Core Insights - Datadog has announced a strategic partnership with Sakana AI to enhance enterprise AI adoption through research and product innovation [1][2][3] Group 1: Partnership Overview - The collaboration aims to combine Datadog's observability and security platform with Sakana AI's advanced foundation models to support next-generation AI applications, starting in Japan [1][2] - The partnership will focus on joint research initiatives, product development, and go-to-market strategies, initially targeting large enterprise customers in Japan [3][4] Group 2: Objectives and Benefits - The collaboration is designed to provide enterprises with improved visibility into the performance and reliability of AI-powered applications, facilitating responsible AI technology adoption [2][3] - Datadog's established presence in Japan, including a local data center, will be leveraged to meet enterprise requirements around performance and data residency [3][4] Group 3: Company Profiles - Datadog is a leading observability and security platform for cloud applications, offering a comprehensive SaaS solution that integrates various monitoring and security capabilities [5] - Sakana AI, founded in July 2023, focuses on innovative AI research and aims to develop solutions tailored to Japan's needs while promoting the democratization of AI [6]

Our next guest will weigh in on US China tech competition on tariffs, on AI, and more. Joining us now, former US Commerce Secretary Gina Rando. She's a Council on Foreign Relations distinguished fellow.Uh you're and you're in Munich right now. Is that right. Welcome.>> I am. I am. Good morning.>> Why Munich is the new Davo. We need to see what Joe thinks about. Munich apparently is Davos for the foreign policy set.uh M madam secretary a and they say no fewer than six Democratic presidential primary candidat ...

Leadership Changes - Kenta Kon has been promoted to president and CEO of Toyota Motor, effective April 1, succeeding Koji Sato, who will become vice chairman and chief industry officer [2] - Prashanth Mahendra-Rajah will step down as CFO of Uber on February 16, 2026, and will be replaced by Balaji Krishnamurthy, currently vice president of strategic finance at Uber [3] - Peer Bueller has been promoted to CEO of Kayak, succeeding cofounder Steve Hafner, who will become executive chair and focus on AI innovation at Booking Holdings [4] - Liz Coddington, CFO of Peloton, is leaving for a similar role at Palmetto, with her departure effective March 30 [5] - Anubhav Mittal's employment offer to become CFO of Universal Corp. has been withdrawn, and Johan Kroner will continue as CFO until a successor is named [6] Background of Key Individuals - Kenta Kon has been with Toyota since 1991 and served as CFO since July 2025 [2] - Balaji Krishnamurthy joined Uber in 2019 and has held various leadership roles, including head of investor relations [3] - Peer Bueller joined Kayak in 2016 as CFO and took on the COO role in 2021 [4] - Liz Coddington joined Peloton as CFO in June 2022, previously working at Amazon and other notable companies [5] - Anubhav Mittal has worked at ADM for 10 years, most recently as CFO of ADM Nutrition, a $8 billion business [6] Company Implications - Toyota's leadership transition may signal a strategic shift under new management [2] - Uber's CFO change could impact its financial strategy and investor relations [3] - Kayak's new CEO may drive innovation and operational changes within the company [4] - Peloton's CFO transition could affect its financial management and strategic direction [5] - Universal Corp.'s withdrawal of Mittal's offer may create uncertainty in its financial leadership [6]

Core Insights - Booking Holdings has appointed Peer Bueller as the new CEO of KAYAK, succeeding Steve Hafner, who will transition to the role of Executive Chair [1][3] - Peer Bueller has been with KAYAK since 2016, initially as Chief Financial Officer and later as Chief Operating Officer, focusing on expansion and innovation [2][5] - Steve Hafner, a co-founder of KAYAK, has led the company for 22 years and will now focus on advancing AI innovation within Booking Holdings [3][4] Company Overview - KAYAK is a leading travel search engine under Booking Holdings, facilitating billions of queries to help users find flights, accommodations, rental cars, and vacation packages [7] - Booking Holdings operates in over 220 countries and territories, providing online travel services through brands like Booking.com, Priceline, Agoda, KAYAK, and OpenTable [8] Leadership Transition - Steve Hafner expressed confidence in Peer Bueller's leadership, highlighting his significant contributions to KAYAK's success [4] - Peer Bueller aims to enhance KAYAK's user experience and capitalize on growth opportunities as the new CEO [6]

Core Insights - Lumexa Imaging's Dr. Jennifer L. Kemp has been elected to the Board of Directors of the Radiological Society of North America (RSNA), highlighting the company's clinical leadership and commitment to quality in radiology [1][2] Company Overview - Lumexa Imaging is a leading provider of outpatient imaging services in the U.S., operating over 185 imaging centers across 13 states and employing more than 5,000 team members [5] - The company conducted approximately 4 million outpatient scans in 2024, positioning itself as a partner of choice for health systems and radiologists [5] Leadership and Innovation - Dr. Kemp's election to the RSNA Board emphasizes the importance of physician leadership in shaping the future of radiology, particularly in the context of growth, AI innovation, and evolving policies [2][4] - As Chief of Patient Experience at Scanslated, Dr. Kemp leads initiatives to enhance patient understanding of radiology results, utilizing AI-driven software to translate complex reports into accessible language [2] Patient Engagement - Lumexa Imaging patients have accessed over 2 million reports through the Scanslated platform, with 99% of surveyed patients indicating that patient-friendly explanations positively influence their likelihood to choose Lumexa Imaging centers in the future [3]

RT Aethir Ecosystem (@AethirEco)Partner Spotlight: Avalanche Foundation 🔺Today, we’re spotlighting one of the ecosystems actively pushing AI innovation forward: Avalanche Foundation.As AI builders scale, they need two things to work in sync: high-performance blockchain infrastructure and reliable, scalable compute.This is exactly where @AvalancheFDN and @AethirCloud complement each other.🧵👇🏻 ...

Core Insights - CrowdStrike (CRWD) has signed a definitive agreement to acquire Seraphic Security to enhance its web browser security capabilities, addressing increased security risks associated with AI agents operating within browser sessions [1][10] Company Overview - Seraphic Security specializes in browser runtime security, providing protection directly within browser sessions across major browsers like Chrome, Edge, Safari, and Firefox, allowing users to maintain their preferred browser without needing a specialized enterprise browser [2] Strategic Expansion - The acquisition will extend CrowdStrike's Falcon platform from endpoint protection to include browser security, integrating Seraphic's in-session browser visibility with Falcon's endpoint telemetry and threat intelligence, thereby enhancing security from endpoints to browsers to the cloud [3][10] Use Cases and Security Goals - CrowdStrike aims to address several critical use cases, including preventing data theft during browser sessions, stopping phishing and session hijacking, and improving web-based data loss prevention, particularly for unmanaged devices and third-party access [4] Financial Outlook - The acquisition is expected to close in the first quarter of fiscal 2027, with browser security anticipated to become a significant growth driver over time. The Zacks Consensus Estimate indicates a year-over-year revenue increase of approximately 21% for both fiscal 2026 and 2027 [5] Competitive Landscape - Key competitors such as Palo Alto Networks (PANW) and Okta Inc. (OKTA) are also focusing on acquisitions for platform expansion and AI innovation, with Palo Alto Networks acquiring Chronosphere for $3.35 billion and Okta acquiring Axiom Security to enhance privileged access management [6][7] Valuation Metrics - CrowdStrike's shares have decreased by 4.8% over the past three months, compared to a 7.2% decline in the Zacks Security industry. The company trades at a forward price-to-sales ratio of 20.40, significantly higher than the industry average of 12.65 [8][12] Earnings Estimates - The Zacks Consensus Estimate for CrowdStrike's fiscal 2026 earnings suggests a year-over-year decline of 5.6%, while fiscal 2027 earnings are expected to grow by 28.7%. Recent revisions indicate upward adjustments of 4 cents and 3 cents for fiscal 2026 and 2027 estimates, respectively [15]

Company Overview - OneStream is a financial software maker based in Birmingham, Michigan, providing products that assist executives in reporting financial statements to regulators and investors [3] - The company serves notable clients including Toyota, UPS, News Corp, and General Dynamics [3] - OneStream offers AI-driven financial forecasting tools and competes with major enterprise software providers such as Oracle, SAP, and Workday [3] Acquisition Details - Hg Capital has agreed to acquire OneStream in an all-cash deal valued at $6.4 billion, with shareholders receiving $24 per share, reflecting a 31% premium over OneStream's closing price on the previous Monday [1] - The stock price of OneStream increased by over 28% in afternoon trading following the announcement of the acquisition [1] - The deal is expected to close in the first half of 2026, with J.P. Morgan Securities acting as the financial adviser to OneStream [5] Market Context - OneStream went public in July 2024 under the majority ownership of KKR, but has faced challenges in maintaining its valuation due to a weaker macroeconomic environment affecting investor interest in growth-focused tech stocks [4] - The company's initial public offering (IPO) was priced at $26, giving it a valuation of nearly $6 billion, while its market capitalization was approximately $4.48 billion as of the previous Monday [4] - Global mergers and acquisitions activity has shown a steady rebound in 2025, despite uncertainties related to U.S. tariff policies and geopolitical conflicts [2]

Investment Rating - The report maintains a positive outlook on global equities, expecting a rise of around 15% by the end of 2026, driven by strong performance in sectors such as technology, healthcare, and utilities [125][126]. Core Insights - The report emphasizes the potential of AI and innovation to drive market growth, suggesting that these trends could help economies achieve "escape velocity" from traditional economic constraints [5][27]. - It highlights the importance of capital expenditure (capex) in AI, projecting a cumulative USD 4.7 trillion in global AI capex between 2026 and 2030, with USD 571 billion expected in 2026 [58][70]. - The longevity market is anticipated to grow significantly, with annual revenues projected to reach USD 8 trillion by 2030, driven by advancements in healthcare and technology [90][91]. Summary by Sections Growth - AI-linked innovation is identified as a key driver of market performance, with IT and communication services stocks accounting for 36% of the MSCI AC World index [48][49]. - The report projects that AI can automate a third of tasks, potentially generating around USD 2 trillion in annual revenues from end-users [60][62]. Economic Backdrop - The economic outlook for 2026 is supportive, with expected real GDP growth of close to 2% in the US and over 1% in the Eurozone, driven by fiscal stimulus and improving consumer confidence [102][106]. - In Asia, growth is expected to remain robust at just under 5%, with China focusing on technology innovation and industrial upgrades [109][110]. Investment Opportunities - The report recommends allocating up to 30% of equity portfolios to structural growth ideas, particularly in AI, power and resources, and longevity sectors [70][96]. - Commodities are highlighted as attractive investments due to supply constraints and rising demand, with copper prices expected to exceed USD 13,000 per metric ton in 2026 [85][88]. Sector Focus - The US healthcare sector is expected to benefit from improved policy clarity and growing markets, particularly in obesity and oncology [128][129]. - Utilities are favored due to AI-driven power demand and ongoing infrastructure investments, with significant earnings growth anticipated [129][130]. Currency and Diversification - The report suggests favoring the euro and Australian dollar over the US dollar, anticipating that US rate cuts may weigh on the greenback [45][46]. - A diversified investment approach is recommended, including alternatives like hedge funds and private markets to mitigate risks [45][46].

Core Insights - CrowdStrike Holdings (CRWD) is leveraging partnerships to drive growth and enhance its market presence, particularly through the Falcon platform [1] Partnerships and Growth - The partnership with Amazon Web Services (AWS) allows CrowdStrike's Falcon Next-Generation Security Information and Event Management (SIEM) to be integrated directly into AWS Security Hub, facilitating easier access for AWS customers [2] - Collaborations with global system integrators like EY, Deloitte, and Wipro are enabling CrowdStrike to attract large enterprise clients looking to upgrade from legacy security tools [3] - The partnership with F5 enables Falcon to operate on F5 appliances, enhancing infrastructure security, while the Kroll partnership is transitioning approximately 500,000 endpoints to Falcon, targeting mid-market customer segments [4] Financial Performance and Estimates - The Zacks Consensus Estimate predicts a revenue increase of around 21% year-over-year for both fiscal 2026 and 2027 [5] - CrowdStrike's shares have decreased by 2.4% over the past three months, outperforming the Zacks Security industry's decline of 8.4% [8] - The forward price-to-sales ratio for CrowdStrike is 21.23, significantly higher than the industry average of 11.79 [12] - Earnings estimates indicate a decline of 5.6% for fiscal 2026, followed by a growth of 28.7% for fiscal 2027, with recent upward revisions of 4 cents and 3 cents respectively [15]