Core Insights - Rubrik and Rackspace Technology have launched the Rackspace Cyber Recovery Service, a managed service aimed at enhancing cyber resilience for enterprises operating in public cloud environments [1][2][3] - The service combines Rubrik's data protection and cyber recovery solutions with Rackspace's DevOps principles, enabling faster recovery from ransomware attacks through automated workflows and secure data restoration [1][4] Company Overview - Rubrik is a leading cyber resilience company focused on securing data across enterprise, cloud, and SaaS applications, utilizing Zero Trust Data Security to help organizations maintain business resilience against cyber threats [7] - Rackspace Technology specializes in end-to-end hybrid cloud and AI solutions, assisting customers in modernizing applications and managing cloud environments effectively [6] Service Features - The Rackspace Cyber Recovery Service employs Infrastructure as Code and platform engineering principles to facilitate the restoration of critical workloads across multi-cloud environments [4] - Key features include proactive protection through continuous anomaly detection, expert management of backup configurations, cloud management services, improved compliance with data retention policies, and advisory services for strategic implementation [5] Industry Context - The increasing complexity of cloud environments and the rise in cyber attacks necessitate a shift from traditional recovery methods to modern approaches that leverage cloud-native tools and automation [2][3] - A report from Rubrik Zero Labs indicates that 90% of global IT and security executives experienced cyber attacks in the past year, highlighting the urgent need for effective cyber resilience strategies [2]

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Group 1 - STAG Industrial, Inc. (NYSE: STAG) is rated a Buy for income-focused investors interested in real estate investment trusts (REITs) [1] - The market price of STAG was negatively impacted during the post-April tariff war but has been on the rise since then [1] Group 2 - The author, David A. Johnson, has over 30 years of investment experience and holds advanced degrees in finance and business administration [1]

Group 1 - Real estate investment trusts (REITs) have shown increased volatility since the onset of COVID-19, initially experiencing a significant decline alongside other asset classes [1] - Following the initial downturn, the REIT sector has seen a notable recovery [1] Group 2 - Roberts Berzins has over ten years of experience in financial management, focusing on helping top-tier corporates with financial strategies and large-scale financings [1] - Berzins has contributed to institutionalizing the REIT framework in Latvia to enhance liquidity in pan-Baltic capital markets [1] - His policy-level work includes developing national state-owned enterprise (SOE) financing guidelines and frameworks for channeling private capital into affordable housing [1]

Group 1 - The US and China have reached an agreement to significantly reduce tariff rates for the next 90 days to facilitate negotiations for a new trade agreement [1]

Core Viewpoint - Ryman Hospitality Properties, Inc. has announced an upsized public offering of common stock to fund a portion of the acquisition of JW Marriott Phoenix Desert Ridge Resort & Spa, with the offering size increased from 2.3 million shares to 2.6 million shares at a price of $96.20 per share [1][2]. Group 1: Offering Details - The offering will consist of 2,600,000 shares of common stock, with an additional 30-day option for underwriters to purchase up to 390,000 more shares [1]. - The expected closing date for the offering is around May 21, 2025, subject to customary closing conditions [1]. - The offering is being conducted under the Company's shelf registration statement on Form S-3, which became effective on June 5, 2023 [4]. Group 2: Use of Proceeds - The net proceeds from the offering will be contributed to RHP Hotel Properties, LP, and will primarily fund a portion of the approximately $865 million purchase price for the Desert Ridge Acquisition [2]. - Any remaining funds from the offering will be allocated for general corporate purposes if the Desert Ridge Acquisition does not close [2]. Group 3: Underwriters - Morgan Stanley, BofA Securities, J.P. Morgan, and Wells Fargo Securities are acting as active joint book-running managers for the offering [3]. - Other bookrunners include Deutsche Bank Securities, BTIG, Credit Agricole CIB, Scotiabank, SMBC Nikko, and Raymond James [3]. Group 4: Company Overview - Ryman Hospitality Properties, Inc. is a leading lodging and hospitality real estate investment trust specializing in upscale convention center resorts and entertainment experiences [6]. - The Company owns several major properties, including Gaylord Opryland Resort & Convention Center and JW Marriott San Antonio Hill Country Resort & Spa, totaling 11,414 rooms and over 3 million square feet of meeting space [6][7].

Core Points - Argent Trust Company, as the trustee of the San Juan Basin Royalty Trust, will not declare a monthly cash distribution to Unit Holders due to the application of net proceeds of $1,499,498 to excess production costs from Hilcorp's drilling activities in 2024 [1] - The cumulative balance of excess production costs is approximately $15,160,257 gross ($11,370,193 net to the Trust), reflecting a decrease of $1,999,331 gross ($1,499,498 net) from the previous month [1] - Hilcorp reported total revenue of $6,984,564 for March 2025, with gas revenues of $6,904,591 and oil revenues of $79,973, while production costs for the same month were $4,985,233 [2] - The average gas price for March 2025 was $2.82 per Mcf ($2.54 per MMBtu), a decrease of $0.54 per Mcf ($0.48 per MMBtu) compared to February 2025 [4] - Trust administrative expenses for the month totaled $85,694, with interest income of $856 applied to cover part of these expenses [3] - Cash reserves were utilized to cover administrative expenses, bringing the balance of cash reserves maintained by the Trustee to $32,959, with plans to increase reserves to $2.0 million before future distributions [5] Financial Overview - Hilcorp's production costs for March 2025 included $3,193,460 in lease operating expenses, $786,589 in severance taxes, and $1,005,184 in capital costs [2] - The Trust's ongoing audit process includes detailed analysis of Hilcorp's pricing and rates charged, ensuring compliance with operative Trust agreements [6]

Core Insights - Varonis Systems, Inc. has achieved Federal Risk and Authorization Management Program (FedRAMP®) Authorization for its cloud-native Data Security Platform, marking it as the first in its category to do so [1][3] - The certification confirms that Varonis' AI-driven platform meets stringent standards for cloud security solutions, emphasizing the company's dedication to providing top-tier data security for federal and public-sector organizations [2][3] Company Overview - Varonis is recognized as a leader in data security, focusing on a different approach compared to traditional cybersecurity firms, with its platform continuously discovering and classifying critical data, removing exposures, and detecting advanced threats through AI automation [6][7] - The platform supports various security outcomes, including data security posture management (DSPM), data classification, data access governance (DAG), data detection and response (DDR), data loss prevention (DLP), AI security, and insider risk management [7] Industry Impact - The FedRAMP certification positions Varonis as a preferred choice for organizations needing to enhance their security measures, particularly in the context of Zero Trust, insider threat detection, and compliance with federal mandates [3][4] - Public-sector entities can now expedite their data security initiatives and prepare for secure AI implementations by adopting Varonis' platform [4]

Core Viewpoint - Cybersecurity providers are expected to remain resilient amid market volatility caused by tariffs, as cybercriminal activities continue unabated. Investors are encouraged to consider four leading cybersecurity stocks this month [1]. Group 1: Palo Alto Networks - Palo Alto Networks is transitioning from a next-generation firewall provider to a comprehensive cybersecurity platform, implementing a "platformization" strategy to consolidate customers onto three main platforms [3]. - The strategy has resulted in 1,150 of its top 5,000 customers adopting one of its platforms, with a target of 2,500 to 3,500 by fiscal year 2030. Growth is also seen in its Cortex threat detection and response solution and Prisma Cloud [4]. - Although the platformization strategy temporarily slowed growth, it is expected to yield long-term benefits for investors [5]. Group 2: CrowdStrike - CrowdStrike is positioned to benefit from companies consolidating their cybersecurity needs onto a single platform, being a leader in endpoint security [6]. - The company offers a comprehensive suite of cybersecurity solutions, with 67% of customers deploying five or more modules and 21% using eight or more [8]. - With the impact of a previous IT outage behind it, CrowdStrike is expected to see growth accelerate, making it an attractive investment opportunity [9]. Group 3: Zscaler - Zscaler is a leader in zero-trust security, emphasizing continuous verification of users and devices for secure access [10]. - The company has successfully upsold its zero-trust systems and reported a 40% increase in annual contract value for its data security products, with overall revenue growing 23% year over year [12]. - Zscaler's strong net dollar retention rate of 115% indicates robust growth within its existing customer base, positioning it well for future success [12]. Group 4: SentinelOne - SentinelOne is a rapidly growing endpoint cybersecurity company with a low forward price-to-sales multiple of 6.6, despite achieving 29% revenue growth last quarter [13]. - The partnership with Lenovo, the world's largest enterprise PC vendor, to ship computers with SentinelOne's Singularity Platform is a significant opportunity [14]. - The company is also successfully upselling its Purple AI, which enhances security operations through hyper-automation, indicating a promising future [15][16].

“Fortnite” maker Epic Games said Friday that Apple has blocked its latest attempt to bring back the popular video game in the US version of its App Store.The Fortnite app is also unavailable Apple devices in the European Union, despite previously being downloadable there through the Epic Games store. Epic pinned the download failures in Europe on Apple as well.“Apple has blocked our Fortnite submission so we cannot release to the US App Store or to the Epic Games Store for iOS in the European Union,” Epic G ...