Dan Ives Calls AI-Driven Software Selloff 'Most Disconnected Trade,' Says Salesforce And ServiceNow Are Historic Buys
Wedbush analyst Dan Ives stated that the recent sell-off in AI-driven software stocks, particularly Salesforce and ServiceNow, is "the most disconnected trade" he has witnessed. He believes Wall Street is overestimating AI's immediate disruptive impact on enterprise software, arguing that high switching costs and long-term contracts will protect incumbents. Ives views the current dip as a historic buying opportunity, reaffirming both companies on his AI-focused watchlist.
Can DaVita Stock Hold Up When Markets Turn?
The article analyzes DaVita's (DVA) stock resilience during market downturns, despite its recent 43.4% rally. It examines DVA's performance across various economic crises, including the 2022 Inflation Shock, 2020 Covid Pandemic, 2018 Correction, and 2008 Global Financial Crisis, comparing its declines and recovery times to the S&P 500. The analysis concludes that while DVA's operational performance is moderate and valuation low, the stock has historically shown a capacity for recovery, often outpacing the broader market in recovery time, making it potentially risky but still a consideration for investors in a portfolio approach.
Nvidia (NVDA) Falls 2% as AMD Gains on Arista Deployment Update
Nvidia (NVDA) shares dropped 2% ahead of its earnings report, while rival AMD climbed following remarks from Arista Networks' CEO about a shift in customer deployments towards AMD-based solutions. This indicates a broader pivot in AI investing from focusing on training dominance to the "Second Wave of AI," where inference efficiency and cost control are prioritizing. AMD is positioning itself as a value challenger in AI inference, benefiting from enterprises seeking cost-effective solutions as AI workloads mature.
Soros Fund ups stake in Microsoft, NVIDIA, Apple as part of Q4 moves
Soros Fund Management significantly increased its holdings in major tech companies Microsoft, NVIDIA, and Apple during the fourth quarter. The fund added approximately 161,000 shares of Microsoft and about 118,000 shares of NVIDIA as part of its portfolio adjustments. This move highlights George Soros's fund's continued investment in the technology sector.
Alphabet (NASDAQ:GOOG) Stock Price Down 1.1% - Should You Sell?
Alphabet's stock (NASDAQ:GOOG) experienced a 1.1% midday dip despite beating Q4 expectations with strong revenue and EPS, and significant growth in Google Cloud. While long-term prospects are supported by AI monetization and Waymo's progress, the company faces near-term challenges including an EU antitrust probe and concerns over a multi-currency bond deal. Analysts maintain a consensus "Buy" rating with a target price of $343.90, suggesting potential upside despite recent institutional selling.
Oracle Seals Landmark CMS Cloud Deal, Solidifying Dominance in Federal Healthcare Infrastructure
Oracle has secured a significant multi-billion-dollar contract with the Centers for Medicare and Medicaid Services (CMS) to migrate and manage mission-critical cloud workloads for over 150 million Americans. This deal validates Oracle's industry-specific cloud strategy, evidenced by a 359% year-over-year increase in its Remaining Performance Obligations to $523 billion, and positions the company as a major player in the federal cloud market, challenging established hyperscalers like Amazon and Microsoft. The contract outlines a 36-month modernization roadmap for Medicare, Medicaid, CHIP, and ACA data, leveraging Oracle Cloud Infrastructure's FedRAMP High security and autonomous database technology.
Most CFOs expect larger IT budgets, ‘collapsing’ staff growth: Gartner
A Gartner survey reveals that three-quarters of global CFOs anticipate increased technology budgets this year, with nearly half expecting rises of 10% or more, driven by digital transformation, AI adoption, and cybersecurity needs. Conversely, staff growth expectations are significantly shrinking from 6% in 2025 to 2% in 2026, indicating a shift towards optimization through automation and AI rather than headcount expansion. While overall IT spending is projected to reach $6.15 trillion in 2026, AI investment within finance tech budgets remains modest for most CFOs, though a decisive acceleration in AI spending is anticipated.
Why Is Ingersoll Rand (IR) Stock Rocketing Higher Today
Ingersoll Rand (IR) stock jumped 6.1% after reporting strong fourth-quarter 2025 results that exceeded analyst expectations for both revenue and profit. The company's adjusted earnings of $0.96 per share and revenue of $2.09 billion both surpassed Wall Street forecasts. Despite a mixed full-year 2026 outlook, the significant stock movement suggests the market views these results as meaningful, propelling Ingersoll Rand to a new 52-week high.
The Lesson for Investors As the AI Trade Cuts the Other Way
The article discusses how AI, initially a boon for tech stocks, is now causing a significant downturn in software stocks. The fear stems from new AI programs that allow companies to create their own software, potentially minimizing the need for software providers. This has led to panic selling in software-heavy funds, though diversified portfolios, especially those in small-cap value industries and AI supply chain companies, are performing well, highlighting the importance of diversification.
News brief: 6 Microsoft zero days and a warning from CISA
This news brief highlights critical cybersecurity updates, including Microsoft patching six actively exploited zero-day vulnerabilities and CISA's directive for federal agencies to remove unsupported network edge devices due to "imminent threat." It also draws attention to a cyberattack on Poland's energy grid to warn U.S. critical infrastructure operators about the dangers of vulnerable OT environments. These developments underscore the increasing urgency for organizations to maintain strong patch management practices and enhance defenses against sophisticated cyberthreats.
The Truth About Masco Corporation: Is This ‘Boring’ Home Stock Secretly a Power Play?
The article explores Masco Corporation (MAS), a "low-key home-improvement giant" behind popular brands in kitchen and bathroom products, evaluating if it's a worthwhile investment despite not being a flashy tech stock. It highlights Masco's consistent demand from home renovations and new constructions, its dividend potential, and contrasts its stable, cash-flow-driven business model with high-volatility meme stocks. The piece advises potential investors to check current market data and fundamental financials before considering it as a long-term, stable addition to a portfolio.
PagerDuty Stock Under Pressure: Is The Incident-Response Pioneer A Contrarian Opportunity Or A Value Trap?
PagerDuty's stock has been under pressure, grinding lower despite the company's focus on AI-powered operations and profitability. Wall Street's view is mixed, with some seeing it as a solid player in a critical software segment, while others remain cautious due to slowing growth and competition. The article explores whether the current discounted valuation represents a buying opportunity or reflects deeper structural challenges for the mid-cap SaaS company.
Argentina: YPF Luz incorporates blockchain to contract energy
YPF Luz in Argentina has launched Enertoken, a blockchain-based platform, to digitalize the contracting, management, and traceability of electricity for large users. Developed with Justoken on the Ripple (XRP Ledger) network, Enertoken allows for fully digital contracting of renewable and thermal energy, including cost simulation, contract signing, and real-time monitoring. The platform tokenized US$800 million in real-world assets and will expand to serve 90 existing YPF Luz customers.
IBM FlashSystem adds 105 TB modules with agentic AI smarts
IBM has updated its FlashSystem line of all-flash arrays, introducing new high-capacity flash modules and AI-driven data placement capabilities. The refresh includes three new FlashSystem arrays (5600, 7600, 9600) and the FlashSystem.ai management software, which leverages AI agents for ransomware detection, automated recovery, and performance tuning. IBM's custom 105 TB FlashCore Modules, which integrate FPGAs, differentiate its approach by offering deep-seated security and a direct answer to the global memory shortage, competing with companies like Pure Storage and Dell.
Who’s No. 1 among Massachusetts public companies? You can’t spell the name without ‘GE.’
GE Vernova has risen to become Massachusetts's most valuable publicly traded company, surpassing Thermo Fisher with a market cap over $200 billion. This resurgence, largely fueled by the AI-driven data center boom, marks a significant turnaround for the company after GE's previous struggles and breakup. Despite initial skepticism about its potential, GE Vernova's stock has soared, and its revenue projections and acquisition activity reflect strong growth in the global move toward electrification.
Platforms, AI and Concentration
The cybersecurity industry is undergoing a significant transformation driven by platform consolidation, the integration of AI as an operating lever, and increasing concentration risk. Recent high-value acquisitions and operational events demonstrate a shift towards fewer security platforms and AI-driven efficiency, leading to faster-spreading operational failures when dependencies are concentrated. This new reality demands that cybersecurity companies adapt their strategies to focus on platform economics, leverage AI for operational efficiency, manage concentration deliberately, and align growth with execution capacity.
Oracle Seals Landmark CMS Cloud Deal, Solidifying Dominance in Federal Healthcare Infrastructure
Oracle has secured a massive, multi-billion-dollar contract with the Centers for Medicare and Medicaid Services (CMS) to migrate and manage critical workloads for over 150 million Americans using Oracle Cloud Infrastructure (OCI). This deal validates Oracle's industry-specific cloud strategy and positions it as a leader in the federal cloud market, significantly boosting its Remaining Performance Obligations to $523 billion. The contract signals a major shift in federal IT towards specialized cloud providers and away from legacy systems and general-purpose hyperscalers.
Arista Networks Analysts Raise Price Targets On 'Strong Leverage To The AI Investment Cycle'
Arista Networks (NYSE:ANET) recently reported strong fourth-quarter results, surpassing revenue and earnings estimates, leading analysts to raise price targets. The company also increased its full-year revenue growth guidance to 25%, signaling strong momentum in the AI investment cycle. Analysts highlighted Arista's potential to accelerate revenue growth further and noted the earlier-than-expected guidance raise, indicating high confidence in demand.
Microsoft Explores Superconducting Power to Boost AI Data Centers
Microsoft is exploring the use of superconducting power lines in its data centers to enhance energy efficiency and support the expansion of its AI infrastructure in the U.S. This initiative addresses challenges posed by the country's aging power grid and electricity supply limitations. Piper Sandler has maintained an Overweight rating and a $600 price target for Microsoft, calling it a top pick for AI adoption.
AI’s ‘Second Wave’ Propels Equinix to Historic $10 Billion Milestone as Shares Surge 11%
Equinix, a data center giant, saw its shares surge over 11% after announcing a bullish 2026 outlook and projecting to exceed $10 billion in annual revenue. This growth is driven by a shift in AI spending from model training to "AI inference," where models are applied for end-users, solidifying Equinix's role in the "Distributed AI" era. The company's focus on interconnection and proximity to end-users has differentiated it in the market, attracting significant investor confidence and leading to increased price targets from major financial institutions.
RELX Plc (NYSE:RELX) Q4 2025 Earnings Call Transcript
RELX Plc reported strong financial results for Q4 2025, with underlying revenue growth of 7% and adjusted earnings per share growth of 10% at constant currency. All four business areas—Risk, STM, Legal, and Exhibitions—performed well, driven by integration of AI-enabled analytics and decision tools, new product introductions, and strategic shifts towards higher-value offerings. The company emphasized its content advantage and continued investment in organic development while maintaining a strong balance sheet and increasing shareholder returns through dividends and share buybacks.
BlackRock American Income Trust Plc - Portfolio Update
BlackRock's "BlackRock Technology and Private Equity Term Trust" (BTX) released its Q4 2025 investor letter, noting that an underweight position in Ciena Corporation (CIEN) negatively impacted its active returns despite CIEN's strong performance. CIEN, a network technology company, saw its stock advance due to robust AI-driven demand and cloud infrastructure spending. The letter also highlighted that the technology sector is expected to be a major market driver in 2025 due to strong fundamentals in AI, cloud computing, networking, and manufacturing.
Curtiss-Wright Corporation (NYSE:CW) Q4 2025 Earnings Call Transcript
Curtiss-Wright Corporation reported strong financial performance for Q4 and full year 2025, with significant growth in sales, profitability, and free cash flow, driven by its "pivot to growth" strategy. The company anticipates continued growth in 2026, outperforming initial Investor Day financial targets, particularly in defense and commercial nuclear markets. Management discussed increased investments in R&D, strategic capital allocation including share repurchases, and an optimistic outlook despite some timing delays in defense orders.
BREAD FINANCIAL HOLDINGS, INC. SEC 10-K Report
Bread Financial Holdings, Inc. released its 2025 Form 10-K report detailing strong financial performance, including a significant increase in net income and diluted share earnings. The company focused on optimizing its capital structure through debt issuance and repurchases, while expanding its product offerings and partner base. Despite robust growth, Bread Financial faces challenges such as macroeconomic risks, intense competition, and regulatory complexities.
Barclays Reaffirms Their Buy Rating on Hilton Worldwide Holdings (HLT)
Barclays analyst Brandt Montour has reaffirmed a Buy rating on Hilton Worldwide Holdings (HLT) with a price target of $350.00. Montour, a 4-star analyst, has a 7.5% average return and a 51.51% success rate in the Consumer Cyclical sector. This comes as Hilton reported a quarterly revenue of $3.12 billion and a net profit of $420 million for the quarter ending September 30.
VNET taps homegrown finance leader Peter Zhang to oversee financial operations
VNET (Nasdaq: VNET) has appointed Peter Zhihua Zhang as Senior Vice President, Operational Finance, effective February 13, 2026. Mr. Zhang will serve as the company's principal accounting officer, responsible for reviewing and approving financial statements and filings for SEC and Nasdaq compliance. Having joined VNET in October 2019, he brings extensive experience in financial management and has played a key role in domestic debt financing and the strategic partnership with Microsoft.
fuboTV Inc. (FUBO) in Focus: Earnings Momentum and Investor Moves
fuboTV Inc. (FUBO) delivered strong first fiscal 2026 results, reporting a 40% year-over-year revenue increase to $1.55 billion and a reduced net loss following its business combination with Hulu + Live TV. The company plans a reverse stock split to make its shares more accessible to investors. While acknowledging FUBO's potential, the article suggests that certain AI stocks may offer greater upside and less risk.
Equities Analysts Offer Predictions for BCE FY2026 Earnings
Scotiabank has reduced its FY2026 EPS estimate for BCE to $2.53 from $2.81, retaining an "Outperform" rating and a $39.50 price target. Despite this, the overall analyst sentiment for BCE remains a "Moderate Buy" with an average price target of C$37.85, following several recent upgrades and target adjustments from other financial firms. BCE is currently trading at C$35.11, boasting a P/E ratio of 5.17 and a dividend yield of 5.0%.
Are Leveraged ETFs Right for Your Portfolio? QLD's Tech Bet vs. SSO's Higher Dividend.
This article compares two leveraged ETFs, ProShares Ultra QQQ (QLD) and ProShares Ultra S&P500 (SSO), which aim to double the daily moves of their respective indexes. QLD, tracking the Nasdaq-100, is more concentrated in technology and has a higher expense ratio and lower dividend yield than SSO, which tracks the S&P 500. While both are designed for tactical use, SSO offers broader diversification and historically shallower drawdowns, making it potentially more appealing for investors seeking less sector risk.
Aurora Mobile Integrates GLM-5 Model into GPTBots.ai Platform to Enhance AI Performance and Automation for Enterprises
Aurora Mobile has integrated the GLM-5 series model into its GPTBots.ai platform, significantly enhancing AI performance, reliability, and automation for enterprise users. The GLM-5 model boasts a record-low hallucination rate and "Agent Mode" capabilities for autonomous professional document creation, making it a game-changer for enterprise AI. This integration positions GPTBots.ai, an Aurora Mobile company, as a leader in intelligent automation, providing cost-effective and scalable AI solutions for businesses.
Zacks Investment Ideas feature highlights Constellation, Microsoft and Quanta Services
Zacks Investment Ideas highlights Constellation Energy (CEG), Microsoft (MSFT), and Quanta Services (PWR) as prime investment opportunities. Constellation Energy is positioned to benefit from the AI-driven nuclear energy boom, despite a recent stock pullback. Quanta Services, an energy infrastructure giant, shows strong growth potential due to increasing demand for grid expansion and solutions for AI data centers.
Should iShares Russell Top 200 ETF (IWL) Be on Your Investing Radar?
The iShares Russell Top 200 ETF (IWL) targets the Large Cap Blend segment of the US equity market, holding over $2.05 billion in assets. With an expense ratio of 0.15% and a Zacks ETF Rank of 3 (Hold), it offers diversified exposure, primarily to the Information Technology sector. The article details its sector exposure, top holdings, performance, risk profile, and compares it to alternative ETFs like IVV and VOO.
Prospera Financial Services Inc Has $2.74 Million Stock Holdings in Adobe Inc. $ADBE
Prospera Financial Services Inc reduced its stake in Adobe Inc. by 33.1%, holding 7,763 shares valued at $2.74 million. Other institutional investors like Federated Hermes Inc. significantly increased their holdings, while a class-action lawsuit and an insider stock sale introduced negative sentiment for Adobe. Despite these, Adobe beat quarterly expectations and provided strong FY26 guidance, leading some analysts to consider the stock undervalued.
Freedom Holding Corp.: International expansion as a growth engine
Freedom Holding Corp., a Nasdaq-listed fintech company, has demonstrated strong growth and profitability, with revenues reaching $628.6 million and net profit nearly doubling to $76.2 million in Q3 fiscal year 2026. The company attributes its success to a long-term strategic international expansion, an ecosystem approach that serves over 7.2 million clients, and investments in infrastructure like telecom networks and data centers. Its global market recognition is affirmed by inclusion in the Russell 3000 Index and BlackRock becoming a significant shareholder.
Alphabet Inc. $GOOG Stock Position Increased by Lowe Brockenbrough & Co. Inc.
Lowe Brockenbrough & Co. Inc. increased its stake in Alphabet (GOOG) by 13.6% in the third quarter, making it their 10th largest holding. The article highlights positive factors for Alphabet such as AI and Cloud momentum, new AI shopping monetization tests, and progress in Waymo. However, it also notes near-term risks including fresh EU antitrust probes, heavy FY2026 capital expenditure, large bond issuance, and recent insider share sales.
Zacks Investment Ideas feature highlights Constellation, Microsoft and Quanta Services
Zacks Investment Ideas highlights Constellation Energy (CEG), Microsoft (MSFT), and Quanta Services (PWR) as strong investment opportunities, particularly due to their roles in the AI energy boom. Constellation Energy, a nuclear and natural gas company, is positioned for long-term growth by powering AI data centers, while Quanta Services, an energy infrastructure titan, is thriving from grid expansion and electrification. Both companies are projected to see significant revenue and earnings growth, driven by their critical contributions to evolving energy demands.
Gartner Stock: Strong Cash Flow Poised for a Re-Rating?
Gartner (IT) stock is considered a strong investment due to its growth, substantial cash generation, and valuation discount despite market anxieties regarding AI and government spending. The company maintains solid client retention, growing contract value, and robust free cash flow, exceeding $1.2 billion for 2025, supporting significant share repurchases. While its revenue growth is modest, its high cash flow yield and
Root Financial Partners LLC Boosts Holdings in Microsoft Corporation $MSFT
Root Financial Partners LLC increased its stake in Microsoft Corporation (NASDAQ:MSFT) by 15.6% in Q3, making it the 20th largest holding in their portfolio. Microsoft reported strong Q1 earnings, beating analyst estimates with $4.14 EPS and $81.27 billion in revenue, and announced a quarterly dividend. Despite insider selling and concerns about AI capital expenditure, analysts maintain a "Moderate Buy" rating for MSFT.
GFS Advisors LLC Has $6.96 Million Stock Position in Adobe Inc. $ADBE
GFS Advisors LLC increased its stake in Adobe Inc. to 19,719 shares, valued at $6.96 million, representing a 43.3% increase in the last quarter. Adobe recently beat quarterly earnings expectations and provided strong FY26 guidance, reinforcing investor confidence despite mixed news including a new AI partnership with Cognizant and a class-action lawsuit over AI training data. Institutional ownership of Adobe remains high at 81.79%.
Cookson Peirce & Co. Inc. Takes Position in Pegasystems Inc. $PEGA
Cookson Peirce & Co. Inc. has initiated a new position in Pegasystems Inc. (NASDAQ:PEGA) by purchasing over 209,000 shares valued at approximately $12 million. This move comes as Pegasystems reported strong Q4 earnings, surpassing analyst estimates in both EPS and revenue, driven by AI and cloud demand. While institutional ownership has increased significantly, insider selling and a recent legal settlement represent potential risks for the company.
Illinois Municipal Retirement Fund Sells 11,561 Shares of Intel Corporation $INTC
The Illinois Municipal Retirement Fund reduced its stake in Intel Corporation by 3.2% in the third quarter, selling 11,561 shares and lowering its holdings to 346,136 shares valued at $11.613 million. Despite Intel beating quarterly EPS and revenue estimates, its revenue declined 4.2% year-over-year, and analyst forecasts point to negative EPS for the current fiscal year. The stock opened at $46.48 on Friday, with a market capitalization of $232.17 billion, and analysts have a consensus "Reduce" rating with an average target price of $45.74.
Zacks Investment Ideas feature highlights Constellation, Microsoft and Quanta Services
Zacks Investment Ideas highlights Constellation Energy (CEG), Microsoft (MSFT), and Quanta Services (PWR) as S&P 500 stocks with strong long-term upside. Constellation Energy is noted for its role in nuclear and AI energy, with a significant pullback providing a buying opportunity. Quanta Services is identified as an energy infrastructure titan benefiting from AI, electrification, and grid expansion megatrends, experiencing rapid growth in revenue and earnings.
NVIDIA Corporation $NVDA Stock Position Lifted by iA Global Asset Management Inc.
iA Global Asset Management Inc. increased its stake in NVIDIA Corporation by 2.0% in Q3, making it their largest holding at 7.0% of their investment portfolio. Despite significant insider selling totaling over $291 million in the last 90 days, institutional investors still own about 65.27% of the company's stock. Analysts maintain an average "Buy" rating for NVIDIA with a mean target price of $264.20, driven by positive sentiment around AI-driven revenue growth and favorable supply-chain trends.
Dynasty Wealth Management LLC Buys 42,470 Shares of Microsoft Corporation $MSFT
Dynasty Wealth Management LLC significantly increased its stake in Microsoft Corporation, purchasing 42,470 shares in Q3, bringing its total holdings to 43,354 shares valued at $22.46 million. Microsoft recently exceeded earnings expectations, reporting an EPS of $4.14 and revenue of $81.27 billion, and announced a quarterly dividend of $0.91 per share. The article also details mixed institutional investor activity and analyst ratings, alongside recent insider selling.
Alphabet Inc. $GOOG Stake Boosted by First Dallas Securities Inc.
First Dallas Securities Inc. significantly increased its stake in Alphabet Inc. (NASDAQ:GOOG) by 251.4% in Q3, now holding 5,605 shares valued at $1.365 million. Despite recent insider selling, Alphabet maintains a consensus "Buy" rating from Wall Street with a target price of $343.90, following strong Q4 earnings and the announcement of a $0.21 quarterly dividend. The company's stock performance shows a market capitalization of $3.73 trillion, with recent positive sentiment driven by AI and cloud momentum, though antitrust probes and high capex guidance pose potential risks.
Apple Inc. $AAPL is Financial Management Network Inc.'s 9th Largest Position
Financial Management Network Inc. increased its stake in Apple (AAPL) by 3.1% in Q3, making it their 9th largest position. Despite beating quarterly earnings and revenue estimates, Apple's shares fell approximately 5% due to regulatory concerns and mixed analyst sentiment regarding AI execution. The company reported EPS of $2.84 and revenue of $143.76 billion, with a market cap of $3.84 trillion and a consensus "Moderate Buy" rating.
Microsoft Corporation $MSFT Shares Acquired by Americana Partners LLC
Americana Partners LLC increased its stake in Microsoft Corporation by 4.1% during the third quarter, making it their largest holding. The article also provides details on other institutional investor activity, Microsoft's stock performance, recent earnings, dividend announcement, and a news roundup highlighting both positive and negative sentiments surrounding the company, including its AI strategy and financial outlook. Insider selling activity and analyst ratings are also summarized.
Okta Growth Story Ties PGA Alliance And APJ Leadership Shift
Okta expanded its alliance with the PGA of America, leveraging AI-powered digital identity experiences, and appointed Dan Mountstephen as Senior VP and GM for Asia Pacific and Japan to strengthen leadership in that region. These strategic moves aim to broaden Okta's customer base and product reach by emphasizing high-visibility partnerships and international expansion. While the company's stock has seen recent gains, its long-term performance shows a significant decline, indicating potential volatility and risks that investors should consider alongside these growth initiatives.
Nvidia Shares Go Cold Even as Big Tech Spending on AI Balloons
Despite significant increases in AI infrastructure spending by major tech companies like Meta, Alphabet, and Microsoft, Nvidia's stock has remained largely stagnant for months. Analysts express concern that the revenue generated from AI investments may not keep pace with the massive capital expenditure, leading to a potential slowdown in growth for infrastructure providers like Nvidia. Investors are now looking to Nvidia's upcoming earnings report on February 25th for clarity on future guidance and chip demand.
ASU's CISO: AI craze is a strategic opportunity for security
Arizona State University CISO Lester Godsey argues that the current enthusiasm for AI presents a strategic opportunity for cybersecurity leaders to address long-standing security challenges. ASU is leveraging AI to enhance data classification, data loss prevention, and identity and access management, which in turn strengthens the security and governance of its in-house AI platform. Godsey also highlighted the creation of a custom cybersecurity AI agent at ASU to monitor other AI agents, ensuring they operate within secure parameters and mitigate risks like overprivileged, rogue AI.
