Core Insights - Wall Street is shifting focus from AI narratives to cybersecurity, with JPMorgan predicting that 2026 will favor practical cybersecurity investments over generative AI monetization [1] - Cyber risk has become a top priority for companies, ranking among the top three threats according to PwC's CEO survey, which drives necessary cybersecurity spending [2] - The urgency of cybersecurity spending creates resilience in the sector, as it remains a non-negotiable budget item tied to operational and reputational risks [3] Cybersecurity Market Dynamics - Many cybersecurity companies have improved their growth-plus-margin profiles while maintaining valuation premiums, as indicated by JPMorgan's Rule of 40 and Rule of X analyses [3][4] - Cybersecurity leaders have largely maintained their market positions despite a general compression of multiples in the software sector [4] Key Players - Palo Alto Networks (PANW) is positioned as a long-term consolidator in SecOps, SASE, and cloud security, with expected free cash flow margins trending toward 40% [5] - Zscaler is benefiting from a shift away from legacy network architectures, showing accelerating growth, improving backlog, and rising sales productivity [5] - The appeal of cybersecurity as 2026 approaches lies in its growth potential that meets quality standards [6]

Industry Overview - The technology sector is experiencing strong growth in 2025, driven by cloud computing, artificial intelligence (AI), cybersecurity, data-center expansion, and digital transformation [2] - The sector has gained 25.3% year to date, outperforming the S&P 500's growth of 19.2% [3] - Approximately 61% of investors believe the technology sector will attract the most investment over the next three years, surpassing all other sectors [3] Future Outlook - The outlook for the technology sector in 2026 appears positive, supported by ongoing enterprise investment in AI, software automation, and digital engagement tools [4] - Demand for specialized technologies is expected to accelerate as organizations seek to extract more value from data and improve operational agility [4] Investment Opportunities - Investing in low-priced tech stocks can provide attractive upside potential, especially when these companies show improving fundamentals and clear growth drivers [5] - Nokia (NOK) is well-positioned in the technology cycle, with a strong 5G portfolio and a stable balance sheet, holding €4.89 billion ($5.74 billion) in cash as of September 30, 2025 [6][7] - Lantronix, Inc. (LTRX) is gaining traction in Edge AI and drones, with a significant increase in drone OEM engagements from 10 to 17 [12][13] - Taboola.com Ltd. (TBLA) is expanding its performance advertising platform, Realize, and reported adjusted EBITDA of about $48 million with margins exceeding 27% in Q3 2025 [19][20] - TransAct Technologies (TACT) is experiencing strong momentum in its Foodservice Technology business, with expected net sales between $50 million and $53 million for full-year 2025 [23][24] Company Performance - Nokia targets an annual comparable operating profit of €2.7–€3.2 billion by 2028 and has a Zacks Rank 2 (Buy) [10] - Lantronix has a Growth Score of A, with a stock surge of 48.8% over the past year and earnings estimates for the current and next fiscal year increasing by 42.9% and 90%, respectively [16] - Taboola has a Growth Score of A, with a stock gain of 11.4% over the past three months and earnings estimates moving up by 2.2% and 4.3% for the current and next fiscal year [22] - TransAct has a Growth Score of A, with a stock increase of 15.8% over the past six months and earnings estimates rising by 18.4% and 6.9% for the current and next fiscal year [26]

OmniVizâ"¢ earns top grades for "NeXDRâ"¢" Agentic Ai-powered security platform. LAS VEGAS, NEVADA / ACCESS Newswire / December 18, 2025 / VigilAigentâ"¢, a next-generation managed security services provider (MSSP) and subsidiary of Tego Cyber Inc. (OTCID:TGCB), and Dependable Solutions, a Wisconsin-based managed service provider (MSP), today announced an expanded partnership to help protect K- 12 schools across Wisconsin using OmniViz+, VigilAigent's advanced cybersecurity solution built for modern learnin ...

Consumer Cybersecurity Threats - Cybersecurity breaches are projected to cost consumers approximately $15 billion in the current year [1] - By 2026, the distinction between reality and fake online content will become increasingly blurred, necessitating human verification for consumers [2][3] - The industry has blocked 140,000 AI-powered fake e-commerce websites targeting consumers' finances [4] - Attackers are leveraging AI, including generative AI, to enhance their reach and personalize attacks against consumers [7] - Stolen data from enterprise breaches is being used to create fake identities and trick consumers into divulging personal information [13] Enterprise Cybersecurity Challenges - Companies face a growing number of larger and more sophisticated cyberattacks [6] - These attacks systematically exploit vulnerabilities in AI supply chains and financial systems [6] - Identity is a key battleground for both consumers and businesses [6][7] - The cybersecurity landscape is dynamic, requiring comprehensive, end-to-end security solutions [9][10] Cybersecurity Platform Strategies - The cybersecurity industry is trending towards platform-based solutions to provide comprehensive protection [8][9] - Gen Digital focuses on providing a comprehensive defense for consumers' personal digital footprints across text, voice, and web [10][11] - The company uses AI to predict risks and assess data security for consumers [14]

ServiceNow executed a 1-for-5 stock split to make shares more accessible, yet faced an 11% decline post-announcement of a $7 billion acquisition of Armis Security.The acquisition aims to enhance cybersecurity offerings but led to an analyst downgrade and investor unease, impacting stock prices.ServiceNow (NYSE: NOW) is a prominent player in the enterprise software industry, specializing in digital workflows that enhance productivity and efficiency for businesses. The company is known for its cloud-based pla ...

Core Insights - Sword Group has been selected as part of the ATOS-led consortium for a €300 million contract under the European Commission's FREIA Lot 1 framework, contributing 10% to 15% of the revenue [1][2] Group 1: Contract and Framework Details - The FREIA framework aims to enhance the European Union institutions' capabilities in cybersecurity, cloud, and information systems by providing high-value professional services [2] - The framework allows EU institutions and agencies to access trusted partners for critical digital and cybersecurity operations over a multi-year period [2] Group 2: Sword Group's Contributions - Sword will leverage its expertise in cybersecurity operations, secure cloud services, and mission-critical IT support to assist DG DIGIT and participating EU institutions in addressing evolving cyber threats [3][5] - The selection of Sword reflects the European Commission's confidence in its technical excellence and reliability in large-scale, mission-critical environments [4] Group 3: Strategic Positioning - This achievement strengthens Sword's position as a trusted partner for EU institutions, building on its extensive experience in delivering complex IT, cybersecurity, and digital transformation projects across Europe [6]

Johnny, thank you for coming to the studio. Congratulations on on the race you're raising at Pace. You're seeing a lot of growth.How are you putting this money to work. Well, I mean, this money will be used to fuel our many expansion across various segments that we are aiming for as a company. As you know, right now, we work mostly with the manufacturers.While with this new strategy, we are aiming also to go to consumer side, the cybersecurity and the user side business obviously. So being building the firs ...

Core Insights - Old Dominion University has achieved a significant milestone by becoming the first institution to receive dual validation from the NSA for its innovative cyber and artificial intelligence programs, setting a new national benchmark in cybersecurity education [1][6] - The university's cybersecurity programs are validated through 2030, demonstrating a long-term commitment to excellence in the field [2][6] - Old Dominion University is the only institution in Virginia and one of ten nationwide to earn all three of NSA's Centers of Academic Excellence designations, highlighting its leadership in preparing students for the intersection of artificial intelligence and cyber defense [3][6] Program Details - The Bachelor of Science in Cybersecurity with a Major in Artificial Intelligence for Cybersecurity received AICyber validation, while the Master of Science in Cybersecurity with a concentration in AI Security was validated for the SecureAI program [2] - The School of Cybersecurity has grown significantly since its inception in 2015, enrolling approximately 1,700 students this fall and graduating over 1,500 alumni [4] Partnerships and Opportunities - Old Dominion University has developed partnerships with national agencies and companies, including local military bases, the NSA, and Amazon, to provide students with internship, research, and certification opportunities [5] - This commitment to innovation ensures that graduates are well-equipped to lead in the cybersecurity industry [5]

Core Insights - Wealth management executives are more optimistic about the industry's health this year compared to previous years, as indicated by a recent survey by Wipfli [1] Group 1: Revenue Growth Expectations - 94% of surveyed wealth management executives expect their firm's revenue to grow by 5% or more in the next 12 months, with two-thirds anticipating growth of 8% or higher [2] - This growth expectation signals a return of confidence in the industry, despite ongoing pressures from technology, compliance, and talent demands [2] Group 2: Factors Influencing Confidence - The confidence among wealth managers is attributed to the conclusion of the presidential election and the stabilization of markets, which has provided clarity for planning [3] - Increased complexity in business operations remains a challenge for wealth managers, necessitating effective prioritization and execution [4] Group 3: Technology's Role in Growth - Technology is identified as a crucial factor for managing complexities and driving growth in the upcoming year [4] - Firms recognize opportunities in technology to attract and serve more clients, as well as to increase assets under management (AUM) [5] - Key growth strategies include improving data analytics capabilities, enhancing digital customer engagement, automating processes, utilizing AI in marketing, and adopting cloud solutions [5] Group 4: Concerns and Business Impact - Cybersecurity (62%) and the need for appropriate technology investments (58%) are top concerns among wealth executives [6] - Enhanced cybersecurity and data privacy measures are influencing business operations for 64% of firms, while 63% report improvements in account management processes due to digital platforms and apps [7] - 61% of firms are utilizing AI tools in marketing and account management processes with prospective clients [7]

Alongside this, BlackBerry’s cybersecurity business delivers endpoint protection, secure communications, and threat intelligence to enterprises and governments, positioning the company as a behind-the-scenes enabler of safety, security, and connectivity in an increasingly digital world. The company is currently valued at a market capitalization of roughly $2.6 billion.The company’s high-performance foundational software empowers top automakers and industrial leaders to build transformative applications, ope ...