Share one API key across five AI agents, and a single compromised agent inherits the reach of all five. The attacker immediately benefits from the accumulated permissions of every workflow that the key touches. The forensic trail goes cold at the credential level because five agents on one account leave no record of which agent did what. Sixty-nine percent of enterprises run agents with credential...
Share one API key across five AI agents, and a single compromised agent inherits the reach of all five. The attacker immediately benefits from the accumulated permissions of every workflow that the key touches. The forensic trail goes cold at the credential level because five agents on one account leave no record of which agent did what. Sixty-nine percent of enterprises run agents with credential sharing somewhere in their deployments, according to VentureBeat’s June 2026 Pulse Research wave of 107 enterprises. That one number explains the buying spree reshaping enterprise security this year. Palo Alto Networks, CrowdStrike, and Cisco have collectively bet more than $22 billion on it in the past year, targeting exactly the layer most enterprises in this survey haven't finished building. Palo Alto Networks completed its acquisition of CyberArk on February 11 for $21.1 billion in total consideration at close — a deal it announced last July at roughly $25 billion and the largest in the company's history. CrowdStrike closed its $740 million acquisition of runtime authorization platform SGNL and, by June 15, shipped the first product from the deal, Continuous Identity for AI Agents . CrowdStrike integrated SGNL in less than a year, delivering a product that validates every agent action in real time based on who owns it, who is calling it, and the device's risk posture. Cisco announced its intent to acquire non-human identity specialist Astrix Security on May 4 for a reported $400 million . For a security director, this survey reads as a board-level question, not a trend line. It also surfaces a finding no competitor’s data shows, one that exposes which companies are the most at risk. The data below is the first look at VentureBeat’s Q2 Agentic Security report, drawn from 107 qualified respondents at organizations with more than 100 employees. The full report will be released to attendees at VB Transform , the event in Menlo Park next week (July 14-15) focusing on enterp...
FuboTV ( FUBO ) on Thursday appointed former Disney ( DIS ) streaming executive Alisa Bowen as chief executive officer, effective as of July 10. Bowen, who most recently served as a president of Disney+, succeeds David Gandler, the company said, adding that Gandler has resigned from the Board. Bowen has held a leadership position at Disney for nearly 10 years. Previously, Bowen was a founding memb...
FuboTV ( FUBO ) on Thursday appointed former Disney ( DIS ) streaming executive Alisa Bowen as chief executive officer, effective as of July 10. Bowen, who most recently served as a president of Disney+, succeeds David Gandler, the company said, adding that Gandler has resigned from the Board. Bowen has held a leadership position at Disney for nearly 10 years. Previously, Bowen was a founding member of Disney’s Streaming Leadership team, spearheading the global vision, operational buildout, and scaling of Disney+, Hulu and ESPN+. Before joining Disney, Bowen held leadership positions at News Corporation, Dow Jones, and Thomson Reuters. Subject to approval by Fubo’s board, it is anticipated that Bowen also will be appointed to serve as a member of the Board. Shares of New York-based Fubo were down 1.4% in extended trading. Disney acquired a majority stake in Fubo in October 2025 and merged it with Hulu + Live TV, obtaining a 70% stake in the combined entity. Source: press release More on FuboTV Inc. FuboTV: Subscriber Losses Are Hiding The EBITDA Turnaround Netflix, Disney, WBD And The Streaming Media Landscape FuboTV Inc. (FUBO) Q2 2026 Earnings Call Transcript Most and least shorted communications services stocks with up to $2B market cap as of end-June Adeia sues Fubo over patent infringement
Fermi ( FRMI ) shares fell 14% in after-hours trading after the company said on Thursday it plans to offer $350M of convertible senior notes due 2031 in a private placement. The company said it expects to grant the initial purchasers an option to buy up to an additional $52.5M of the notes. Fermi plans to use part of the proceeds to fund capped call transactions intended to reduce potential share ...
Fermi ( FRMI ) shares fell 14% in after-hours trading after the company said on Thursday it plans to offer $350M of convertible senior notes due 2031 in a private placement. The company said it expects to grant the initial purchasers an option to buy up to an additional $52.5M of the notes. Fermi plans to use part of the proceeds to fund capped call transactions intended to reduce potential share dilution from the notes, with the remainder earmarked for general corporate purposes. More on Fermi Inc. Fermi: Betting On The Most Valuable Asset In The AI Race Fermi Inc. (FRMI) Shareholder/Analyst Call Transcript Fermi: Hyper High Risk, Hyper High Reward Fermi soars for sixth straight day on OpenAI speculation, potential leadership shakeup AHR, CURB, JAN REITs top the list of 10 least attractively valued U.S. mid-cap stocks
Key PointsThe State Street SPDR MSCI ACWI Climate Paris Aligned ETF screens for global companies aligned with Paris climate goals, whereas the Vanguard FTSE Emerging Markets ETF provides broad exposure to stocks in developing nations.
Key PointsThe State Street SPDR MSCI ACWI Climate Paris Aligned ETF screens for global companies aligned with Paris climate goals, whereas the Vanguard FTSE Emerging Markets ETF provides broad exposure to stocks in developing nations.
The stock of SoFi Technologies (NASDAQ: SOFI) has been a huge disappointment for investors recently; it's down 32% year to date as of this writing. However, it's been performing well and building its business, putting it in a position to climb again. Management just announced its latest acquisition, the artificial intelligence (AI) investing tool Composer. Is this its next big catalyst? SoFi aims ...
The stock of SoFi Technologies (NASDAQ: SOFI) has been a huge disappointment for investors recently; it's down 32% year to date as of this writing. However, it's been performing well and building its business, putting it in a position to climb again. Management just announced its latest acquisition, the artificial intelligence (AI) investing tool Composer. Is this its next big catalyst? SoFi aims to be a one-stop financial app for its users. It started out as a lender and has expanded into a large array of financial services, including investing tools. Continue reading
Leirao/iStock via Getty Images Investment Thesis Optical Cable Corporation ( OCC ) is finally showing signs of demand from data centers, and now the backlog has grown a lot in the last two quarters, so revenue growth has accelerated, and operating leverage is beginning to translate that growth into higher profitability. I believe those improvements are real and likely sustainable, but after a near...
Leirao/iStock via Getty Images Investment Thesis Optical Cable Corporation ( OCC ) is finally showing signs of demand from data centers, and now the backlog has grown a lot in the last two quarters, so revenue growth has accelerated, and operating leverage is beginning to translate that growth into higher profitability. I believe those improvements are real and likely sustainable, but after a nearly 300% rally this year, the market already appears to reflect much of that progress. While the long-term has clearly improved for the company, I don't see enough upside at today's valuation to justify a Buy rating, leading me to maintain a Hold. The Business Optical Cable manufactures fiber optic and copper cables along with the connectors and networking products needed to move data between buildings, factories, and data centers (I think you already know where the thesis is heading), so the products are part of the critical infrastructure that allows those systems to communicate. This is a highly competitive industry where Corning Incorporated ( GLW ) leads the market and whose quarterly sales alone are 12x Optical Cable's entire market capitalization. There are also other competitors like CommScope, Belden Inc. ( BDC ), and Prysmian S.p.A. ( PRYMY ) and Nexans S.A. ( NEXNY ) are part of the dominant manufacturers, while Optical Cable is a smaller participant that rarely appears among the industry's leading players. That isn't necessarily a disadvantage, and management has actually repeatedly said they aren't trying to compete head-on for hyperscale data center projects. Instead, the company focuses on enterprise networks and other specialized applications where its smaller size may be an advantage because customer relationships and specialized products matter more than scale. I would not expect that OCC to directly have any significant participation in Tier 1 or hyperscale data centers ... And of course, those growth in Tier 1 data centers in the market, can impact what k...
Dividends are one way for profitable companies to reward their shareholders, while also signaling financial strength and confidence in their future cash flow. Tech stocks, however, have traditionally prioritized stock buybacks over dividends as a way to reinvest excess cash and return value to ...
Dividends are one way for profitable companies to reward their shareholders, while also signaling financial strength and confidence in their future cash flow. Tech stocks, however, have traditionally prioritized stock buybacks over dividends as a way to reinvest excess cash and return value to ...
SK Hynix Inc. priced its US listing of American depositary receipts at $149 each, according to a person familiar with the matter who asked not to be identified as the information isn’t public. The company had offered 177.9 million ADRs, equivalent to 17.79 million common shares, according to an earlier filing with the US Securities and Exchange Commission. Each ADR is equivalent to a 10th of a com...
SK Hynix Inc. priced its US listing of American depositary receipts at $149 each, according to a person familiar with the matter who asked not to be identified as the information isn’t public. The company had offered 177.9 million ADRs, equivalent to 17.79 million common shares, according to an earlier filing with the US Securities and Exchange Commission. Each ADR is equivalent to a 10th of a common share. A spokesperson for SK Hynix didn’t immediately respond to a request for comment. At $149 per ADR, the offering would raise around $26.5 billion, data compiled by Bloomberg show. It would be the largest ever first-time share sale in the US by a foreign company, topping Alibaba Group Holding Ltd.’s $25 billion debut, according to data compiled by Bloomberg. Read More: SK Hynix Said to Guide US Offering Price 3.1% Above Korea Close
Today's Research Daily features new research reports on 16 major stocks, including Apple Inc. (AAPL), KLA Corp. (KLAC) and Western Digital Corp. (WDC), as well as a micro-cap stock, Optex Systems Holdings, Inc (OPXS).
Today's Research Daily features new research reports on 16 major stocks, including Apple Inc. (AAPL), KLA Corp. (KLAC) and Western Digital Corp. (WDC), as well as a micro-cap stock, Optex Systems Holdings, Inc (OPXS).
MarioGuti/iStock Unreleased via Getty Images Shares of Webster Financial ( WBS ) have been a strong performer over the past year, gaining about 30%. The company benefits from having one of the lowest-cost deposit bases, thanks to its strong HSA franchise, an area where I see prolonged secular growth. In fact, given this secular growth, Webster found buyout interest and is in the process of selling...
MarioGuti/iStock Unreleased via Getty Images Shares of Webster Financial ( WBS ) have been a strong performer over the past year, gaining about 30%. The company benefits from having one of the lowest-cost deposit bases, thanks to its strong HSA franchise, an area where I see prolonged secular growth. In fact, given this secular growth, Webster found buyout interest and is in the process of selling itself to Santander ( SAN ), which is seeking to expand its U.S. presence. However, the deal faces some uncertainty given Santander’s Spanish domicile. I last covered Webster Financial in January , reiterating shares as a “ B uy,” and the stock is up about 19% since then, validating my bullishness. With some questions over the Santander merger and with updated financials, now is a good time to revisit WBS. Seeking Alpha Looking first at M&A developments, Banco Santander announced a deal to acquire Webster in February. It is paying $48.75 in cash and 2.0548 SAN shares for each share of WBS. At the time of the deal, this was worth $75.59, and with SAN shares having risen a bit, it is now worth $77. This represented about a 15% premium to where WBS was trading, and it values Webster at above 2x book value. We generally have seen regional bank M&A in the 1.7-1.9x range, so this was an attractive multiple for WBS. Given its favorable deposit mix, I view this premium as justified. This acquisition will help scale Santander’s presence in the U nited States . It will become one of the top 10 US banks by size with over $300 billion in assets. Santander has steadily grown its presence in the United States to diversify away from the lower-margin European marketplace, acquiring Sovereign Bank during the financial crisis, and it also has an extremely large auto lending business. Webster’s low-cost deposits should help enhance margins, and Santander plans to have Webster leadership run its U.S. bank, speaking to the quality of Webster’s performance over the past few years. Shares are tr...
lovelyday12 Trinity Capital ( TRIN ) originated $709M of new commitments in Q2, bringing its H1 total to $1.1B, the company said Thursday. Gross investments in Q2 totaled ~$619M, comprised of $472M in secured loans, $109M in equipment financings, and $38M in warrant and equity investments. Trinity ( TRIN ) funded ~$296M to 11 new portfolio companies, $302M to 25 existing portfolio companies, and $...
lovelyday12 Trinity Capital ( TRIN ) originated $709M of new commitments in Q2, bringing its H1 total to $1.1B, the company said Thursday. Gross investments in Q2 totaled ~$619M, comprised of $472M in secured loans, $109M in equipment financings, and $38M in warrant and equity investments. Trinity ( TRIN ) funded ~$296M to 11 new portfolio companies, $302M to 25 existing portfolio companies, and $21M to multi-sector holdings. Gross proceeds received from repayments and exits of the company's investments totaled ~$378M, including $220M from early debt repayments and refinancings, $58M from scheduled/amortizing debt payments, $93M from debt investments sold, and $7M from warrant and equity exits. The company will release its Q2 financial results on Aug. 5. More on Trinity Capital Trinity Capital: A Rare BDC Combining Growth & Income, But I Wouldn't Buy Yet Trinity Capital: A Solid BDC, But The Price Is Too High Oppenheimer calculates impact of falling and rising rates on BDC earnings Trinity Capital prices $300M notes offering due 2031
US, Japan, And South Korea Push SMR Exports For "Energy Security Needs" The American nuclear buildout is not just about the climate or powering data centers. It's a geopolitical war against the export of nuclear technology from Russia and China, mixed with a new demand for national energy security. On the sidelines of the NATO Summit in Ankara, the United States, Japan, and South Korea signed a tr...
US, Japan, And South Korea Push SMR Exports For "Energy Security Needs" The American nuclear buildout is not just about the climate or powering data centers. It's a geopolitical war against the export of nuclear technology from Russia and China, mixed with a new demand for national energy security. On the sidelines of the NATO Summit in Ankara, the United States, Japan, and South Korea signed a trilateral Memorandum of Cooperation aimed at accelerating small modular reactor (SMR) deployments in other countries , with an initial focus on the Indo-Pacific. The agreement is designed to bring together the complementary strengths of the three countries’ civil nuclear industries. The US State Department also notes, “ The MOC advances our mutual security interests and paves the way for partner countries to meet their energy security needs. ” In addition to deploying reactors in the Indo-Pacific, the initiative is also supported by the U.S. committing over $10 million in new funding to the State Department's Foundational Infrastructure for Responsible Use of Small Modular Reactor Technology (FIRST) Program. Lastly, the U.S. also announced an industry initiative agreed upon with GE Vernova and their partner Hitachi, with Samsung C&T and SGE to deploy the BWRX-300 SMR in Europe . The U.S. is continuing its trend, started after the executive orders were signed last year, of deploying American nuclear technology in foreign countries. In the executive orders, the State Department was directed to renew or start 20 civil nuclear cooperation agreements , sometimes referred to as “ 123 Agreements ”. The goal is to strengthen U.S. political ties with allies and other countries in Europe and Asia by supporting those countries' domestic energy security needs. The reactor export story also has a fuel-chain counterpart. More allied SMR deployments would eventually require more allied fuel supply, and that is where companies like Centrus Energy and General Matter become relevant. Centrus ...
MUNTHITA LAMLUE/iStock via Getty Images Investors Should Know: Managed care and health insurance companies are navigating thin net margins and rising utilization pressure. This makes AI-driven automation a growing focus for cost control and earnings durability across the sector. Background Managed care organizations typically operate on relatively thin net margins, with many major health insurers ...
MUNTHITA LAMLUE/iStock via Getty Images Investors Should Know: Managed care and health insurance companies are navigating thin net margins and rising utilization pressure. This makes AI-driven automation a growing focus for cost control and earnings durability across the sector. Background Managed care organizations typically operate on relatively thin net margins, with many major health insurers earning around 3–5% net margins in a typical year. Because medical claims account for the vast majority of premium revenue, even modest increases in healthcare utilization or changes in reimbursement rates can significantly affect profitability. Coordinated care models, especially in areas like Medicaid managed care, generate high volumes of administrative work: member outreach, referrals, risk scoring, prior authorization, and care gap management. Automating these workflows is one clear path to reducing per-member costs without cutting care quality. Artificial intelligence can help in this area, among others. By implementing AI tools for various functions along their workflows, managed care companies can protect their margins and better plan for contingencies. Stocks to Watch The publicly traded companies most directly exposed to this dynamic include large integrated health platforms and pure managed care operators. CVS Health ( CVS ) describes itself as an integrated health solutions company spanning retail pharmacy, clinics, pharmacy benefit management, and insurance. The firm has explicitly referenced technology-driven services as part of how it connects members to care and lowers costs. Elsewhere, Centene Corporation ( CNC ), UnitedHealth Group ( UNH ), Humana Inc. ( HUM ), Elevance Health ( ELV ), Cigna Group ( CI ), and Molina Healthcare ( MOH ) round out the major publicly traded managed care names. On the innovation side, a separate group of companies sits at the intersection of AI and healthcare delivery. These include Axsome Therapeutics, Inc. ( AXSM ), Xenon Pha...
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Lisa Mateo. (Source: Bloomberg)
Comprehensive cross-platform coverage of the U.S. market close on Bloomberg Television, Bloomberg Radio, and YouTube with Romaine Bostick, Katie Greifeld, Carol Massar and Lisa Mateo. (Source: Bloomberg)
Medline ( MDLN ) said on Thursday that Chief Operating Officer Stephen Miller will retire from his role, effective August 30, 2026, for health-related reasons. The company is launching a search for his successor, it added. More on Medline Inc. Medline: After IPO In 2025, This Year Is A Bet On Continued Growth Medline Inc. (MDLN) Presents At Goldman Sachs 47th Annual Global Healthcare Conference 20...
Medline ( MDLN ) said on Thursday that Chief Operating Officer Stephen Miller will retire from his role, effective August 30, 2026, for health-related reasons. The company is launching a search for his successor, it added. More on Medline Inc. Medline: After IPO In 2025, This Year Is A Bet On Continued Growth Medline Inc. (MDLN) Presents At Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript Medline Inc. (MDLN) Presents at 46th Annual William Blair Growth Stock Conference Transcript Medline shares slip after fire at California warehouse Medline gets FDA warnings over manufacturing issues at Illinois plant
Watch Harry Brook's best shots against India in the fourth T20 as he finishes unbeaten on 79 from 35 balls to guide England to a nine-wicket win in Bristol, securing a 3-0 series lead with one match to play.
Watch Harry Brook's best shots against India in the fourth T20 as he finishes unbeaten on 79 from 35 balls to guide England to a nine-wicket win in Bristol, securing a 3-0 series lead with one match to play.