RT Beau (@beausecurity)If you posted something that a criminal could use to target you IRL, would you appreciate a DM or would you find that creepy?Like a "hey bro, this picture showing your back porch view can be used to geolocate your home here's the address" ...

Core Insights - Rubrik is characterized as a misunderstood company, which may pose challenges for some investors to comprehend its business model and potential [1] Company Overview - The company was co-founded by Bipul Sinha, who currently serves as the CEO [1] Leadership Background - Bipul Sinha has a diverse background, having been a Merchant Seaman for over 30 years and developing a strong interest in investing over the last 15 years [1] - Sinha's engineering background influences his inclination towards technology stocks [1]

Market Disruption & Impact - The media platform outage caused inconvenience for borrowers and investors in the municipal bond market [1] - No transactions were delayed or impacted due to the outage [2] - The municipal bond market supply is up approximately 15% year-over-year [1] Cybersecurity Threat - Cyberattacks are a growing risk in the municipal bond market [2] - A Detroit suburb had their bond sale hacked last year, and the proceeds were stolen [3] - Credit analysts are mentioning cyberattacks as an impact for borrowers [3] - Local governments are vulnerable to sophisticated attacks due to being understaffed and underfunded [3]

I'm interested as to what your readers on this situation, how fierce is the threat coming from state related activists and hackers. It's actually incredibly fierce, and it's because there's a very strong motivation to do these kinds of attacks. And what you'll see is that this particular group, who is, you know, part of, we think, Silk Typhoon or maybe a separate group, we've been seeing this type of activity classified under something called brick storm.And it sounds terrifying because it is terrifying. An ...

Market Trends & Economic Analysis - Bad bank loans may motivate the Federal Reserve to cut interest rates sooner, as credit losses signal economic downturn [1] - Lower interest rates can make housing more affordable, help businesses expand, and make dividend stocks more attractive [1] - Regional bank index down more than 6% makes a compelling argument for rate cuts [1] - The real economy stocks, including service and industrial sectors, are expected to benefit from potential rate cuts [2] Company Performance & Strategy (Lyft) - Lyft's CEO drives for the company to understand driver and rider experiences [2] - Lyft has a 29-point advantage over competitors for drivers who drive for both platforms [2] - Lyft is partnering with Waymo to create a hybrid network with both drivers and self-driving cars, starting in Nashville [2] - Lyft Silver is designed to help older Americans maintain independence with transportation [3] - Lyft has a new partnership with Chase Sapphire Reserve, offering 5x points and $10/month [3] - Lyft has reduced its share count for the first time in company history with a repurchase, signaling improved financial health [5] Industry Dynamics & Outlook (Prologis) - Prologis sees a compelling setup with demand returning, supply being curtailed, and companies gaining pricing power [12][13] - Prologis is experiencing strong leasing momentum globally, particularly in Latin America due to the e-commerce wave and nearshoring in Mexico [15][16] - Prologis offers turnkey data center solutions, focusing on power availability and supply chain management [18][19] - Prologis emphasizes renewable power and on-premise energy generation [21][23] Cybersecurity & Identity (Okta) - Okta views AI agents as a powerful new identity type that needs to be managed and governed [29] - Okta is promoting the concept of an identity security fabric for integrated and low-cost security [31] - Okta highlights that many companies are deploying AI without proper governance and control, leading to potential data breaches [33][34] - Okta emphasizes that identity is the core of 80% of cyber attacks and advocates for solving identity-based attacks [50] Investment Advice & Market Caution - Speculative stocks, including quantum computing, rocket, nuclear, data center, flying car, and critical metals stocks, are candidates for insider selling [74] - Investors should anticipate secondary offerings and insider selling in red-hot speculative stocks [72] - It is important to "ring the register" and take profits, as stocks are not the same as cash [74] - Investors should speculate responsibly by taking out their cost basis [76]

Core Insights - Fortinet, Inc. (NASDAQ:FTNT) is recognized as a stock to buy by billionaire Ray Dalio's Bridgewater Associates [1] - The company has expanded its partnership with Armis to integrate Armis Centrix into the Fortinet Security Fabric, aiming to enhance asset visibility and security operations [1][2] Group 1: Partnership and Integration - The extended collaboration with Armis will provide unified asset visibility, management, and automated policy enforcement [1] - Armis' technology offers deep contextual insights into network-connected assets, allowing Fortinet to provide targeted security recommendations [2] - The integration supports real-time risk assessment and faster incident response, addressing the complexity in cybersecurity tools [2][3] Group 2: Product Offerings - Fortinet develops and sells network security appliances, endpoint protection, and cloud-based security solutions, with key products including FortiGate firewalls [3] - The partnership enhances Fortinet's core security offerings, which now include monitoring for over 6.5 billion devices across various sectors [3]

Core Insights - Jacobs Solutions Inc. has been appointed by Dallas-Fort Worth International Airport to lead a digital transformation project aimed at enhancing data-driven operations at the airport [1][10] - The project focuses on integrating cybersecurity, artificial intelligence, machine learning, and data analytics to support decision-making and long-term innovation [2][10] - Following the announcement, Jacobs' shares increased by 1.7% during trading hours [3] Investment Focus - Demand for Jacobs' consulting services has risen due to successful project execution across various sectors, including life sciences, infrastructure, and cybersecurity, leading to increased client spending [4] - In Q3 of fiscal 2025, Jacobs secured significant projects in Water & Environmental sectors, including the modernization of a wastewater treatment facility and converting a manufacturing site into a data center, showcasing its role in future-ready infrastructure [5] Leadership in Aviation Infrastructure - Jacobs is involved in major airport projects globally, including those at Heathrow, Denver, and Los Angeles, highlighting its expertise in sustainable infrastructure [6] - The selection by DFW Airport reinforces Jacobs' strong relationships in the public infrastructure sector and positions it as a trusted partner for future government-backed initiatives [7] Financial Performance - At the end of Q3 fiscal 2025, Jacobs' consolidated backlog reached $22.7 billion, a 14.3% increase year-over-year, indicating solid growth and sustained client demand [8][10] - The company reported a 14% year-over-year growth in gross profit in backlog, reflecting a favorable outlook for the near and long term [8] Stock Performance - Jacobs' stock has increased by 13.1% over the past three months, although it lags behind the Zacks Technology Services industry's 28.6% growth [11] - The company is expected to benefit from trends in infrastructure modernization, energy transition, and national security supported by government initiatives [11]

How This Israeli Hacker Bootstrapped Her AI Cyber Company To Profitability https://t.co/ULmUXhqTOu ...

Cybersecurity Threats & Actors - Nation-state actors are primarily motivated by geopolitical aims and espionage, often engaging in offensive cyberattacks to support warfare or prepositioning for potential conflicts [5][6] - Subnation-state actors and some nation-state activities are financially motivated, commonly using ransomware attacks to steal and encrypt data, demanding cryptocurrency for its release [9][10] - A gray market exists for zero-day vulnerabilities, with buyers including companies equipping law enforcement and governments, with some vulnerabilities worth millions of dollars [12][14] - AI is exacerbating social engineering risks by enabling deep fakes, making phishing attacks more tailored and effective, such as cloning voices for ransom demands or impersonating executives for financial fraud [30][32][33] Vulnerability Disclosure & Mitigation - Project Zero introduced a 90-day disclosure timeline for vulnerabilities, compelling companies to prioritize security patches to prevent exploitation by malicious actors [19][20] - Governments have been known to deliberately withhold vulnerability information for exploitation purposes, as exemplified by the Eternal Blue case [24] - Healthcare and critical infrastructure sectors often struggle with patch management due to the risk of disrupting essential services, leading to long-term vulnerabilities [29] - Multi-factor authentication and pass keys are emerging as strong defenses against phishing and password-related attacks, enhancing security and user experience [37][39][40] AI & Agent Security - Risk-based authentication, enhanced by AI, assesses user behavior to determine trust levels and adjust security friction accordingly, such as requiring multi-factor authentication based on anomalous activity [43][46] - The rise of AI agents acting on behalf of humans introduces new security challenges, requiring careful consideration of agent identity, permissions, and potential for misuse [50][51] - Contextual integrity is crucial for training AI agents to respect privacy norms and avoid disclosing sensitive data inappropriately, necessitating mechanisms for agents to seek permission before sharing information [57][58][59]

Core Insights - Cycurion has successfully closed five new contracts in September, totaling approximately $1 million, which is expected to generate an additional $75,000 in monthly recurring revenue, enhancing the company's growth trajectory [1][2][3] Group 1: Company Strategy and Market Position - The new contracts include four in the healthcare and pharmaceutical sectors, leveraging Cycurion's established relationship with NACCHO to secure these deals [2] - The CEO of Cycurion emphasized the company's strategy to expand into commercial and non-government sectors, validating their approach and positioning for sustained revenue growth [3] - Cycurion's Cyber Shield products provide advanced threat detection, encryption, and compliance features, showcasing versatility and market demand beyond traditional government clients [3] Group 2: Future Plans and Commitment - Cycurion remains committed to innovation and client success, with plans to announce further expansions in the coming quarters [4]