(Bloomberg) -- Since April, when Anthropic PBC unveiled its Mythos model, cyber and national security experts have warned that the internet has entered a new era full of artificial intelligence-powered risks.Most Read from BloombergTrump's 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch 'Upgrade' Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IPO Restrictions LiftO
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(Bloomberg) -- Since April, when Anthropic PBC unveiled its Mythos model, cyber and national security experts have warned that the internet has entered a new era full of artificial intelligence-powered risks.Most Read from BloombergTrump’s 100% Generic Drug Duty Threatens US Low-Cost SupplyApple to Launch ‘Upgrade’ Device Leasing Program With Klarna to Spur SalesTrump Extends Pardons to Companies, Echoing a 17th Century KingSpaceX Set to Unlock $116 Billion in Shares After IPO Restrictions LiftO
A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.
A bad day for International Business Machines has turned into great day for CrowdStrike Holdings and other cybersecurity companies. The reason why seems to be a short reference about cybersecurity in a letter to shareholders from IBM CEO Arvind Krishna. Krishna discussed how IBM clients in June shifted quarterly capital spending toward servers, storage, and memory purchases ahead of expected price increases.
FEATURE The artificial-intelligence trade appeared to be reignited Tuesday as investors digested a slew of bank earnings reports ahead of the consumer-price index inflation report for June. International Business Machines sank 23% after the company’s preliminary second-quarter adjusted earnings and revenue missed analysts’ targets.
Together AI on Wednesday said it has raised $800 million in a funding round led by Aramco Ventures, more than doubling the artificial intelligence startup's valuation to $8.3 billion. Founded in 2022, the startup's platform lets companies train and run AI workloads on open models such as DeepSeek, MiniMax and Kimi at lower costs than closed systems.
Monday - US Markets Closed for Memorial Day Cognex Corp. What happened? On Tuesday, JPMorgan upgraded Cognex Corporation (NASDAQ:CGNX) to Overweight with $75 price target. *TLDR: JPMorgan: Buy Cognex for AI growth. What’s the full story? JPMorgan is upgrading Cognex to Overweight, bumping the price target to $75. Why? Because the firm is betting 35 times its FY27 adjusted EBITDA estimate that if you slap "proprietary AI-enabled solutions" onto factory vision tech, the customer base doubles and e
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SentinelOne Inc (S) reports a 21% revenue increase and outlines strategic initiatives amidst workforce reductions and competitive challenges.
Moby summary of SentinelOne, Inc.'s Q1 2027 earnings call
SentinelOne (NYSE:S) reported a stronger start to fiscal 2027, with management pointing to accelerating annual recurring revenue growth, improving profitability and rising demand for AI-related cybersecurity products. Chief Executive Officer Tomer Weingarten said the company delivered “strong reven
SentinelOne (S) delivered earnings and revenue surprises of +100.00% and -0.17%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?
SentinelOne shares sink after the cybersecurity company announced plans to restructure its business and focus on spending for AI, data, and the cloud.
Cybersecurity company SentinelOne forecast second-quarter revenue below analysts' expectations on Thursday and said it would cut about 8% of its workforce as it looks to invest in growth areas such as AI, data and cloud. • SentinelOne faces intense competition from larger rivals such as CrowdStrike and Palo Alto Networks, as well as from Microsoft, which is bundling security features into its products. • Even as ransomware and nation-state threats boost cybersecurity demand, some corporate clients are tightening their budgets, scrutinizing deals and extending sales cycles.
SentinelOne stock tumbled after the cybersecurity firm reported first quarter earnings that topped estimates while revenue only met expectations.
SentinelOne (NYSE:S) will hand down its first quarter earnings this week, with Jefferies analysts raising their price target on the cybersecurity ahead of the report, citing improving longer-term growth visibility and margin expansion potential. The firm lifted its price target to $24 from...