Rubrik, Inc. Class A RBRK

McCarthy is the first major hire by Dali Rajic, OpenAI's new CRO who joined less than a month ago.

Rubrik (RBRK) trades near $100, just off its 52-week high, and the market is paying for agentic cyber resilience: machine-speed recovery and governance for AI agents. The risk here is more ordinary than the story. The revenue growth that supports a price like this is already slowing, and the product carrying the AI story is not the one producing the revenue yet.

PALO ALTO, Calif., September 15, 2026--Rubrik (NYSE: RBRK), the Security and AI Operations Company, today announced Rubrik MCP (Model Context Protocol), giving an organization’s AI agents a secure, programmable path to Rubrik’s data, identity, and application intelligence. Support for MCP expands Rubrik AI, which is now trusted by one-third of its global customers, and unites Anthropic’s frontier models with Rubrik’s domain expertise and security guardrails—to deliver a multi-step reasoning agen

PALO ALTO, Calif., September 15, 2026--As autonomous agents make the digital world more dangerous, Rubrik (NYSE: RBRK), the Security and AI Operations Company, unveils Rubrik Code Guardian, a custom Claude Mythos 5 harness that red-teams customers’ code based on an air-gapped copy of their repository.

AI is giving cybersecurity a serious boost, and Wedbush is betting big on these two cybersecurity names, adding them to its Best Ideas List. Let’s see what’s behind the bullish call.

Wedbush Sees Cybersecurity Winners Emerging as AI Transforms the Market

Two cybersecurity heavyweights, Rubrik, Inc. (NYSE:RBRK) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD), both released Q2 FY2027 earnings in late August/early September while deepening their strategic alliance. On September 1, the companies announced a joint agentic identity resilience workflow orchestrated by CrowdStrike’s Charlotte Agentic SOAR. By uniting CrowdStrike’s Falcon Next-Gen Identity Security with Rubrik’s Identity Resilience, joint […]

PALO ALTO, Calif., September 08, 2026--Rubrik (NYSE: RBRK), the Security and AI Operations Company, today announced Rubrik Apache Iceberg Protection, the company’s enterprise data protection capability for Apache Iceberg on Amazon Web Services (AWS). The new solution expands Rubrik’s cloud data security and AI governance portfolio on AWS. It provides customers running Apache Iceberg the ability to recover complete, queryable tables following a cyber incident, so they respond and recover with gre

CrowdStrike Holdings (NasdaqGS:CRWD) announced a broad set of AI security products and deeper integrations across the cybersecurity and enterprise AI ecosystem. The company introduced tools such as Falcon Guardian, Agentic Identity Provider and real-time supply chain protection to cover AI agents, data pipelines and software supply chains. CrowdStrike expanded partnerships with OpenAI, Google, Anthropic, NVIDIA, Rubrik, Fortanix, EY and others to embed its Falcon platform into emerging AI...

Stocks pulled back after a strong jobs report stoked rate-hike concerns. MarketBeat writers recap earnings-season themes, covering AI, cybersecurity, retail, energy, and dividend stocks.

Jim Cramer questioned the reaction to Rubrik, Inc.’s (NYSE:RBRK) latest earnings report during the September 2 episode of Mad Money, as he said: What just happened to the stock of Rubrik? That’s the data security company, reported a seemingly very strong quarter last week… The stock dropped 13% the next day. Darn thing’s been drifting […]