Core Insights - Mobilicom has received approximately $1.4 million in orders from a Tier-1 customer, a major U.S. drone manufacturer, integrating its SkyHopper PRO into drones for the U.S. Department of Defense (DoD) [1][2] - The company anticipates that these orders signify the beginning of a significant increase in production scale shipments and recurring orders as the drones are considered for several DoD Programs of Record [2][3] - Mobilicom was recently added to the DoD's shortlist of Blue UAS-certified vendors, which is expected to enhance interest from major U.S. defense contractors and lead to more design wins [3][4] Company Overview - Mobilicom is a provider of cybersecurity and robust solutions for the defense and commercial drones and robotics market, with a portfolio that includes cybersecurity, software, hardware, and professional services [5] - The SkyHopper PRO is a Secured Cognitive Software Defined Radio (SDR) that has been certified by the DoD Blue UAS Framework, ensuring compliance with U.S. National Defense Authorization Act (NDAA) and trusted cyber regulations [4][5] - The company has a global presence with deployments across over 50 customers, including the largest drone manufacturers, indicating its capability in mission-critical functions [5]

Alphabet is an eclectic collection of tech-centric businesses. Unfortunately, there isn't one stock to rule them all. The "Magnificent Seven" is a popular tag for the most dominant, high-performing tech companies on the planet. Alphabet (GOOGL 0.78%), (GOOG 0.66%), Amazon, Apple, Meta Platforms, Microsoft, Nvidia, and Tesla have delivered market-crushing returns over the past decade, in large part because their businesses are on the forefront of the most disruptive technology macrotrends in modern history. ...

Core Viewpoint - Microsoft has revised its practices to prevent engineers in China from providing technical support to U.S. defense clients, aiming to mitigate national security and cybersecurity risks associated with its cloud services [1][2][3]. Group 1: Changes in Practices - The changes were implemented following concerns about U.S.-supervised foreign engineers and their potential impact on national security [2][3]. - Microsoft’s chief communications officer stated that no China-based engineering teams will assist U.S. Government customers for Department of Defense (DoD) cloud services [3]. Group 2: Impact on Azure Division - The change affects Microsoft's Azure cloud services division, which is estimated to generate over 25% of the company's revenue, making it larger than Google Cloud but smaller than Amazon Web Services [4]. - More than half of Microsoft's $70 billion in first-quarter revenue came from U.S.-based customers, indicating substantial reliance on government contracts [4]. Group 3: Historical Context - In 2019, Microsoft secured a $10 billion cloud-related defense contract, which was later canceled by the Pentagon in 2021 after legal disputes [5]. - In 2022, the Pentagon awarded cloud contracts totaling up to $9 billion to Microsoft and other major tech companies [5]. Group 4: Cybersecurity Concerns - A report indicated that Microsoft's Chinese Azure engineers were overseen by "digital escorts" in the U.S., raising concerns about potential vulnerabilities to cyberattacks from China [6]. - Microsoft initially claimed that its operations adhered to U.S. government regulations, despite the reported oversight issues [6]. Group 5: Commitment to Security - Microsoft remains committed to providing secure services to the U.S. government and is working with national security partners to evaluate and adjust security protocols as necessary [7].

Core Insights - Onar Holding Corporation has appointed Mark Gazit, an expert in cybersecurity and AI, to its Board of Directors, which is expected to enhance the company's strategic growth [1][2] - Gazit co-founded ThetaRay and has a strong background in leading technology companies, which aligns with ONAR's focus on AI-driven marketing solutions [2][3] Company Overview - ONAR is a leading marketing technology company that aims to drive revenue growth through an integrated, AI-driven approach, focusing on middle-market and growth-stage companies [4] - The company is actively seeking to acquire additional agencies to expand its network and enhance its service offerings [4] Strategic Focus - ONAR's recent advancements include intelligent campaign optimization and an expanding network of performance-driven agencies, positioning it as a next-generation leader in marketing technology [2] - The company is committed to developing innovative marketing technology solutions through its incubator, ONAR Labs [4]

Core Insights - Onar Holding Corporation has appointed Mark Gazit, an expert in cybersecurity and AI, to its Board of Directors, which is expected to enhance the company's strategic growth [1][2] - Gazit co-founded ThetaRay and has a strong background in leading technology companies, which aligns with ONAR's focus on AI-driven marketing solutions [2][3] Company Overview - ONAR is a leading marketing technology company that aims to drive revenue growth through an integrated, AI-driven approach, focusing on middle-market and growth-stage companies [4] - The company is actively seeking to acquire additional agencies to expand its network and enhance its service offerings [4] Strategic Focus - ONAR's technology incubator, ONAR Labs, is dedicated to identifying and commercializing innovative marketing technology solutions [4] - The company has expressed ambitions to surpass $100 million in revenue and secure a NASDAQ listing, indicating a strong growth trajectory [5]

AI For Cybersecurity Is Advancing, But Users Need To Trust It https://t.co/gByFOlvDVB https://t.co/yHy30KiIck ...

Core Insights - Rapid7 has launched exposure management capabilities, InsightCloudSec and InsightAppSec, in the new AI Agents and Tools category of AWS Marketplace, enabling organizations to secure and scale generative AI solutions [1][5] Group 1: Product Offerings - InsightCloudSec provides real-time cloud posture and risk assessment to ensure security and compliance of cloud infrastructure supporting AI/ML resources [2] - InsightAppSec offers automated testing and attack simulation for large language models (LLMs) in web applications, helping to identify and prioritize vulnerabilities in AI solutions [2][3] Group 2: Strategic Importance - The combination of Rapid7's expertise in cloud and threat management with AWS's scale allows customers to enforce policies, monitor usage, and reduce risks throughout the AI development lifecycle [3] - InsightCloudSec and InsightAppSec are integral to Rapid7's Exposure Command offering, which helps organizations detect and prioritize exposures from endpoints to cloud [3] Group 3: Compliance and Control - The offerings provide visibility into user access across the organization, enabling the right-sizing of permissions according to least privilege access (LPA) [4] - Organizational policies based on Rapid7's AI/ML security best practices assist teams in implementing controls and enforcing compliance during the development of generative AI applications [4] Group 4: Procurement Efficiency - The introduction of AI Agents and Tools in AWS Marketplace streamlines the procurement process, reducing the time required for vendor evaluations and negotiations [5] - Centralized purchasing through AWS accounts allows customers to maintain visibility and control over licensing, payments, and access [5]

AI For Cybersecurity Is Advancing, But Users Need To Trust Ithttps://t.co/XedsQxnQzD https://t.co/Lny6CbP3W5 ...

Nearly a quarter of cybersecurity bosses said their companies have experienced an attack powered by artificial intelligence in the past year, a new survey shows https://t.co/tD9YleO7S4 ...

Summary of Splunk (SPLK) Update / Briefing July 17, 2025 Company and Industry Overview - **Company**: Splunk (SPLK) - **Industry**: Cybersecurity and Data Analytics - **Focus**: The state of security in the APAC region for 2025, with insights into challenges, trends, and the role of AI in security operations Key Findings and Core Points 1. **Visibility Challenges**: Organizations struggle with visibility across cloud and hybrid environments, leading to exploitable gaps for threat actors. Approximately 52% of organizations in Japan report data silos as a major concern [9][11][10] 2. **Budget Constraints**: There is increasing pressure on budgets, with organizations required to cut costs while simultaneously investing in AI technologies. This creates a "perfect storm" for cost management [14][15] 3. **Alert Overload**: Nearly 60% of Security Operations Center (SOC) leaders spend more time managing tools than responding to threats, leading to inefficiencies and alert fatigue. Almost half of respondents struggle to triage alerts effectively [21][22] 4. **Data Management Gaps**: Over half of security leaders report that investigations are slowed due to lack of access to the right data at the right time, exacerbated by data silos and inconsistent access controls [23][24] 5. **AI Adoption**: Organizations are increasingly looking to AI to improve efficiency in security operations, although challenges remain regarding the accuracy and governance of AI systems [33][36][41] 6. **Regulatory Pressure**: Financial services organizations (FSOs) are more advanced in cybersecurity maturity due to regulatory scrutiny, while public sector organizations face significant challenges from tool fragmentation [66][68] 7. **Manufacturing Sector Issues**: The manufacturing industry experiences high attack frequencies and tool sprawl, with 76% of time spent on tool maintenance rather than threat investigations [69][70] Additional Important Insights 1. **Vendor Relationships**: Complexity in vendor relationships can hinder incident response, with organizations often outsourcing components that may create inefficiencies [26] 2. **Skill Gaps**: The evolving landscape of cybersecurity necessitates a shift in skill sets, with a focus on building detections and compliance with regulatory requirements [45][47] 3. **Insider Threats**: There is a growing focus on managing insider threats, with organizations recognizing that trusted individuals can also pose risks [52] 4. **Data Governance**: Effective data governance is critical for managing data access and ensuring compliance, especially in light of increasing regulatory demands [57][58] 5. **Unified Platforms**: The need for unified platforms and shared processes is emphasized to overcome the challenges of fragmented tools and improve operational efficiency [72] Conclusion - The briefing highlights the critical need for organizations to enhance visibility, streamline operations, and leverage AI effectively while addressing budget constraints and regulatory pressures. The focus on data governance and unified platforms is essential for improving security posture across industries.