If this is Putin trying to test the West, if he's trying to escalate here, what does he do next. >> Uh, I mean, it's difficult to second guessess uh Putin, but you have to remember that he's testing us in the cyber space, so cyber attacks. He's testing us with sabotage under sea or elsewhere. He's been testing us with drones. He's been testing us with violation of airspace.He might test us with critical infrastructure. And the key here of course is always to make sure that you attribute it correctly. So we ...

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Data Breach Incident - Louis Vuitton suffered a data leak affecting approximately 419,000 customers [1] - Hong Kong's privacy watchdog is investigating the data leak [1] Cybersecurity Concerns - Louis Vuitton is experiencing a series of cyber attacks across its key markets in recent months [1]

Cybersecurity Threat Landscape - Geopolitical tensions naturally increase cyber attacks, with Iran being very active, especially groups linked to Iran focusing on denial of service, web defacement, and influence operations [1][2] - Iran uses cyber asymmetric warfare as a proxy to deliver destructive attacks while remaining "clean" [3] - Denial of service attacks and website defacements increased after bombings, with prepositioning of wiper malware linked to Iran [4] - Targeted industries include healthcare, critical infrastructure, financial services, and transportation, as Iran aims to disrupt and amplify on social media [5][6] - No abnormal activity observed from Russia or China, but a spike seen specifically around Iran and its proxies [8][9] CrowdStrike's Performance and Role - CrowdStrike's stock is up 42% year-to-date [1] - Customers reach out to CrowdStrike for insights on the threat landscape and sector focus during heightened tensions [5] - CrowdStrike is active in both nation-state protection and e-crime [5][6] AI and Cybersecurity - Cybersecurity parallels the technology innovation curve, requiring security solutions to follow new technology innovations like AI [10] - AI is being used both to protect customers and to protect AI models and agents, driving growth in the cybersecurity sector [11] - Security is a natural growth area alongside technology innovation [12]

Cybersecurity Threat Landscape - Iran's cyber capabilities are on par with other nation states and are leveraged as a direct extension of military force [2] - DHS and CISA have issued advisories for private sector corporations and government entities to be on high alert for cyber attacks [3] - Iran can inflict substantial damage in the US across manufacturing, supply chain, retail, and critical infrastructure without necessarily crossing the red line of loss of life [4] - Iran typically targets user accounts through phishing or social engineering, directly attacks external perimeters, and increasingly targets cloud infrastructure and SaaS providers [6] - Over 85% of critical infrastructure is privately owned, making it a vulnerable target [7] - Iran has been attempting to conduct operations for this type of event, potentially having undetected footholds in organizations and critical infrastructure [9] - Iran is specifically targeting industry verticals, which is not typical [10] Market Impact - Cybersecurity stocks such as Fortinet, CrowdStrike, and Zscaler are up by about 1.5% to 2.5% [5] - Palo Alto is up about 1.7% [6] Defensive Recommendations - Companies should be on high alert and diligent in putting up defenses and monitoring for specific issues to minimize damage [4][8] - Companies should be very diligent due to the current times [10]

US Involvement in Iran - The US government is sending mixed signals regarding its involvement in Iran, with the president suggesting potential regime change [1] - This stance contradicts statements from senior officials who deny regime change as a US objective [2][3] Potential Retaliation and Threats - Iran reportedly threatened to attack the US via sleeper cells if strikes proceeded [4] - The Department of Homeland Security warns of an ongoing threat environment in the US, including potential cyber attacks [4] Monitoring and Observation - The industry is closely monitoring the situation as the week progresses [5] - The president has not been seen on camera, adding to the uncertainty [5]

Cyber Warfare & Geopolitical Risks - Cyber has become integral to modern military operations and an important domain of conflict alongside air, land, and sea [2] - Military forces launch major cyber offensives to weaken communications and attack critical infrastructure to gain military advantage [3] - The Israel-Iran conflict is likely to see more cyber attacks, some reported, others not, potentially extending beyond the Middle East [3][4] - Iran is proactively imposing a nationwide blackout on internet and telecommunication systems [4] - Cyber attacks are no longer just about stealing credit card data; they can be a very disruptive force [5] - Attacks could cripple communication systems, cause denial of service, infiltrate systems, and exfiltrate data [12] - The goal of attacks is to create upheaval, uncertainty, and disruptions, targeting both military and civilian levels, including municipal water supplies and manufacturing facilities [13] Threat Exposure & Security Measures - Companies need to be extra vigilant during times of military conflict and economic uncertainty, as higher incidents of cyber threats are observed [8] - Tenable focuses on exposure management, a pre-breach preventive security approach, different from detect and respond technologies [10] - Enterprises are modernizing and deploying technology rapidly, expanding the attack surface and creating challenges in holistically understanding risk [10] - Tenable's exposure management platform pieces together data from various sources to help customers understand risk holistically [10]

Well, you know, I think what we can anticipate is that uh Iran will respond in whatever way they can. Their ability to do so, though, is greatly diminished. Greatly diminished because of the decisive actions that Israel took, not only in Gaza against Hamas, but against Hezbollah uh and Lebanon, where Hezbollah had had 250,000 or so, you know, uh rockets and missiles pointed uh at Israel.So, Israel has secured its borders. You had the collapse of the of the Syrian regime as well that that cascaded after the ...

Welcome back to Squawk on the Street. Stocks just hitting session lows right now. We're down over a percent on the S&P. The Dow's down around 700 points.Our next guest said back in January there was a 100% chance that Israel would target Iran's nuclear infrastructure this year. And that is exactly what happened overnight. Joining us now is Lieutenant General HR McMaster, former National Security Adviser and Hoover Institution senior fellow.Lieutenant General, it's great to have you on on a day like today. T ...