Alphabet has unveiled Gemini 4 Carbon, its newest frontier AI model, with a focus on software engineering and cybersecurity.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
GOOGLartificial intelligencecybersecuritysoftware
Open a keyword to see other news on the same topic.
Related tickers and likely impact
GOOGL
▲ Likely positiveAlphabet Inc. (Class A)
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Communication Services |
| Industry | Interactive Media & Services |
| Market cap | $3.5T |
| Close on 10/30/2026 | 279.76 |
| Change that session | -1.43% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Alphabet tumbles, software and cybersecurity stocks sink as earnings disappoint: AlphaCheck
Stocks fell Thursday as cybersecurity and software shares dropped after disappointing forecasts. Alphabet (GOOG, GOOGL) posted a rare miss on both top and bottom lines, dragging down Big Tech. Microsoft (MSFT) erased its after-hours gain despite strong results reported Wednesday. The tech sector (XLK) declined, pulling Nvidia (NVDA), AMD (AMD) and Broadcom (AVGO) lower, while Brent crude fell more than 2% to below $110 per barrel and WTI traded near $100.
- CrowdStrike Stock Gets Stunning Upgrade -- Bank Sees Years of 20%+ Growth
Deutsche Bank upgraded CrowdStrike (CRWD) to Buy from Hold, arguing that wider AI adoption could expand the cybersecurity market and open new growth opportunities. The bank views CrowdStrike's endpoint security business as a key advantage, as companies adopt AI tools and seek tighter oversight of related risks. The article notes that AI adoption may push customers to consolidate security services onto established platforms, and that the Falcon suite's single-agent design could help win new accounts and sell additional products. CrowdStrike is developing AI-focused offerings, including Guardian and SafeMind, and partners with Nvidia (NVDA) and CoreWeave (CRWV). Deutsche Bank estimates the company could reach its $10 billion annual recurring revenue goal for fiscal 2030 earlier than planned and sustain annual growth above 20% for several years.
- Zscaler (ZS) Stock May Be 14% Undervalued As AI Security Demand Builds
Zscaler is back in focus amid cybersecurity headlines and AI security concerns, and the article asks whether its share price is supported by the cash flow the business can generate. The stock delivered a three-year total return of 44.7%, and new attention on its Zero Trust Exchange and work securing AI workloads, including integration with NVIDIA's OpenShell Reference Architecture, could shape expectations for turning demand into durable cash generation. Over the last twelve months, Zscaler produced about $805.9 million in free cash flow, and a discounted cash flow model based on analyst forecasts sits modestly above the current share price of $237.82. The article attributes the gap between price and that estimate more to sector sentiment after a peer's weaker margins than to a decline in Zscaler's cash generation, while an 11.6x price-to-sales multiple offers a different valuation view.
- Palo Alto Soars 14% in a Week as CEO Warns of AI’s “Nuclear Sort of Bomb”
Palo Alto Networks (PANW) stock rose 14% over the past week while the S&P 500 was roughly flat, as AI helped uncover software flaws and an Evercore survey showed security budgets firming. The broader cybersecurity group rallied too, with CrowdStrike (CRWD) up 11%. The author argues the valuation is already full: the forward P/E reached 96x on Oct. 27 versus a five-year average of 57x, and the stock closed Oct. 28 just under the $399 average analyst target. The main risk cited is that major AI players, such as Amazon with AWS Continuum, may sell defensive tools themselves. The author says the fiscal first-quarter report, which will test next-generation security ARR, is the key event, and rates the stock as a hold for now.
- Okta Surges 158% YTD: Should Investors Hold the Stock Now?
Okta (OKTA) shares are up 157.5% year to date, well ahead of the 17.4% return of the Zacks Computer & Technology sector. The company is benefiting from rising demand for identity security, AI agent governance and enterprise modernization, and its newer products generate an average ACV uplift of about 40%. Customers with more than $1 million in ACV rose more than 20% to over 600, and bookings in fiscal Q2 2027 were a record for a quarter outside the fiscal fourth quarter. Okta faces stiff competition from Microsoft, CrowdStrike and Cisco, and its own estimates put Microsoft's workforce access management market share at about 40% versus 30% for Okta. Fiscal Q3 2027 revenue is expected at $813-$817 million, about 10% growth, while the stock trades at 11.23X forward 12-month P/S, above the 5.08X median, and Zacks rates it Hold.
- ServiceNow launches Control Tower Alliance to help enterprises adopt AI safely at scale
ServiceNow (NYSE: NOW) has launched the Control Tower Alliance, a new ecosystem of AI, cloud infrastructure, security and governance companies working with it to help enterprises adopt AI safely at scale. Founding members include Anthropic, AWS, Cisco, HiddenLayer, Kong, NVIDIA, Okta, OpenAI, Stripe, WitnessAI and Zenity. The alliance offers curated, pretested solutions pre-integrated with the Super Intelligence Control Tower, a centralized platform to discover, secure, govern, observe and measure enterprise AI. Partners can build on the platform, deliver certified pre-integrated solutions, or sell jointly through ServiceNow's global channels. The alliance will coexist with the ServiceNow Store and Workflow Data Network Partner Passport programs.
Related markets
Latest news
- AMD to report Q3 results following disappointing showing from Intel
AMD will report third-quarter results after the bell on Tuesday, as Wall Street looks for signs of AI chip demand after a sharp AI-trade sell-off and a disappointing Q4 outlook from Intel (INTC) last week. Intel guided Q4 revenue to $15 billion to $16 billion, well below the $17 billion analysts expected, sending its stock down nearly 29%; the company blamed a steeper-than-expected decline in the PC market. Analysts expect AMD to earn $1.97 per share on $13 billion in revenue, versus $1.20 and $9.2 billion a year earlier. Data Center sales are forecast at $8.19 billion, up 88% from $4.34 billion, while the gaming business could fall 49% to $655 million as higher memory and storage prices weigh on demand. Client revenue, which includes PC sales, is projected at more than $3.06 billion, up 11% year over year but flat sequentially.
- Why Musk's telecom play is no 'Hail Mary' fix
Two speakers discuss Elon Musk's push into telecoms over the past few months. One says the move may lift the stock briefly but is not a Hail Mary that will turn the business around, since telecom is heavily scrutinized for antitrust and not very lucrative; this speaker also doubts Musk's statements that funding is secured and wants to know what he is worried about in ongoing investigations. The other speaker views SpaceX's entry into telecoms positively, as a sign of diversification beyond AI and space, while the first asks when that could become an issue.
- Eli Lilly Just Delivered Another Blowout Quarter. Is This Unstoppable Growth Stock Still a Buy?
Eli Lilly reported third-quarter revenue up 39% year over year to $24.4 billion, driven mainly by GLP-1 drugs: Mounjaro rose 65% to $10.7 billion and Zepbound rose 49% to $5.4 billion. Non-GAAP earnings per share were $7.48, up 7%, held back by acquisition-related expenses, but both revenue and earnings beat analyst estimates. The company raised its full-year 2026 revenue guidance to $91 billion to $92 billion from $85 billion to $87 billion, and its shares jumped after the report. The article argues the GLP-1 market still has room to expand given low penetration, and views Lilly's pipeline, including retatrutide, as among the strongest in the field, while noting pricing pressure and competition from new medicines over the medium term.
- Why Lumentum Stock Fell 14.9% Today
Lumentum shares fell 14.9% intraday despite a strong first-quarter report, with revenue more than doubling 136.5% to $1.26 billion and adjusted EPS of $4.57. The company agreed to be acquired by Marvell Technology in an all-stock deal of 4.5 Marvell shares for each Lumentum share, with closing expected in the first half of calendar 2028. The deal was valued at $115 billion, or about $1,132 per Lumentum share, based on October 28 prices; at Monday's midday prices the offer was worth about $800 per share after Marvell fell 9.5%. Lumentum traded 10.6% below that implied value, and the two stocks together erased nearly $28 billion in market value on Monday. The companies expect more than $1 billion in annual cost savings.
- North Korea Is Laundering Binance Hack Loot at One New Wallet Every 25 Seconds
According to Elliptic, North Korean hackers spread the $6.43 billion stolen from Binance across about 12,000 wallets on 11 blockchains in under four days, with more than 40,000 transactions. Thanks to fast freezes by Tether and Circle, about 44% of the funds, or $2.85 billion, has been frozen or seized, compared with roughly 3% after the $1.5 billion Bybit hack in February 2025, though about $786 million in stablecoins still got away. About $3.24 billion remains in linked addresses, and Elliptic expects the funds to be cashed out over months through over-the-counter brokers. The FBI has attributed the attack to TraderTraitor, a North Korean state-linked hacking group.
- Is Apple the right anti-AI stock for investors to 'hide' in?
Commentators say Apple is priced near perfection, so even strong results may not meet expectations. Investors are said to be hiding in Apple as an 'anti-AI' stock because it has not spent heavily on AI buildout, while stocks that have spent heavily have been flat this year. One speaker calls Apple expensive but says its stability earns a premium, likening its ecosystem to a utility, and notes early reviews or figures on the foldable phone are mixed. Another says he would not sell even if the stock falls, but adds that if Apple disappoints, it is unclear where investors would go.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.