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04-17	Kaltura, Inc. Announces Debut of Agentic Revenue Engagement Platform	CI
04-13	Lumen Technologies Appoints Jim Ortbals as Senior Vice President of Global Partner Solutions	CI

Published on 03/05/2026 at 07:05 pm GMT - Modified on 03/05/2026 at 10:05 pm GMT

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Presenter Speech
Meta Marshall (Analysts)

While we get situated, I'll read the disclosure off the top of my head. For any research disclosures, please see the Morgan Stanley website at

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04-17	Kaltura, Inc. Announces Debut of Agentic Revenue Engagement Platform	CI
04-13	Lumen Technologies Appoints Jim Ortbals as Senior Vice President of Global Partner Solutions	CI
04-13	Earnings Season in Trump's Shadow
04-13	Cisco in Talks to Acquire Astrix Security for Up to $350 Million	MT
04-13	Washington raises the stakes
04-11	Cisco Report in Talks to Buy Astrix Security	CI
04-10	Cloudflare Sell-Off Offers Buying Opportunity as Project Glasswing Concerns 'Overblown,' Oppenheimer Says	MT
04-09	Carvolix Announces Multiple Changes to its Board of Directors, Advisory Board, and Governance Structure	CI
04-08	Cisco Systems, Inc. intent to acquire Galileo Technologies, Inc.	CI
04-07	Nutanix and Netapp Form Strategic Alliance with New Integration for A Modern Cloud Platform	CI
04-07	Anthropic Launches Project Glasswing After Frontier Model Claude Mythos Preview Expands Cybersecurity Capabilities	MT
04-07	Nutanix Announces New Capabilities to Nutanix Cloud Platform Solution	CI
04-07	Anthropic touts AI cybersecurity project with Big Tech partners	RE
04-07	Ultra Accelerator Link Consortium Publishes Four Specifications Defining In-Network Compute, Chiplets, Manageability and 200G Performance	CI
04-06	Amazon Web Services, Anthropic, Apple, Broadcom, Cisco, Google, JPmorgan Chase, the Linux Foundation, Microsoft, Nvidia, and Palo Alto Networks Form Project Glasswing to Secure Critical Software	CI