The First Trust NASDAQ Cybersecurity ETF ( CIBR ) does not fit into the mould of a lower risk investment thesis. In terms of growth, the cybersecurity landscape is plagued with growth concerns that are amplified by aI am a stock analyst with over 20 years of experience in quantitative research, financial modeling, and risk management. My focus is on equity valuation, market trends, and portfolio optimization to uncover high-growth investment opportunities. As a former Vice President at Barclays, I led teams ...

Core Insights - American Battery Technology Company (ABTC) reported significant financial growth in Q1 FY 2026, with a notable increase in cash balance and the extinguishment of all outstanding debt [1][2][6] - The company secured a historic battery recycling contract with an estimated value of $30 million, marking a major milestone in its operations [1][6] Financial Highlights - Cash and restricted cash increased to $30.9 million as of September 30, 2025, up from $12.5 million as of June 30, 2025, and further increased to $55.6 million by November 5, 2025 [6] - Total cost of goods sold for the quarter was $4.5 million, compared to $2.5 million for the same period in 2024, with a non-GAAP cash cost of goods sold of $3.3 million [4][6] - Revenue from recycled products reached $0.9 million, a 350% increase from $0.2 million in the same quarter of the previous year [6] Battery Recycling Developments - ABTC was awarded a contract for the largest lithium-ion battery cleanup operation in U.S. EPA history, involving up to 100,000 damaged battery modules [6][7] - The company enhanced its facilities to meet the requirements of the new contract, allowing it to process various types of damaged materials [6] - The EPA approved ABTC's battery recycling facility in Nevada to receive waste material classified under CERCLA, positioning the company as a key player in the Western U.S. battery recycling market [7][8] Tonopah Flats Lithium Project (TFLP) - The Pre-Feasibility Study (PFS) for the TFLP indicates a projected after-tax net present value (NPV) of $2.57 billion at an 8% discount rate, with an internal rate of return (IRR) of 21.8% and a payback period of 7.5 years [6][12] - The TFLP's lithium resources increased by approximately 11% to 21.3 million tonnes of lithium hydroxide monohydrate (LHM), with proven and probable reserves established at 2.73 million tonnes [12][13] - The project aims for a production capacity of 30,000 tonnes per year of lithium hydroxide monohydrate, with competitive production costs of $4,307 per tonne [12][13]

Core Insights - Mobilicom has received a follow-on production order from a Tier-1 Asian conglomerate, indicating strong demand for its cybersecurity and robust solutions in the robotics sector [1][2][3] Group 1: Production Orders - The new production order is twice the size of the initial order received in Q2 2025, encompassing the MCU Mesh Networking family, SkyHopper Datalink family, and Mobile Ground Stations [2] - Additional orders are anticipated as the customer increases production to meet rising demand [2] Group 2: Company Performance - The follow-on order is viewed as a significant endorsement of Mobilicom's end-to-end cybersecure solutions, highlighting their adoption and scalability among Tier-1 robotics OEMs [3] - The company expects meaningful near-term growth in the robotics sector and the Asia-Pacific region as production ramps up [3] Group 3: Company Overview - Mobilicom is a leading provider of cybersecure solutions for the defense and commercial drones and robotics market, with a diverse portfolio of technologies including cybersecurity, software, hardware, and professional services [4] - The company's solutions are utilized in mission-critical functions across over 50 global customers, including major drone manufacturers [4]

Accessibility StatementSkip Navigation LONDON, ON, Nov. 7, 2025 /PRNewswire/ - VersaBank ("VersaBank" or the "Bank") (TSX: VBNK) (NASDAQ: VBNK), a North American leader in business-to-business digital banking, as well as technology solutions for cybersecurity, today announced management will participate in the KBW Fintech Payments Conference in New York City to be held on November 11-13, 2025. VersaBank management will participate in one-on-one meetings throughout the conference. About VersaBank VersaBank ...

Software Updates & New Products - WhatsApp officially launched a new app for Apple Watch, supporting chats, voice messages, call notifications, message reactions, and chat history [1][2] - OpenAI introduced Arvar, an AI agent powered by GPT5, designed for autonomous cybersecurity research, acting as an assistant for security and development teams [3][4] - Microsoft unveiled a new AI companion called Mo during the Co-pilot fall release event, drawing comparisons to Clippy [6][7] AI & Cybersecurity - Arvar analyzes code, identifies flaws, ranks risks, and suggests fixes, addressing the increasing importance of AI-driven cybersecurity tools [5] - OpenAI has shut down over 40 malicious networks for violating the platform's usage policy, highlighting AI abuse by cyber criminals [5] - Microsoft's new Co-pilot groups will allow up to 32 people to co-write and plan within the software, enhancing sharing and collaboration [7] Microsoft's AI Strategy - Microsoft is focusing on "human-centered AI" with Mo, which is optional and adapts to conversations [9][8] - Co-pilot can now reference past conversations easily and remember important information for future interactions [8]

This is acting as a key growth driver for the industry. With growing urbanization, the increasing requirement to ensure the safety and security of infrastructure at offices, factories and residential buildings is aiding industry participants. Also, with rising instances of hacking, the industry is seeing higher demand for Internet security products and services like firewalls, intrusion detection systems and intrusion prevention systems. People’s preference for purchasing products through e-commerce platfor ...

人工处置MTTR长达数小时，攻击影响持续扩大； 2025年11月5日，上海飞络信息科技有限公司携AI SecOps解决方案亮相北京企业智能安全运营早餐会，为企业数字化安全保驾护航！ 活动现场，飞络产品开发经理Eddy深度解析了当前企业安全运营的四大痛点，并展示了如何通过AI技术重塑安全运营体系。 一、企业安全运营的困境与破局之道 01、人才短缺 传统安全分析依赖人工，分析师疲于应对海量告警，高价值决策频受阻； 02、响应滞后 03、告警过载 日均万级告警中仅5%为有效威胁，真实风险易被淹没； 04、多语言壁垒 跨国业务中文档/告警翻译断层，协作效率低下。 针对上述的一系列问题，上海飞络信息科技有限公司提出AI SecOps解决方案，通过智能化、自动化技术实现： 二、飞络核心产品矩阵 1、ALL- SOC：全栈智能安全运营平台 多维度兼容：无缝接入防火墙、云平台（Azure/AWS）、M365等30+类设备日志； AI深度赋能：自研FNL 2.0分析语言+UEBA行为分析，用例生成效率提升4倍； 实战验证：某日本商社部署后，P1事件检测率提升300%，响应时效缩短80%。 Synergy AI数字员工的能力构成 ...

Financial Data and Key Metrics Changes - The company generated just over $1.2 billion in revenue, up 25% year-over-year [8][20] - Non-GAAP operating margin was maintained above 50%, with non-GAAP EPS at $0.62, reflecting a 15% increase year-over-year [9][26] - Q2 bookings and revenue were over $1.2 billion, up 27% and 25% year-over-year, respectively [20] Business Line Data and Key Metrics Changes - The consumer fintech business, MoneyLion, grew by 50% [8] - The cybersafety segment saw bookings grow by 5% year-over-year, with a robust operating margin of 61% [9][21] - The trust-based solution segment's revenue increased over 25% on a pro forma basis, with an operating margin of 30% [11][22] Market Data and Key Metrics Changes - The company serves over 77 million customers, with a sequential increase of approximately 1 million [24] - The employee benefits channel continues to grow in double digits, reflecting strong demand for bundled solutions [21] Company Strategy and Development Direction - The company aims to be a leader in consumer cybersafety and fintech, focusing on secure financial wellness [8][14] - There is a strategic emphasis on integrating AI across products and enhancing customer engagement through personalized offerings [15][16] - The company is raising its annual guidance to $4.92 to $4.97 billion, reflecting strong momentum and a commitment to innovation [17][29] Management's Comments on Operating Environment and Future Outlook - Management noted the increasing complexity of the threat landscape and the importance of consumer trust in financial wellness [6][7] - The company has not observed significant changes in consumer behavior despite economic fluctuations, indicating resilience in its subscription and security revenue streams [39][40] Other Important Information - The company is focused on disciplined growth investments in AI, data, and platform architecture to enhance customer value [9][15] - The integration of MoneyLion is progressing smoothly, unlocking revenue synergies and enhancing the customer experience [12][41] Q&A Session Summary Question: What is the view on the macro environment and consumer health? - Management indicated that there is no significant correlation between economic downturns and subscription revenue, and consumer demand for financial wellness remains strong [37][39] Question: Can you discuss the trajectory of partner revenue? - Management expects partner revenue to continue growing faster than direct revenue, driven by embedded services and marketplace expansion [49][50] Question: What are the keys to momentum in upselling Norton 360 memberships? - The introduction of new features like Norton Genie and Norton Money is enhancing customer engagement and driving upsell opportunities [58][60] Question: How does the company view the profitability of the MoneyLion business? - Management highlighted that MoneyLion's operating margin is currently around 20%, with a focus on balancing subscription and transaction-based revenue [72][73] Question: What drove the sequential growth in cybersafety customers? - Management attributed the growth to increased engagement, improved retention, and effective customer acquisition strategies [61][62]

Financial Data and Key Metrics Changes - The company generated just over $1.2 billion in revenue, up 25% year-over-year [6] - Non-GAAP operating margin was maintained above 50%, with non-GAAP EPS of $0.62, up 15% year-over-year [8][25] - Q2 bookings and revenue were over $1.2 billion, up 27% and 25% year-over-year, respectively [19] - Q2 net income was $387 million, with diluted EPS of 62 cents, marking the eighth consecutive quarter of achieving or exceeding the 12% to 15% EPS growth target [25] Business Line Data and Key Metrics Changes - The consumer fintech business, MoneyLion, grew by 50% [6] - In the cybersafety segment, bookings grew by 5% year-over-year, with a robust operating margin of 61% [8] - The trust-based solution segment saw revenue growth of over 25% on a pro forma basis, with an operating margin of 30% [10] Market Data and Key Metrics Changes - The company serves over 77 million customers, up approximately 1 million sequentially [23] - The employee benefits channel continues to grow in double digits, with a robust pipeline ahead of the annual enrollment period [20] Company Strategy and Development Direction - The company aims to be a global leader in consumer cybersafety and fintech, focusing on secure financial wellness [6] - There is a strategic emphasis on integrating AI across all operations, enhancing customer experience and operational efficiency [14][16] - The company is expanding its ecosystem by embedding financial wellness features into its existing products [12][13] Management's Comments on Operating Environment and Future Outlook - Management noted a complex threat landscape with increasing cyber threats, emphasizing the need for robust security solutions [5][34] - The company raised its annual guidance to $95 million at the midpoint, reflecting strong momentum and a resilient business model [16][27] - Management expressed confidence in the continued demand for financial wellness solutions, regardless of economic fluctuations [36] Other Important Information - The company is committed to a balanced capital allocation strategy, focusing on debt paydown and share repurchases [48] - The integration of MoneyLion is progressing smoothly, unlocking revenue synergies and enhancing customer offerings [11][76] Q&A Session Summary Question: View of the macro environment and consumer health - Management indicated that there has been no significant correlation between economic downturns and subscription or security revenue streams, with strong growth in personal financial management offerings [32][35] Question: Frequency of member interaction with LifeLock products - Management highlighted the integration of MoneyLion and LifeLock, focusing on enhancing the customer experience through curated marketplaces and embedded financial tools [38][39] Question: Trajectory of partner revenue - Management expects partner revenue to continue growing faster than direct revenue, driven by the integration of services and marketplace expansion [44] Question: Free cash flow trajectory and capital allocation - Management confirmed strong free cash flow generation and a disciplined approach to capital allocation, balancing debt paydown and share repurchases [46][48] Question: Keys to momentum in upselling Norton 360 memberships - Management noted increased engagement through new features like Norton Genie and the launch of Norton Money, which are driving upsell opportunities [54][55] Question: Growth trends in the core cybersafety business - Management acknowledged slight differences in growth rates but emphasized the potential for improved revenue growth driven by customer acquisition and innovation [78][80]

Hey, Melissa. Well, yes. Uh, lawmakers were informed that the Congressional Budget Office has had a security incident.Washington Post going a step further and reporting that they were hacked by foreign actors. The Congressional Budget Office did confirm confirm to CNBC in a statement uh that they have identified a security incident, have taken immediate action to contain it, and have implemented additional monitoring and new security controls to further protect the AY's systems going forward. They say the i ...