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IBM Teams With Zscaler and Red Hat on Real-Time App Security
International Business Machines announced a new collaboration with Zscaler and Red Hat to tighten application security for enterprise clients. The joint effort combines IBM and Red Hat software platforms with Zscaler threat intelligence to provide real-time protections at the application layer. The partners plan to coordinate vulnerability discovery, automated policy updates, and validated software remediation workflows for shared customers. International Business Machines is a US-based IT group with a reported market value of about $214.0 billion, and its integrated solutions and services span the Americas, Europe, the Middle East, Africa and the Asia Pacific. One figure to watch is how much of IBM's reported US$24.6b of annual recurring revenue comes from security and hybrid cloud offerings connected to Red Hat and Zscaler style deployments.
0ZC.XETRA · Technology · Positive Zscaler's threat intelligence is being combined with IBM and Red Hat platforms in the joint real-time app security effort.
IBM · Technology · Positive IBM announced a collaboration with Zscaler and Red Hat to deliver real-time application-layer security for enterprise clients.
ZS · Technology · Positive Zscaler's threat intelligence is being combined with IBM and Red Hat platforms in the joint real-time app security effort.
Red Hat, Inc. · Technology · Positive Red Hat software platforms are part of the joint effort with IBM and Zscaler to provide real-time application security.
Twilio Joins S&P 500, Exits Mid Cap and Small Cap Indexes
Twilio has been added to the S&P 500, S&P 500 Growth and S&P 500 Information Technology indexes while being removed from the S&P 400 and related mid cap and sector indexes, as well as Russell small cap value and growth benchmarks. The reshuffle places the company in the large cap universe tracked by a wide range of institutional portfolios and directly affects how large funds treat the stock, since index tracking and benchmark aware funds often adjust positions to match new compositions, influencing trading volumes, liquidity and ownership mix around the effective dates. Twilio's shares have returned 4.97% over one day, 27.41% over 30 days, 109.22% year to date and about 420.8% over three years. The stock last closed at $289.47, above the most followed valuation narrative's fair value of $263.04, which presents the index driven surge as pricing in a lot of optimism already. Twilio's current P/E of 38.7x is cheaper than peers at 68.5x but rich versus the US IT sector at 22.4x and a fair ratio of 19.5x.
TWLO · · Neutral Twilio added to S&P 500 and removed from mid/small cap indexes, an index-inclusion event that shifts fund positioning but is not a product, earnings, or policy driver.
Comcast Deploys Fastly Edge Platform for Peacock Streaming
Comcast announced in late September 2026 that it is running Fastly's content and application delivery software directly on its nationwide AI-powered edge network to help NBCUniversal's Peacock stream high-demand live sports and events closer to viewers. The deployment embeds Fastly's platform inside Comcast's more than 200 edge compute centers, a setup the companies say could also support gaming, cybersecurity, AI inference, and enterprise cloud services. Fastly shares gained 13.52% over the seven days following the news. The partnership gives tangible proof of Fastly's closer-to-the-user pitch, though the company remains loss-making and carries a relatively new management team, leaving execution and valuation in focus. Five Simply Wall St Community fair values for Fastly range from about US$5 to over US$36.
FSLY · Demand · Positive Comcast is running Fastly's content/application delivery software across its 200+ edge centers, a concrete customer deployment validating Fastly's closer-to-the-user pitch.
CMCSA · Technology · Neutral Comcast is deploying Fastly's edge platform on its own edge network for Peacock, a technology integration whose net benefit to Comcast is unclear.
CoreWeave Slides as OpenAI Cuts Reported Revenue to $50 Billion
CoreWeave was caught in a sector-wide selloff after OpenAI cut its reported annualized revenue to $50 billion from $68 billion, a revision disclosed as a shift in accounting treatment rather than a demand slump. The restatement hit AI infrastructure stocks before a partial rebound, as traders questioned how much current AI infrastructure valuations rest on a small pool of heavyweight customers such as OpenAI. CoreWeave operates US cloud infrastructure supplying computing power to AI developers, and its US$48.8 billion market cap makes any rethink in spending by a few large customers carry outsized weight. Investors will watch how CoreWeave's reported backlog and contract mix evolve in upcoming quarters, including updates tied to its US$2.6 billion AI infrastructure loan and new deals from the Partner Network or clients like Ennoble Care. A steady or rising backlog with less revenue tied to a single counterparty would signal the business is reducing concentration risk rather than leaning further into it.
CRWV · Demand · Negative Caught in AI infrastructure selloff as OpenAI's reported revenue cut raises doubts about spending from heavyweight customers like OpenAI that drive CoreWeave's business.
OpenAI · Capital · Negative OpenAI cut its reported annualized revenue to $50 billion from $68 billion via an accounting treatment shift, the trigger for the AI infrastructure selloff.
Shopify Carries Positive Earnings ESP Ahead of November 3 Report
Shopify heads into its next earnings report on November 3, 2026 with a positive Earnings ESP of +10.11% and a Zacks Rank #2 (Buy), a combination that has historically preceded an earnings beat. The cloud-based commerce company has topped estimates in each of its last two reports, posting earnings of $0.42 per share against a Zacks Consensus Estimate of $0.39 for a surprise of 7.69%, after delivering $0.36 per share versus an expected $0.32 for a surprise of 12.50%. That gives Shopify an average surprise of 10.10% over the past two quarters. Estimates have been trending higher, and Zacks research shows stocks combining a positive Earnings ESP with a Zacks Rank #3 (Hold) or better produce a positive surprise nearly 70% of the time. Shopify belongs to the Zacks Internet - Services industry.
SHOP · Capital · Positive Positive Earnings ESP of +10.11% and Zacks Rank #2 (Buy) ahead of the Nov 3 report, with estimates trending higher and past beats, signal a likely earnings beat.
BigBear.ai Targets 2027 Growth After 13% Revenue Rise
BigBear.ai Holdings is positioning itself for stronger revenue growth in 2027, citing expanding defense-related AI demand, contract wins and strategic acquisitions. In the second quarter of 2026, revenues increased 13% year over year to $36.7 million, while gross margin expanded 781 basis points to 32.8%, and the company reaffirmed its 2026 revenue guidance of $135-$165 million, targeting 17% growth. BigBear.ai secured more than 20 contracts during the quarter, with individual values reaching $5 million, and backlog increased 9% from 2025-end to $269.6 million. Growth opportunities are expanding through Ask Sage's generative AI platform, CargoSeer's customs inspection capabilities and ConductorOS drone orchestration technology, with recent wins including a five-year CargoSeer deployment in El Salvador and an Ask Sage engagement with the U.S. Naval Air Systems Command. Despite the top-line improvement, the second-quarter adjusted EBITDA loss widened year over year to $11.6 million from $8.5 million, reflecting higher sales, marketing and research investments, while the company's $409.8-million cash and investment position provides flexibility to pursue acquisitions heading into 2027.
Zscaler Reaffirms Fiscal 2027 Outlook and Expands AI Security Partnership With IBM and Red Hat
Zscaler reaffirmed its fiscal 2027 outlook, guiding first-quarter revenue to about US$935 million to US$939 million and full-year revenue to roughly US$3.91 billion to US$3.94 billion, while outlining a long-term ambition for much higher annual recurring revenue. The company also announced a collaboration with IBM and Red Hat aimed at protecting private applications during the gap between vulnerability disclosure and patching. The reaffirmed guidance supports Zscaler's near-term execution story, though slower expected revenue growth remains a key risk if competition tightens or deal cycles lengthen. Zscaler's narrative projects US$5.3 billion in revenue and US$178.4 million in earnings by 2029, requiring 16.6% yearly revenue growth and a US$241.6 million earnings increase from negative US$63.2 million today. More cautious analysts assume revenue of about US$5.2 billion and earnings near US$16 million by 2029, a more restrained view of how quickly Zscaler's newer security pillars could scale.
0ZC.XETRA · Capital · Positive Zscaler reaffirmed its fiscal 2027 outlook and long-term ARR ambition.
0ZC.XETRA · Technology · Positive Zscaler announced an AI security collaboration with IBM and Red Hat for private application protection.
ZS · Capital · Positive Zscaler reaffirmed its fiscal 2027 revenue guidance and long-term ARR ambition.
ZS · Technology · Positive Zscaler announced an AI security collaboration with IBM and Red Hat for private application protection.
IBM · Technology · Positive IBM collaborates with Zscaler and Red Hat on protecting private applications during the vulnerability-to-patch gap.
Red Hat, Inc. · Technology · Positive Red Hat collaborates with Zscaler and IBM on protecting private applications during the vulnerability-to-patch gap.
Skyticket hit by unauthorized access, data on 14.64 million customers may have leaked
Online travel agency Adventure announced on the 9th that its comparison and booking site skyticket suffered unauthorized access by a third party, and that data on approximately 14.64 million customers may have been leaked externally. The unauthorized access occurred separately in the company's servers, its business management system, and reservation data for its bus booking service. Between October 2 and 4, some of skyticket's administrative functions were exploited to gain unauthorized access to data on other servers and in the cloud, leaking information including names, dates of birth, email addresses, phone numbers, addresses, and hashed login passwords. In the unauthorized access to the business management system that occurred on September 20, refund account information may have leaked, and unauthorized login to one member's account has also been confirmed. The company has blocked the routes used for the unauthorized access and says no credit card numbers or passport information were leaked. The impact on its business results is currently being examined, and the company is urging customers to change their passwords.
6030.JP · Regulation · Negative Skyticket suffered unauthorized access leaking data on ~14.64 million customers, prompting a security breach investigation and password-change advisory.
Shopify Blocks AI Agent Checkouts, Expands Ecom NOW Same-Day Delivery
Shopify introduced a new policy blocking autonomous AI agents from completing checkout flows across its merchant network, framing the restriction as a way to reduce payment risk and system strain as agent-based ecommerce activity increases. Separately, Shopify merchants gained expanded access to Ecom NOW same-day delivery through a new integration focused on Canadian order fulfillment. The company runs a global commerce platform helping merchants of all sizes set up online stores, take payments, and manage logistics across North America, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The AI checkout curb reinforces Shopify's focus on transaction security and payments reliability, core to Shopify Payments and Shop Pay, while the expanded same-day delivery supports larger brands seeking Amazon-like service levels while owning their storefronts.
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Internet Services & Infrastructure▲
Uber and Pony.ai to Test Gen-7 Robotaxis in London
Uber and Chinese autonomous vehicle maker Pony.ai plan to launch a robotaxi service in London, with testing of Pony.ai's Gen-7 robotaxis set to begin in the coming weeks. The move expands a partnership that began in May 2025 in the Middle East and has since grown to Europe, where the two companies plan to deploy 2,000 robotaxis, starting with Croatia's capital, Zagreb. In August 2026, the companies launched an autonomous ride-hailing service in Zagreb with a third partner, Verne, under a model in which Pony.ai supplies the autonomous driving system and the Arcfox Alpha T5 robotaxi developed with Chinese automaker BAIC, Verne owns and operates the fleet, and Uber provides access to its ride-hailing network. The London service will follow a similar model, though the companies have not said who will own and operate the fleet. Pony.ai won't be Uber's only robotaxi partner in London: Uber has also partnered with and invested in British self-driving startup Wayve, which in February 2026 raised $1.2 billion in a funding round backed by Microsoft, Nvidia and Uber, with the total potentially reaching $1.5 billion through an additional $300 million from Uber contingent on Wayve deploying robotaxis starting in London. Uber expects to offer AV trips in as many as 15 cities globally by the end of 2026, roughly split between U.S. and international markets, and has struck deals with more than 30 autonomous vehicle companies.
2026.HK · Demand · Positive Pony.ai will supply its Gen-7 robotaxis and autonomous driving system for the new London robotaxi service with Uber.
UBER · Demand · Positive Uber expands its robotaxi offering by launching a London service with Pony.ai, adding to its AV ride-hailing network.
Wayve Technologies Limited · Capital · Neutral Wayve is mentioned only as another Uber robotaxi partner and past funding recipient, not part of the London Pony.ai deal.
Okta Unveils New AI-Agent Security Capabilities at Oktane 2026
Okta Inc. unveiled additional AI-agent security capabilities at Oktane 2026, building on its Agent SSO product that became generally available in August, as the company positions itself as a critical identity control layer for enterprise AI agents. The company delivered 10.60% year-over-year topline growth in the second quarter of fiscal 2027, bringing trailing twelve-month revenue to $3.07 billion, with $987 million in trailing operating cash flow and approximately $961 million in trailing twelve-month free cash flow. Okta shares have returned 144.58% year-to-date and were trading at $211.49 at the close on October 2, extending 52-week gains to 125.69%, against a 14.58% rise for the broader S&P 500 over the same period. The stock carries a market capitalization of $35.90 billion and a trailing P/E of 123.71x, while its roughly 54x forward multiple reflects adjusted earnings expectations rather than the GAAP basis of the trailing figure. Institutional interest has grown, with 58 hedge funds holding positions as of second-quarter 2026 13F filings, up from 49 at the end of the first quarter, and BlackRock the largest institutional investor at 18.7 million shares, or 11.19% of outstanding shares.
CoreWeave to Build 240 MW AI Data Center Capacity in India With AdaniConneX
CoreWeave has entered India, announcing plans to develop 240 MW of AI data center capacity through a collaboration with AdaniConneX at its Taloja campus in Navi Mumbai. The initial deployment will consist of three 80 MW buildings, with CoreWeave serving as the sole tenant, and the campus has the potential to double capacity by another 240 MW, giving a possible total expansion opportunity of 480 MW. The first phase is expected to become operational in mid-2028, with additional capacity coming online in phases, and the project will deploy the NVIDIA Vera Rubin Platform. CoreWeave has been aggressively building a global footprint across North America, Europe and the Asia-Pacific, including an entry into Indonesia in August, and has approximately 4.2 GW of contracted power as stated on its second-quarter earnings call. The India project fits into a broader strategy of securing power, building specialized data centers, deploying advanced NVIDIA hardware and providing AI infrastructure close to customers.
CRWV · Capital · Positive CoreWeave expands its AI data center footprint with 240 MW in India, part of its aggressive global buildout and contracted power growth.
AdaniConneX · Demand · Positive AdaniConneX's Taloja campus will host CoreWeave as sole tenant for 240 MW of AI data center capacity.
NVDA · Demand · Positive The India project will deploy the NVIDIA Vera Rubin Platform, adding demand for NVIDIA's AI hardware.
CoreWeave Raises GPU Prices Twice in Three Months, UBS Flags Demand Strength
CoreWeave Inc. has raised its per-hour GPU prices twice in three months, first by 25% across all products in July 2026 and then by another 10% over the past two to three months, according to UBS analyst Karl Keirstead, who sees the pricing gains as evidence that demand in the AI infrastructure market remains strong. Keirstead said the industry is seeing higher hosted Nvidia GPU prices and improving revenue per gigawatt of capacity, though the impact will take time to appear in financial statements. UBS also flagged local and state opposition to data centers, along with the cost and availability of capital, as risks, adding that some projects may fade while better-positioned companies such as CoreWeave should remain strong. CoreWeave carries approximately $35.1 billion in debt, $16.3 billion in operating lease liabilities and $5.5 billion in cash, giving it an enterprise value of $94.23 billion, nearly double its $48.20 billion market capitalization, and a valuation of 7.42x forward sales versus roughly 3.84x on market cap alone. The two increases together raise hourly pricing by about 37.5%, though the news does not specify how much of the business is covered by the new pricing; hedge fund holders rose from 63 at the end of Q1 2026 to 71 at the end of Q2 2026, while short interest stood at 17.64% as of September 15, 2026.
CRWV · Pricing · Positive CoreWeave raised per-hour GPU prices twice in three months (~37.5% total), a direct price hike on its own products that UBS reads as evidence of strong AI infrastructure demand.
NVDA · Demand · Positive UBS notes higher hosted Nvidia GPU prices and improving revenue per gigawatt, indicating strong demand for Nvidia GPUs in the AI infrastructure market.
Wangsu Science & Technology Repurchases 12.22 Million Shares for 183 Million Yuan
Wangsu Science & Technology announced on October 8 that as of September 30, 2026, the company had repurchased 12.22 million shares, accounting for 0.4894 percent of total share capital, with a total transaction amount of 183 million yuan. The highest transaction price was 15.146 yuan per share and the lowest was 14.67 yuan per share. In the first half of 2026, Wangsu Science & Technology achieved revenue of 2.318 billion yuan and net profit attributable to the parent company of 348 million yuan.
Jefferies Flags Rising Twilio Investor Concerns Ahead of Q3 Earnings
Jefferies says investor concerns around Twilio are rising as the company's shares reach new highs, even as enthusiasm grows over its potential to benefit from wider adoption of voice-based AI. Twilio shares are down 2% in Wednesday trading but have gained 95% so far this year. The brokerage said the key questions ahead of Twilio's third-quarter results, expected on 30th October, are whether gross profit growth can accelerate, whether personal AI assistants will drive demand for voice AI infrastructure, and whether large cloud providers could pose a greater competitive threat. Jefferies expects gross profit growth of 19% in the third quarter and said growth of 20% or more is possible, helped by a stronger business environment and the continued rollout of higher-margin voice AI revenue. The brokerage said it does not see a near-term threat to Twilio from major cloud providers, arguing that the company's role in voice AI extends beyond the services provided by ElevenLabs.
TWLO · Capital · Neutral Jefferies flags rising investor concerns and lays out key questions ahead of Twilio's Q3 earnings, with gross profit growth expectations of 19%.
VeriSign Upgraded to Zacks Rank #2 Buy on Rising Earnings Estimates
VeriSign has been upgraded to a Zacks Rank #2 (Buy), placing the internet infrastructure services provider in the top 20% of the more than 4,000 stocks covered by the Zacks rating system in terms of earnings estimate revisions. The upgrade reflects a steady rise in analyst estimates, with the Zacks Consensus Estimate for the company climbing 1.3% over the past three months. VeriSign is expected to earn $9.59 per share for the fiscal year ending December 2026, which represents no year-over-year change. Under the Zacks system, only the top 5% of covered stocks receive a Strong Buy rating and the next 15% receive a Buy rating, so the placement signals superior earnings estimate revision momentum. Zacks said the upgrade is essentially a positive comment on VeriSign's earnings outlook that could have a favorable impact on its stock price.
Snowflake Raises Fiscal 2027 Product Revenue Guidance to $6.07 Billion
Snowflake raised its fiscal 2027 product revenue guidance to $6.07 billion, implying 36% year-over-year growth, up from its previous outlook of $5.84 billion and 31% growth. The company's fiscal second-quarter product revenues rose 37% to $1.49 billion, accounting for 96% of total revenues, and fiscal third-quarter product revenues are expected between $1.588 billion and $1.593 billion, indicating 37-38% growth. Snowflake ended the second quarter of fiscal 2027 with 14,554 total customers, up 32% year over year after adding 692 net new customers, while 828 customers generated more than $1 million in trailing 12-month product revenues, up 27% year over year. The company's AI products contributed roughly half of the recent acceleration, with CoCo surpassing 9,100 accounts and CoWork expanding to 5,800 accounts, up nearly 11% sequentially. The Zacks Consensus Estimate for fiscal third-quarter revenues is $1.65 billion, indicating 36.11% year-over-year growth, with earnings pegged at 60 cents per share, up 71.43% year over year, while the stock trades at a forward 12-month Price/Sales of 15.83X versus the Internet Software industry's 4.44X.
CoreWeave partners with AdaniConneX for first India data centers
CoreWeave Inc. announced it will establish its first data centers in India through a partnership with AdaniConneX Pvt., a joint venture between Adani Group and EdgeConneX. The AI cloud-computing provider will utilize 240 megawatts of capacity at AdaniConneX's Taloja campus in Navi Mumbai, with an option to expand to 480 megawatts, and plans to open an office in India. The total investment is projected to reach multiple billions of dollars throughout the project's duration, with the first data centers scheduled to begin operations in mid-2028. CoreWeave will install Nvidia Corp. Vera Rubin chips at the facilities for tasks including training and operating models, managing reasoning functions, and supporting AI agents. The move follows CoreWeave's initial Asian entry in August with projects in Indonesia, and comes after CEO Mike Intrator said last month the company is largely sold out of capacity; CoreWeave reported approximately 4.2 gigawatts of contracted power in August.
CRWV · Capital · Positive CoreWeave announces multi-billion-dollar India data center investment via AdaniConneX partnership, expanding its capacity footprint.
AdaniConneX · Demand · Positive AdaniConneX secures CoreWeave as anchor tenant for 240MW at its Taloja campus, with expansion option to 480MW.
Adani Group · Capital · Positive Adani Group's JV AdaniConneX lands CoreWeave as a major data center tenant with multi-billion-dollar investment.
NVDA · Demand · Positive CoreWeave will install Nvidia Vera Rubin chips at its new India facilities, representing product demand for Nvidia.
CoreWeave Enters India With 240 MW AdaniConneX Data Center Deal
CoreWeave announced its entry into India through a collaboration with AdaniConneX that will add 240 megawatts of data center capacity in Navi Mumbai. The new campus will span three 80 MW buildings at AdaniConneX's Taloja campus, with CoreWeave as the sole tenant across all three buildings and the opportunity to double capacity by expanding by up to 240 MW at the site. CoreWeave plans to deploy the NVIDIA Vera Rubin Platform on its AI cloud platform there and intends to invest in India by establishing an office and hiring locally. The first phase of the project is expected to be available in mid-2028, with additional capacity coming online in phases. The expansion follows CoreWeave's recent entry into Indonesia and, as of its earnings call on August 11, 2026, the company had approximately 4.2 gigawatts of contracted power.
CRWV · Capital · Positive CoreWeave enters India with a 240 MW AdaniConneX data center deal, expanding its contracted power footprint and AI cloud capacity.
AdaniConneX · Demand · Positive AdaniConneX signs CoreWeave as sole tenant across three 80 MW buildings at its Taloja campus, with potential to double capacity.
NVDA · Demand · Positive CoreWeave plans to deploy NVIDIA's Vera Rubin Platform at the new India AI cloud campus, representing product adoption.
Zscaler Partners With IBM and Red Hat on Private App Security
Zscaler announced a new partnership with IBM and Red Hat to help secure private applications during active vulnerability windows. The collaboration combines Zscaler's Autonomous Application Shield with IBM and Red Hat remediation tools to deliver application-specific protections, while Lightwell supplies validated open source fixes. The joint solution targets real-time safeguards against exploitation attempts, including those using AI-powered and opportunistic attack methods. Zscaler, a US software provider with a market cap of $32.9b, runs a cloud-based security platform that inspects traffic and enforces access rules for enterprises worldwide. The company said the key markers ahead are early access adoption of Autonomous Application Shield with Lightwell by large enterprises and any contribution to annual recurring revenue tied to application shielding and AI-driven response.
0ZC.XETRA · Demand · Positive Zscaler's Autonomous Application Shield is the centerpiece of the new IBM/Red Hat partnership targeting enterprise adoption and ARR growth.
ZS · Demand · Positive Zscaler's Autonomous Application Shield is the centerpiece of the new IBM/Red Hat partnership targeting enterprise adoption and ARR growth.
IBM · Demand · Positive IBM's remediation tools are part of the joint Zscaler/Red Hat private-app security solution, expanding its security offering to enterprises.
Red Hat, Inc. · Demand · Positive Red Hat's remediation tools are integrated into the joint solution to secure private applications during vulnerability windows.
Stifel Raises Zscaler Price Target to $235 on AI Cybersecurity Prospects
Stifel raised its price target on Zscaler Inc to $235 from $200 on Tuesday and maintained its Buy rating, citing the cybersecurity firm's first analyst day since 2021. At the event, Zscaler management outlined its strategy, broader product lineup, go-to-market priorities and mid-term financial model, and made a strong case for both securing AI and using AI to improve security, the analysts said. The biggest surprise was a fiscal 2031 annual recurring revenue target: Zscaler gave a base case of more than $8 billion in ARR, a 17% compound annual growth rate, and an upside case of $10 billion, or 22% growth, on AI tailwinds. Stifel said the base case looked achievable and was in line with fiscal 2027 guidance, while the upside case would require a reacceleration in growth that the brokerage said was possible but not something it was underwriting yet. Profitability targets were largely in line with expectations, with Zscaler guiding to a fiscal 2031 operating margin of 27% to 30% and a free cash flow margin of 29% to 32%, and management reaffirmed its first-quarter and full-year fiscal 2027 targets, which the analysts called a positive after the recent change in chief revenue officer. Stifel said Zscaler may have set a higher bar with the $10 billion target, but it left the event more positive on the company's market opportunity, which management pegged at $220 billion.
ASOS hack claim against Snowflake instance sends Snowflake shares lower
Snowflake shares fell about 3% in premarket trading on Tuesday after ASOS customers received a notification claiming that hackers had compromised the retailer's Snowflake instance and threatened to leak data. The notification, addressed to ASOS's data protection officer and IT department, was widely shared on social media and reported by media outlets. "Dear ASOS DPO and IT, we have fully compromised the Snowflake instance. Engage with us, or we will leak it," the message reads. The reports also weighed on ASOS shares, which fell more than 10% in London. Snowflake did not immediately respond to Seeking Alpha's request for a comment.
SNOW · Regulation · Negative Hackers claim to have compromised an ASOS Snowflake instance, raising security/legal concerns for Snowflake's platform.
ASC.LSE · Regulation · Negative ASOS customers received a notification claiming hackers compromised the retailer's Snowflake instance and threatened to leak data, sending ASOS shares down over 10%.
Zscaler Reaffirms Q1 and Fiscal 2027 Guidance at Investor Day
Zscaler reaffirmed its first quarter and full fiscal year 2027 financial guidance at its 2026 Investor Day in New York City, reiterating the outlook it first provided on Sept. 3, 2026. For the first quarter of fiscal 2027, the company expects revenue of $935 million to $939 million, roughly 19% year-over-year growth, non-GAAP gross margin of approximately 80%, non-GAAP income from operations of $215 million to $217 million, and non-GAAP net income per share of approximately $1.15 to $1.16. For the full year fiscal 2027, Zscaler expects ARR of $4.396 billion to $4.426 billion, revenue of approximately $3.908 billion to $3.938 billion, non-GAAP income from operations of $924 million to $932 million, non-GAAP net income per share of $4.86 to $4.90, and a free cash flow margin of approximately 23.0 to 23.5%. CEO, Chairman, and Founder Jay Chaudhry said the agentic AI era is becoming the most significant opportunity in the company's history and that its Zero Trust platform positions it to pursue a $10 billion ARR target. The half-day event, featuring Chief Financial Officer Kevin Rubin, Chief Product Officer Adam Geller, Chief Revenue Officer Ross Tackett, and Executive Vice President of AI & Data Security Dhawal Sharma, is being webcast live, with a replay to follow on Zscaler's Investor Relations website.
0ZC.XETRA · Capital · Positive Zscaler reaffirmed Q1 and fiscal 2027 revenue, margin, EPS, ARR and free-cash-flow guidance at its Investor Day, reiterating the outlook first given Sept. 3, 2026.
ZS · Capital · Positive Zscaler reaffirmed Q1 and fiscal 2027 revenue, margin, EPS, ARR and free-cash-flow guidance at its Investor Day, reiterating the outlook first given Sept. 3, 2026.
Zscaler CEO Warns Against Trusting AI Agents, Plans Product Roadmap
Zscaler founder and CEO Jay Chaudhry warned that companies and individuals are placing too much trust in AI agents, saying on Yahoo Finance's Sozzi Unleashed that agents should be given only limited trust for certain applications and services. Chaudhry, whose company carries a $33.9 billion market cap, said frontier AI models can find security vulnerabilities in websites, firewalls, VPNs and load balancers, break in, and move freely across corporate networks. A new Deloitte survey found that about 80% of organizations currently lack mature governance capabilities for agentic AI, including clear boundaries on independent decisions, real-time monitoring of agent behavior, and audit trails of agent actions. Chaudhry said he plans to share a more detailed product roadmap to combat AI agent risk at an investor day on Tuesday, the company's first since 2021. He called agents going rogue the biggest risk today, noting they operate at machine speed with no breaks and can exfiltrate confidential data or bring systems down.
0ZC.XETRA · Technology · Positive Same company as Zscaler Inc; CEO's AI-agent risk warnings and planned product roadmap highlight its security products.
ZS · Technology · Positive CEO warns of AI agent security risks and plans a product roadmap at investor day to combat them, positioning Zscaler's security offerings.
Akamai's $11.6 Billion Anthropic Deal Draws Cramer's Attention
Akamai Technologies announced an approximately $11.6 billion agreement supporting Anthropic's central processing unit workloads, a deal that also provides for a potential additional $9 billion in business beyond the initial commitment. On Mad Money, Jim Cramer said the seven-year contractual commitment works out to $1.66 billion per year, more than a third of what Akamai is expected to bring in this year, though the annual figure is a simple average and Akamai's filing specifies separate seven-year project terms beginning on their respective service start dates, with payments subject to delivery and availability requirements. Akamai estimates approximately $5.5 billion in capital expenditures related to the Anthropic commitment, including an additional approximately $1.7 billion in 2026, and left its 2026 revenue guidance unchanged while issuing an Anthropic warrant covering up to approximately 5% of its outstanding common stock. In the second quarter, Akamai's cloud infrastructure services revenue rose 39% year over year to approximately $99 million and security revenue rose 10% to approximately $604 million, helping total revenue grow 5% to approximately $1.1 billion, while delivery and other cloud applications revenue declined 6% and adjusted earnings per share fell 8% to $1.59. Cramer, who highlighted Akamai's distributed Akamai Inference Cloud initiative and its edge computing approach, said the stock's retreat after the announcement felt like a buying opportunity, noting it trades at approximately 16.6x forward earnings, below Fastly's approximately 48x multiple.
AKAM · Capital · Positive Akamai estimates ~$5.5B in related capex and issued an Anthropic warrant for up to ~5% of its stock, while Cramer called the post-announcement pullback a buying opportunity at ~16.6x forward earnings.
AKAM · Demand · Positive Akamai announced an ~$11.6B seven-year agreement supporting Anthropic's CPU workloads, with potential for ~$9B more.
Anthropic · Demand · Positive Anthropic is the beneficiary of Akamai's ~$11.6B commitment to support its CPU workloads, with potential for ~$9B more business.
FSLY · Competition · Neutral Fastly is cited only as a valuation comparison, trading at ~48x forward earnings versus Akamai's ~16.6x.
Zscaler CEO Jay Chaudhry Warns AI Agents Are the New Weak Link in Cybersecurity
Zscaler CEO Jay Chaudhry said AI agents will become the weakest link in corporate security, warning that agents running loose on corporate networks can be hijacked and operate at machine speed with no breaks. In a Yahoo Finance interview, Chaudhry said more than 50% of Fortune 500 companies are Zscaler customers and that the company is extending its zero-trust architecture to agents, giving them access only to specific applications and services. He said enterprises are not ready for tools like Meta's Muse, though his team has been testing it, and he rejected OpenAI CEO Sam Altman's suggestion that the world should accept some bad outcomes for AI's benefits. Chaudhry also said Zscaler's investor day, its first since 2021, will share visibility into the AI and agentic contribution to its financials, after JPMorgan asked for greater clarity on timing and magnitude. He added that going public makes companies more responsible and that Zscaler has been public for eight years.
0ZC.XETRA · Technology · Neutral Same Zscaler entity (German-listed line): CEO warns AI agents are the new weak link while extending zero-trust architecture to agents.
0ZC.XETRA · Capital · Neutral Same Zscaler entity: upcoming investor day to disclose AI/agentic contribution to financials after JPMorgan requested clarity.
ZS · Technology · Neutral CEO warns AI agents are the new cybersecurity weak link while Zscaler extends zero-trust architecture to agents, a product/tech development with unclear near-term financial impact.
ZS · Capital · Neutral Zscaler's first investor day since 2021 will share visibility into AI and agentic contribution to financials after JPMorgan sought clarity on timing and magnitude.
Akamai's Anthropic Deal Adds $11.6 Billion AI Backlog as Margins Slip
Akamai Technologies is deepening its shift from content delivery into security and cloud infrastructure, anchored by an expanded Anthropic agreement worth $11.6 billion over seven years, with potential to grow by an additional $9 billion. Second-quarter 2026 security revenues rose 10% year over year to $604 million, more than half of total revenues, while Cloud Infrastructure Services revenues surged 39% to $99 million, and first-half 2026 CIS contracts totaled more than $2.8 billion. Total second-quarter revenues rose 5% to $1.1 billion, but non-GAAP earnings fell 8% to $1.59 per share, adjusted EBITDA dropped 6%, and non-GAAP operating margin contracted to 25% from 30%. Delivery and other cloud application revenues declined 6% to roughly $396 million, and Akamai expects approximately $5.5 billion of total capital expenditures tied to the Anthropic commitment, including around $1.7 billion of incremental capex in 2026. Management guided 2026 revenues to between $4.45 billion and $4.53 billion, while 2026 earnings estimates fell 4.6% to $6.62 and 2027 estimates dropped 8.6% to $6.79 over the past year.
Zscaler Teams With IBM and Red Hat to Shield Private Apps From AI Threats
Zscaler announced a collaboration with IBM and Red Hat to protect private applications during the window between vulnerability disclosure and patch deployment. The collaboration combines Zscaler Autonomous Application Shield, delivered through the Zscaler Zero Trust Exchange security platform, with Lightwell from IBM and Red Hat to provide adaptive, application-specific protection alongside validated software remediation in a single coordinated response. Zscaler cited Mandiant's M-Trends 2026 report, which found the mean time to exploit a vulnerability has fallen below zero, meaning vulnerabilities are increasingly exploited before a public patch exists. Under the arrangement, Zscaler App Connectors continuously assess each private application's exposure points and vulnerabilities, adaptive protections are applied inline in real time when a new vulnerability emerges, and Lightwell then provides validated remediations for affected open source software. Joby Menon, Senior Vice President of Product Management at Zscaler, said the collaboration brings together inline, application-specific protection and validated remediation to help customers reduce risk during that gap, while Gunnar Hellekson, vice president and general manager of Lightwell at Red Hat, said AI is shrinking the exploitation window from months or weeks to hours and minutes. Autonomous Application Shield is currently available through an Early Access Program, and Zscaler said availability, capabilities, and timing of the collaboration are subject to change.
0ZC.XETRA · Technology · Positive Zscaler's Autonomous Application Shield collaboration with IBM and Red Hat protects private apps from AI-era threats.
ZS · Technology · Positive Zscaler launches its Autonomous Application Shield collaboration with IBM and Red Hat to protect private apps from AI-era threats.
IBM · Technology · Positive IBM's Lightwell is combined with Zscaler's shield to provide validated remediation for vulnerable private apps.
Red Hat, Inc. · Technology · Positive Red Hat's Lightwell provides validated open-source remediation in the Zscaler-IBM collaboration.
Nvidia Adds $150B to Buyback as Micron, Accenture Beat Estimates
Nvidia's board authorized an additional $150B for its existing share-repurchase program, bringing the remaining authorization to $235B, which the company said was the largest increase to a share-repurchase authorization in history. Micron Technology reported fiscal fourth-quarter results and guidance that topped Wall Street's expectations by a wide margin, earning an adjusted $33.42 per share as revenue soared 379.1% year-over-year to $54.23B, versus analyst expectations of $31.72 per share on $51.49B in revenue. Accenture shares rose after its Q4 beat expectations and it forecast upbeat fiscal 2027 revenue growth, reporting GAAP earnings of $3.29 per share, revenue up 6.3% year over year to $18.7B, and new bookings of $22.2B. MongoDB shares fell after CEO Chirantan Desai stepped down effective immediately to become the newly created Chief Enterprise Platform Officer at Meta, with the board appointing Dev Ittycheria as interim president and CEO. Summit Therapeutics shares surged after AstraZeneca announced a $2B equity investment in the U.S. biotech and a clinical collaboration to develop new cancer treatments, purchasing convertible preferred shares at a conversion price equivalent to $18.36 per common share, a 10% premium to Summit's five-day volume-weighted average price. For the week, the Dow fell 1.26%, the S&P 500 lost 0.27%, and the Nasdaq Composite climbed 0.45%.
ACN · Capital · Positive Accenture's Q4 beat expectations and it forecast upbeat fiscal 2027 revenue growth.
MDB · Capital · Negative MongoDB shares fell after CEO Chirantan Desai stepped down effective immediately.
MU · Capital · Positive Micron's fiscal Q4 results and guidance topped Wall Street expectations by a wide margin.
NVDA · Capital · Positive Nvidia's board authorized an additional $150B for its share-repurchase program.
AZN.LSE · Capital · Positive AstraZeneca announced a $2B equity investment in Summit Therapeutics and a clinical collaboration to develop new cancer treatments.
Meta poaches MongoDB CEO CJ Desai as Zuckerberg's founder mode pays off
Meta founder Mark Zuckerberg has hired away MongoDB CEO CJ Desai to help bring Meta's AI tools to businesses, the latest in a string of aggressive talent grabs that are now paying off for investors. The move came a day before a MongoDB investor day, and MongoDB's stock crashed on the news. Before the Desai poaching, Zuckerberg spent an eye-popping $14.3 billion to buy up all the employees of hot AI startup Scale AI in 2025, including well-connected wunderkind Alexandr Wang, who got about $5 billion as part of the deal. Meta's new Muse AI agent has been downloaded more than 5.1 million times so far in its short time in the market, and the company also debuted the Muse Charm, a standalone pocket device built exclusively for voice interaction with the Muse agent. Meta's stock is up 25% inside of a month, after being down double digits on the year as investors fretted about rising AI capex.
MDB · Capital · Negative Meta poached MongoDB CEO CJ Desai, causing MongoDB's stock to crash ahead of its investor day.
META · Technology · Positive Meta's aggressive AI talent grabs and new Muse AI agent (5.1M downloads) plus Muse Charm device are paying off for investors.
Scale AI, Inc. · Capital · Neutral Scale AI is mentioned only as context for Meta's $14.3B acqui-hire of its employees, not as a subject with its own impact.
Verra Mobility Names Jon Newhard CEO as Shares Fall 2.8%
Verra Mobility announced the appointment of Jon Newhard as President and Chief Executive Officer, effective November 1, 2026, sending shares of the traffic solutions company down 2.8% in the afternoon session. Newhard brings more than two decades of leadership experience in transportation and mobility, having previously served as Chief Executive Officer of Yunex Traffic GmbH. The stock was trading at $2.85, down 4.8% from the previous close. The move comes after Verra Mobility's shares dropped 72.7% four months ago when major customer Avis Budget Group terminated its service agreement effective September 2026; Avis accounted for over 10% of Verra Mobility's revenue in 2025, and the company now expects the termination to reduce annualized revenue by $135 million to $145 million and segment profit by $120 million to $125 million. Verra Mobility cut its full-year revenue forecast to a range of $985 million to $995 million, prompting downgrades from analysts at Deutsche Bank and Baird. The stock is down 87.3% since the beginning of the year and trades 88.5% below its 52-week high of $24.79 from October 2025.
VRRM · Capital · Negative CEO appointment announced alongside shares falling 2.8%, following the Avis contract termination that cut revenue guidance and prompted analyst downgrades.
Pony.ai and Verne Begin Europe's First Fully Driverless Robotaxi Trial in Zagreb
Pony.ai and its Croatian partner Verne have launched fully driverless robotaxi trials in Zagreb, the company's first such deployment in Europe. The service runs on public roads in Croatia's capital and is integrated with the Uber app for ride hailing. The Zagreb launch extends Pony.ai's autonomous ride service beyond its existing markets and gives the company a live European proof point for its joint deployment model, in which partners fund fleets while Pony.ai concentrates on Level 4 software and operations. Pony.ai, a US based software group focused on autonomous mobility in China and overseas, has a market cap of $2.8b, placing it in the mid sized bracket of global automation players. Investors can watch upcoming disclosures on paid ride volumes, fleet count and contribution margins from joint deployments like Zagreb to see whether unit economics in new cities start to resemble improving metrics already reported in Guangzhou and Shenzhen.
2026.HK · Technology · Positive Pony.ai launched Europe's first fully driverless robotaxi trial in Zagreb, a live proof point for its Level 4 software and joint deployment model.
Verne · Demand · Positive Verne, as Pony.ai's Croatian partner, funds the fleet and operates the new fully driverless robotaxi service in Zagreb.
UBER · Demand · Positive Zagreb robotaxi service is integrated with the Uber app for ride hailing, adding autonomous rides to Uber's platform.
MongoDB CEO exits, Synopsys sets targets, Mattel draws takeover interest
Corporate upheaval and strategic announcements drove sharp moves in several stocks this week. MongoDB plunged 18.5% on Monday and is on course to end the week down around 14.7% after President and CEO Chirantan Desai resigned with immediate effect to lead a new AI initiative at Meta Platforms; former chief executive Dev Ittycheria returns as interim CEO, and the company reaffirmed its third-quarter and full-year guidance. Synopsys surged 12.8% on Thursday and has gained around 9.2% over the week after setting long-term targets at its 2026 Investor Day in New York, projecting fiscal 2027 revenue of $11.1 billion to $11.2 billion, roughly 15% growth at the midpoint, non-GAAP earnings of $19.04 to $19.12 per share, free cash flow of around $3.1 billion, and plans to repurchase approximately $1 billion of stock, alongside a partnership with OpenAI on GPT-Synopsys and a multi-year IP agreement with Amazon. Mattel jumped 18.8% on Thursday and is on course to close the week up 13.6% after The Wall Street Journal reported that Authentic Brands Group has approached the toy maker with an offer that could value it at more than $20 per share, or around $6 billion or more. Nike fell 5.3% over the week to its lowest level since 2013 after mixed fiscal first-quarter results, with adjusted earnings of 48 cents per share topping expectations of 44 cents but revenue of $11.21 billion missing estimates of $11.35 billion and falling 5% on a currency-neutral basis. Fair Isaac is down 22.7% for the week after Bloomberg reported that the Federal Housing Finance Agency plans to require lenders to use credit data from only two of the three major bureaus for mortgages sold to Fannie Mae and Freddie Mac.
FICO · Regulation · Negative FHFA reportedly plans to require lenders to use only two of the three credit bureaus for mortgages sold to Fannie Mae and Freddie Mac, threatening Fair Isaac's credit-score business.
MAT · Capital · Positive Authentic Brands Group approached Mattel with a takeover offer that could value it at more than $20 per share, around $6 billion or more.
MDB · Capital · Negative President and CEO Chirantan Desai resigned with immediate effect to lead a new AI initiative at Meta, sending MongoDB shares sharply lower.
NKE · Capital · Negative Nike's fiscal first-quarter revenue of $11.21 billion missed estimates and fell 5% on a currency-neutral basis, outweighing the earnings beat.
SNPS · Capital · Positive Synopsys set long-term targets at its 2026 Investor Day, projecting fiscal 2027 revenue growth of roughly 15% and plans to repurchase about $1 billion of stock.
SNPS · Technology · Positive Synopsys announced a partnership with OpenAI on GPT-Synopsys and a multi-year IP agreement with Amazon.
UBS Says AI Infrastructure Market Stays Hot as CoreWeave Raises GPU Prices
UBS said it sees the artificial intelligence infrastructure market staying hot, keeping CoreWeave in focus on Friday. In a note to clients, UBS analyst Karl Keirstead wrote that the per-hour price of hosted Nvidia GPUs is rising, that the environment is inflationary, and that revenue-per-gigawatt figures are moving higher, now a key pillar of the hyperscaler and neo-cloud bull case. Keirstead noted that CoreWeave disclosed this week it raised per-hour GPU pricing across all SKUs by 25% in July 2026 and has since raised them by another 10% in just the last two to three months. He also flagged the risk that local community and state and local government pushback could throttle the pace of AI data center additions, though he said checks suggested the industry will manage through the hurdle. Keirstead added that the availability and cost of capital could slow the AI buildout, with some projects expected to fade, but said better-positioned players including CoreWeave will not have an issue.
CRWV · Pricing · Positive CoreWeave raised per-hour GPU pricing 25% in July 2026 and another 10% recently, a direct price hike on its own product.
NVDA · Pricing · Positive UBS notes per-hour prices of hosted Nvidia GPUs are rising, lifting the value of Nvidia's GPU supply.
UBSG.SW · Capital · Neutral UBS is the author of the bullish AI-infrastructure note, but the article reports no company-specific financial event for UBS itself.
BigBear.ai Gross Margin Jumps 781 Basis Points as Adjusted EBITDA Loss Widens
BigBear.ai Holdings reported second-quarter 2026 revenue of $36.7 million, up 13% year over year, while gross margin rose 781 basis points to 32.8% on a higher contribution from generative AI platforms and products. The margin gain has not yet carried through to adjusted EBITDA, which was negative $11.6 million versus negative $8.5 million a year earlier, as increased investment in sales, go-to-market capabilities and research and development offset the gross-margin benefit. The company ended the quarter with $410 million in cash and investments to fund that continued spending. BigBear.ai competes with Palantir Technologies and C3.ai in mission-focused and government AI applications, and the balance between revenue growth, gross-margin expansion and operating expenses will determine whether the improving margin profile translates into stronger adjusted EBITDA.
CoreWeave Taps NVIDIA Vera Rubin NVL72 With Cognition as First Customer
CoreWeave announced availability of the NVIDIA Vera Rubin NVL72, with Cognition as its first production customer, alongside new support for the NVIDIA Vera CPU. Cognition, which uses CoreWeave for training, reinforcement learning and inference, reported that the Vera Rubin NVL72 delivered up to 4.8x higher total token throughput for SWE-2 inference workloads versus a GB200 NVL72 baseline and 3.8x higher output-token throughput for reinforcement-learning workloads. CoreWeave said a Vera rack can contain 128 CPUs and 11,264 cores, theoretically supporting more than 11,000 concurrent isolated environments, and that testing showed more than three times faster agent sandbox startup times compared with an x86 CPU. The company will offer Vera on bare metal using the same operating model and economics as the rest of its infrastructure, aiming to monetize CPU-intensive infrastructure alongside accelerator hours. CoreWeave remains heavily dependent on NVIDIA's technology roadmap and faces competition from hyperscalers and specialized GPU clouds including Microsoft Azure and Nebius Group N.V., which closed four deals in the quarter averaging more than $1 billion each and plans roughly £1.7 billion in U.K. AI compute expansion expected to deliver 65 MW when fully operational in 2027.
CRWV · Demand · Positive CoreWeave launches NVIDIA Vera Rubin NVL72 availability with Cognition as first production customer, a concrete product/adoption win.
Cognition AI, Inc. · Demand · Positive Cognition is the first production customer for the Vera Rubin NVL72, reporting large throughput gains for its SWE-2 and RL workloads.
NVDA · Technology · Positive CoreWeave's new offering is built on NVIDIA's Vera Rubin NVL72 and Vera CPU, extending adoption of NVIDIA's platform.
NBIS · Competition · Neutral Mentioned as a specialized GPU-cloud competitor with four deals and U.K. expansion, but no direct news about Nebius itself.
Zscaler Shares Gain 11.8% as Earnings Estimates Surge
Zscaler shares have returned +11.8% over the past month, outpacing the Zacks S&P 500 composite's +0.6% change, while the Zacks Security industry gained 14.6% over the same period. The cloud-based information security provider is expected to post earnings of $1.16 per share for the current quarter, a year-over-year change of +20.8%, and the Zacks Consensus Estimate has changed +678.7% over the last 30 days. For the current fiscal year, the consensus earnings estimate of $4.91 indicates a year-over-year change of +16.6%, and for the next fiscal year the consensus estimate of $5.54 indicates a change of +12.9%. Consensus sales estimates stand at $937.61 million for the current quarter, $3.93 billion for the current fiscal year and $4.55 billion for the next fiscal year, indicating year-over-year changes of +19%, +17.2% and +15.8%, respectively. Zscaler reported revenues of $898.18 million in the last reported quarter, a year-over-year change of +24.9%, with EPS of $1.19 versus $0.89 a year ago, beating the Zacks Consensus Estimate of $877.14 million by +2.4% on revenue and by +9.17% on EPS. Zscaler is rated Zacks Rank #3 (Hold) and is graded F on the Zacks Value Style Score, indicating it trades at a premium to its peers.
0ZC.XETRA · Capital · Positive Zscaler's consensus earnings estimate surged +678.7% over 30 days and it beat last quarter's revenue/EPS estimates, driving the stock's 11.8% gain.
ZS · Capital · Positive Zscaler's consensus earnings estimate surged +678.7% over 30 days and it beat last quarter's revenue/EPS estimates, driving the stock's 11.8% gain.
Twilio to Join S&P 500 as S&P Dow Jones Reshuffles Indices
S&P Dow Jones Indices announced a series of benchmark rebalancings on Thursday afternoon, effective prior to the market open on Tuesday, Oct. 6. Cloud communications software maker Twilio Inc Class A will join the flagship S&P 500, moving up from the S&P MidCap 400, replacing Warner Bros Discovery Inc, which is being acquired by S&P 500 constituent Paramount Skydance Corp in a deal nearing final completion. Twilio shares rose 1.6% in extended trading, while semiconductor test equipment producer FormFactor Inc will fill Twilio's former spot in the S&P MidCap 400 as it shifts up from the S&P SmallCap 600. The small-cap benchmark will in turn absorb SaaS platform Workiva Inc, which replaces FormFactor and gained 2.7% after-hours. In a separate structural shift, newly formed Consumer Staples entity Vylor Inc. joined the S&P 500 on Thursday following its spinoff from Corteva Inc, which will transition into the S&P MidCap 400 on Oct. 6, taking the spot of Olin Corporation; Olin moves to the S&P SmallCap 600 to replace chipmaker Qorvo Inc, which is being acquired by Skyworks Solutions Inc in a pending transaction that prompted the chain of small-cap reallocations.
Zscaler ThreatLabz Report Warns AI-Driven Ransomware Is Reshaping Cyber Threats
Zscaler released its ThreatLabz 2026 Ransomware Report on 1 October 2026, detailing new attack patterns including large-scale AI-driven ransomware operations that automate intrusion, data theft, and victim targeting. Researchers reported a rise in executive-focused data theft and misuse of enterprise tools such as Microsoft Teams to gain access. The report reinforces Zscaler's narrative that AI-driven threats are expanding and that security budgets are shifting toward Zero Trust and data protection, though it does not address whether the company can convert that awareness into larger multi-year contracts and improved net retention without higher sales and operating costs. Investors will be watching how management frames AI ransomware trends at the October 6, 2026 Investor Day and whether disclosures around Z-Flex, Security for AI, and Agentic SecOps show measurable traction in annual recurring revenue and product adoption within Global 2000 accounts.
0ZC.XETRA · Demand · Positive Zscaler's ThreatLabz report reinforces its narrative that AI-driven threats are expanding and security budgets are shifting toward Zero Trust and data protection.
ZS · Demand · Positive Zscaler's ThreatLabz report reinforces its narrative that AI-driven threats are expanding and security budgets are shifting toward Zero Trust and data protection.
CoreWeave Launches Partner Network, Taps Ennoble Care for Clinical AI
CoreWeave, Inc. CRWV is expanding its AI cloud ecosystem through the launch of the CoreWeave Partner Network and a new customer deployment with Ennoble Care. The Partner Network brings together technology integrations validated on CoreWeave Cloud under production conditions, including collaborations with VAST Data, CrowdStrike, Reflection and ClickHouse, among others, covering infrastructure, data services, software, security, models and inference. The network is also expanding into tools used by AI agents, starting with search, with Exa, Parallel Web Systems and You.com joining to give agents built on CoreWeave access to a shared search layer through a single integration. Separately, Ennoble Care selected CoreWeave to support clinical AI inference workloads across its home-based care network, deploying NVIDIA RTX PRO 6000 Blackwell Server Edition nodes through CoreWeave Kubernetes Service with reserved GPU capacity, managed Kubernetes, hardware-enforced isolation, zero-trust controls and direct access to CoreWeave specialists. CoreWeave stated that CKS provides eight to 10 times faster container spin-up times than a general-purpose cloud alternative, and highlighted its MLPerf inference and training results along with three consecutive Platinum rankings in SemiAnalysis ClusterMAX.
CRWV · Demand · Positive CoreWeave launched its Partner Network and won a new customer deployment with Ennoble Care for clinical AI inference workloads, expanding its product adoption.
Ennoble Care · Technology · Positive Ennoble Care selected CoreWeave to support clinical AI inference across its home-based care network, deploying NVIDIA RTX PRO 6000 Blackwell nodes.
NVDA · Demand · Positive Ennoble Care's deployment uses NVIDIA RTX PRO 6000 Blackwell Server Edition nodes, indicating demand for NVIDIA hardware.
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