What’s next after Netflix? Stay tuned. The world’s largest streaming service made big news recently with its $83 billion deal to acquire Warner Bros Discovery. Paramount promptly cranked up the drama by making a hostile bid for the outfit that gave us Harry Potter, Game of Thrones, and a ton of other entertaining stuff. The deal highlights the strong rebound in M&A activity in 2025, particularly in the second half. During the first nine months of this year, the number of megadeals—those valued at $10 b ...

CrowdStrike (NASDAQ: CRWD) and Zscaler (NASDAQ: ZS) reported strong earnings in late November and early December, revealing two fundamentally different approaches to cloud security. ...

Zscaler (ZS) shares snapped eight straight sessions of losses, as the stock was up 1.8% at $279.88 on Monday. The cloud security company fell over 7% in the preceding six sessions. The stock has fallen 6.7% so far this year, compared to a 16% rise in the ...

Core Insights - Akamai Technologies Inc. is a key player in the technology sector, focusing on content delivery network services and cloud security solutions, competing with companies like Cloudflare and Amazon Web Services [1] - The company is experiencing a positive shift in its earnings outlook, with analysts revising their earnings estimates upwards, indicating growing confidence in its future earnings potential [2] - Akamai's stock price is currently $87.17, reflecting a decrease of 1.69% or $1.50, with a market capitalization of approximately $12.54 billion [4][5] Earnings Outlook - Analysts are optimistic about Akamai's future earnings, as indicated by the upward revisions in earnings estimates, which are likely to positively influence the stock price [2] - The Zacks Rank system shows a strong correlation between earnings revisions and stock performance, with stocks ranked 1 achieving an average annual return of 25% since 2008, positioning Akamai as an attractive investment option [3] Stock Performance - Akamai's stock has traded between a low of $87.03 and a high of $88.75 on the current day, with a yearly high of $103.75 and a low of $67.51 [4] - The current trading volume for Akamai's stock on the NASDAQ exchange is 3,621,231 shares [4]

Soft earnings and steep spending plans weighed on a food delivery firm on Thursday, Nov. 6, 2025, while a cloud security platform got a boost from AI-driven growth. https://t.co/fDRVjgtkay ...

Group 1: DoorDash Performance - DoorDash shares fell over 17% after missing third-quarter profit estimates and providing a lower-than-expected guidance for adjusted EBITDA in the current quarter [3][7] - The company warned of rising costs due to investments in business expansion and new initiatives, including autonomous delivery [3][7] Group 2: Broader Market Trends - Major U.S. equity indexes declined, with tech stocks leading the drop, as job cuts in October reached the highest level since 2003 [2] - The Dow dropped 0.8%, the S&P 500 fell 1.1%, and the Nasdaq decreased by 1.9% [2] Group 3: Other Company Performances - Robinhood Markets saw its stock fall nearly 11% despite exceeding sales and profit forecasts, primarily due to higher-than-expected operating expenses and disappointing cryptocurrency revenue [4] - Paycom Software reported lower-than-expected quarterly earnings, leading to a nearly 11% drop in its shares, citing increased spending on technology investments [5] - Tapestry shares fell 9.6% despite surpassing sales and profit forecasts, with disappointing guidance attributed to tariff-related headwinds [6][8] - Datadog's shares surged about 23% after posting better-than-expected quarterly earnings and benefiting from strong demand from AI customers [9] - Texas Pacific Land's shares increased by 10% after reporting record quarterly revenue, despite sales and profit falling short of expectations [10] - Air Products and Chemicals gained 8.9% after edging out earnings per share estimates while announcing a strategic revamp focused on cost-cutting and core industrial gases [11]

Google announced its intent to acquire cloud security company Wiz in March and the deal is now on track to close in early 2026. https://t.co/MS49nCx9IF ...

Core Insights - Google's acquisition of Wiz, a cloud security company, is valued at $32 billion and has passed the U.S. Department of Justice's antitrust review, although it is not yet finalized [1][3] - The initial offer from Google in 2024 was $23 billion, which Wiz rejected, believing the company's potential was greater [2] - Acquisition discussions resumed in early 2025, leading to the increased offer and announcement in March [2] Company Developments - Wiz's CEO, Assaf Rappaport, confirmed the progress of the acquisition at a Wall Street Journal event [1] - The deal is anticipated to close in early 2026, following the completion of necessary regulatory reviews [3] Industry Context - The acquisition reflects ongoing consolidation in the cloud security sector, highlighting the increasing importance of security solutions in cloud computing [1][2]

Acquisition Overview - Google's acquisition of Wiz, a cloud security company, is valued at $32 billion and has cleared antitrust review by the U.S. Department of Justice, marking a significant milestone in the acquisition process [1][3] - The deal is expected to officially close in early 2026, indicating a lengthy process ahead before finalization [3] Historical Context - Google initially approached Wiz in 2024 with a $23 billion offer, which Wiz declined, believing the company's potential for growth was greater [2] - Acquisition discussions resumed in early 2025, leading to the announcement of the $32 billion deal in March [2]

Core Insights - Zscaler's 2025 ThreatLabz Mobile, IoT, and OT Threat Report highlights the increasing sophistication of malware attacks, with a significant rise in malicious applications targeting productivity tools [1][2] - The report indicates a 67% year-over-year increase in Android malware transactions, with 239 malicious apps identified on the Google Play Store, collectively downloaded over 42 million times [2][10] - The energy sector has seen a staggering 387% increase in attacks, emphasizing the growing threat to critical infrastructure [4][10] Mobile Threat Landscape - Malicious apps are primarily distributed through the "Tools" category, exploiting user trust in productivity applications, especially in hybrid work environments [3] - The top three countries for mobile attacks are India (26%), the United States (15%), and Canada (14%), with India experiencing a 38% increase in mobile threat attacks [7][10] - Adware has become the most prevalent mobile threat, accounting for 69% of cases, surpassing the Joker malware family [11] IoT and OT Threats - Manufacturing and Transportation sectors are the most targeted in IoT attacks, each representing 20.2% of all observed incidents, indicating a diversification of threat actor focus [5] - The Mirai family of malware accounts for approximately 40% of blocked IoT transactions, with Mozi and Gafgyt together making up about 75% of all malicious payloads in IoT environments [6] - The United States is identified as the epicenter for IoT threats, with 54.1% of IoT malware traffic originating from there [7][10] Recommendations and Solutions - A Zero Trust approach combined with AI-powered threat detection is recommended to mitigate the risks posed by evolving attacks [7] - Zscaler's Zero Trust Branch and Cellular solutions aim to enhance security for mobile and IoT devices, ensuring continuous verification and robust policy enforcement [12][13]