Databricks
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Market Intelligence & News
Is Digital Turbine’s (APPS) AI Partnership Blitz Quietly Rewriting Its Mobile Advertising Thesis?
In recent months, Digital Turbine has expanded its AI-focused mobile growth platform through new partnerships with Databricks, Google Cloud, and European carrier Orange, while its Chief Accounting Officer completed a routine tax-withholding share disposition that did not issue new stock. These developments highlight how deeper AI integration and international carrier agreements are reshaping Digital Turbine’s role in global app distribution and mobile advertising. Next, we’ll examine how the...
CrowdStrike (CRWD) Extends Falcon AIDR to Create Unified AI Security Control Plane
CrowdStrike Holdings Inc. (NASDAQ:CRWD) is one of the best long term stocks to buy according to hedge funds. On June 16, CrowdStrike extended its Falcon AI Detection and Response/AIDR platform to function as a unified security control plane for enterprise AI. By integrating with a broad ecosystem of AI gateway partners (including Databricks, Google Cloud, […]
Databricks sales growth tops 80%, but margin are shrinking from swarm of AI agents
Databricks is seeing higher growth as AI agents assist with data analysis, but all that activity is significantly increasing costs.
Databricks strikes deal to buy Panther Labs in cybersecurity push
Databricks on Tuesday said it agreed to buy the startup Panther Labs, as the U.S. data analytics provider pushes deeper into the cybersecurity business. The acquisition, Databricks' third in this area, furthers its aim to compete with security management incumbents like CrowdStrike and Cisco's Splunk. Databricks declined to comment on the deal terms.
CrowdStrike’s Open Gateway Ecosystem Makes Falcon AI’s Control Plane
AUSTIN, Texas, June 16, 2026--CrowdStrike (NASDAQ: CRWD) today announced it is extending CrowdStrike Falcon® AI Detection and Response (AIDR) across leading AI gateway partners, including Databricks, Google Cloud, JetStream Security, Kong, LiteLLM, Maxim AI, Microsoft Azure, and TrueFoundry, delivering AI’s security control plane.
Three Hotly Anticipated AI IPOs: Which One Is Poised to List First?
While the SpaceX IPO grabs the headlines, three other private AI and defense names on the 2026 initial public offering (IPO) calendar are also highly anticipated: Anduril, Anthropic, and Databricks. None trades publicly. There are no analyst price targets, no consensus multiples, and no shares to buy in a brokerage account. What exists are prediction-market ... Three Hotly Anticipated AI IPOs: Which One Is Poised to List First?
Market Chatter: Microsoft Defends Data Visualization Product by Blocking Databricks Feature
Microsoft (MSFT) blocked a new feature created by Databricks, a longtime partner, that makes it easi
Cloud AI Update - CAI Boosts Multicloud Integration With AWS And Microsoft Partnerships
CAI, a global services firm, has announced strategic partnerships with Amazon Web Services (AWS) and Microsoft to enhance multicloud integration, aiming to support public sector and enterprise clients in modernizing their IT infrastructure. By collaborating with Anthropic, Databricks, and LMNTRIX, CAI seeks to deliver a comprehensive cloud solution that integrates security and AI capabilities across AWS and Azure environments. This multicloud strategy is designed to help organizations avoid...
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