Datadog announces new strategic partnership with Microsoft Azure » 11:0309/3009/30/20
Datadog (DDOG) announced…
Datadog (DDOG) announced a new strategic partnership with Microsoft Azure (MSFT). "As part of this launch, Datadog will now be available in the Azure console as a first class service. This means that Azure customers will be able to implement Datadog as a monitoring solution for their cloud workloads through new streamlined workflows that cover everything from procurement to configuration. The improved onboarding experience makes Datadog setup automatic, so new users can start monitoring the health and performance of their applications with Datadog quickly, whether they are based entirely in Azure or spread across hybrid or multi-cloud environments. With the deepest integration and the easiest configuration, Datadog is now clearly positioned as the premier monitoring solution for Azure," the company stated. Reference Link
Tesla achieves record delivery volume amid growing expectations, Electrek says » 10:4009/3009/30/20
Tesla has achieved record…
Notable open interest changes for September 30th » 08:5509/3009/30/20
AAPL, TSLA, NIO, MU
Tuesday's total option volume of 21.8 million contracts resulted in net open interest growth of 3.01 million calls and 2.68 million puts. Micron (MU), NIO (NIO), Tesla (TSLA) and Apple (AAPL) saw the greatest growth. Top five new positions opened include 72k Tesla (TSLA) 10/23 weekly 20 puts, 33k Antero Resources (AR) Oct-20 2.5 puts, 23k NIO (NIO) 10/2 weekly 22 calls, 22k Macy's (M) Oct-20 4.5 puts and 15k Micron (MU) 10/2 weekly 57 calls.
Tesla poised to sell China-made Model 3s with LFP batteries, Reuters reports » 08:0209/3009/30/20
Tesla is expected to…
Tesla Q3 deliveries likely enough to clear 'a rising bar,' says Credit Suisse » 08:0209/3009/30/20
Credit Suisse analyst Dan…
Unusual call flow in option market yesterday » 07:3509/3009/30/20
TSLA, NIO, CCL, PBR, MTG
Notable call activity was…
Notable call activity was cited Tuesday in Tesla (TSLA), NIO (NIO), Carnival (CCL), Petrobras (PBR), and MGIC Investment (MTG).
Tesla Q3 deliveries estimate dropped below consensus at Deutsche Bank » 07:1209/3009/30/20
Ahead of Tesla's Q3…
Mimecast downgraded to Hold from Buy at Summit Insights » 20:0109/2909/29/20
MIME, GOOGL, MSFT
Summit Insights analyst…
Summit Insights analyst Srini Nandury downgraded Mimecast (MIME) to Hold from Buy. The analyst is citing the company's increasing churn among its installed base, having lost 100 accounts last quarter to churn. Nandury adds that many of Mimecast's small-medium business customers are reducing staff counts, while many will also find email solutions from Gsuite (GOOGL) and Office365 (MSFT) as "good enough for now". The analyst further states that upsell opportunities for Mimecast's TTP are limited.
Microsoft: Most nation-state hacks in last year came from Russia, Iran, China » 17:0409/2909/29/20
Microsoft released a new…
Microsoft released a new annual report, called the Digital Defense Report, covering cybersecurity trends from the past year. This report makes it clear that threat actors have rapidly increased in sophistication over the past year, using techniques that make them harder to spot and that threaten even the savviest targets, the company said. For example, nation-state actors are engaging in new reconnaissance techniques that increase their chances of compromising high-value targets, criminal groups targeting businesses have moved their infrastructure to the cloud to hide among legitimate services, and attackers have developed new ways to scour the internet for systems vulnerable to ransomware. In addition to attacks becoming more sophisticated, threat actors are showing clear preferences for certain techniques, with notable shifts towards credential harvesting and ransomware, as well as an increasing focus on Internet of Things devices, Microsoft noted. Additionally, Microsoft said it observed 16 different nation-state actors either targeting customers involved in the global COVID-19 response efforts or using the crisis in themed lures to expand their credential theft and malware delivery tactics. These COVID-themed attacks targeted prominent governmental health care organizations in efforts to perform reconnaissance on their networks or people. Academic and commercial organizations involved in vaccine research were also targeted. "In recent years there has been an important focus on vulnerabilities in critical infrastructure," the company said. "While we must remain vigilant and continue to increase security for critical infrastructure, and while these targets will continue to be attractive to nation-state actors, in the past year such actors have largely focused on other types of organizations. In fact, 90% of our nation-state notifications in the past year have been to organizations that do not operate critical infrastructure. Common targets have included nongovernmental organizations (NGOs), advocacy groups, human rights organizations and think tanks focused on public policy, international affairs or security. This trend may suggest nation-state actors have been targeting those involved in public policy and geopolitics, especially those who might help shape official government policies. Most of the nation-state activity we observed the past year originated from groups in Russia, Iran, China and North Korea." Reference Link
Microsoft says Russia behind most nation-state cyberattacks, Bloomberg says » 16:4509/2909/29/20
Microsoft said that…
Microsoft said that Russian-based hackers are behind the lion's share of nation-state cyberattacks on Microsoft customers in recent years, according to Bloomberg.