Core Insights - Actelis Networks is positioned for growth in 2026, with improved internal fundamentals and favorable external market conditions, marking a potential inflection point for the company [3][5][17] Company Progress - The company faced challenges in 2025 due to geopolitical developments and U.S. government dynamics, leading to a meaningful decline in share price [2] - Actelis has focused its go-to-market strategy on three core verticals: Defense, Smart Transportation, and Multi-Dwelling Units (MDUs) [4] - The company has established a differentiated position in the market by enabling rapid deployment and modernization of existing infrastructure without prolonged construction timelines [7][12] Industry Dynamics - There is an urgent need for infrastructure modernization across multiple sectors, exemplified by the U.S. Congress approving over $12.5 billion for air-traffic-control infrastructure modernization [6][22] - The strategic importance of communications infrastructure has shifted, with cybersecurity becoming a national-security priority due to state-sponsored cyber campaigns targeting critical infrastructure [9][10] - Actelis' solutions are designed to meet these new requirements, incorporating advanced security features and compliance with U.S. Department of Defense standards [11] Market Opportunities - The U.S. federal transportation safety and modernization programs represent over $100 billion in funding for initiatives in aviation, smart traffic, and surface transportation [13][22] - The Broadband Equity, Access, and Deployment (BEAD) program, with $42 billion allocated, highlights the challenges of fiber-only mandates as states move to execution [14] - Actelis has completed development of its ultra-low-power MDU solution and has initiated deployments in the hospitality market, indicating a broadening of its market reach [14] Strategic Focus for 2026 - The company aims to convert initial wins into repeat business, expand deployments, and increase software contributions to improve margins [16] - Key initiatives include expanding the product portfolio, strengthening the U.S. federal sales organization, and building partnerships across target verticals [16] - Actelis is focused on maintaining operational flexibility and financial optionality to support growth and capitalize on ongoing customer engagement [16][17]

Core Insights - FTI Consulting has appointed Jason Smolanoff as a Senior Managing Director in its Cybersecurity practice, enhancing its capabilities in cyber risk management [1][2]. Company Overview - FTI Consulting is a leading global expert firm specializing in crisis and transformation, with over 8,100 employees across 32 countries as of September 30, 2025 [5]. - The company generated $3.70 billion in revenues during fiscal year 2024 [5]. Industry Context - The cybersecurity threat landscape is becoming increasingly sophisticated, leading to higher demand for tailored risk management and investigative expertise from clients [3]. - FTI Consulting aims to address the full spectrum of cyber risk management needs, including program assessments, incident response, and complex investigations [2][3]. Leadership Background - Jason Smolanoff has over 25 years of experience in information security, previously leading the Cyber Risk practice at Kroll and serving as a Senior Advisor [2][3]. - His prior roles include being the CEO and founder of CISO Advisory & Investigations and a Supervisory Special Agent at the FBI, overseeing cyber national security investigations [4].

Core Insights - NETSCOUT has been awarded the 2025 Global Company of the Year Recognition in the network monitoring industry by Frost & Sullivan for its achievements in real-time visibility, performance assurance, and cyber-resilient network intelligence [2][9]. Company Performance - The recognition emphasizes NETSCOUT's leadership in delivering measurable outcomes, enhancing digital resilience, and fostering customer-centric innovation in complex hybrid, cloud, and enterprise environments [2][3]. - NETSCOUT's strategy effectiveness and execution have been evaluated positively, aligning long-term strategic priorities with market demands and demonstrating operational consistency [4]. Innovation and Technology - NETSCOUT's long-term growth strategy focuses on continuous innovation, customer proximity, and architectural integrity, allowing it to adapt and lead in the evolving network monitoring landscape [5]. - The company's Visibility Without Borders® strategy and patented Adaptive Service Intelligence technology provide organizations with real-time observability across hybrid cloud, 5G, and on-premises environments [5]. - NETSCOUT's nGenius and Omnis solutions offer end-to-end network and application performance monitoring, utilizing real network traffic for high-fidelity insights that enhance troubleshooting and support predictive operations [6]. Customer Focus and Market Strategy - NETSCOUT emphasizes a customer-first culture, providing flexible licensing models and comprehensive global support services to enhance observability and cybersecurity capabilities [7]. - The company's partner-driven ecosystem and localized support model ensure consistent service availability across various industries, including healthcare, manufacturing, financial services, and telecommunications [7][8]. Industry Impact - Frost & Sullivan commends NETSCOUT for setting high benchmarks in competitive strategy and market responsiveness, unifying observability and cybersecurity within a single architecture [8]. - The recognition reflects NETSCOUT's role in redefining the network monitoring industry through disciplined execution and sustained growth excellence [10].

Core Insights - Canadians' financial optimism is declining due to rising living costs, with 53% stating their household income is not keeping pace with inflation [1][5] - A significant portion of Canadians (31%) are pessimistic about their financial situation in the next year, despite 20% reporting an income increase in the last three months [1][5] - Economic uncertainty is prompting Canadians to adjust their spending habits, with 67% seeking sales and discounts more frequently [4][5] Financial Strain - 25% of Canadians are unable to pay at least one current bill or loan in full, with credit card payments (63%) and personal loans (55%) being the most affected [2][3] - Over half (51%) of Canadians have cut back on discretionary spending, while 19% plan to reduce contributions to retirement funds [4][5] Recession Sentiment - 27% of Canadians believe the country is currently in a recession, and 32% expect one within the next year, leading 84% to prepare for potential economic downturns [3][4] Spending Adjustments - Canadians are increasingly prioritizing essential goods, with 85% changing shopping habits in response to economic conditions [5] - Common adjustments include reducing spending (61%), building savings (38%), and shopping at more affordable retailers (44%) [6] Credit Access and Intentions - 82% of Canadians view access to credit as essential for achieving financial goals, but only 56% feel they have sufficient access [7][10] - 21% plan to apply for new credit or refinance existing credit, with younger generations (47% of Gen Z and 31% of Millennials) leading this trend [8][9] Fraud Concerns - Nearly half (46%) of Canadians reported being targeted by fraud in the past three months, with younger Canadians being the most vulnerable [12][13] - Despite the risks, 36% of Canadians took no action to address cybersecurity concerns, highlighting a need for better education on fraud prevention [13]

Core Insights - CrowdStrike Holdings, Inc. is a prominent player in the cybersecurity sector, known for its advanced cloud-native Falcon platform aimed at protecting critical enterprise risk areas [1] - The recent strategic alliance with Nord Security is expected to enhance cybersecurity for small and midsize businesses (SMBs) by integrating AI-driven solutions with secure access and credential management [1] Financial Performance - KeyBanc downgraded CrowdStrike from an Overweight rating to a Sector Weight rating on January 12, 2026, when the stock price was $470.61, reflecting concerns about the company's financial performance [2] - CrowdStrike has a negative price-to-earnings (P/E) ratio of approximately -371.72, indicating a lack of profitability [2] - The partnership with Nord Security could improve financial prospects by expanding market reach and introducing Falcon Go and Falcon Enterprise through NordLayer, facilitating e-commerce access for SMBs [2] Market Strategy - The collaboration aims to reduce cost and complexity barriers, making it easier for SMBs to access robust cybersecurity solutions, which may lead to increased investment in CrowdStrike's offerings [3] - The partnership with Pax8 enhances managed service provider (MSP) offerings by launching an add-on for Falcon Next-Gen SIEM, combining the Falcon platform's capabilities with Nord Security's solutions [3] - CrowdStrike's price-to-sales ratio is approximately 25.36, indicating that investors are willing to pay a premium for its sales, reflecting confidence in its growth potential [3] Customer Engagement - Offering 90 days of free access for qualifying customers could further drive adoption and revenue growth [4] - CrowdStrike maintains a low debt-to-equity ratio of 0.20, demonstrating a conservative approach to debt management [4] - The current ratio of approximately 1.81 suggests a strong ability to cover short-term liabilities with short-term assets [4] - The partnership with Nord Security is anticipated to redefine cybersecurity for SMBs, potentially enhancing CrowdStrike's market position and financial performance [4]

Core Viewpoint - CrowdStrike Holdings, Inc. is a leading player in the cybersecurity industry, known for its Falcon platform and comprehensive security solutions, despite a recent downgrade by KeyBanc [1][6] Company Developments - KeyBanc downgraded CrowdStrike from an Overweight rating to a Sector Weight rating, with the stock priced at $470.61 [2][6] - Institutional investors have shown strong interest in CrowdStrike, with Benjamin Edwards Inc. increasing its investment by 31.6%, holding 8,303 shares valued at approximately $4.1 million [2] - Laurel Wealth Advisors LLC expanded its holdings in CrowdStrike by 54,635.9%, now owning over 4.2 million shares valued at $2.2 billion, indicating strong belief in the company's potential [3][6] - Norges Bank made a substantial new investment in CrowdStrike during the second quarter, valued at $1.6 billion, showcasing confidence in the company's long-term growth prospects [4][6] Market Performance - CrowdStrike's stock is currently priced at $470.61, reflecting a 1.45% increase, with a market capitalization of approximately $117.26 billion [5]

Shares of cloud computing name Akamai Technologies Inc (NASDAQ:AKAM) were last seen up 5.6% to trade at $93.09, after a rare double upgrade from Morgan Stanley to "overweight" from "underweight." The firm also lifted its price target to $115 from $83, citing the stock's low valuation and growth prospects. On the charts, Akamai Technologies stock has yet to fully recover from the 21.7% post-earnings drop that occurred in February, which took it from $98.03 to $76.73. Today's pop has shares breaking above the ...

Core Insights - D&H has formed a significant partnership with Fortinet, integrating its security suite into the D&H Advanced Solutions+ ecosystem, enhancing opportunities for U.S. channel partners [1][3] - The partnership aims to empower various types of partners, including VARs, CSPs, MSPs, MSSPs, and enterprise-focused solution providers, by providing access to technology, expertise, and resources necessary for client support across all market segments [1][3] D&H FWD Enablement Program - D&H is launching the FWD (Forward) enablement program to help partners master and monetize Fortinet's advanced security technologies, designed to accelerate business growth and establish market leadership [2] - Key benefits of the FWD program include structured training paths, hands-on technical workshops, dedicated Fortinet expertise, and comprehensive go-to-market resources [6] D&H's Position and Strategy - D&H is recognized as a leading technology distributor in North America, catering to a wide range of organizations from SMBs to enterprises, and is focused on delivering innovative IT solutions [4] - The company emphasizes a "Built for Growth" mindset, providing customized services and consultative support to help partners capitalize on market opportunities [5]

Sunnyvale, California-based Fortinet, Inc. (FTNT) is a cybersecurity company that provides a broad portfolio of network security solutions designed to protect enterprises, service providers, and government organizations from evolving cyber threats. Valued at a market cap of $58.9 billion, the company is scheduled to announce its fiscal Q4 earnings for 2025 after the market closes on Thursday, Feb. 5. Ahead of this event, analysts expect this cybersecurity company to report a profit of $0.66 per share, do ...

Core Viewpoint - A class action lawsuit has been filed against Coupang, Inc. for allegedly misleading investors about its cybersecurity practices during a specified period, leading to significant financial losses due to a data breach [1][2][3] Group 1: Lawsuit Details - The lawsuit is on behalf of investors who acquired Coupang securities from May 7, 2025, to December 16, 2025 [1] - Investors have until February 17, 2026, to seek appointment as lead plaintiff representative of the class [2] - The complaint claims that Coupang had inadequate cybersecurity measures, increasing the risk of a data breach [2] Group 2: Cybersecurity Incident - In November 2025, it was revealed that a data breach had compromised sensitive personal information of over 33 million customers [3] - Following the disclosures, Coupang's stock price experienced significant declines, culminating in the company's acknowledgment of the breach on December 16, 2025 [3] - This incident is noted as the largest cybersecurity event affecting South Korea to date [3]