AI/ML Premium: A slew/stew of last-minute regulations A look at all the AI and security regulations last week from the outgoing administration. Next-gen Security NVDA AMZN META GOOG MSFT CRWD NET ZS OKTA CYBR S GTLB DDOG
Next-gen Security Premium: Opportunities in next-gen security Yay, the premium podcast returns. CRWD PANW MSFT GOOG S CYBR OKTA ZS NET Wiz
Hyperscalers Premium: Cloud AI shifts A look at hyperscaler moves across AI, Data, DevOps, and Security. AI/ML Data & Analytics Next-gen Security AMZN MSFT GOOG NVDA DDOG CRWD PANW S Databricks SNOW GTLB ZS NET MDB PLTR OKTA CYBR CFLT ARM PATH META
Next-gen Security Premium: Vaulting to success A deep dive into CyberArk. CYBR OKTA CRWD S ZS NET PANW RBRK
Next-gen Security Premium: Identity moves A look at the shifts and M&A across the Identity Security market, and how Okta's stumbles let CyberArk catchup. CYBR OKTA MSFT CRWD ZS PANW S Wiz NET RBRK
Next-gen Security Premium: SIEM moves The SIEM market is seeing a death by a thousand cuts. CRWD PANW S MSFT GOOG AMZN DDOG FTNT ESTC NET ZS SNOW AI/ML
Next-gen Security Premium: CNAPP moves Results and moves from CNAPP competitors like Palo Alto, SentinelOne, Zscaler, and Wiz. CRWD PANW ZS S Wiz NET DDOG
Next-gen Security Premium: Security shifts A look at the XDR, CNAPP, and SIEM landscapes. CRWD S MSFT PANW ZS DDOG FTNT Netskope Wiz NET
Next-gen Security Premium: Eyes on Falcon A look at CrowdStrike after Fal.con and IR day. CRWD PANW S NET NVDA ZS DDOG Wiz
Earnings Premium: Lost in the crowd A look at CrowdStrike Q225 earnings and impacts from "the incident". Next-gen Security CRWD S PANW MSFT FTNT
Next-gen Security Premium: Y2K tsunami CrowdStrike caused a worldwide tsunami today. CRWD S MSFT GOOG
Earnings Premium: Unclouded view A look at CrowdStrike's Q4 and recent acquisitions & moves. CRWD PANW ZS S NET DDOG MSFT GOOG NVDA
Next-gen Security Premium: Microsoft wants to be your security copilot Microsoft is bundling security and driving it with AI. MSFT CRWD S PANW NET ZS OKTA DDOG GTLB
Next-gen Security Breaches and the SEC Okta continues to spiral, plus a look at the new SEC regulations. OKTA ZS CRWD S NET PANW MSFT
Earnings Premium: Let the falcon soar How CrowdStrike has fared the past 2 quarters, and the growth vectors from here. Next-gen Security CRWD PANW ZS NET S DDOG MSFT GOOG