOS malware targets crypto wallets. A threat cluster abuses live chat to bypass MFA. CISA orders urgent Ivanti patching. Researchers track a stealthy DDoS-for-hire botnet. Our guest is Edgard Capdevielle, CEO of Nozomi Networks, sharing insights on threats posed by nation-states and AI on OT security. macOS has a 49 day time limit.  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 On today's Industry Voices, we are joined by Edgard Capdevielle, CEO of Nozomi Networks, sharing insights on threats posed by nation-states and AI on OT security. If you enjoyed this conversation, check out the full interview here. Selected Reading Shaky Ceasefire Unlikely to Stop Cyberattacks From Iran-Linked Hackers for Long (SecurityWeek) Microsoft suspends dev accounts for high-profile open source projects (Bleeping Computer) John Deere to Pay $99 Million in Monumental Right-to-Repair Settlement (The Drive) Adobe Reader Zero-Day Exploited for Months: Researcher (SecurityWeek) Palo Alto Networks, SonicWall Patch High-Severity Vulnerabilities (SecurityWeek) New macOS Malware notnullOSX Targets Crypto Wallets Over $10K (Hackread) Google Warns of New Threat Group Targeting BPOs and Helpdesks (Infosecurity Magazine) Masjesu Rising: The Commercial IoT Botnet Built for Stealth, DDoS, and IoT Evasion (Trellix) CISA orders feds to patch exploited Ivanti EPMM flaw by Sunday (Bleeping Computer) We Found a Ticking Time Bomb in macOS TCP Networking - It Detonates After Exactly 49 Days (Photon Blog) 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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Take a Network Break! Mozilla is our Red Alert topic, with critical vulnerabilities in Firefox and Thunderbird. On the news front, we cover a string of security announcements from Palo Alto Networks, including a new certificate management service to help organizations keep up with shrinking cert lifetimes. Cisco announces new protections for AI agents and... Read more »

Palo Alto Networks released a slew of product news at the 2026 RSA conference around AI security, SASE, and a new certificate lifecycle management offering. On today's Heavy Networking, sponsored by Palo Alto Networks, Ethan and Drew dig into these announcements to get details about how they work. They also talk about the risks of... Read more »

The UK's cyber security chief urges a “full court press” against threats. RSAC highlights. The U.S. State Department has launched a Bureau of Emerging Threats. The TeamPCP cybercriminal group targets an open source library. TP-Link patches multiple router vulnerabilities. A critical vulnerability hits Windchill and FlexPLM platforms. A phishing campaign impersonates Palo Alto Networks recruiters. Malicious Chrome extensions are harvesting users' conversations with AI tools. Intern Kevin files his latest report from the RSAC show floor. Your “private” zoom call may already have a podcast deal.  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 aka Intern Kevin Intern Kevin joins us from the floor at RSAC 2026. By day, he's Global Director of Cybersecurity Startups at Microsoft for Startups, but this week, Kevin Magee is trolling the floor at RSAC to get the pulse of what is really going on in San Francisco. Kevin caught up with Dale Hoak, CISO at RegScale, David DellaPelle, CEO at Dune Security, and Jason Williams, Senior Director Global Solutions Architecture at Arms Cyber.  Selected Reading UK cyber chief urges ‘full court press' to counter rising cyber threats (The Record) Operation Henhouse Nets Over 500 Arrests in UK Fraud Crackdown (Infosecurity Magazine) State Department launches effort to counter cyberattacks, AI risks from Iran, others (ABC News) LiteLLM PyPI packages compromised in expanding TeamPCP supply chain attacks (Help Net Security) TP-Link warns users to patch critical router auth bypass flaw (Bleeping Computer) PTC warns of imminent threat from critical Windchill, FlexPLM RCE bug (Bleeping Computer) Palo Alto Networks Phishing Scam Targets Professionals (TechNadu) Experts Sound Alarm Over “Prompt Poaching” Browser Extensions (Infosecurity Magazine) This Company Is Secretly Turning Your Zoom Meetings into AI Podcasts (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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Yields spiking after today's treasury auction showed weak demand, as stocks failed to build on yesterday's momentum. Why a top market strategist says bond market investors are in “bunker mentality” right now, and why he's alarmed at today's showing. Plus KB Home reports results, how an updated Claude Code could reportedly be gaining more control over your computer, and Palo Alto Networks CEO on the rise in AI threats and the step up in security holding them back. Fast Money Disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.