Podcasts about Palo Alto Networks

Trump's latest AI leader resigns. The Army burns through its AI tokens. Scammers impersonate IC3 personnel.HollowGraph malware uses a compromised Microsoft 365 calendar for C2. Qilin ransomware targets a critical Palo Alto Networks flaw. A North Korean campaign targets Web3 and cryptocurrency professionals through fake job recruitment scams. Zimbra patches multiple critical bugs. Shadow AI creates regulatory headaches. Hackers wipe Romania's land registry database. Our guest is Errol Weiss, Chief Security Officer at Health-ISAC, setting the record straight on ransomware trends. Patching the automotive security system you didn't know you had.  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 have Errol Weiss, Chief Security Officer at Health-ISAC, joining us to discuss ransomware trends in the healthcare industry. We also discuss findings from the Health-ISAC 2026 CISO Benchmarking Report and Health-ISAC's 2nd Quarter Heartbeat Report, which examine the current threat landscape facing the health sector. Selected Reading Trump's latest AI czar has already resigned (TechCrunch) The Army Is Burning Through Its AI Tokens (WIRED) Fake FBI Agents Use IC3 Complaints to Target Scam Victims (Hackread) New HollowGraph Malware Abuses Microsoft 365 Calendar for C&C Communication (SecurityWeek) Critical Palo Alto VPN bug now exploited by Qilin ransomware gang (Bleeping Computer) Researchers Uncover North Korean 'ClickFake' Campaign Targeting Web3 Pros (Infosecurity Magazine) Zimbra Update Patches Critical Vulnerabilities (SecurityWeek) Shadow AI Is Rewriting Cyber Disclosure Risk (BankInfoSecurity) Risky Bulletin: Hacker wipes Romania's entire land registry database (Risky.Biz) A Device Hidden in Cars Across the US Leaves Them Vulnerable to Hacking and Paralysis. Patch It Now (WIRED) 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

Verden har fått helt nye trusler. Innen kunstig intelligens pågår et kappløp mellom land, selskap og ondsinnende angripere. Vinner eller taper vi?  Hva er trusselbildet fremover? Sikkerhetsdirektøren i verdens største cybersikkerhetsselskap er dagens gjest i E24-podden. Med Wendi Whitmore, Chief Security Intelligence Officer, Palo Alto Networks. Programleder Sindre Heyerdahl og produsent Erik Holm-Nyvold. Ansvarlig redaktør Lars Håkon Grønning. Hør E24-podden der du hører podkast. Analyser, nyheter og innsikt i business og næringsliv. Episoden ble først publisert februar 2026 E24-podden ble i mai 2025 kåret til årets aktualitetspodkast under Medieprisene i Bergen.

Enterprises are running more AI agents than their security teams realize, and attackers only need to be right once. Anand Oswal, EVP of Network Security at Palo Alto Networks, explains how to secure agents across four surfaces: enterprise, SaaS, endpoints, and the browser. With host Michael Krigsman, he covers shadow agent discovery, MCP and browser risks, prompt injection, agent identity, and why a unified platform beats a stack of point products.YOU'LL DISCOVER✅ The four agent surfaces every CISO must secure at once: enterprise, SaaS, endpoints, and the browser✅ Why discovery comes first: you cannot secure agents, models, tools, and plugins you cannot see✅ The Palo Alto Networks finding that one third of public MCP servers carry takeover level vulnerabilities✅ How vibe coding agents demand privileged access to local files, terminals, and cloud credentials✅ How browser agents inherit your session and cookies and can perform identity impersonation✅ Runtime threats to know: prompt injection, memory poisoning, tool misuse, and model DoS✅ How MCP and A2A protocols expand the attack surface, and why a centralized AI gateway anchors identity, runtime, and observability controls✅ The case for zero trust, an AI-driven SOC, and one unified platform over point products, and where Prisma AI fits⏱️ TIMESTAMPS0:00 Introduction0:22 Agent memory poisoning and tool misuse0:59 Discovering shadow agents across four surfaces2:32 Vibe coding agents and MCP risk4:46 Browser agents and session misuse6:20 Runtime threats and prompt injection7:17 Agent-to-agent protocols and attack surface8:04 Agent identity and the control plane9:16 Centralizing control at the AI gateway10:23 Zero trust and an AI-driven SOC11:29 One platform, not point productsSubscribe for weekly conversations with the business and technology leaders shaping the enterprise. Get the CXOTalk newsletter: https://newsletter.cxotalk.com Show notes, transcript, and summary: https://www.cxotalk.com/episode/palo-alto-networks-evp-securing-ai-agents-in-the-enterpriseEpisode 924#CXOTalk #EnterpriseAI #CIO #AIGovernance #AgenticAI #IBM #DigitalTransformation #AIStrategy #AILeadership

AI isn't just speeding up recruiting; it's actually forcing companies to redesign work itself, blending human judgment with agentic execution across hiring, mobility, and skills development. As a result, most conversations these days are about AI in the enterprise centre on software development and engineering. Recruiting, hiring, and talent management get far less attention, but they may be where AI's impact is most immediate.In a recent episode of Tech Transformed, host Dana Gardner spoke with Meghna Punhani, Chief People Officer at Eightfold AI, about how organisations are rethinking talent acquisition, workforce planning, and employee development in an AI-driven world. Meghna Punhani's perspective is shaped by nearly two decades at Google, a stint leading employee experience at Palo Alto Networks, and her current dual role at Eightfold AI, where she both leads the people function and helps build the product her team relies on. That vantage point gives her a practical, ground-level view of what works and what doesn't when AI meets HR.Reimagining the Talent Lifecycle with AI Punhani's central argument is that most legacy HR systems were designed for a different purpose, one that has evolved as work itself has changed and the workforce now includes AI agents alongside people. Simply bolting automation onto existing processes, she argues, isn't enough. Organisations that are succeeding are the ones re-engineering roles, workflows, and organisational structures from the ground up, treating this as an operating-model shift rather than an IT upgrade.This shift touches the entire talent lifecycle, from how companies find candidates and evaluate skills instead of just job titles to how they support internal mobility. Punhani points out that skills now have a much shorter shelf life than in the past, which means static job descriptions are giving way to dynamic, skills-based decision-making. AI, she says, helps surface pathways for employees that traditional resumes and titles would never reveal, including her own nontraditional route into HR leadership.How AI Is Reshaping Workforce Strategy Trust is the recurring theme throughout the discussion. Punhani is candid that employees often fear AI-driven decisions, especially around jobs and evaluations. Her approach is focused on transparency first. When Eightfold rolled out digital twins internally, employees were uneasy until leadership explained how the technology worked and used it themselves, which helped build organisation-wide confidence.That same principle shows up in Eightfold's own hiring practice. One example is the company's campus recruiting programme in India, where its AI interviewer conducted roughly 90 per cent of interviews. This enabled recruiting to scale from around eight or 10 university partners to more than 150, and from approximately 5,000 applications to 15,000, without pulling engineers away from their day-to-day duties.Time-to-offer dropped from around six weeks to as little as four days in some technical roles, largely because interviews could happen around the clock rather than around a recruiter's or hiring manager's schedule. Beyond recruiting, Eightfold's internal initiative, nicknamed Project Andromeda, applies the same re-engineering approach across sales and finance, reportedly reclaiming thousands of employee hours through redesigned, agent-assisted workflows.AI and the Future of TalentLooking ahead, Punhani doesn't frame AI as a threat to human contribution, but she frames it as an amplifier of it. As tools become more accessible across every function, she believes the people who will succeed won't be the ones who know the most facts, since AI can answer those questions. Instead, it will be the people who ask better questions, orchestrate multiple AI agents, and apply judgment where the right answer isn't obvious.For HR leaders specifically, Punhani's advice is to claim a seat at the table now, rather than letting AI adoption happen without a people-first lens. This means learning the technology firsthand, demonstrating its value to non-technical teams, and partnering closely with CTOs and CIOs to shape decisions jointly. Her advice for individuals entering this shifting job market is similarly grounded: focus on learning agility over any single technical skill, since the skills in demand today may look different within months.Future of AI in Talent ManagementAcross the conversation, Punhani returns to one idea, and that is AI in talent management isn't primarily a technology problem; it's a leadership and trust problem. Organisations that treat it that way, redesigning work with both humans and agents in mind, are the ones seeing measurable gains in speed, candidate experience, and internal mobility.For HR leaders exploring AI adoption, the takeaway from this episode is to start before you feel ready, build trust through transparency, and let AI handle evaluation and execution so people can focus on judgment, empathy, and connecting the dots across the organisation. If you would like to find out more, visit eightfold.ai or connect with Meghna Punhani on LinkedIn.TakeawaysAI's impact on talent acquisition and management.Reengineering work processes with AI.Building trust and transparency in AI systems.Skills-based internal mobility and workforce planning.AI-driven candidate evaluation and employee development.Chapters00:00 Introduction to AI in Talent Management02:59 Understanding AI's Role in Talent Acquisition06:07 AI's Impact on Workforce Planning and Skills Development10:02 Building Trust in AI for Hiring Processes13:04 Internal Use of AI at Eightfold AI18:58 Measuring ROI from AI in Talent Acquisition25:02 Enhancing Candidate Experience with AI29:53 Future Directions for AI in Talent Management

OpenAI CEO Sam Altman joins the show, live from Allen & Co. Sun Valley Conference in Idaho following the rollout of the company's new AI Model. Plus, he lays out some new efficiency results. Then the CEO of Palo Alto Networks, on AI token costs and his outlook for AI spending. And the CEO of Match Group on how AI is changing the dating landscape. 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.

This episode of BHIS - Talkin' Bout [infosec] News covers the latest cybersecurity headlines, including debate over the economics of AI infrastructure, updates on the Huntress controversy, new details surrounding Scattered Spider, a critical Microsoft SharePoint vulnerability, and reports of a breach involving a DHS information-sharing network. The discussion also examines Apple's legal battles over alternative app stores, the limitations of Apple's Hide My Email feature, a Medtronic breach, firmware security, Palo Alto Networks attribution disputes, and other notable security stories that didn't make the main rundown.Join us LIVE on Mondays, 4:30pm EST.A weekly Podcast with BHIS and Friends. We discuss notable Infosec, and infosec-adjacent news stories gathered by our community news team.https://www.youtube.com/@BlackHillsInformationSecurityChat with us on Discord! - https://discord.gg/bhis

Nikesh Arora, CEO of Palo Alto Networks, says 90% of his employees aren't AI-ready. The AI skills gap is quietly becoming the biggest career risk most professionals aren't watching, and instead of mass layoffs, he's rebuilding his team through hackathons and natural attrition.This week we cover what he said on the 20VC podcast, why he's calling out leaders like Coinbase's CEO and Block's Jack Dorsey for how they're handling AI-driven cuts, and why this moment feels a lot like the one our parents lived through when computers first showed up at work and typing classes felt optional. If you've been wondering whether AI will replace your job, this is really a conversation about how to stay ahead of it.Here's what we're sippin on:The exact numbers behind his 12-month and 3-year plan, and what he says happens if he's rightHow to tell if your role is one of the "replaceable" ones he's really talking aboutOne question to ask your parents that explains exactly where this AI moment is headedFive years from now, this either ages like a warning you caught early or one you ignored.Thank you for listening, and as always...enjoy your first sip!Click here to watch the full episode on YouTubeTimestamps:00:00 The 90% AI Readiness Problem01:00 Settling In: The Move to Guyana02:00 Who Is Nikesh Arora and Palo Alto Networks03:00 Natural Attrition and Hiring Through Hackathons04:00 The Jobs Most at Risk Right Now05:00 Calling Out Coinbase and Block's Layoff Approach06:00 The Parents-and-Computers Parallel09:00 A Free Tool to Validate Your Next Idea11:00 Using ChatGPT and Claude to Move Faster12:00 Are You Seeing This Resistance Too13:00 Final Thoughts and Sign-OffWhat did you think about this episode?--------------------------------Get the First Sip Field Notes: A weekly newsletter for curious people building better businesses, careers, and lives. You'll also get a free tool to help you decide if that idea you're sitting on is actually worth building.https://firstsipfieldnotes.beehiiv.com/subscribeCONNECT WITH DEKIMBE: YouTubeInstagram  Facebook LinkedInFOLLOW THE PODCAST:InstagramApple PodcastsSpotifyFor podcast sponsorship & advertising opportunities please contact: firstsippod@gmail.com

Patrick Moorhead and Daniel Newman unpack OpenAI's reported equity offer to the U.S. government, Anthropic's phased return following export controls, and why AWS and Microsoft are betting billions on the engineers who deploy AI rather than the labs that train it. They also dig into NVIDIA's response to its roadmap critics, Meta's expanding cloud ambitions, and the week's biggest market developments, from SpaceX to Samsung. Catch the full analysis on Episode 311 of The Six Five Pod. The handpicked topics for this week are: OpenAI's Equity Offer to Washington: OpenAI is reportedly considering offering the federal government a 5-10% stake in exchange for a two-year runway on Department of Defense contracts. Pat and Daniel read it as a distribution and IPO hedge rather than a governance concession, especially with a trillion-dollar valuation still the target. (The Decode) Anthropic's Phased Return After Export Controls: Fable 5 is back online, and Mythos remains partially restored to a limited set of vetted institutions following Commerce Department approval, a rollout Pat treats as the first real test case for how future frontier models clear review. Daniel adds that Alibaba's claimed block on Claude in China carries more optics than substance given how easily a VPN routes around it. (The Decode) NVIDIA and Palantir's Open Source Enterprise Play: Alex Karp's viral CNBC interview argued that enterprises pairing Palantir with NVIDIA's Nemotron models can match frontier-level output without a frontier lab in the loop, a clip that pulled nearly 200,000 views once Pat posted it. Both hosts agree the priority for open source models has moved from leading capability benchmarks to closing that gap fast enough for slower-moving enterprises to adopt them. (The Decode) Forward-Deployed Engineering Becomes a Billion-Dollar Line Item: AWS invested $1 billion, followed just two days later by Microsoft's $2.5 billion commitment to forward-deployed engineering teams, signaling a shift in where enterprise AI value is being created. Daniel argues the biggest opportunity now lies in implementation talent rather than model development, while Patrick sees the investments as a strategic hedge, noting that frontier AI labs have already been building their own forward-deployed engineering organizations to help customers put AI into production. (The Decode) Meta's Cloud Ambitions Meet a Trust Problem: Meta Cloud can likely match neocloud-level GPU pricing and performance, but Pat argues the company's record outside advertising makes enterprise-grade services a much harder sell. He expects the offering to function as tactical overflow capacity for labs needing compute, with a shelf life tied to demand rather than a durable AWS rival. (The Decode) The Flip: Has Enterprise AI Value Already Left the Model Layer? Daniel argues that Microsoft and AWS writing nine- and ten-figure checks for forward-deployed engineering in the same week, alongside an essay from Microsoft's Satya Nadella declaring models replaceable, confirms that implementation talent now captures value model providers used to keep. Pat counters that today's models remain far from AGI, and that once frontier labs get there they will spin off cheap narrow models fast enough to keep pricing power on their side. SpaceX Joins the Nasdaq 100 Within Weeks of Its IPO: SpaceX entered the index just 15 days after going public, the fastest addition on record, which Pat says will pull in passive buying regardless of the underlying valuation. Both hosts flag the speed itself as a signal of broader market froth. SK Hynix and Samsung Signal Memory's Return to the Center of the AI Trade: SK Hynix is pursuing a $28 billion US listing that could value the company near a trillion dollars, timed just ahead of Samsung earnings both hosts expect to show a sharp profit jump. Daniel ties the moves directly to NVIDIA's memory demand, and Pat notes most investors had barely heard of SK Hynix before this year. NVIDIA and Microsoft Split Paths in the Magnificent Seven: NVIDIA gained 7% for the half while Microsoft shed 23%, a divergence Pat ties to Microsoft's exposure to OpenAI's fading momentum and its perception as a bundled SaaS play rather than a leading infrastructure provider. Daniel calls the selloff overdone and floats it as a generational buying opportunity. NVIDIA's Roadmap Rebuttal Tests the Limits of Corporate Denial: NVIDIA issued a statement calling its roadmap intact after a SemiAnalysis report raised delay concerns tied to its Kyber rack architecture, and Pat reads the denial as legally meaningful given the liability regulated companies take on when refuting analyst claims. Both hosts land on the same read, that first customer shipment may hold while full volume ramp slips. Palo Alto Networks and CrowdStrike Undercut the SaaSpocalypse Narrative: CrowdStrike climbed 95% and Palo Alto Networks gained 113% from April to June, each posting record quarters that Daniel says quiet the theory that frontier models would simply replace dedicated cyber tools. Pat adds that security was always the wrong category for that narrative, since it ranks among AI's biggest risks rather than one of its casual replacement targets. New episodes of the Six Five Pod land every week. Watch the full video at sixfivemedia.com, and be sure to subscribe to our YouTube channel so you never miss an episode.   The Decode The American AI Champions Doctrine Comes Into Focus — OpenAI 5% Gov Stake, GPT-5.6 Gated to 20 Orgs, and MGX Closes $49B https://www.cnbc.com/2026/07/02/openai-proposes-us-government-own-5percent-stake-to-address-political-blowback.html Anthropic's Super-Week — Mythos + Fable Restored (with California in Tow), and Alibaba Fires Back https://www.axios.com/2026/06/27/commerce-anthropic-mythos-restrictions-lift Palantir–NVIDIA Sovereign AI Alliance — Karp Attacks Token Pricing, Stock +8–9% https://blogs.nvidia.com/blog/palantir-secure-ai-us-agencies-nemotron-open-models/ The Embedded AI Engineering Arms Race — AWS $1B FDE Meets Microsoft Frontier Company ($2.5B) https://www.reuters.com/business/retail-consumer/amazons-aws-commits-1-billion-toward-new-unit-embedded-ai-engineers-2026-06-30/ Pat's Anthropic Forbes' Article https://www.forbes.com/sites/patrickmoorhead/2026/05/05/enterprises-need-to-be-careful-before-they-go-all-in-on-anthropic/ Meta Compute — The World's Biggest AI Capex Spender Becomes a Cloud Provider https://www.cnbc.com/2026/07/01/metas-plan-to-launch-a-cloud-business-eases-the-biggest-overhang-on-the-stock.html  The Flip: Enterprise AI value has shifted from model providers to implementation partners — the buyer's next big check is for who builds it, not who trained it. FOR: The AI stack has commoditized fast enough that integration is the new moat. https://www.reuters.com/business/retail-consumer/microsoft-launches-firm-help-companies-adopt-ai-with-25-billion-2026-07-02/ AGAINST: Frontier-model access is still the scarcity, and enterprise IP is the real moat. https://www.cnn.com/2026/06/26/tech/anthropic-mythos-release Bulls & Bears SpaceX Joins the Nasdaq-100 Effective July 7 — First-Ever Pre-IPO-Type Index Add of Its Kind https://finance.yahoo.com/markets/stocks/articles/spacex-joins-nasdaq-100-july-133000124.html SK Hynix Launches ~$28B Nasdaq ADR Listing Today — Potentially the Biggest-Ever First-Time Sale by a Foreign Company https://www.bloomberg.com/news/articles/2026-07-05/sk-hynix-seeks-access-to-ai-investors-in-29-billion-us-listing H1 Mag-7 Divergence — NVDA +7.3% While MSFT Shed 22.9% Over the Same Six Months https://finance.yahoo.com/markets/article/tech-stocks-post-best-6-months-since-2023--even-with-much-of-the-magnificent-7-in-the-penalty-box-chart-of-the-day-100000120.html Palo Alto Networks and CrowdStrike Log Best Cyber Quarters Ever — +113% and +95% Between April and June https://www.cnbc.com/2026/06/30/palo-alto-crowdstrike-stock-ai-mythos.html Enterprises Need To Be Careful Before They Go All-In On Anthropic https://www.forbes.com/sites/patrickmoorhead/2026/05/05/enterprises-need-to-be-careful-before-they-go-all-in-on-anthropic/  

La velocidad de la inteligencia artificial está cambiando la forma en que las empresas deben responder a las vulnerabilidades. IBM, Red Hat y Palo Alto Networks anunciaron una colaboración que integra Project Lightwell con la capacidad de Virtual Patching para proteger más rápido a las organizaciones mientras avanza la corrección definitiva del software.

Novo Nordisk, SpaceX, Nvidia, Meta og Palo Alto Networks. Det er fem af de selskaber, der fylder allermest i medierne og i mange investorers porteføljer lige nu. Men er de stadig interessante investeringer? Er forventningerne blevet for høje? Og hvad holder en professionel investor egentlig øje med, når han vurderer dem?I denne episode har jeg besøg af Peter Garnry, som følger de globale aktiemarkeder tæt. Vi tager udgangspunkt i fem af de mest omtalte aktier lige nu og taler om, hvad der gør dem spændende, hvilke risici han ser, og hvad private investorer især bør være opmærksomme på. Undervejs deler Peter også den aktie, han mener, at de fleste overser, og den aktie, han selv ville være mest varsom med.Hvis du kan lide podcasten, vil jeg blive rigtig glad, hvis du følger Ophelias Invest Talk i din podcast-app og giver den en rating. Det hjælper podcasten med at nå ud til flere, der også gerne vil blive klogere på deres økonomi.Udover podcasten kan du lære mere om investering og følge med her:Onlinekursus i investering:https://weteach.dk/aktie-kursusBøger om investering og privatøkonomi:https://muusmann-forlag.dk/den-lille-guide/Aktieklubben Danmark (Facebook):https://www.facebook.com/groups/540668596359572Husk: Investering er forbundet med risiko. Denne podcast er ikke økonomisk rådgivning, og jeg er ikke ansvarlig for dine økonomiske beslutninger.Kh Sarah Ophelia MøssSociolog, bestsellerforfatter, podcastvært og fortaler for finansiel inklusionEpisode 272 af Ophelias Invest Talk

SmarTrak.ai Turns Cisco Data Into Partner Growth, Podcast Cisco 360, AI, refresh cycles, and multivendor migration are creating new openings — and SmarTrak.ai says partners have a timely opportunity to grow more strategically. “We help them manage their practice, grow their practice, and increase their profitability around it,” says Ted Lee of SmarTrak.ai. In this Technology Reseller News podcast, recorded following Cisco Live, Doug Green speaks with Ted Lee of SmarTrak.ai about the company's expanding role in helping Cisco partners turn Cisco data into actionable business intelligence. Lee describes SmarTrak.ai as a platform built to help Cisco partners manage their Cisco practice by ingesting data from Cisco APIs and other sources. The goal, he says, is to give partners better visibility into customer environments, including hardware assets, software, services, service contracts, subscriptions and enterprise agreements. For end customers, SmarTrak.ai provides visibility into Cisco infrastructure and spending, helping organizations optimize their environments while giving partners a more strategic way to support long-term customer retention. The discussion focuses heavily on Cisco 360, one of the major themes at Cisco Live. Lee says SmarTrak.ai announced a Cisco 360 module designed to help partners understand how they can perform under the program, identify opportunities to improve their scores, and increase profitability with Cisco. “We announced at Cisco Live that we had a 360 module that we are releasing that gives predictability into how they can perform, how to optimize it,” Lee says. “Since we have their entire estate with every one of their customers globally, we can then give them opportunities with which they can raise their scores in order to increase their profitability with Cisco.” Lee also points to a larger market moment for Cisco partners. With major refresh cycles, end-of-life events, new AI-enabled products and changing customer infrastructure requirements, partners have an opportunity to move from reactive selling to more strategic planning. SmarTrak.ai is also putting that intelligence directly into the hands of sales teams. The company announced a mobile application designed for sellers and solutions engineers who are meeting customers in the field, giving them access to forward-looking intelligence around sustainability swaps, end-of-life replacements, AI replacement SKUs and other Cisco-driven opportunities. “Sales reps are not sitting at their desks,” Lee says. “These partners are out with their customers, and we are putting this wealth of intelligence in the hands of their sales reps and their solutions engineers.” The podcast also covers SmarTrak.ai's multivendor migration capabilities. Lee notes that customer environments are rarely Cisco-only. Partners often encounter Juniper, Palo Alto Networks, Fortinet, Aruba, Ruckus, HPE and other installed platforms. SmarTrak.ai's migration platform allows partners to ingest those install bases and build forward-looking roadmaps for when it may make sense to replace other platforms with modern Cisco solutions. Lee says the platform can help customers budget, help partners quote more effectively, and help move opportunities toward higher-level Cisco buying programs such as enterprise agreements. The conversation also touches on audit readiness. Lee says SmarTrak.ai has helped partners pass CX Expert and advanced audits by providing the visibility and health scoring needed to support certifications, partner status, rebates and incentives. “We are a full Cisco practice engine to help them take advantage of the wealth of data and opportunity in front of them and turn it into revenue and profitability with the end customers,” Lee says. AI is also part of the SmarTrak.ai story. Lee says the company was founded in early 2023, as large language models were becoming more widely accessible, and recognized an opportunity to use AI against Cisco's large data universe. SmarTrak.ai is SOC 2 Type II and is pursuing ISO 27001 certification, Lee says, emphasizing that the company is “security first” while using AI to help partners analyze data faster and identify new sales opportunities. Lee describes the result as “agentic lifecycle intelligence,” enabling partners to generate forward-looking Cisco practice plans, budgets, replacement strategies, enterprise agreement eligibility, and takeover opportunities across large customer bases. “One of our customers has nearly 10,000 Cisco customers,” Lee says. “They can view any customer in the world with a few clicks of their mouse, and they can create a five-year forward-looking internal or external Cisco practice plan.” The podcast offers a look at how SmarTrak.ai is positioning itself as a Cisco partner growth platform: helping partners make Cisco data more usable, make customer conversations more strategic, prepare for Cisco 360, manage refresh cycles, and turn infrastructure intelligence into recurring revenue opportunities. Learn more at smartrak.ai.

Rubrik (RBRK) stock is down near $70 after peaking above $89 — but its subscription ARR is still growing over 30%. Here's the reverse DCF and margin math behind why the recovery has stalled.Rubrik (NYSE: RBRK) is one of the smaller names in the cybersecurity sector, operating in the data storage and backup security niche — a category distinct from network security players like Palo Alto Networks and Fortinet, or endpoint security leaders like CrowdStrike. In this excerpt from our Semiconductor Insider Live session, Nick and Kasey Rossolillo break down why Rubrik has lagged the broader cybersecurity recovery even as subscription ARR growth stays above 30% and reported revenue grows nearly 40% year-over-year.We dig into the free cash flow story to explain why it has stalled sequentially even as it grows year-over-year. We also explore what that margin compression means for a smaller, AI-infrastructure-dependent company, and how Rubrik's balance sheet ($1.7B cash vs. $1.1B long-term debt) holds up. Finally, we run a reverse discounted cash flow (DCF) analysis to see what growth assumptions are baked into the current stock price and discuss how small and mid-cap software stocks fit into a diversified, long-term portfolio strategy.This is educational content for self-directed investors evaluating semiconductor-adjacent software and cybersecurity plays in 2026.Join Semi Insider: Get access to CSI's research platform, tools, and deeper research as it happens at chipstockinvestor.comSpecial Discount: Get 15% off your membership with our special link: fiscal.ai/csiRelated Episode: We called this back in June — Listen/Watch hereIf you found this episode useful, please make sure to follow the podcast and leave us a rating! Let us know in the Spotify Q&A below: Do you think Rubrik's margin compression is temporary, or a longer-term concern?Content in this podcast is for general information or entertainment only and is not specific or individual investment advice. Forecasts and information presented may not develop as predicted and there is no guarantee any strategies presented will be successful. All investing involves risk, and you could lose some or all of your principal.CSI owns shares of Rubrik.

In der heutigen Folge sprechen die Finanzjournalisten Nando Sommerfeldt und Holger Zschäpitz über stark steigende Tech-Kurse, kriselnde Telekoms und Aufspaltungstendenzen bei Comcast. Außerdem geht es um Amazon, Alphabet, Meta Platforms, AMD, Arm Holdings, Broadcom, Intel, Marvell Technology, Seagate Technology, Western Digital, ASML, Applied Materials, KLA, Lam Research, Caterpillar, GE Vernova, Quanta Services, Samsung Electronics, SK Hynix, Micron Technology, Comcast, Charter Communications, Heidelberg Materials, JPMorgan Chase, Deutsche Telekom, AT&T, Verizon Communications, T-Mobile US, American Tower, Crown Castle, SBA Communications, SpaceX, Nike, VanEck Defense ETF (WKN: A3D9M1), WisdomTree Europe Defence ETF (WKN: A40Y9K), Rheinmetall, AeroVironment, BAE Systems, Thales, Lockheed Martin, RTX, Kratos Defense & Security Solutions, Red Cat Holdings, Planet Labs, Palantir Technologies, MDA Space, Invesco Defence Innovation ETF (WKN: A40J95), HANetf Future of Defence ETF (WKN: A3EB9T), Palo Alto Networks, CrowdStrike, Safran, Curtiss-Wright, Leonardo, Elbit Systems, Hanwha Aerospace, Saab, Singapore Technologies Engineering, Kongsberg Gruppen, Leidos, Global X Defence Tech ETF (WKN: A40E7A), General Dynamics, Northrop Grumman, L3Harris Technologies, Amundi STOXX Europe Defense UCITS ETF (WKN: ETF264), Rolls-Royce Holdings, Airbus, Dassault Aviation, Hensoldt, RENK Group, Babcock International, QinetiQ, Chemring Group, HanETF Indo-Pacific Defence ETF (WKN: A419AU), Bharat Electronics, Hindustan Aeronautics, Hyundai Rotem, Korea Aerospace Industries, LIG Nex1, Mitsubishi Heavy Industries, DroneShield, Electro Optic Systems, Rocket Lab, Iridium Communications. 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

Machine identities now outnumber human identities in the enterprise 109 to 1 — and most of them are running without the governance controls you’d never skip for a human employee. Service accounts, API keys, tokens, workload credentials, and a fast-growing population of autonomous AI agents: all of them need access, all of them can be... Read more »

Machine identities now outnumber human identities in the enterprise 109 to 1 — and most of them are running without the governance controls you’d never skip for a human employee. Service accounts, API keys, tokens, workload credentials, and a fast-growing population of autonomous AI agents: all of them need access, all of them can be... Read more »

Nikesh Arora is the Chairman and CEO of Palo Alto Networks, the global cybersecurity leader. Since taking over in 2018, he has transformed the company from an $18 billion market cap business into one worth more than $225BN with more than 21,000 employees globally. Previously, Nikesh was President and COO of SoftBank, where he worked alongside Masayoshi Son and helped shape the firm's technology investment strategy.  AGENDA: 00:00 Why AI Token Prices Will Fall 90% — And Why That's Bullish for AI 07:40 The Frontier Model Problem: Breadth vs Depth in AI 11:30 Most Enterprises Are Using AI Completely Wrong 13:10 Why AI Could Cut Marketing, HR & Finance Teams in Half 16:00 AI Applications Will Have Opinions — SaaS Never Did 20:00 OpenAI, Anthropic & The Most Important Valuation Question in Tech 24:00 The Real Business Model of AI: Transaction Revenue Beats Advertising 25:10 Why Token Prices Must Collapse 28:20 Where Value Actually Accrues in AI: Models, Memory or Apps? 29:00 Why Memory Becomes the Biggest Moat in AI 32:00 Why Every Enterprise Should Be Scared Right Now 33:15 Should Governments Regulate Frontier AI Models? 37:10 Why Brian Armstrong's AI-First Playbook Doesn't Work Everywhere 40:00 The Biggest AI Mistake CEOs Are Making Today 42:00 How Nikesh Creates Darwinian Competition Inside Palo Alto 43:00 Do AI Companies Really Need Forward-Deployed Engineers? 45:00 Why Enterprise AI Products Still Aren't Ready 52:00 Systems of Record vs Systems of Intelligence: The Future of Software 54:00 Why AI Applications Will Replace Traditional SaaS Workflows 58:00 What Nikesh Learned From Google That Still Matters Today 1:04:00 From $200 and Two Suitcases to Running a $225B Company 1:10:00 Happiness, Gratitude and Why Tomorrow Matters More Than Ten Years From Now    

How is artificial intelligence changing the world of modern defence operations, cyber security and military decision making? In this episode of the Defence Connect Spotlight podcast, host Steve Kuper is joined by Palo Alto Networks' Tom Scully, director and principal architect for government and critical industries Asia-Pacific and Japan, and US Army Major General (Ret'd) John Davis, vice president of public sector. The discussion explores how AI is accelerating change across defence and cyber operations, from autonomous systems and edge computing through to intelligence, trust and decision making. Scully and Davis also examine the growing role of commercial innovation in national security and the need to secure AI-enabled capabilities from the outset. The podcast conversation includes the following topics: The growing use of AI, autonomy and edge computing in defence operations. How cyber threats are evolving through AI-enabled speed, scale and sophistication. Why governments are increasingly adopting commercial technology and industry innovation. The importance of identity, zero trust and secure AI-by-design frameworks. Challenges around trust, governance and human oversight in AI-enabled decision making. The role of public-private partnerships in strengthening cyber resilience. Finally, the conversation examines how defence leaders can prepare for the next generation of conflict while ensuring AI remains secure, trusted and operationally effective. Enjoy the podcast, The Defence Connect Spotlight team

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.

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

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 »

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

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