RT Murtaza Hussain (@MazMHussain)NEW: Jeffrey Epstein pursued a plan to fund Israeli cyberweapons firms with money raised from the storied Swiss banking family Rothschild Group. The years-long private discussions focused on using Rothschild as a vehicle to create a donor-advised venture capital fund intended to fund the growth of "offensive cyber" startups linked to Israeli intelligence. Epstein pushed forward the plan to build a global surveillance empire with former Israeli prime minister Ehud Barak by le ...

Core Insights - Morning Star identifies three undervalued stocks to invest in after earnings: Fortinet, LPL Financial, and Danaher [1][2] Group 1: Fortinet - Fortinet is a midsize cybersecurity vendor with a wide economic moat due to high customer switching costs and a network effect from its platform approach [3] - Revenue is forecasted to grow at a 14% annual compound growth rate over the next 5 years [3] - The stock is considered cheap, trading well below Morning Star's fair value estimate of $18 [4] Group 2: LPL Financial - LPL Financial is the largest independent broker-dealer in the US, rated with a wide economic moat due to switching costs and cost advantages over smaller competitors [5] - The recent acquisition of Commonwealth Financial Network is expected to enhance LPL's ability to attract breakaway wirehouse advisors [5] - Revenue is projected to grow at a 12.9% annual rate over the next 10 years, with the stock undervalued compared to Morning Star's $54 fair value estimate [6] Group 3: Danaher - Danaher is a large-cap global life sciences and diagnostics company with a wide economic moat derived from intangible assets and switching costs [6] - The company has become a top five player in the life sciences and diagnostic tool markets through acquisitions [7] - Although profit growth has been strained this year, it is expected to accelerate in 2026, with organic revenue projected to rise 6% compounded annually through 2029 [7] - Morning Star values Danaher stock at $270, with shares trading well below this estimate [8]

Core Viewpoint - WISeKey International Holding Ltd plans to redomicile from Switzerland to the British Virgin Islands (BVI) to enhance strategic growth and attract greater investment from global institutional investors [2][7] Group 1: Redomiciliation Details - The redomiciliation will occur through a cross-border merger with a wholly owned BVI subsidiary, WISeKey Corp, and is subject to regulatory and shareholder approvals expected to be sought in Q1 2026 [2][4] - After the redomiciliation, WISeKey BVI's ordinary shares are expected to be listed on Nasdaq and have a secondary listing on the SIX Swiss Exchange [4][5] Group 2: Strategic Rationale - The BVI is chosen for its modern and flexible corporate legal framework, which is anticipated to provide greater operational flexibility and facilitate access to equity capital markets in both the U.S. and Switzerland [3][7] - The transition aims to streamline the company's structure, enhance comparability with global peers, and improve access to international capital markets, positioning WISeKey for new opportunities, including partnerships and acquisitions [7] Group 3: Shareholder Impact - Each outstanding class of WISeKey International Holding Ltd shares will be exchanged for the corresponding class of shares of WISeKey BVI according to the merger agreement [5][6] - The current American Depositary Share (ADS) program will be terminated, with ADS holders receiving WISeKey BVI ordinary shares in exchange [5]

Core Insights - Aviatrix has announced the general availability of its Secure Network Supervisor integrated into Microsoft Security Copilot, aiming to enhance cyber defense through AI collaboration [1][2] Group 1: Product Features and Benefits - The Secure Network Supervisor addresses VPN troubleshooting, which is a significant IT challenge, by automating complex problem-solving workflows, thereby reducing downtime and protecting sensitive data [4] - Key capabilities of the Secure Network Supervisor include AI-powered VPN diagnostics, deep cloud and multicloud network visibility, security risk reduction, and operational efficiency at scale [7] - The integration with Microsoft Security Copilot allows for rapid threat response, processing signals at machine speed, and assessing risk exposure in minutes, leveraging Microsoft's global threat intelligence [2][3] Group 2: Market Position and Strategy - Aviatrix combines its expertise in cloud-native security with Microsoft's AI capabilities to provide enterprises with enhanced visibility, automation, and confidence in extending zero trust access across environments [2] - The partnership with Microsoft aims to create a new era of intelligent, collaborative cyber defense, emphasizing the importance of AI as a dependable partner in securing cloud environments [2][3] Group 3: Deployment and Accessibility - The Secure Network Supervisor can be accessed through the Microsoft Security Storefront, which simplifies the discovery, purchase, and deployment of security agents and integrated partner solutions [5][6] - Deployment involves configuring the agent through the Security Storefront, which also manages dependencies like Sentinel data lake jobs [6]

The cybersecurity firm has restored service to many sites, though some remained inaccessible. https://t.co/KJZnJqng10 ...

Core Viewpoint - Despite recent declines in tech stocks, particularly in AI-related companies, experts advise long-term investors to remain calm and not panic-sell, especially regarding NVIDIA Corp [1][2] Group 1: Market Trends and ETF Performance - The recent decline in AI stocks is attributed to routine profit-taking rather than a fundamental issue within the AI sector, following a shift in expectations for a rate cut and negative sentiment from a prolonged U.S. government shutdown [2][4] - Major ETFs heavily invested in AI companies, such as Invesco QQQ Trust and Vanguard Information Technology Index Fund ETF, experienced significant drops, with QQQ down 5%, VGT down over 6%, SOXX down 8%, and SMH down more than 7% in the past week [3][4] - Equal-weight ETFs like Invesco S&P 500 Equal Weight ETF and Direxion NASDAQ-100 Equal Weighted Index Shares are considered safer options, as they reduce the impact of large-cap stocks and allow smaller AI-related companies to have more influence [5] Group 2: Investment Opportunities - The current market pullback presents opportunities in overlooked sectors, particularly in software and cybersecurity, which are seen as the "second wave" of AI investment [6][7] - Specific ETFs such as iShares Expanded Tech-Software Sector ETF, WisdomTree Cloud Computing Fund, and First Trust NASDAQ Cybersecurity ETF are highlighted as potential investment avenues [7] - ServiceNow Inc, down about 20% this year, is identified as an attractive long-term option within the AI-related stock space [7] Group 3: Earnings and Market Resilience - Despite market fluctuations, earnings remain strong, with S&P 500 net margins reaching a 25-year high of 14.2% and 82% of companies exceeding EPS expectations, indicating robust earnings growth of 13.1% for the third quarter [8] Group 4: Upcoming Catalysts - NVIDIA's upcoming earnings report on November 19 is anticipated to be a critical factor in determining whether the current market turbulence will subside or worsen, particularly for ETFs heavily invested in NVIDIA [10]

That's the technology that's behind this outage is called Cloudflare. It's one of the world's biggest cybersecurity companies. You know, effectively what they do is they act as a buffer between your website and the outside world.And most importantly, you know, criminal cyber attackers. And what that means is that if Cloudflare has a problem, so does your website. We've seen this before.Cloudflare is a very, very large company. They're, you know, essential to kind of modern cyber security on the Internet. Bu ...

That's the technology that's behind this outage is called Cloudflare. It's one of the world's biggest cybersecurity companies. You know, effectively what they do is they act as a buffer between your website and the outside world.And most importantly, you know, criminal cyber attackers. And what that means is that if Cloudflare has a problem, so does your website. We've seen this before.Cloudflare is a very, very large company. They're, you know, essential to kind of modern cyber security on the Internet. Bu ...

Core Insights - Sophos has announced the integration of its threat intelligence repository, Sophos Intelix, with Microsoft Security Copilot and Microsoft 365 Copilot, enhancing real-time access to cyber threat intelligence for organizations of all sizes [1][3][4] Group 1: Sophos Intelix Integration - The integration allows security analysts and IT teams to leverage Sophos Intelix within Microsoft Security Copilot, providing advanced threat context and enrichment capabilities [4][10] - Sophos Intelix is now accessible for free to users of Microsoft Security Copilot and Microsoft 365 Copilot, democratizing access to advanced cybersecurity insights [2][6] - The integration with Microsoft 365 Copilot enables IT administrators and business users to make informed security decisions within their daily productivity tools [6][9] Group 2: Cybersecurity Landscape - Sophos processes over 223 terabytes of telemetry daily, generating more than 34 million detections and blocking over 11 million threats, which informs its product and service offerings [2][12] - The cybersecurity skills shortage is a significant issue, with 96% of small and mid-sized businesses reporting difficulties in investigating alerts, highlighting the need for more effective tools [11][12] - Attackers are becoming more efficient, with data exfiltration beginning in an average of three days, emphasizing the urgency for defenders to adopt faster analysis methods [12][13] Group 3: Future of Cybersecurity - The integration of Sophos Intelix into the Microsoft Copilot ecosystem represents a shift towards human-AI collaboration in cybersecurity, enhancing the productivity of Security Operation Centers (SOCs) [14][10] - Sophos aims to empower organizations with resilient cybersecurity solutions, meeting them at various stages of their cybersecurity journey [3][16] - The partnership with Microsoft is expected to create a new era of intelligent, collaborative cyber defense, leveraging AI as a force multiplier for defenders [14][16]

Core Insights - Sophos has integrated its solutions with Microsoft Defender for Business and Microsoft Defender for Endpoint, achieving Microsoft verified Small & Medium Business (SMB) solution status, which emphasizes the importance of partner collaboration in cybersecurity for SMBs [1][3] Group 1: Product Integration and Features - Sophos MDR for Microsoft environments is designed to detect, contain, and neutralize attacks within Microsoft 365 environments, utilizing telemetry from various Microsoft solutions and Sophos' proprietary threat intelligence [2] - The solution allows Sophos MDR analysts to execute response actions such as blocking user logins and terminating active sessions when an attack is detected, enhancing security outcomes for managed service providers [2] Group 2: Market Position and Strategy - The recognition as a Microsoft verified SMB solution reflects Sophos' commitment to democratizing cybersecurity and providing enterprise-grade protection to organizations of all sizes [3] - Sophos aims to meet the increasing demand for top-tier security solutions among small and medium-sized businesses, facilitating easier implementation and scaling of security services through its integrations with Microsoft 365 Business Premium [3] Group 3: Company Overview - Sophos defends 600,000 organizations globally with an AI-driven platform and expert-led services, combining machine learning, automation, and real-time threat intelligence [4] - The company offers a comprehensive portfolio of cybersecurity technologies, including managed detection and response (MDR), endpoint, network, email, and cloud security, alongside advisory services to help organizations proactively reduce risk [4]