Palo Alto Networks is acquiring CyberArk for $25B in a move that reflects a deeper industry shift: identity security is becoming as essential as cloud infrastructure in the AI era. As agentic AI and autonomous systems proliferate, the need to secure not just people — but also machines and software agents — is critical. CyberArk’s 71% stock rise over the past year is a clear market signal: the cybersecurity stack is being redefined for AI-first environments.

A new GitLab survey of nearly 2,800 global C-level execs reveals that AI-driven software innovation is already delivering ROI — and could unlock over $750 billion in global value. But while optimism runs high, execs still see a need for human oversight, stronger AI governance, and tighter security as agentic AI enters the software mainstream.

Algebrik AI, a pioneer of AI-powered loan origination systems, has partnered with Kinective, a leader in digital connectivity and core banking integrations, to simplify lending workflows for credit unions and community lenders.

Thinking Machines is likely building it's own ChatGPT style model given the background of most of its team (shown here). That could position them as an attractive acquisition target from the mega tech corps who are struggling to keep up with Google, Microsoft and OpenAI.