CrowdStrike said Project QuiltWorks now brings real-time partner telemetry into Falcon Next-Gen SIEM, extending the platform beyond log collection toward exposure prioritization and agent-assisted remediation. The expansion tests whether broader data pipelines and AI agents can shorten the window between vulnerability discovery and response.


Anthropic is warning affected Claude users that commodity infostealer malware stole active login sessions and let attackers consume paid usage without requiring a new password or two-factor challenge. The incident highlights why AI subscriptions, usage credits and agent-connected workflows are becoming operationally valuable targets.
Cloudflare’s Adaptive Intelligence adds live-traffic retraining and short-lived automated rules to Bot Management, aiming to make bot attacks harder to sustain. The launch points to a broader shift toward continuously updated defenses as AI lowers the cost of credential stuffing, scraping and bot-framework bypasses.
Finance chiefs meet in North Carolina with inflation and sovereign-debt credibility already priced as live risks across global bond markets. The danger for gilts, Bunds and Treasuries is that Iran sanctions, oil shocks and tariff disputes overwhelm any attempt at G20 policy coordination.
With the UK bank holiday leaving no FTSE 350 reporters on Monday, investors’ earnings attention shifts to Bunzl on Tuesday and M&G on Thursday. The week offers a cleaner test of defensive quality: Bunzl’s organic growth and margin resilience, and M&G’s flows, capital generation, solvency and dividend capacity.
India’s April-June growth data may matter less as a backward-looking macro release than as a catalyst for bond yields, RBI tightening expectations and emerging-market FX positioning. A stronger print could harden concerns about policy tightening, while a softer one may offer only limited relief if oil and U.S. rates keep pressure on the rupee.
Japan’s firmer July output and retail-sales data give the Bank of Japan more cover to raise rates in September, just as short-dated JGB yields hit a 31-year high. The shift from intervention watch to rate-cycle credibility is feeding global duration volatility and complicating currency risk for exporters.
China’s August factory PMI improved to 49.8, but the recovery signal is narrow: high-tech and export-linked manufacturing is stabilising while services, construction and property-linked demand remain weak. That mix cushions Asia supply chains but leaves miners, luxury, autos and UK China proxies exposed to a domestic-demand drag.
The London Stock Exchange is closed for the UK summer bank holiday on Monday, 31 August, leaving UK investors to price a backlog of global signals at Tuesday’s reopen. Asia’s equity losses, higher oil, firmer global yields, a steadier sterling and mixed China data set up a sector-heavy rather than index-only read-through for the FTSE.
Energy Fuels has completed its acquisition of Australian Strategic Materials, adding Korean rare-earth metal and alloy capacity and the Dubbo critical-minerals project to its portfolio. The deal advances a more credible non-China rare-earth supply chain, but full mine-to-magnet integration still depends on execution, financing and downstream magnet-making partnerships.
Ballard Power Systems has closed its £275 million upfront acquisition of GeoPura, adding hydrogen power units, fuel logistics and an Energy-as-a-Service model to its fuel-cell platform. The move signals a broader shift in hydrogen markets as suppliers seek control of more of the customer solution, not just the core technology.
OpenAI’s plan to wind down model supply to Cursor after SpaceX’s acquisition turns AI infrastructure into a live M&A diligence issue. For technology dealmakers, the dispute shows that change-of-control provisions can affect not only customers, employees and regulators, but access to critical foundation models.