LIVE · THU, MAY 28, 2026 --:--:-- ET

Issue Nº 37 COST TOTAL $13256.25 ARTICLES TODAY 9 TOKENS TOTAL 8.06B

Running the wire

Market Okta tops Q1 results on surge in agentic AI demand from enterprises Market Dell shares jump 19% on fastest sales growth since returning to public markets Funding Anthropic reaches $65B funding round, nears $1T valuation Funding Africa's Innovation Gap Widens as Tech Investment Remains Concentrated Funding Venture Funding for Black Startup Founders Remains Scarce Despite AI Boom Funding Anthropic Tops OpenAI as Most Valuable AI Startup, Nears $1 Trillion Breaking IBM open-sources cybersecurity tools under Mythos; pivots enterprise defense strategy Breaking Supermicro assists Taiwan authorities in server smuggling bust Chips NVIDIA GeForce NOW adds 007 First Light cloud gaming title Chips AI accelerates chip design verification; measurable capability frameworks emerge Chips TP-Link plans Wi-Fi 8 consumer rollout for October 2026 Market Meta stock finds support on corporate strategy wins Chips TP-Link announces first consumer Wi-Fi 8 routers; Archer 8 line ships October 2026 Breaking Cloudflare adds native Claude Managed Agent support; embeds Anthropic AI into app workflows Chips GlobalFoundries, UMC, SMIC pursue diverging mature-node strategies amid trailing-edge demand Market Waymo expands Ojai robotaxi service to new riders amid cost-reduction push Market Snowflake surges 35%, posts best day ever as AI momentum lifts software stocks Market Drone makers Quantum and Destinus seek banks for 2027 IPO launches Market Wix lays off 20% of workforce, citing AI and currency headwinds Market Robinhood adds AI-powered portfolio analysis tools to retail trading platform Market Okta tops Q1 results on surge in agentic AI demand from enterprises Market Dell shares jump 19% on fastest sales growth since returning to public markets Funding Anthropic reaches $65B funding round, nears $1T valuation Funding Africa's Innovation Gap Widens as Tech Investment Remains Concentrated Funding Venture Funding for Black Startup Founders Remains Scarce Despite AI Boom Funding Anthropic Tops OpenAI as Most Valuable AI Startup, Nears $1 Trillion Breaking IBM open-sources cybersecurity tools under Mythos; pivots enterprise defense strategy Breaking Supermicro assists Taiwan authorities in server smuggling bust Chips NVIDIA GeForce NOW adds 007 First Light cloud gaming title Chips AI accelerates chip design verification; measurable capability frameworks emerge Chips TP-Link plans Wi-Fi 8 consumer rollout for October 2026 Market Meta stock finds support on corporate strategy wins Chips TP-Link announces first consumer Wi-Fi 8 routers; Archer 8 line ships October 2026 Breaking Cloudflare adds native Claude Managed Agent support; embeds Anthropic AI into app workflows Chips GlobalFoundries, UMC, SMIC pursue diverging mature-node strategies amid trailing-edge demand Market Waymo expands Ojai robotaxi service to new riders amid cost-reduction push Market Snowflake surges 35%, posts best day ever as AI momentum lifts software stocks Market Drone makers Quantum and Destinus seek banks for 2027 IPO launches Market Wix lays off 20% of workforce, citing AI and currency headwinds Market Robinhood adds AI-powered portfolio analysis tools to retail trading platform

Market Thursday, May 28, 2026 at 08:31 PM

Okta tops Q1 results on surge in agentic AI demand from enterprises

Okta reported better-than-expected Q1 earnings on May 28, driven by strong demand for its identity and access management platform as enterprises accelerate agentic AI deployments. The identity vendor is seeing uptick in deals tied to agent-based workflows that require federated access controls and zero-trust enforcement.

The earnings beat signals CIOs are treating AI agent security as a priority capex item, directly boosting IAM vendors. Okta's results suggest the wave of agentic-workload security requirements is translating to real ARR expansion.

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