AI Market Movers · Applied AI & software

Zscaler

Zscaler is zero trust. AI traffic is more traffic to inspect, which is a better business than it sounds.

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October 26, 2026 · Morning Brief
The models lost their internet privileges
TechCrunch reports OpenAI will no longer train its most capable models with live internet access, citing significant risks.
October 23, 2026 · Closing Time
Closing Time: AI learns to prove code is safe
Anthropic says Claude wrote machine-checked proofs that programs in 123 open-source libraries cannot crash under defined conditions, and found bugs along the way that had survived years of testing.
October 23, 2026 · Morning Brief
The line for the money gets longer
CNBC reports OpenAI is close to finalizing a funding round of up to $30 billion at a $1.25 trillion pre-money valuation, led by investors from the United Arab Emirates alongside Coatue.
October 22, 2026 · Closing Time
Closing Time: The AI bill comes due
CNBC reports Meta’s shares fell about 7% after the company raised its spending forecast and reported negative free cash flow, and the cost of insuring its debt hit a record.
October 22, 2026 · Morning Brief
The machines found it first
The Guardian reports that websites around the world went dark on Wednesday as governments scrambled to patch two critical flaws in PHP, the programming language behind almost 70% of websites, including WordPress and Wikipedia.