Group 1 - Tenable has been named a Leader in "The Forrester Wave™: Unified Vulnerability Management, Q3 2025," ranking highest in the Strategy category and receiving the highest scores (5.0) in seven criteria, including Vision and Roadmap [1][3] - Unified Vulnerability Management is defined as a solution that serves as the primary record for organizational vulnerabilities and enhances remediation workflows, with the report evaluating 10 vendors based on 19 criteria [2] - Tenable's ranking is based on its Strategy and Current Offering, the Tenable One Exposure Management Platform, which emphasizes proactive security strategies to address evolving attacker techniques over the next three to five years [3] Group 2 - The Forrester report highlights Tenable's strong roadmap for expanding remediation and response capabilities, focusing on remediation orchestration and a flexible asset-ratio-based pricing model [3][5] - Tenable's exposure management platform provides unmatched visibility across various environments, including IT, cloud, and operational technology, through both native discovery and third-party data ingestion [5] - The reporting capabilities of Tenable are noted for their presentation-ready format, including trending and benchmarking data, which enhances the overall user experience [5]

Hackers exploiting SharePoint zero-day seen targeting government agencies, say researchers | TechCrunch https://t.co/zD0E3MS0S0 ...

Core Insights - Darktrace has announced the acquisition of Mira Security, enhancing its capabilities in network security and visibility solutions [1][5] - The integration aims to provide deeper insights from encrypted network traffic, particularly for regulated industries [3][5] Group 1: Acquisition Details - The acquisition builds on an established partnership between Darktrace and Mira Security, aiming to close the encrypted data blind spot without affecting network performance [2][5] - Mira Security's engineering team will join Darktrace's R&D division, contributing expertise in high-performance software and firmware for network acceleration [4][5] Group 2: Strategic Importance - This acquisition is part of Darktrace's strategy for continuous innovation and investment in cybersecurity solutions [5] - Darktrace's existing Network Detection and Response product will benefit from Mira Security's in-line decryption capabilities, enhancing visibility across various environments [3][4] Group 3: Market Position - Darktrace is recognized as a leader in Network Detection and Response by Gartner and IDC, with a strong average rating on Gartner Peer Insights [6] - The combination of technologies from Darktrace and Mira Security is expected to create new value for customers and partners [7]

Core Insights - CrowdStrike (CRWD) and CyberArk Software (CYBR) are prominent U.S.-based cybersecurity firms focusing on protecting enterprises from digital threats, with CRWD specializing in endpoint protection and XDR, while CYBR leads in identity security and privileged access management [1][2] Industry Overview - The cybersecurity market is expected to grow at a CAGR of 12.63% from 2025 to 2030, driven by the rise of complex attacks such as credential theft and social engineering [2] CrowdStrike Analysis - CrowdStrike's Falcon platform is recognized as the first multi-tenant, cloud-native intelligent security solution, securing various environments and endpoints [4] - The platform offers 29 cloud modules under a SaaS subscription model, with subscription-based sales increasing from 72% in fiscal 2017 to 95% in fiscal 2025 [5] - Despite its growth, CrowdStrike faces challenges due to negative customer sentiment following a global IT outage in July 2024, leading to profitability compression [6] - The company's upsell into existing customers has slowed, and the churn rate remains moderate, contributing to a projected 10.94% decline in fiscal 2026 earnings [7][9] - Zacks Consensus Estimates for CrowdStrike's earnings indicate a year-over-year decline of 20.19% for the current quarter and 10.94% for the current year [8] CyberArk Analysis - CyberArk is a leader in identity security, focusing on privileged access management and Zero Trust capabilities, aligning with industry trends [10] - The company has strengthened its position through acquisitions, including Venafi for $1.54 billion and Zilla Security for $165 million, enhancing its machine-to-machine security capabilities [11] - CyberArk is advancing in agentic AI with its Secure AI Agent solution, expected to be available to customers later this year [12] - The strong demand environment and focus on portfolio strengthening are driving CyberArk's financial growth, with a projected 26.4% year-over-year growth in earnings for 2025 [13][9] Price Performance and Valuation - Year-to-date, CrowdStrike shares have increased by 39.1%, while CyberArk shares have risen by 15.8% [15] - CyberArk trades at a forward sales multiple of 13.07X, below the industry average of 14.34X, while CrowdStrike trades at a higher multiple of 22.57X, indicating overvaluation [17] Investment Outlook - CyberArk is viewed as a more attractive investment option due to its robust growth, successful acquisitions, and innovation in identity and AI security, while CrowdStrike is dealing with reputational damage and profitability challenges [20] - CyberArk holds a Zacks Rank 1 (Strong Buy), compared to CrowdStrike's Zacks Rank 3 (Hold), suggesting a stronger investment case for CyberArk [21]

Core Points - ItsEasy.com and Telos Corporation have launched two permanent TSA PreCheck enrollment centers in Manhattan, New York, enhancing travel convenience for customers [1][2] - The enrollment centers are located at the MetLife Building and Rockefeller Center, following successful pop-up events in March 2025 [1][2] - Telos Corporation now operates 387 TSA PreCheck enrollment locations across the U.S., streamlining travel for millions [4] Company Overview - ItsEasy.com is a leading passport and visa expediting company that has processed over 2 million applications and has been a trusted agent of the U.S. Department of State since 1976 [9] - Telos Corporation (NASDAQ: TLS) provides cybersecurity solutions and services for security-conscious organizations, focusing on continuous security assurance [10] TSA PreCheck Program - TSA PreCheck is a Trusted Traveler program that allows expedited screening for enrolled travelers, with over 22 million active members since its launch in December 2013 [8] - Members enjoy benefits such as faster security screening, with about 99% waiting less than 10 minutes at checkpoints [6] - The program is available at over 200 airports, and applicants can pre-enroll online and schedule in-person appointments [7]

Scryb Appoints Daniel M. Proska as President Forward-Looking Information Cautionary Statement The Company also announces that the Interim CEO, James Van Staveren, has been appointed permanent CEO effective immediately. Mr. Van Staveren has served as the interim CEO since December 2024. About Daniel Proska1 For the majority of his career, Mr.Proska has focused on scaling technology-driven companies, building high performance teams and securing growth capital. He has served on boards of both public and privat ...

Core Insights - The intersection of artificial intelligence (AI) and stock splits is emerging as a significant trend in the current bull market, with AI projected to add $15.7 trillion to the global economy by 2030 [1][2]. Group 1: Stock Splits and AI - Stock splits allow companies to adjust their share price and count without affecting market capitalization, making shares more affordable for retail investors [4]. - The excitement around stock splits, particularly in AI companies, is contributing to market momentum, with only a few AI firms positioned for potential splits [5]. Group 2: CrowdStrike Holdings - CrowdStrike Holdings, a leading cybersecurity firm, has not split its stock since its IPO in June 2019, but its share price recently surpassed $500, indicating a potential for a forward split [6]. - The demand for cybersecurity solutions is increasing as businesses transition to online and cloud-based operations, suggesting stable cash flow for CrowdStrike [7][8]. - CrowdStrike's Falcon security platform leverages AI and has a high gross retention rate of around 98%, with significant customer engagement in purchasing additional services [9][10]. Group 3: Broadcom - Broadcom, a networking specialist, completed its first stock split in July 2024 and has seen its share price rise to nearly $290, with over 25% of shares held by retail investors [13]. - The company is positioned to benefit from AI growth, with projected sales increasing from $12.2 billion in fiscal 2024 to between $60 billion and $90 billion by 2027 [15][16]. - Broadcom's solutions are critical for maximizing the performance of AI systems, ensuring rapid decision-making with minimal latency [14]. Group 4: Microsoft - Microsoft, a software giant, has not split its stock since February 2003, with 34% of its shares held by non-institutional investors [18]. - The company's Azure platform is integrating generative AI solutions, potentially sustaining its growth rate of around 30% [19]. - Microsoft has substantial cash reserves of $79.6 billion, enabling it to invest in growth initiatives and consider a forward stock split as its share price exceeds $500 [21][22].

Core Viewpoint - WISeKey and SEALSQ have activated a Cross-Border Center of Excellence for the 4th Industrial Revolution, enhancing collaboration between La Línea (Spain) and Gibraltar (UK) following a historic agreement on Gibraltar's post-Brexit border status [3][5]. Group 1: Center of Excellence - The Center will serve as a technological and industrial hub, focusing on advanced technologies such as AI, Quantum Computing, IoT, Cybersecurity, and Semiconductors, aiming to position the region as a global innovation epicenter [4]. - The initiative has received unanimous support from the Gibraltar government and the Mayor of La Línea, highlighting its mutual benefits for both jurisdictions [6]. Group 2: Manufacturing and Technology Development - The first milestone includes a secure manufacturing facility in La Línea for post-quantum communication devices, which will support a secure communications infrastructure [7]. - SEALSQ has allocated a budget for developing its first post-quantum communication device manufacturing plant, emphasizing its commitment to next-generation technologies [9]. Group 3: Smart Container Technology - A memorandum of understanding has been signed with the regional port authority to implement Smart Container Technology, enabling real-time, secure logistics tracking through satellite connections [11]. Group 4: Quantum Corridor - The Center is part of the expanding Post-Quantum Corridor, connecting key technology hubs and integrating universities to foster collaboration and talent development in quantum and AI technologies [12]. Group 5: Funding and Economic Development - The project will leverage public grants and private sector investments to ensure a balanced funding model that promotes economic development and technological leadership [14]. Group 6: Strategic Vision - The Center is envisioned as a launchpad for collaborative research, startup incubation, and workforce training, aligning with the long-term strategies of the EU, UK, and private-sector stakeholders [15].

Core Viewpoint - WISeKey and SEALSQ have activated a Cross-Border Center of Excellence for the 4th Industrial Revolution, enhancing collaboration between La Línea (Spain) and Gibraltar (UK) following a historic agreement on Gibraltar's post-Brexit border status [3][5]. Group 1: Center Overview - The Center is strategically located near Gibraltar Airport and aims to serve as a technological and industrial hub for advanced technologies such as AI, Quantum Computing, IoT, Cybersecurity, and Semiconductors, positioning the region as a global innovation epicenter [4]. - The initiative is supported by the Gibraltar government and the Mayor of La Línea, recognized as mutually beneficial for both Gibraltar and Spanish businesses [6]. Group 2: Initial Developments - The first milestone under the LLG4IR.com framework is a secure manufacturing facility in La Línea for post-quantum communication devices, which will support a secure communications infrastructure [7]. - This facility will also host initial operations for WISeSat.Space, WISeKey's secure space communication platform, establishing La Línea as a hub for aerospace and telecommunications manufacturing [8]. Group 3: Technological Integration - SEALSQ has allocated a budget for developing its first post-quantum communication device manufacturing plant, emphasizing its commitment to next-generation technologies [9]. - The plant will produce devices that connect with WISeSat.Space's satellite constellation, crucial for sectors like defense, logistics, healthcare, and energy [10]. Group 4: Smart Container Technology - A memorandum of understanding has been signed with the regional port authority to implement Smart Container Technology, enabling real-time, secure logistics tracking through satellite connections [11]. Group 5: Quantum Corridor - The Center is part of the expanding Post-Quantum Corridor, a European network aimed at establishing secure, quantum-resilient infrastructure, integrating key technology hubs and universities for collaboration [12]. Group 6: Strategic Planning - SEALSQ plans to engage an international consulting firm to develop a comprehensive business and technology integration plan for the Center, aligning with existing studies in Gibraltar [13]. Group 7: Funding and Support - The project will leverage public grants and private sector investments to ensure a balanced funding model that promotes economic development and technological leadership [14]. Group 8: Vision for Innovation - The Center is envisioned as a launchpad for collaborative research, startup incubation, and workforce training, aligned with the long-term strategies of the EU, UK, and private-sector stakeholders [15]. Group 9: Future Announcements - Further announcements regarding the Center's commissioning, founding partners, and investment roadmap are expected in the coming weeks [16].

Group 1: Alphabet - Alphabet is often misunderstood as a search company, but it is actually a content discovery platform with significant distribution advantages and extensive behavioral data [2] - Google holds over 65% of global browser share with Chrome and over 70% of smartphones run on Android, enhancing its distribution capabilities [3] - The new AI-powered Search Mode has been well-received, with 82% of users finding it more helpful than traditional search, and 75% preferring it over ChatGPT [4] - Google Cloud revenue increased by 28% last quarter, indicating strong growth and investment in capacity [5] Group 2: GitLab - GitLab is transforming into a software development lifecycle platform, countering concerns that AI will reduce the need for coders [6] - The release of GitLab 18 introduced over 30 new features, including the Duo Agent Platform, which enhances the development cycle [7] - Revenue grew by 27% last quarter, driven by new customers and existing customers upgrading [8] Group 3: Salesforce - Salesforce is refocusing its platform around AI with the new Agentforce platform, which has over 4,000 paying customers [10] - The strategy involves unifying apps, data, automation, and metadata into a framework called ADAM to build AI agents [11] - As a leader in CRM software, Salesforce's push into AI agents could significantly drive growth [12] Group 4: ServiceNow - ServiceNow is leveraging AI to transform its business, expanding from IT management into HR, finance, and customer service [13] - The integration of AI into its Now Platform has led to a quadrupling of AI-driven Pro Plus deals year over year [14] - ServiceNow is positioned as a cost-saving platform, which may help it perform well despite concerns about enterprise software budgets [15] Group 5: SentinelOne - SentinelOne's stock faced pressure in the first half, but a new partnership with Lenovo is expected to boost performance in the second half [17] - Lenovo will pre-install SentinelOne's Singularity Platform on new computers, providing a significant growth opportunity [18] - SentinelOne experienced 23% revenue growth last quarter, and its Purple AI solution is the fastest-growing in its history [19][20]