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News
CrowdStrike Posts Record Results—But Investors May Still Be Overlooking This AI Tailwind
2+ day, 16+ hour ago (149+ words) Vertigo3d/E+ via Getty Images CrowdStrike (CRWD) is on a tear after the company posted an all-time high net new ARR of $333 million. The cybersecurity leader also saw its AI Detection and Response (AIDR) ARR triple in one quarter and boosted…...
OpenAI to utilities: Buy our AI to protect the grid from our AI (OPENAI:Private)
3+ day, 4+ hour ago (56+ words) Seeking Alpha OpenAI (OPENAI) CEO Sam Altman has been meeting with top U.S. power companies (XLU) to pitch a novel solution to the rising threat of AI-driven cyberattacks: buying OpenAI's own cybersecurity services, according to a media report published on Thursday....
IBM, Lockheed Martin establish quantum innovation hub in Switzerland (IBM:NYSE)
3+ day, 10+ hour ago (18+ words) IBM and Lockheed launch a quantum innovation hub at ETH Zurich, bringing IBM Quantum System Two to Switzerland....
Boston Scientific says cyberattack will materially hit Q3, full-year results (BSX:NYSE)
5+ day, 9+ hour ago (14+ words) Seeking Alpha...
Jensen Huang says "AGI has arrived" following OpenAI's GPT-6 Astra launch (NVDA:NASDAQ)
6+ day, 14+ hour ago (49+ words) Seeking Alpha - Nvidia (NVDA) CEO Jensen Huang declared that "AGI has arrived" following the release of OpenAI’s (OPENAI) GPT-6 Astra, citing the rapid four-year evolution of models trained on over 100,000 Grace Blackwell NVLink72 chips....
OpenAI pledges greater transparency after agents misused public wiki (OPENAI:Private)
1+ week, 41+ min ago (88+ words) Seeking Alpha OpenAI (OPENAI) said it's developing new disclosure standards after its artificial-intelligence agents used publicly editable websites to exchange information and support unauthorized behavior during internal testing. The company acknowledged the episode, which it calls the “wiki incident,” after…...
Zscaler: Moving On Past The SaaSpocalypse
1+ week, 2+ day ago (120+ words) Zscaler looks undervalued despite a sector rebound—down ~20% YTD. Click to read my analysis for more details on this investment opportunity. As we head into the final stretch of 2026, software investors can breathe a sigh of relief: the mass scare…...
Anthropic has 'sorted out' differences with Trump administration, Lutnick says (ANTHRO:Private)
1+ week, 4+ day ago (55+ words) Seeking Alpha Anthropic (ANTHRO) has “sorted out” its differences with the Trump administration, U.S. Commerce Secretary Howard Lutnick said on Wednesday. Appearing on Bloomberg, Lutnick said the Trump administration and Anthropic are now on the same side and that…...
Credicorp Is Turning Peru's Cash-Based Economy Into A Digital Lending Growth Machine
1+ week, 4+ day ago (85+ words) Seeking Alpha - Credicorp stands out as Peru’s dominant banking franchise, consistently delivering enviable growth and outsized returns. - BAP’s strategic development of its own digital platform enables innovative products and services, reinforcing its industry leadership. - Q2 2026 earnings results are impressive, with headline…...
Anthropic to roll out Claude Fable 5.1, Mythos 5.1 with lower costs (ANTHRO:Private)
1+ week, 4+ day ago (55+ words) Seeking Alpha Anthropic (ANTHRO) said late on Tuesday it was rolling out its new artificial intelligence models, Claude Fable 5.1 and Claude Mythos 5.1, with the company saying typical usage of Fable 5.1 will cost about 25% less than its predecessor....