Core Insights - Rapid7, Inc. has achieved FedRAMP Authorization for its InsightGovCloud Platform, enhancing its credibility as a Cloud Service Offering for U.S. federal agencies [1][2] - The FedRAMP Authorization Moderate Impact Level 2 confirms the security of Rapid7's platform, enabling it to support federal agencies in managing cybersecurity needs [2][3] Company Developments - The authorization allows Rapid7's solutions to be deployed across various government environments, providing proactive threat exposure management and automated response capabilities [2][3] - Rapid7 aims to strengthen partnerships with federal agencies, addressing the need for a continuous threat exposure management platform in compliance with CISA's Binding Operational Directive 22-01 [3][4] Product Features - The Rapid7 Platform includes tools for vulnerability management, CNAPP, and SOAR solutions, enabling federal agencies to assess attack surfaces and automate response workflows [4][5] - Key features of the platform include dynamic asset discovery, threat-aware vulnerability prioritization, closed-loop exploitability validation, real-time cloud security assessment, and streamlined collaboration for remediation [5][6] Industry Context - FedRAMP is a government-wide initiative that standardizes security and risk assessment for cloud technologies, promoting secure cloud service adoption across federal agencies [8]

Core Insights - Allianz Life experienced a data breach affecting the personal data of most of its U.S. customers, with a total of 1.4 million customers in North America impacted [2][3] Group 1: Incident Details - A "malicious threat actor" accessed a third-party, cloud-based system used by Allianz, obtaining personally identifiable data [2] - The company took immediate action to contain the issue and notified the FBI, stating there was no evidence that the hacker accessed its own network [3] Group 2: Industry Context - Data breaches involving third parties are increasingly common, with Verizon's 2025 Data Breach Investigations Report indicating that 30% of breaches in the year ending October 31, 2024, involved third parties, up from 15% the previous year [4] - The report highlights that the role of software vendors has evolved, leading to a more widespread problem that can have devastating effects on enterprises [5] Group 3: Cybersecurity Implications - Companies must consider the security limitations of third parties alongside their own when engaging in partnerships [6] - The emergence of agentic AI systems for cybersecurity introduces new governance and compliance challenges, raising questions about responsibility in case of errors or failures [7]

Amazon Warns Attacks Underway—Update Your Account Now https://t.co/4DbCwGNEyN ...

Security Alert - Google warns users about a specific email indicating a potential Gmail attack [1] Potential Impact - User Gmail accounts are at risk of being compromised [1]

Play Pointed, Bloomberg’s news quiz for risk-takers.This week's categories include movies, cybersecurity, and world politics.Bet big on the topics you know, and maximize your score by leveraging your wagers. Choose wisely—wrong answers will cost you https://t.co/L5N9ERElJW https://t.co/F1WKyHriPL ...

Microsoft is investigating whether a leak from its early alert system for cybersecurity companies allowed Chinese hackers to exploit flaws in its SharePoint service before they were patched https://t.co/hSDP1slpgE ...

Core Insights - Rigetti Computing (RGTI) has experienced a nearly 44% surge in stock price over the past month due to a significant technical milestone achieved on July 16, where it reached 99.5% median two-qubit gate fidelity on its new modular 36-qubit system, a two-times improvement over its previous best [1][6] - The company is on track to launch a 100+ qubit chiplet-based system by late 2025, reinforcing its position as a serious innovator in full-stack quantum hardware [1][6] Company Overview - Rigetti's vertically integrated model includes in-house chip fabrication, modular hardware, and cloud access via Quantum Cloud Services (QCS), allowing for faster iteration and tighter quality control compared to peers that rely on third-party infrastructure [2] - Despite a relatively small revenue base concentrated in research and government contracts, Rigetti's consistent technical progress and clear product roadmap are attracting long-term investors [2] Peer Comparisons - Arqit Quantum (ARQQ) has seen a 3.2% decline in stock price, as it shifts from a focus on quantum encryption to broader cybersecurity offerings, leading to mixed investor sentiment [3] - Quantum Computing Inc. (QUBT) has increased approximately 1% over the past month, focusing on software-driven quantum and AI solutions, targeting enterprise and cloud-based use cases [4] Financial Performance - Rigetti's shares have gained 4.6% year-to-date, compared to the industry's growth of 17.9% [5] - The company trades at a price-to-book ratio of 22.36, which is above the industry average, and carries a Value Score of F [8] - The Zacks Consensus Estimate for Rigetti's 2025 earnings suggests a significant 86.1% rise from the previous year [10]

Company Overview - Scryb Inc. is proposing a consolidation of its common shares at a ratio of ten pre-consolidation shares for one post-consolidation share [1] - The company currently has 323,187,472 common shares issued and outstanding, which will reduce to approximately 32,318,747 shares post-consolidation [2] Consolidation Details - No fractional common shares will be issued; any resulting fractions will be rounded down to the nearest whole number without cash compensation [2] - A subsequent news release will provide the effective date of the consolidation, along with the new CUSIP and ISIN for the post-consolidation shares [3] - The post-consolidation shares will continue to trade under the existing name and trading symbol on the Canadian Securities Exchange (CSE) [3] Investment Focus - Scryb Inc. invests in and supports a portfolio of ventures across sectors such as AI, biotech, digital health, and cybersecurity [4]

Core Insights - IQSTEL Inc. has achieved a significant milestone by uplisting to NASDAQ without raising funds, demonstrating strong financial discipline and organic growth [4][5] - The company is on track to reach a nearly $400 million annual run rate by Q3 2025, up from $13 million in 2018, reflecting a robust growth strategy [6] - IQSTEL aims for $1 billion in annual revenue by 2027, projecting $20–30 million in EBITDA at that level, which aligns with industry peers [12][13] Financial Performance - The company is generating positive EBITDA and net income in its operating subsidiaries, with plans to report both revenue and EBITDA to reflect increasing profitability [7] - Forecasted revenue for FY-2025 is $340 million, reinforcing the trajectory towards the $1 billion goal [19] Business Segments - Approximately 80% of current revenue comes from telecom services, while fintech contributes 20%, with fintech's share expected to grow [8] - Recent AI-powered service launches include IQ2Call.ai and AIRWEB.ai, which are already generating revenue [9] Strategic Acquisitions - The acquisition of Globetopper in July 2025 is expected to add $60–70 million in annual revenue and positive EBITDA, with plans to grow its contribution to over $100 million [10][11] - The company has identified additional acquisition targets that will enhance EBITDA and reinforce its core capabilities [11] Shareholder Engagement - The management team is actively engaging with institutional investors and family offices to enhance shareholder value without issuing new shares [16] - The company emphasizes transparency and consistent communication with its over 20,000 shareholders [15]

Core Viewpoint - Microsoft Corporation is a key player in the technology sector, showing strong performance with a total return of over 16% in the last year and over 155% in the last five years [1] Company Overview - Microsoft stock is currently priced at $505.87, with a market cap of $3.76 trillion and a P/E ratio of 39.09 [2] - The company is involved in significant tech themes such as artificial intelligence, cloud computing, productivity software, and cybersecurity [2] - Microsoft has a dividend yield of 0.66% and a price target of $548.36, indicating an 8.40% upside potential [10] Stock Performance - Microsoft stock has increased by over 20% in 2025, aligning with other tech giants like NVIDIA and Meta [3] - The stock has a historical pattern of climbing ahead of earnings, particularly influenced by its cloud computing business, Azure [5] Azure and Growth Concerns - Concerns regarding Azure's growth previously led to a nearly 14% decline in stock price in January 2025, but a more positive outlook has since resulted in a 37% gain over the last three months [6] - Analysts estimate a growth rate of around 20% to 22% for Azure in constant currency [6] Operational Efficiency - Microsoft is investing heavily in AI data centers while also implementing job cuts to maintain operational efficiency, which is expected to protect margins [7] - The company anticipates a 19%-20% growth in costs of goods sold compared to a 5% growth in operating expenses [7] Partnership with OpenAI - The partnership with OpenAI has significantly contributed to Microsoft's revenue and earnings, although the relationship has faced challenges [8] - OpenAI's decision to add Google Cloud as a compute partner may impact Microsoft's Azure, which currently receives 49% of OpenAI's profits, valued at approximately $130 billion [9] Analyst Ratings and Forecasts - Analysts maintain a Moderate Buy rating for Microsoft, with a 12-month price forecast averaging $548.36 [10] - Several analysts have raised their price targets, with Citigroup increasing its target to $613, indicating strong bullish sentiment [11] Market Sentiment - Despite a Moderate Buy rating, Microsoft is not among the top stocks recommended by leading analysts, who suggest other stocks may offer better investment opportunities [13]