Insight Type: Research Note

The REvil ransomware cyber gang claims to have attacked Brown-Forman, the owner of Jack Daniel’s and other popular liquor brands. The sophisticated ransomware gang claims to be holding 1TB of Brown-Forman corporate data for ransom, including employee information, pledging to leak the data in batches if the company does not respond to its demands. Brown-Forman has released few details about the attack, and claims “There are no active negotiations.”
NVIDIA has continued its stellar momentum which has sent its stock to nearly $500 a share on the back of explosive AI growth.
The MEF’s prime objective of defining SASE instantly strengthens SASE’s prospects in quickly becoming a widely accepted, game-changing service by avoiding the pitfalls that have stymied other promising technologies and services due in good part to their lack of robust standards backing. The establishment of SASE standards are essential to providing certification testing, ensuring interoperability across the digital ecosystem and enabling service providers to avoid or minimize reliance on expensive proprietary solutions.
Informatica’s acquisition of GreenBay Technologies is intended to spur the company’s machine learning and AI capabilities.
Oracle has apparently decided to attempt in partnership with PE to acquire certain operations from TikTok in a surprise announcement.
Poly has taken bold steps to fill its CEO role naming Dave Shull, former TiVo and Weather Channel CEO, showing the company's larger ambitions
Qualcomm has made significant strides in its recent Snapdragon platform updates to create a top quality mobile gaming experience for Android.
Apple removes Fortnite, Epic Games’ popular battle royale game, from its App Store, and blocks “rival” game streaming platforms from iOS. Fortnite pretty much immediately filed suit, but there’s much more to unpack in this quest for a piece of the mobile game revenue pie. Note that last year 2.5 billion people played mobile games, propelling mobile game revenues to amount to nearly 75% of all in-app spending. 30% of that revenue is what Apple (and Google) are fighting to capture, at the expense, some would argue, of game developers.
The 9th Circuit’s decision is not just a victory for Qualcomm. It is also a victory for the mobile industry at large, a victory for consumers and investors, and a victory, of course, for innovators as well. The widespread sigh of relief when the court reaffirmed over a century of fundamental IP law that Judge Koh might have otherwise upended, could be felt as much as heard around the world.
The Twitter hacker’s virtual court hearing was zoombombed proving that in the era of virtual communication, simple administrative settings are the key to mitigating intruders.
On the heels of some challenging delays of its 7nm solutions, Intel delivered good vision for its prospects on its annual architecture day.
Cisco finished its full fiscal year down 5% despite Covid 19, but met some resistance from investors as the company's guidance was soft.

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