Rubrik, Inc. Class A RBRK

Rubrik (RBRK) CEO Bipul Sinha joins Yahoo Finance Executive Editor Brian Sozzi to share his stance on AI and AI security risks. "Let AI cook," says Sinha, "it's important for our long-term prosperity and growth."

Yahoo Finance Executive Editor Brian Sozzi takes a look at the biggest stories as the trading day kicks off, weighing in on Micron (MU), SanDisk (SNDK), Jensen Huang's big third quarter, and more.Rubrik (RBRK) CEO Bipul Sinha sits down with Sozzi for a conversation about the state of tech and cybersecurity.

Rubrik has had a strong early run on the market, and the current share price puts a clear question on the table for investors who care about cash flows. With the stock now watched closely after recent product news, the key issue is whether today's valuation can be explained by the cash Rubrik is expected to generate over time. Rubrik is up 49.7% year to date, which raises the stakes on whether the current market value is aligned with what its underlying cash flows can plausibly support. The...