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Palo Alto Networks tops Q4 forecasts as AI-driven security demand grows

Palo Alto Networks reported fiscal fourth-quarter revenue of $3.41 billion and adjusted earnings of $1.02 per share, both above analyst expectations, with revenue up 34% year-over-year. The company posted a net loss of $282 million due to one-time charges, a reversal from the prior year's profit, even as CEO Nikesh Arora pointed to rising AI-related cyberattacks as a long-term growth driver. Despite the earnings beat, shares fell roughly 2% in after-hours trading following a 5% drop during the regular session.

Dell shares jump 9% as AI server demand drives raised fiscal 2027 outlook

Dell Technologies reported fiscal second-quarter revenue of $46.97 billion and adjusted earnings of $7.04 per share, both well above analyst expectations, driven by strong AI server sales. The company raised its full-year guidance to $25.50 in adjusted earnings per share on $192 billion in revenue, up sharply from earlier projections of $17.90 per share and $165-169 billion.

Cryptographer D.J. Bernstein argues against replacing ECC with standalone post-quantum encryption

Bernstein's cr.yp.to blog post argues that switching protocols entirely to post-quantum (PQ) cryptography, rather than combining it with existing ECC, creates unnecessary security risk. He contends that PQ implementations will inevitably contain exploitable bugs, and keeping ECC alongside PQ limits the damage those flaws can cause, at minimal extra cost.

Researcher tests decades-old TSCM claim that fluorescent lamps can eavesdrop on conversations

A blog post from a former technical surveillance countermeasures practitioner examines a long-circulated claim from spy-hunting training: that fluorescent tubes can passively pick up room audio through subtle light fluctuations caused by sound waves. The author lays out the physical reasoning behind the theory, then flags reasons for skepticism, including the near-vacuum gas pressure inside tubes and the phosphor coating's afterglow properties, both of which would work against capturing sound accurately.

OpenAI to release Astra, its first model to cross cybersecurity 'critical threshold'

OpenAI announced its upcoming Astra model has crossed what the company calls a critical cybersecurity threshold, meaning it can independently discover and exploit unknown software vulnerabilities without human guidance. The model reportedly scored perfectly on ExploitBench and found two zero-day flaws in an internal test, prompting OpenAI to limit access to its most advanced capabilities and add extra monitoring before release.

Val Town treats documentation as bait for AI agents, not just search engines

Val Town's team found that most new Pro subscribers in July were referred by AI systems, chiefly Claude, even before the company deliberately optimized its site for machine readers. They discovered that many of these referrals came not from clickable citations but from the models' training memory mentioning Val Town as plain text, meaning standard referral tracking like utm_source and Referer headers missed much of the actual traffic source.

Ransomware Gangs Increasingly Recruit Insiders as Perimeter Defenses Tighten

New research from SentinelOne and Mimecast shows attackers are increasingly turning to employees with legitimate network access rather than relying solely on phishing or exploiting software flaws. SentinelOne found insider incidents now cost organizations an average of $19.5 million annually, with breaches involving privileged malicious insiders averaging $4.9 million per event. Mimecast separately reported a 42% year-over-year rise in malicious insider incidents.

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