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Core Insights - AlphaTON Capital plans to invest significantly in GPU and data center resources to support the launch of Cocoon, a decentralized AI infrastructure announced by Telegram founder Pavel Durov [1][2][3] - Cocoon aims to provide secure and private AI inference through a distributed network, where developers will compensate GPU owners with TON cryptocurrency for processing requests [2][4] - The launch of Cocoon is seen as a pivotal moment in the integration of blockchain technology, data protection, and artificial intelligence [3][4] Company Strategy - AlphaTON Capital is committed to becoming a key contributor to the Cocoon ecosystem by deploying enterprise-grade GPU infrastructure to ensure sufficient computational capacity for major applications [3][4] - The company will utilize next-generation high-memory GPU models optimized for AI workloads across strategically located data centers, focusing on reliability and processing capacity [3][4] - AlphaTON Capital's participation highlights its strategic focus on the TON blockchain and Telegram-based AI applications, with the Cocoon network set to launch in November 2025 [4] Market Position - The Cocoon network is positioned to address a critical market need for privacy and security in AI, with AlphaTON Capital uniquely positioned as both a participant in the TON ecosystem and an infrastructure provider [4][6] - The company aims to provide institutional-grade exposure to the TON ecosystem and Telegram's extensive user base, leveraging its treasury strategy that includes direct token acquisition and strategic investments [6][7]

Security Threat - Malicious actors are targeting user data by attempting to gain access to accounts and devices [1] Microsoft Windows Protection - Microsoft confirms new Windows Admin Protection to counter malicious actors [1]

Core Insights - The article highlights the partnership between Lumen Technologies and Commvault aimed at enhancing data protection for enterprises in the face of increasing cyberattacks [1] Company Overview - Lumen Technologies integrates its secure global network infrastructure with Commvault's advanced cyber resilience platform [1] - This collaboration is designed to help enterprises safeguard critical information, reduce risks, and accelerate recovery in complex digital environments [1]

Core Insights - Rubrik and Dell Technologies are significant players in the enterprise data protection and cybersecurity market, offering solutions for data backup, recovery, and ransomware protection in hybrid and multi-cloud environments [1][2] Market Overview - The global cybersecurity market was valued at $193.73 billion in 2024 and is projected to grow to $562.77 billion by 2032, representing a CAGR of 14.40% from 2025 to 2032 [2] Rubrik's Performance - Rubrik's subscription ARR surpassed $1.25 billion in Q2 of fiscal 2026, growing 36% year over year, with net new subscription ARR reaching $71 million [4] - The company experienced a 27% year-over-year increase in customers with over $100K in subscription ARR, totaling 2,505 customers as of July 31, 2025 [6] - Rubrik's cloud ARR grew 57% to $1.1 billion, driven by the adoption of its Rubrik Security Cloud platform [6] - The launch of "Rubrik Agent Cloud" aims to enhance AI agent adoption while addressing security and compliance risks [5] Dell's Performance - Dell Technologies is enhancing its position in the enterprise data protection market through its PowerProtect portfolio and data security innovations [7] - The company announced advancements in private cloud infrastructure and improvements to its AI Data Platform, which enhances its capability to transform data into actionable AI insights [8][9] - Dell shares have surged 40.8% year-to-date, outperforming Rubrik's 19.1% gain, attributed to its diversified portfolio and strong AI momentum [11][12] Valuation and Earnings Estimates - Rubrik shares are currently overvalued with a Value Score of F, trading at a forward Price/Sales ratio of 10.52X, while Dell shares are considered cheap with a Value Score of A, trading at 0.96X [15] - For fiscal 2026, Rubrik is expected to report a loss of 49 cents per share, while Dell's earnings estimate is pegged at $9.54 per share, indicating a 17.20% year-over-year increase [17] Conclusion - Both Rubrik and Dell Technologies are positioned to benefit from the growing demand for data protection and AI-driven cybersecurity solutions, but Dell currently has a stronger edge due to its diversified business model, solid earnings growth, and attractive valuation [20]

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Core Insights - Commvault has been recognized as a Leader in the IDC MarketScape: Worldwide Cyber-Recovery 2025 Vendor Assessment, highlighting its strengths in cyber recovery architecture, workload and platform breadth, security ecosystem integration, and dedicated cyber-resilience training [1][2] Group 1: Commvault's Cyber Recovery Features - Commvault Cloud offers purpose-built cyber-recovery features such as immutable and air-gapped storage, curated recovery workflows, and deep integration with a wide range of security vendors [2] - The company is noted for pioneering the use of decoys in its recovery solutions, which simulate high-value targets like Active Directory to detect infiltration attempts [2] Group 2: Industry Recognition and Position - The IDC MarketScape recognition adds to Commvault's strong position in other key industry reports, including the 2025 Gartner Magic Quadrant for Backup and Data Protection Platforms and The Forrester Wave: Data Resilience Solutions, Q4 2024 [3] - Commvault's innovative approach to cyber recovery is characterized by a unified platform that supports both legacy and modern workloads, making it suitable for large enterprises [2][3] Group 3: Upcoming Events and Engagements - Commvault will showcase its latest offerings at the SHIFT 2025 event in New York City on November 11-12, focusing on AI trends and hands-on cyber resilience workshops [3]

Core Points - More than 80 Spanish media organizations have filed a lawsuit against Meta for allegedly breaching EU data protection rules, with a trial set to begin in a Spanish court [3][4] - The lawsuit seeks 551 million euros (approximately $647 million) in compensation for unfair competition in digital advertising sales, claiming that Meta systematically violated the law from May 2018 to July 2023 [4][5] - The media association AMI argues that Meta's actions have undermined the viability of media organizations and the public's right to information [5][6] Group 1 - The Spanish media association AMI claims that Meta has created "unfair competition" by ignoring European regulations, which require user consent for personalized advertising [4][5] - Witnesses are scheduled to testify in Madrid, with expert reports and closing arguments expected shortly after [5] - AMI represents major media groups, including Prisa, Godo, Vocento, and Unidad Editorial, which publish some of Spain's leading newspapers [7] Group 2 - A separate lawsuit has been initiated by Spanish radio and television stations against Meta, seeking 160 million euros in damages for similar reasons [7] - A comparable legal action has also been launched in France, where around 200 media groups have filed against Meta [8]

Data Privacy & Compliance - Imgur shut off access to its site in the U_K_ following a notice of a fine by the country's data protection watchdog [1] Geographic Impact - The image sharing platform is no longer accessible in the U_K_ [1]

Privacy Concerns in Crypto - Cryptocurrency transactions are less private than traditional payments, surprising many users [1][2][19] - Existing privacy solutions in crypto, like those in MetaMask, offer limited protection, primarily against front-running, but not against broader financial surveillance [1][16][17] - The industry believes the lack of privacy is a significant problem in the crypto space, hindering its potential for broader adoption [6][7][19] Blank Square's Solution - Blank Square is developing a composable privacy stack for Web3, aiming to be a middleware for privacy, similar to Stripe [2][3][8] - The company offers an SDK for integration into wallets and other protocols, as well as a web app and a mobile app to showcase smooth privacy experiences [2][9][10] - Blank Square utilizes ZK (Zero-Knowledge) technology to create shielded pools, where funds from multiple users are mixed to obscure transaction origins [21][22] - The company offers two modes of privacy: deep integration with private accounts and one-click privacy for shallower integrations, balancing user experience with privacy [22][25][26] Compliance and Future Trends - Blank Square prioritizes compliance, offering a "shielder guard" for retroactive revocation of anonymity based on proof of illicit activity [31][33][34] - The company anticipates a fragmented privacy landscape in the future, with different protocols making different trade-offs between privacy and user experience [46][47] - The industry predicts that crypto payments will become more private in the future, driven by both crypto-native users and institutions entering the space [47][48] Call to Action - The company encourages users to download the mobile app, use the provided code, and provide feedback to improve the privacy experience [53] - The company emphasizes that privacy is not about hiding bad actions, but about protecting lawful actions from unlawful observers [54][55]