WS #15646
Zscaler shares rose 6% after reaffirming full-year revenue guidance and announcing a strategic security partnership with IBM and Red Hat, highlighting strong demand for cloud security. Concurrently, Google Cloud announced the general availability of Gemini assistance in BigQuery Studio, reinforcing its position in the AI infrastructure race. These developments support the bullish thesis for AI-enablers and cloud security providers.
Tech Earnings & AI Infrastructure
Zscaler shares rose 6% after reaffirming full-year revenue guidance and announcing a strategic security partnership with IBM and Red Hat, highlighting strong demand for cloud security. Concurrently, Google Cloud announced the general availability of Gemini assistance in BigQuery Studio, reinforcing its position in the AI infrastructure race. These developments support the bullish thesis for AI-enablers and cloud security providers.