Companies should be actively prepared for cyberattacks in this threat environment, says Allie Mellen, a cyber analyst at Forrester Research and author of the new book, "Code War." Mellen discusses the rise in cyber spending, the use of AI, and what companies are likely to be targeted for. She joins Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes of ...

AI models have the ability to unleash destruction through cyberattacks or by building bioweapons. This week “Babbage” explores the implications of this new reality https://t.co/eZi1fPlnyy ...

Core Viewpoint - CrowdStrike Holdings Inc. experienced a stock surge of over 15% following its earnings report, although the rally is losing momentum, indicating that there is nothing fundamentally wrong with the company's business model [1] Financial Performance - CrowdStrike reported earnings per share (EPS) of $1.12, surpassing analysts' estimates of $1.10, representing a 38% year-over-year increase [6] - Revenue reached $1.31 billion, exceeding analysts' expectations of $1.30 billion [6] - The company's full-year annual recurring revenue (ARR) climbed 24% year-over-year to $5.25 billion [6] - Operating income increased by 45% year-over-year to $326 million [6] - Cash flow from operations rose by 44% year-over-year to $498 million [6] Market Position and Valuation - The cybersecurity sector is viewed as a "must-own" for investors over the next five to ten years, but many stocks, including CrowdStrike, are considered expensive [3] - CrowdStrike's stock trades at a significant premium to the market, although its valuation multiples are below their five-year averages [6] - The company is capturing a substantial share of the market, with over 50% of customers using six or more modules of the Falcon platform [7] Growth Drivers - The demand for cybersecurity solutions is driven by the increasing frequency of cyberattacks, including ransomware and credential-based intrusions, prompting enterprises and government institutions to invest in stronger defenses [5] - The adoption of modules across the Falcon platform is deepening, partly due to goodwill credits issued after a 2024 outage [6]

>> "BLOOMBERG TECH" IS LIVE FROM COAST TO COAST, WITH CAROLINE HYDE IN NEW YORK AND ED LUDLOW IN SAN FRANCISCO. ED: THIS IS BLOOMBERG TECH. TECH STOCKS REBOUND AS INVESTORS SEEK CLARITY AROUND THE WAR IN IRAN FIVE DAYS INTO THE CONFLICT.CAROLINE: ANTHROPIC ON TRACK TO GENERATE ANNUAL REVENUE THAT HAS DOUBLED IN A FEW MONTHS AFTER FIGHTS WITH THE PENTAGON OVER AI SAFEGUARDS. ED: APPLE COMES AFTER BUDGET-MINDED SHOPPERS. WE HAVE THE DETAILS.INTERESTING DAY TO LAUNCH A PRODUCT. VOLATILITY AROUND THE WORLD WHEN ...

Core Viewpoint - The article highlights the surge in cybersecurity stocks due to increased concerns over potential cyberattacks linked to the ongoing Iran conflict, as identified by consultants at Palo Alto Networks [1]. Group 1: Cybersecurity Stock Performance - Cybersecurity stocks have experienced significant gains this week as investors respond to the heightened threat of digital warfare amid the escalating Iran conflict [1]. - The article provides a list of the best-performing cybersecurity companies, along with their projected sales growth and valuation metrics [1].

Fears of cyberattacks on Western companies and infrastructure remain high even as no major attacks have yet to be reported. Sanaz Yashar, co-founder and CEO of cybersecurity startup Zafran and a former member of Israel's military spy unit, speaks about the risks with Caroline Hyde and Ed Ludlow on “Bloomberg Tech.” -------- Like this video? Subscribe to Bloomberg Technology on YouTube: https://www.youtube.com/channel/UCrM7B7SL_g1edFOnmj-SDKg Watch the latest full episodes of "Bloomberg Technology" with Caro ...

Core Insights - JPMorgan Chase CEO Jamie Dimon highlighted the potential for retaliatory cyberattacks against banks due to U.S. military actions in Iran [1] - Dimon stated that unless the conflict leads to a prolonged disruption of oil trade, it is unlikely to cause a significant inflationary impact in the U.S. [1] - The warning from Iran regarding the Strait of Hormuz, a critical oil transit route, has raised concerns about potential disruptions to global oil supply [1] Group 1: Economic Impact - Dimon indicated that the recent U.S. strikes on Iran could lead to short-term spikes in oil prices, but these are not expected to have a lasting effect on consumer prices if the situation is resolved quickly [1] - He noted that while there may be a temporary increase in gas prices, a prolonged conflict would be necessary for a major inflationary impact [1] - The conflict has already caused West Texas Intermediate futures to rise to an 8-month high, reflecting market concerns about oil supply disruptions [1] Group 2: Cybersecurity Concerns - Dimon emphasized that banks, including JPMorgan Chase, could be prime targets for cyberattacks as a form of retaliation [1] - He described the risk of cyberattacks as one of the highest risks faced by banks and mentioned the significant investments made in cybersecurity to mitigate these threats [1] - The potential for terrorist attacks, either domestically or globally, was also highlighted as a consequence of the ongoing conflict [1]

Over the last two days, an Iranian hacker group called Handala has used X to threaten the West with cyberattacks in retaliation for the U.S. and Israeli missile strikes.But it’s been relying on American technology, from Elon Musk’s Starlink, to stay online. Read more: https://t.co/uo86izJ9dK ...

Core Insights - The primary driver of DDoS activity is geopolitical and ideological conflict, with hacktivism evolving into a persistent threat in 2025 [10] - Cyberattack activity has dramatically escalated in 2025, with increasing sophistication, speed, and scale of threats facing organizations globally [2][11] DDoS Attack Trends - Network-layer DDoS attacks increased by 168.2% year over year, with peak attack volumes reaching almost 30 Tbps, indicating a resurgence of brute-force volumetric attacks [3] - Web DDoS attacks surged by 101.4% compared to 2024, with most high-impact attacks lasting less than 60 seconds, making traditional defenses less effective [4] - In the second half of 2025, the average Radware customer experienced over 25,351 network-layer DDoS attacks, averaging 139 attacks per day [7] Targeted Industries and Regions - The technology sector accounted for 45% of all network-layer DDoS attacks, a significant increase from 8.77% in 2024 [7] - North America was the most targeted region, accounting for 63.1% of all network-layer DDoS attacks globally, followed by the Middle East (16.1%) and Europe (13.7%) [7] - EMEA accounted for 57% of all Web DDoS attacks, while APAC saw a 485% year-over-year increase in Web DDoS activity [8] Application and API Attacks - Malicious web application and API transactions rose by 128% year over year, confirming the application layer as the primary battleground for modern cyberattacks [5] - Vulnerability exploitation accounted for 41.8% of observed application-layer attacks, rising to nearly 58% in Q4 2025 [8] Bad Bot Activity - Bad bot activity increased by 91.8%, driven by generative AI tools that lowered the barrier for attackers [9] - In the first half of 2025, bad bot activity reached 89.2% of the total volume observed in all of 2024 [16] Conclusion - The threat landscape is evolving rapidly, with attackers leveraging automation, AI, and multi-vector strategies to disrupt operations at scale [11]

Market Overview - The Digital Immune System Market is projected to grow from USD 29.78 Billion in 2025 to USD 98.80 Billion by 2035, with a CAGR of 12.75% from 2026 to 2035 [1][7][23] - The U.S. market is expected to increase from USD 9.20 Billion in 2025 to USD 27.41 Billion by 2035, growing at a CAGR of 8.86% during the same period [5][23] Market Drivers - The rise in complexity and frequency of cyberattacks is driving demand for automated and AI-driven protection solutions [2][9] - Organizations are increasingly adopting integrated, self-healing cybersecurity architectures due to stringent data protection laws and regulatory requirements [2][9] Market Segmentation - Large enterprises account for over 60% of the global adoption of Digital Immune System solutions, reflecting high demand for automated incident response and AI-driven threat intelligence [3] - In 2025, the solutions segment is expected to dominate with a 65% market share, while the services segment is the fastest-growing [11] - Cloud-based deployment is projected to hold a 62% share in 2025, driven by scalability and compatibility with cloud-native applications [14] - Network security is expected to dominate with a 30% share in 2025, while cloud security is the fastest-growing segment [15] Regional Insights - North America is anticipated to have the largest regional revenue share in 2025, projected at 37%, due to early adoption of advanced cybersecurity technologies [17] - The Asia Pacific market is expected to grow at a CAGR of 15.85% from 2026 to 2035, driven by rapid digital transformation and increasing cyberattacks [18] Recent Developments - Cisco introduced AI Defense in January 2025 to secure enterprise AI applications [20] - Microsoft launched Security Copilot agents and AI-powered threat detection enhancements in March 2025 [20]