CrowdStrike ( CRWD ) and IBM ( IBM ) have announced an e xpanded strategic partnership to transform Security Operations Centers (SOCs). This collaboration was announced at the RSA 2026 conference. By integrating CrowdStrike’s Charlotte AI with IBM’s Autonomous Threat Operations Machine (ATOM), the collaboration aims to automate threat investigation and containment at scale. The deal further cement...
CrowdStrike ( CRWD ) and IBM ( IBM ) have announced an e xpanded strategic partnership to transform Security Operations Centers (SOCs). This collaboration was announced at the RSA 2026 conference. By integrating CrowdStrike’s Charlotte AI with IBM’s Autonomous Threat Operations Machine (ATOM), the collaboration aims to automate threat investigation and containment at scale. The deal further cements the CrowdStrike Falcon platform as the core architecture for IBM Consulting’s managed security services and global X-Force Cyber Range simulations. According to new data from the CrowdStrike 2026 Global Threat Report and IBM's X-Force, the average eCrime breakout time has plummeted to just 29 minutes, with the fastest recorded breach occurring in a staggering 27 seconds. CrowdStrike ( CRWD ) and IBM are launching a coordinated AI defense system. The integration merges Charlotte AI and IBM ATOM, enabling autonomous threat containment across entire enterprise environments. "With Charlotte AI helping to deliver investigation, containment, and operational response, IBM's autonomous threat operations machine (ATOM) and cyber threat management services are battle-ready to defend against modern threats," said Daniel Bernard, chief business officer at CrowdStrike. More on CrowdStrike, IBM CrowdStrike: Unjustified SaaS Fears (Rating Upgrade) CrowdStrike's Hidden Growth Engine International Business Machines Corporation (IBM) Presents at Morgan Stanley Technology, Media & Telecom Conference 2026 Transcript AI presents most significant catalyst cybersecurity industry has experienced in 20 years: Wedbush IBM, ElevenLabs partner to add voice capabilities to enterprise AI platform
(RTTNews) - Australia's Woodside Energy Group Ltd (WDS.AX, WDS) late Wednesday announced that it has assumed operational control of the Beaumont New Ammonia or BNA facility in southeast Texas.
(RTTNews) - Australia's Woodside Energy Group Ltd (WDS.AX, WDS) late Wednesday announced that it has assumed operational control of the Beaumont New Ammonia or BNA facility in southeast Texas.
The Transportation Security Administration warned that US airport security was under severe strain as a weeks-long Department of Homeland Security funding shutdown drives staffing shortages, long wait times and mounting disruptions across the United States. “This has led to the highest wait times in TSA history, with some wait times greater than 4½ hours,” Acting Administrator Ha Nguyen McNeill to...
The Transportation Security Administration warned that US airport security was under severe strain as a weeks-long Department of Homeland Security funding shutdown drives staffing shortages, long wait times and mounting disruptions across the United States. “This has led to the highest wait times in TSA history, with some wait times greater than 4½ hours,” Acting Administrator Ha Nguyen McNeill told lawmakers on Wednesday, adding the agency has already lost more than 480 transportation security...
The U.S. and Iran appeared to diverge on accounts of a potential peace deal this week, with Washington touting progress in diplomacy while Tehran denied interest in direct talks, leaving investors parsing prospects for an off-ramp and wondering how to trade amid conflicting signals. Markets rallied earlier this week after President Donald Trump said the U.S. and Iran were "in negotiations right no...
The U.S. and Iran appeared to diverge on accounts of a potential peace deal this week, with Washington touting progress in diplomacy while Tehran denied interest in direct talks, leaving investors parsing prospects for an off-ramp and wondering how to trade amid conflicting signals. Markets rallied earlier this week after President Donald Trump said the U.S. and Iran were "in negotiations right now" and signaled a potential peace deal, despite Tehran's denial. The remarks sent oil prices tumbling and equities higher, underscoring investors' sensitivity to incremental changes in tone. But the whipsaw reflects a deeper uncertainty: whether the conflict is nearing a resolution or risks escalating into a broader disruption to global energy supplies. "Markets are struggling because they are trying to price two competing paths at once," said Billy Leung, investment strategist at Global X ETFs. "There is a potential diplomatic outcome being discussed, but the base case still involves a near-term disruption to energy flows, particularly through [the Strait of] Hormuz." Greenland was a sideshow. Venezuela was a sideshow. Cuba is a sideshow. President of Yardeni Research Ed Yardeni That tension has kept risk pricing unstable, with assets reacting to headlines rather than converging on a clear macro trajectory. Oil, bond yields and equities have seen outsized moves, as shifting expectations around energy shock, inflation and central bank policy ripple through markets. Earlier this week, the U.S. reportedly laid out over a dozen points in a proposal to Iran to end hostilities, inlucia potential ceasefire to resume negotiations. Iranian officials, however, dismissed the reports as "fake news." It remains unclear whether the Trump administration is seeking an end to the war or simply to avoid further escalation, and whether the proposal had support from Israel. The Wall Street Journal reported Wednesday that Trump wanted to end the conflict in the coming weeks, citing people fami...
Klaus Vedfelt A Trump administration official on Wednesday issued two criminal referrals against Letitia James , months after the U.S. Department of Justice made a third unsuccessful attempt to prosecute a longtime target of Donald Trump . Federal Housing Finance Agency Director Bill Pulte alleged in the referrals that James committed insurance fraud, saying she may have falsified information on s...
Klaus Vedfelt A Trump administration official on Wednesday issued two criminal referrals against Letitia James , months after the U.S. Department of Justice made a third unsuccessful attempt to prosecute a longtime target of Donald Trump . Federal Housing Finance Agency Director Bill Pulte alleged in the referrals that James committed insurance fraud, saying she may have falsified information on separate homeowner's insurance applications regarding occupancy at two homes in Norfolk, Virginia, according to documents obtained by NBC News. One referral was made to U.S. Attorney Jason Quiñones in the Southern District of Florida and the other to U.S. Attorney Andrew Boutros in the Northern District of Illinois, as the insurance companies for the two respective applications, each for a different Norfolk property, are based in those jurisdictions. “According to insurance documents published on X.com by attorney and media personality, Mike Davis (@mrddmia), it appears that a public official, Ms. Letitia James, may have falsified information on her homeowners insurance application," Pulte wrote in the referrals, as per the report. The Justice Department has tried "unsuccessfully to prosecute James three times on mortgage-related charges, with the most recent attempt failing in December after a federal grand jury in Alexandria, Virginia, refused to indict her." Dear readers: We recognize that politics often intersects with the financial news of the day, so we invite you to click here to join the separate political discussion. More on markets, Micron: Softness In DRAM Orders (Rating Downgrade) Broadcom: Focus On Organic Growth And AI Position It Well Quadient S.A. (NPACY) Q4 2026 Earnings Call Transcript Eldorado Gold enters into project alliance with G Mining Services Accenture launches AI-powered Cyber.AI to boost security response and cut costs
Evgeniya Moskova/iStock via Getty Images I love my job as an analyst because it constantly pushes me into places I'd never willingly go on my own. Like a bearded guy scrolling through Here Group ( HERE ) website, analyzing Wakuku’s new collection. This is my life now. And I just hope no one checks my browser history. But at least I can finally understand what drove the post-earnings drop this time...
Evgeniya Moskova/iStock via Getty Images I love my job as an analyst because it constantly pushes me into places I'd never willingly go on my own. Like a bearded guy scrolling through Here Group ( HERE ) website, analyzing Wakuku’s new collection. This is my life now. And I just hope no one checks my browser history. But at least I can finally understand what drove the post-earnings drop this time. And, if you ask me, I think the market is quite impatient with this story here. Besides the recent sale of its ' Silver Economy ' assets at dirt-cheap prices, Here Group is opening more physical stores than the market would like. And no, this isn't inherently bad. Margins (Author) It seems like a huge acceleration from the 3 stores that opened in the last quarter and perhaps a sign that the plan for ~4 permanent stores might be stretched a bit here and there, in addition to the pop-ups. Earnings Presentation It was a slip of ~1,000 bp. A slump for a business that would operate at a mature gross margin of over 50%. Pop Mart ( PMRTY ) operates at nearly 70% gross margin, and, as I told you in a previous article, Here Group would probably never reach that level. Three very simple things are still holding them back: scale, less-known IPs, and pricing. And it is on these first two targets that Here Group is focusing on the early stage of Wakuku. This is the second quarter as pure-pop toys. But besides the margin slip, I think the guidance for Q3 FY 2026 was also a bit alarming. The CFO guided it at RMB 140 to 150 million. It doesn't seem too bad at first glance. Converting it, it's somewhere between $20.3 and $21.7 million. But for a business that was growing at double-digit rates quarter-over-quarter (almost 40% in the last reported earnings), this drop of at least 15% is something that makes us scratch our heads. An analyst even noticed this in the earnings call. The CEO said it's a seasonal fluctuation during the Spring Festival. I'm not very familiar with Chinese retail, b...
Broadcom and OpenAI have entered a multiyear partnership to co develop custom AI accelerators. The agreement positions Broadcom as a key supplier of bespoke chips tailored for OpenAI's advanced AI workloads. The move reflects OpenAI's shift away from relying only on Nvidia GPUs toward custom silicon. For investors watching NasdaqGS:AVGO, this new agreement puts fresh attention on Broadcom's role i...
Broadcom and OpenAI have entered a multiyear partnership to co develop custom AI accelerators. The agreement positions Broadcom as a key supplier of bespoke chips tailored for OpenAI's advanced AI workloads. The move reflects OpenAI's shift away from relying only on Nvidia GPUs toward custom silicon. For investors watching NasdaqGS:AVGO, this new agreement puts fresh attention on Broadcom's role in AI infrastructure. The stock trades at $318.81, with a 1 year return of 79.3%, a 3 year gain...