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FFIV-News
FFIV-Events
F5 Unveils New Features to Combat AI-Driven Threats
F5 announced innovations to block frontier AI-driven threats in the data path and enable faster virtual patching, giving security leaders time to make intelligent risk-based decisions rather than reactive operational compromises. With new features such as anomaly detection and agentic threat intelligence, F5's AI-powered web application firewall is uniquely capable in delivering real-time protections because of its strategic position in customers' infrastructure. Enhancements to F5 WAF for Distributed Cloud and virtual patching provide the precision needed to confidently block active exploits at the request level.
F5 Introduces AI Guardrails Integrated with NVIDIA
F5 (FFIV) introduced F5 AI Guardrails integrated with NVIDIA (NVDA) NeMo Guardrails. "F5 AI Guardrails integrated with NVIDIA NeMo Guardrails brings centralized, consistent security and governance across AI applications by separating security enforcement from the AI framework," the analyst tells investors. Organizations can standardize on NVIDIA NeMo Guardrails while F5 AI Guardrails handles security inspection of prompts and LLM responses, applying enterprise policies centrally without requiring changes to AI applications. The result is a layered architecture where the framework library, microservices, orchestration, and security each do what they do best and evolve independently.
Energy Stocks Drop, Nvidia Falls 5% on AI Investment
Headline-driven risk regarding the uncertainty in the standoff between the US and Iran over the Strait of Hormuz passage, as well as the magnitude of AI investment being made by Tech megacaps, continues to play out in Monday's trading. Energy was the worst performing sector in the S&P 500 as the US has paused its military activity in Iran with a new focus on diplomacy. Industry giants such as Chevronand Exxon Mobilwere down by 1%-2% while Devon Energyfell over 4%. In the Tech space, investors sneered at Nvidiafor announcing $750B in total spend between its $250 backstop for OpenAI and a $500B joint investment with South Korea's SK Group, sending the stock down by 5% to three-week lows. Other semiconductors and semiconductor equipment names traded lower in sympathy while the "anti-AI trade" - enterprise software - was generally strong. Traders also piled into the Consumer Defensive sector as Walmartand Costcocontinued their bounce for the second day in a row.In the opening hour of the evening session S&P e-minis are trading flat while the NASDAQ 100 contract is down 0.2%. WTI crude oil remains under pressure, trading closer to $82% per barrel. Sentiment swings and wide trading ranges could remain a theme this week with more hyperscalers on deck for quarterly earnings as well as a Federal Reserve policy decision this coming Wednesday.Check out this evening's top movers from around Wall Street, compiled by The Fly.HIGHER AFTER EARNINGS -OPKO Health, Inc.up 8.9%Celesticaup 8.1%Applied Digitalup 5.6%Happenup 4.0%Cadence Design Systemsup 3.2%F5, Inc.up 1.0%DOWN AFTER EARNINGS -Universal Health Servicesdown 4.7%Noble Corporationdown 4.4%Amkor Technologydown 3.5%Kforcedown 2.9%Cincinnati Financialdown 2.4%ALSO LOWER -Aehr Test Systemsdown 4.6% after equity offering
Raises FY26 Revenue Growth Outlook to 9%-10%
Consensus $16.49. Raises FY26 revenue growth view to 9%-10% from 7%-8%, consensus $3.32B.
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