Today's trail

Micron or Nvidia: If I could only buy and hold one of these artificial intelligence (AI) chip stocks for the next 5 years, it would be this one

Micron and Nvidia both have compelling tailwinds as investments in artificial intelligence (AI) infrastructure accelerate.

Marvell To Buy Lumentum For $115 Billion As AI Data Centers Move To Optics

Marvell is paying in stock for Lumentum's lasers. Lumentum shareholders will receive 4.5 Marvell shares per share owned, representing a 23.9% premium before talks leaked.

Crowdstrike says it will buy two AI cybersecurity startups, announces 'kill switch' for AI agents

Snowflake expands agentic AI platform with business context and governance tools - SiliconANGLE

How CISOs Can Set Guardrails On AI Agents Without Killing Adoption

Guardrails and adoption are not in opposition. The companies that figure out the balance now will set the pace on AI agents in two years.

Don’t Let ‘Misaligned’ and ‘Rogue’ Agents Obscure Corporate Accountability in OpenAI–Hugging Face Probes

Loadsmart Adds AI Agents for Enterprise Shippers

Investigations focused on model behavior rather than the design environment and management’s decisions risk building the company’s defense for it.

Teamily AI Envisions the Next Internet: An Agentic, Social, and Appless World

Teamily AI is building toward a future in which the internet is no longer defined by websites, mobile apps, or desktop software, but by intelligent agents that people can discover, connect with, and collaborate with as naturally as friends on a social network.

WebexOne 2026 Wrap-Up: Cisco Opens Webex to AI Agents

CrowdStrike has agreed to buy two AI security startups for a combined purchase price of $495 million, according to the Wall Street Journal.

Snowflake launches Business Ontology to boost AI agent reliability

The capability is expected to help enterprises establish authoritative definitions for business data, helping AI agents interpret information consistently across applications and departments.

"Weird alien minds": A new report warns of AI agents hacking to survive on their own

Business Ontology, a part of Snowflake Horizon Catalog, grounds enterprise AI agents in trusted, pre-approved definitions, so every answer is consistent...