https://c.aparatorul.md/tvbvh
yahoo news | Vance, Bessent questioned tech giants on AI security before Anthropic's Mythos...
U.S. Vice President JD Vance and Treasury Secretary Scott Bessent pressed top technology executives on the security of artificial‑intelligence models and how to handle potential cyber‑attack threats, just a week before Anthropic unveiled its new Mythos model, CNBC reported. The discussion included Anthropic’s co‑founder Dario Amodei, Alphabet chief Sundar Pichai, OpenAI’s Sam Altman, Microsoft’s Satya Nadella, as well as leaders from Palo Alto Networks and CrowdStrike.
Anthropic declined to comment on the conversation, and the companies represented – Alphabet, OpenAI, Microsoft, Palo Alto and CrowdStrike – did not immediately respond to Reuters’ requests for comment. Earlier in the week, Anthropic launched the powerful “Claude Mythos” model but deliberately restricted its broader release, citing concerns that the system could reveal hidden cybersecurity vulnerabilities.
Access to Mythos is being limited to roughly 40 major tech players, including Microsoft and Google, while Anthropic continues to engage with the U.S. government about the model’s capabilities and the safeguards needed before a wider deployment.
undefined | Vance, Bessent questioned tech giants on AI security before Anthropic's Mythos release
Vice President JD Vance and Treasury Secretary Scott Bessent convened a private conference call with several top technology leaders—including Anthropic’s Dario Amodei, Google’s Sundar Pichai, OpenAI’s Sam Altman, Microsoft’s Satya Nadella, Palo Alto Networks chief Nikesh Arora, and CrowdStrike CEO George Kurtz—to discuss the security posture of large‑language‑model AI systems and how the government should respond if those models are weaponized. The discussion, held a week before Anthropic released its new Mythos model, centered on safeguarding AI deployments, preventing malicious exploitation, and establishing protocols for rapid response to cyber‑attack scenarios involving AI.
Anthropic’s Mythos, unveiled on Tuesday, is being rolled out to a limited cohort of companies such as Apple, Google, Microsoft, Nvidia, Palo Alto Networks and CrowdStrike while the firm evaluates safeguards to stop hackers from misusing the technology. Company officials told CNBC that they have been in contact with White House staff for weeks, offering to support “the government’s own testing and evaluation of the technology.” The model’s dual‑use capabilities—offensive and defensive cyber applications—prompted senior officials across the U.S. government to receive a pre‑release briefing on its full capabilities.
The concerns raised by Vance and Bessent reverberated further up the policy chain: Treasury Secretary Bessent, alongside Federal Reserve Chair Jerome Powell, summoned the heads of the nation’s largest banks for a surprise meeting to assess the potential threat posed by Mythos. At the same time, Anthropic continues to fight a Department of Defense supply‑chain risk designation, with a federal appeals court denying a request to block the blacklisting even as a San Francisco judge previously granted a preliminary injunction. While the company remains barred from DoD contracts, it can still work with other federal agencies as the legal battles unfold.
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US Top News and Analysis | CrowdStrike takes advantage of its struggling stock. Should investors also act?
CrowdStrike increased its share buyback program by $500 million to $1.5 billion, viewing its stock drop alongside other enterprise software names as an opportunity. The company’s leadership believes the recent decline in its stock price, driven by AI disruption fears, is misplaced. Jim Cramer noted that the proliferation of AI actually strengthens the case for more cybersecurity, not less, and emphasized that CrowdStrike remains well-positioned in the sector despite market skepticism.
During a recent conversation with CrowdStrike CEO George Kurtz, Cramer reported that the executive expressed frustration over the misinformation surrounding the company’s valuation and growth prospects. Kurtz reiterated confidence in CrowdStrike’s long-term strategy, particularly as AI adoption increases the attack surface and demand for advanced threat detection rises. Cramer affirmed that the Investing Club maintains a buy-equivalent rating on CrowdStrike, underscoring belief in its fundamentals despite short-term volatility.
The discussion highlighted CrowdStrike as part of a broader trend where cybersecurity firms like Palo Alto Networks are being undervalued due to overblown concerns about AI replacing traditional security needs. Instead, Cramer argued that AI enhances the necessity for robust cyber defenses, creating a tailwind for companies that can leverage machine learning to improve threat response. Investors were advised to consider the buyback as a signal of management confidence and a potential opportunity to accumulate shares at a discount.
#crowdstrike #ai #cybersecurity #enterprise-software #sharebuyback
CrowdStrike published 156 security advisories for OpenClaw. 4 Critical, 52 High. Four attack vectors identified: direct prompt injection, indirect prompt injection, tool chain attacks, AI tool poisoning.
They also demoed blocking a live Discord exfiltration attack targeting an OpenClaw instance. Not theoretical.
https://clawhosters.com/blog/posts/crowdstrike-openclaw-security-assessment
undefined | Here are Monday's biggest analyst calls: Nvidia, Apple, Netflix, Carnival, Expedia, CrowdStrike, Meta, Seagate & more
Here are Monday’s most significant analyst calls, highlighting a mix of upgrades, initiations and reiterations across sectors. UBS upgraded Adecoagro to “Buy,” citing its fertilizer business as a beneficiary of the Middle‑East conflict, while HSBC moved Carnival to “Buy,” arguing the stock is undervalued despite fuel‑related risks. Oppenheimer stuck with Nvidia and Broadcom, maintaining bullish views on those AI‑driven semiconductor names. Needham reiterated Netflix as a “Buy,” pointing to a recent price rebound after a sharp dip, and Citizens upgraded Live Nation to “outperform,” emphasizing its diversified revenue streams from live‑experience demand.
Tech and AI‑focused recommendations dominated the day. Wolfe upgraded CrowdStrike to “Outperform,” noting the upcoming Anthropic model could spur a cyber‑security spending surge. Morgan Stanley kept Meta overweight, lowering its price target but still viewing the stock as a top idea amid mixed sentiment on generative AI and advertising outlooks. JPMorgan initiated Seagate as “Overweight,” citing pricing tailwinds and strong demand from hyperscaler capex plans. Deutsche Bank upgraded both Colgate‑Palmolive and Celsius Holdings to “Buy,” seeing durable franchise value and growth potential in the energy‑drink segment. Needham added TSS to its coverage as a “Buy,” positioning the data‑analytics firm as an “AI gold‑rush” beneficiary.
Other notable calls spanned biotech, consumer and industrial stocks. BMO initiated CBIZ as “Outperform,” Bank of America started coverage of ProPetro Holding with a “Buy,” and Melius reiterated Apple as a “Buy,” highlighting strong free‑cash‑flow and upcoming product rollouts. Jefferies launched several new positions, including Vor Biopharma, Guardian Pharmacy Services and upgrades to Expedia and Instacart, emphasizing fundamentals over fear and AI‑driven growth opportunities. Overall, analysts remain cautiously optimistic, with many seeing upside catalysts in AI, supply‑chain resilience and consumer demand that could drive future market performance.
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undefined | Stocks making the biggest moves premarket: Sysco, CrowdStrike, Alcoa & more
**Stocks Leading the Premarket Action**
The pre‑market session highlighted a mix of sharp declines and strong gains across several sectors. Sysco, the wholesale food distributor, slid 4.5 % after announcing a $29.1 billion acquisition of Jetro Restaurant Depot, which the company said would be “immediately accretive” and close in its fiscal third quarter of 2027. Avis saw its shares tumble more than 9 % following a massive 48 % rally the week before; investors appeared to be taking profits after the rental firm benefited from heightened travel demand caused by a Department of Homeland Security funding impasse at U.S. airports.
**Materials, Cybersecurity and Defense Winners**
Alcoa rallied over 9 % as aluminum prices rose more than 4.5 % after Iranian missile strikes disrupted critical infrastructure in the Middle East, boosting expectations for higher metal prices. Cybersecurity leader CrowdStrike gained roughly 2.5 % after Wolfe Research upgraded the stock to “outperform,” citing increasing cyber risks linked to artificial‑intelligence technologies, while Morgan Stanley named it a top pick despite a 21 % decline in 2026 on earlier AI‑related concerns. Defense contractor Leidos added about 2.5 % after completing its $2.4 billion acquisition of Entrust, a move aimed at expanding its footprint in the energy‑infrastructure market and meeting rising power‑sector demand.
**Tech Platforms and Memory Chip Rebound**
Trading platforms Robinhood and Coinbase each rose more than 2 % as cryptocurrency prices recovered, with Bitcoin up 2.5 % and back above $67,000. Expedia saw a 2.5 % gain after Jefferies upgraded the online travel company to a buy rating, citing strong earnings growth despite AI‑related worries and travel‑demand headwinds from the Middle East conflict. Memory‑chip stocks—including SanDisk, Seagate Technology and Micron—rebounded about 2 % following a brief sell‑off triggered by Google research that had investors fearing a slowdown in chip demand.
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