CME Group relies on a unified security stack comprising Google SecOps, Security Command Center, and Mandiant to protect the world’s leading derivatives marketplace and achieve nanosecond precision ↓

The $zs Investor Day last week did not resolve the near-term growth debate (no guidance change), but materially strengthened the platformization thesis. The newer businesses are becoming increasingly measurable: Branch and Cloud reached roughly $250M of ARR, Data Security about $410M, while Security for AI is emerging from a smaller base with strong bookings and pipeline growth. At the same time, Z-Flex is helping convert Zscaler’s broader product portfolio into higher wallet share, deeper multi-product adoption and stronger retention. The strategic direction is therefore becoming clearer: Zscaler is evolving beyond its core ZIA/ZPA franchise into a broader security platform spanning users, workloads, branches, data, AI and SecOps. The key remaining question is whether these newer engines can reaccelerate consolidated ARR growth from ~17% (FY27) back toward 20%+.

AI Conferences and Investor Days — Wednesday, October 7, 2026 YESTERDAY: INVESTOR DAY TAKEAWAYS Marvell Investor Day (Oct 6, NYC) Replay via • FY28 revenue raised to ~$20B (from $18B), above $18.2B Street; data center alone near $18B • FY29 custom revenue raised to $12B (from $10B+), matching RBC's pre-event call • New FY2031 frame: $70-90B revenue (midpoint $80B) vs $46.85B consensus; adj EPS >$30; interconnect ~$37.5B framed larger than custom ~$30B • MRVL +5.8% to $287.01; 18+ analysts raised targets (Jefferies $450 Buy, Evercore $433) • Optical names rode along: Ciena +14%, Lumentum +3.8%, Coherent +1.5%, Broadcom +3.7% Zscaler Investor Day (Oct 6, NYC) Replay via • Guidance reaffirmed, not raised: FY27 revenue $3.908-3.938B (+16.6-17.5%), $10B ARR target with no date • Product push: Agentic SecOps (50+ AI agents), AI Gateway, Security for AI ~$70M ARR • ZS +2.9% to $207.79; no analyst revisions yet; stock -5.8% YTD • Read: narrative day, not numbers day; SASE competition question unresolved NEXT WEEK OCP Global Summit (Oct 12-15, San Jose McEnery) Sold out, no onsite; no public livestream announced; promo-code redemption expired Oct 6 • Lisa Su keynote confirmed Mon Oct 12, 4:15pm PT; NVIDIA keynote speaker confirmed (Ian Buck, Monday) • Lattice/AMI keynote Tue ~10am PT; OIF half-day workshop Tue 1-5pm PT (448G, CPO/NPO) • Wed networking track: Ultra Ethernet vs MRC panel (AMD/HPE/Broadcom/OpenAI), Bechtolsheim 400G/lane panel Workday Rising (Oct 12-15, Las Vegas) Digital passes now confirmed: All-Access $299, Essentials FREE; in-person $2,595 • Theme: agentic HR and agentic finance; Workday AI platform monetization read • Monness $218 Buy / Needham $230 Buy ahead of the event SEMICON West (Oct 13-15, Moscone SF) All-In $1,230, Thought Leadership $945, Expo Plus $340; no virtual pass • Ghazi fireside Tue 9:20am; design session Tue 10:30am-4:30pm PT (Cerebras CS-4/Nexus, Lam on agentic AI in manufacturing) • Equipment and advanced packaging checkpoint Applied Materials Investor Breakfast (Tue Oct 13, 8:00-10:30am PT) Free live webcast at replay same day • Watch for a firm 2027 WFE growth figure; Dickerson now sees CY26 WFE up >30% (was >20%) • Backdrop rich: Intel named founding EPIC partner Oct 6; UBS sees 2027 WFE +43%, memory equipment +53% Workday Financial Analyst Day (Tue Oct 13, 2:00pm PT / 5:00pm ET) Live webcast on Workday IR site, replay 90 days • Agentic HR/finance monetization read; partner announcements already timed to Rising Accenture Investor Day (Wed Oct 14, 8:30-11:30am ET) Virtual per IR events page; CEO's "see you in New York" suggests hybrid • Must answer the Oct 1 guide: ~1% organic (Stifel) vs 2% consensus; stock -6% to $200.34 Oct 2 • Watch FY27 organic growth bridge and AI metrics disclosure SailPoint Analyst Webcast (Wed Oct 14, 12:00pm ET, virtual) replay one year • Recap of Navigate announcements (Oct 6): Autonomous Agents, Agentic Fabric, Zero Standing Privilege • Not to be confused with Zscaler's similarly named products Semtech Data Center Teach-In (Thu Oct 15, 9:00am PT, San Jose) Limited in-person; live webcast at • 1.6T/800G and ACC ramp read; Q2 beat with Q3 guide $410M midpoint vs $357.7M consensus LATER NVIDIA GTC Berlin (Oct 20-22) Huang keynote Wed Oct 21, 11am-1pm CEST, free livestream • New: "NVIDIA GTC Live" pregame 9-11am CEST with Gavin Baker and Deirdre Bosa Oracle AI World (Oct 25-28, Venetian Las Vegas) New "Oracle AI World On Air" remote tier: 3 keynotes + 4 spotlights live, 90+ sessions on demand; price not yet visible • OCI GPU capacity and AI Database 23ai announcements; in-person $1,999 ($2,399 late) Celestica Investor and Analyst Day (Tue Oct 27, 8:00am ET) Webcast with replay ~2h after via Q3 results Mon Oct 26 post-close • Operations, strategy, growth, outlook; Midtown lunch forum for institutional/sell-side only NEW INVESTOR DAY • Hyperscale Data (GPUS) Investor Day, Thu Nov 12, 1:15-3:30pm PT, virtual: Michigan AI campus expansion and strategic alternatives; 2027 revenue guide $300-350M TBA list quiet: AMD Advancing AI, Snapdragon Summit, and OpenAI DevDay 2026 editions already happened; CoreWeave London still rescheduled to 2027; Nebius investor hub quiet.

3 a.m., a payment-processor host spikes to 97% CPU. The on-call engineer reboots the box and closes the ticket. That's it. 🕵️ Six hours earlier, an attacker had already planted a cryptominer disguised as a kernel thread on that same host, quietly beaconing out to a mining pool every 15 minutes. Neither ops nor security caught it, because the CPU metrics and the process security events lived on two different platforms. 💡 Elastic's blog, "The security attack that hid inside your observability data" ( argues this miss is structural, not human error. Put observability metrics and security events on the same platform, and an AI agent can correlate a CPU spike with a suspicious process creation event and a strange DNS query in one context window, confirming the threat before a human ever has to hop between tools. 🔐 Feed the same platform your actual incident response playbooks, and instead of generic advice like "isolate the host," the AI can surface the exact approval chain and notification deadline, traceable back to the specific regulatory document, not just a model's best guess. Attackers never respected the boundary between your tools. It might be time your defenses stopped respecting it too. #SecOps# #Observability#

Reunited after 26 years. Secos once ventured into the Mu Us Desert to meet Yin Yuzhen. With her vow, she planted 50,000 trees, turning barren sand dunes into green land, a touching story of human power against desertification. #DesertReclamation# #ClimateAction#

🔐 FBI CJIS v6.1 strengthens encryption requirements and moves vulnerability scanning from quarterly to monthly. 🛡️ @specopssoftware explains what changed and what security teams should know as they prepare for audits. ➡️ #cybersecurity# #sponsored# #CJIS#