$15.090
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NTSK 资讯
NTSK 事件
CrowdStrike Expands Project QuiltWorks Integrating Data from Multiple Tech Companies
CrowdStrike (CRWD) expanded Project QuiltWorks across the tech ecosystem, integrating real-time data from Abnormal AI, Artemis Security, AttackIQ, ExtraHop, HackerOne, Horizon3, Netskope (NTSK), Picus Security, Rubrik (RBRK), SafeBreach, Terra Security, and Zscaler (ZS) into Falcon Next-Gen SIEM. QuiltWorks extends its ecosystem advantage, uniting the industry to secure every layer of frontier AI risk - with the full data picture in play.
JFrog Launches New Solutions Integrated with Zscaler, Cloudflare, and Netskope
JFrog (FROG) announced new solutions integrated with Zscaler (ZS), Cloudflare (NET), and Netskope (NTSK) to stop malicious packages at the network level before they reach users' machines. "Open source has powered software innovation for decades, but in today's zero-trust world, simply enabling traffic is no longer enough. Organizations need control over what enters their software supply chain, whether it is requested by a developer, an AI agent, or an automated tool. The answer is not another security alert or another gate that disrupts the developer workflow. It is a universal control point that ensures every package flows through one trusted system of record, where policy can be governed and enforced," said Shlomi Ben Haim, Co-Founder and CEO, JFrog.
HSBC and Google Cloud Announce Multi-Year AI Partnership
Catch up on the top artificial intelligence news and commentary by Wall Street analysts on publicly traded companies in the space with this daily recap compiled by The Fly.COPILOT:Microsoftis shifting Copilot Cowork to usage-based pricing as enterprise AI workloads become more compute-intensive and expensive to support, while also evaluating an optional Azure-hosted version of DeepSeek as a lower-cost model alternative, a move that reflects a broader multi-model strategy but could attract political and security scrutiny given DeepSeek's Chinese origins, Ina Fried of Axios.AI STAKES:Senior Trump administration officials have explored ways to structure potential government equity stakes in major AI companies ahead of export control actions affecting Anthropic, with Treasury Secretary Scott Bessent favoring using such stakes to seed "Trump Accounts" and Commerce Secretary Howard Lutnick instead preferring channeling them into a sovereign wealth fund structure, Semafor's Eleanor Mueller. The talks about possible AI stakes ceded to the government are still in the early stages, sources say.EXPORT CONTROLS:According to sources, Trump officials weighed Anthropic export controls weeks before forcing its models offline, after a dispute over giving China-linked firm Mythos access, The Washington Post.AI INFRASTRUCTURE:HPE announced Vultr has selected HPEand NVIDIAfor large-scale AI datacenter deployments designed to support rapidly growing enterprise demand for private cloud and AI workloads. Vultr has selected the NVIDIA GB300 NVL72 by HPE connected with NVIDIA Spectrum-X Ethernet networking, part of the NVIDIA AI Computing by HPE portfolio, to power its next-generation AI infrastructure environments designed for enterprise-scale AI workloads. These deployments combine HPE's AI factory capabilities with NVIDIA accelerated computing, networking, and software to deliver a scalable, production-ready AI platform optimized for high-performance model training and inference.AI, CLOUD SECURITY OPERATIONS:CrowdStrike, in collaboration with Amazon Web Services, announced new AI, cloud, and Next-Gen SIEM innovations that help organizations securely build, deploy, and operate AI applications and cloud workloads on AWS. CrowdStrike said it is expanding CrowdStrike Falcon AI Detection and Response capabilities on AWS, helping organizations identify and mitigate AI runtime risks across AI applications built with AWS technologies including Amazon Bedrock, Kiro, and Strands Agents.AMAZON BEDROCK AGENTCORE:SentinelOneannounced its upcoming integration with AmazonBedrock AgentCore. The integration will be delivered through SentinelOne's Prompt Security offering. The company said, "Amazon Bedrock AgentCore is the platform to build, connect, and optimize agents at scale. Through its policy engine, AgentCore enforces real-time, deterministic controls at the gateway across all agent traffic including agent-to-tool, agent-to-LLM, and agent-to-agent communications. With this integration, SentinelOne's Prompt Security will provide detection signals covering prompt injection detection, PII exposure, tool-use validation, LLM response monitoring, and data leakage prevention that feed into AgentCore policy engine. AgentCore acts on those signals at the gateway, outside the agent's reasoning loop, so enterprise teams can apply SentinelOne's detection signals alongside deterministic, automated enforcement consistently across all agent activity. Because detection can be probabilistic, but enforcement stays deterministic, customers gain consistent allow-or-deny decisions on every agent action, allowing organizations to adopt agentic AI at enterprise scale with the confidence that existing SentinelOne security controls apply automatically throughout every agentic workflow."Netskopeannounced its upcoming integration with Amazon Bedrock AgentCore. The upcoming integration reflects Netskope's commitment to extending the security controls customers already trust into agentic workflows, the company said.Rubrikannounced its upcoming Rubrik Agent Cloud integration with Amazon Bedrock AgentCore. The upcoming integration reflects Rubrik's commitment to extending the security controls customers already trust into agentic workflows, the company said.MULTI-YEAR PARTNERSHIP:HSBCand Google Cloudannounced a multi-year partnership to build and deploy AI capabilities across HSBC's operations globally, accelerating innovation in areas such as hyper-personalized advice and financial crime risk management. This new collaboration will further accelerate the shift towards AI-enabled ways of working across HSBC's global operations. HSBC will work with Google Cloud and Google DeepMind engineering teams to collaborate on new AI-powered tools and programs, with access to Google's latest agentic AI capabilities, including Gemini models and the Gemini Enterprise Agent Platform. The partnership is expected to enable more than 200 new AI HSBC use cases over the next two years. Along with simplifying processes, it will also support the identification and prioritization of the highest value initiatives for investment and delivery at HSBC, each of which the bank estimates could return more than $100M in either direct revenue gains or wider efficiency improvements. This is on top of an existing footprint of more than 600 HSBC applications already running on Google Cloud.
Netskope Announces Integration with Amazon Bedrock AgentCore
Netskope (NTSK) announced its upcoming integration with Amazon (AMZN) Bedrock AgentCore. The upcoming integration reflects Netskope's commitment to extending the security controls customers already trust into agentic workflows, the company said.
Dow Jones Rises 1.73%, Nasdaq Declines
The major averages closed mixed, with the Dow Jones Industrial Average the leader. The Nasdaq was the laggard as investors took profits in semiconductor stocks following Broadcom's earnings report. The reaction in Broadcom shares suggests the market may be entering a phase where strong results alone are no longer enough if guidance does not materially improve.Meanwhile, oil prices eased slightly following reports of progress toward regional de-escalation in the Middle East.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Broadcomreportedand reiterated its FY27 AI revenue targetCrowdStrikeprovided areport for Q1Five Belowalso provided areport for Q1Blackstone Private Credit Fundiscompared to the requested 10%Quantinuumopened at $68 after the quantum computing company's IPO2. WALL STREET CALLS:BofAUnitedHealthto Buy on improving medical cost trendsMacquarieBroadcomon Googlemove to insource chipsRTXto Buy from Hold at JefferiesPVH Corp.to In Line from Outperform at Evercore ISIUBSEHangto Neutral amid setbacks3. AROUND THE WEB:Qantasis in talks for the potential purchase of 20 Boeing787s or AirbusA350s, Reuters reportsIn a confidential Competition Commission of India, CCI, order, Appleagreed to submit the financials of its India business to the antitrust body as part of an investigation into whether the company abused its market position in the country, Reuters saysMetahas delayed plans to release its newest AI model to developers several times and does not have a planned date to release it, WSJ saysNvidiahas acquired Kumo AI, a startup focused on foundation models for business prediction and analytics, with all three co-founders already joining Nvidia, Yahoo Finance reportsSome members of the Glazer family are considering selling their stake in Manchester United FCafter internal discussions about individual exits, potentially drawing interest from Middle Eastern and U.S. wealthy buyers at a high valuation, Bloomberg reports4. MOVERS:Oscar Healthgained after Wells Fargothe stock to Equal Weight from UnderweightFranklin Resourcesrose afterthe company is near an SEC settlement over Wamco for $100MAbsciwas higher after Leerinkcoverage of the stock with an Outperform ratingPetcowas lower afterand providing guidance for Q2 and FY26Netskopefell afterand providing guidance for FY275. EARNINGS/GUIDANCE:PVH Corp.reportedand affirmed its FY26 guidanceToro Companyand raised its guidance for FY26Ciena, with CEO Gary Smith commenting, "Today's results reflect the strength of our portfolio"Caleresand provided its guidance for Q2 and FY26Columbus McKinnon, with EPS missing consensusINDEXES:The Dow rose 874.86, or 1.73%, to 51,561.93, the Nasdaq lost 23.02, or 0.086%, to 26,830.96, and the S&P 500 advanced 30.63, or 0.41%, to 7,584.31.
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