So, we just kind of got a breakdown of the tech sector right there from Steve Kovac. Um, I want to get your take on Apple first and foremost. Why don't we start there.What do you make of Apple and some of the moves we've seen in that stock this year. Yeah, and you know, I think it's a great example of of trying to the market trying to figure out who's going to be the winner in this next new technology of AI and there was obviously some hopes that, you know, by launching Apple intelligence, there would be so ...

Group 1 - Corero Network Security has been named a Certified Partner in the World Wide Technology (WWT) ecosystem, enhancing its visibility and availability to WWT customers [1][2] - The partnership aligns with WWT's 2025 cybersecurity priorities, focusing on optimizing security toolsets and building comprehensive cyber resilience strategies [2][3] - Corero's SmartWall ONE™ platform provides scalable, automated DDoS mitigation that integrates into existing environments, supporting on-premises, edge, and hybrid-cloud deployments [2][3] Group 2 - The partnership enhances the value of Business and Cyber Resilience for WWT's clients, recognizing the need for protection across various components of the customer's value chain, especially for new AI workloads [3] - Corero's technology is designed to protect against both external and internal DDoS threats, ensuring internet service availability in complex environments [4] - Corero's existing alliances with technology partners like Juniper and Akamai further strengthen the interoperability of its solutions within the WWT ecosystem [3]

EQT-backed South Korean cyber security firm SK Shieldus has launched an around $2.4 billion-equivalent syndicated loan to refinance a facility that had backed its acquisition, sources say https://t.co/mh2tnfWEfB ...

Core Insights - CrowdStrike is a leading cybersecurity company with a stock increase of 40% year-to-date, but its high valuation may limit further growth in the short term [1][12][14] - Long-term investors may benefit from CrowdStrike's comprehensive platform and projected growth in annual recurring revenue (ARR), which could more than double in the next six years [2][15] Company Overview - CrowdStrike's Falcon platform is a unique all-in-one cybersecurity solution, allowing businesses to consolidate their security needs with a single vendor, unlike many competitors that offer specialized products [4] - The platform utilizes cloud-based architecture and artificial intelligence (AI) for automated threat detection and incident response, minimizing the need for employee intervention [5] Product Features - In 2023, CrowdStrike introduced Charlotte AI, a virtual assistant that autonomously filters threats, significantly reducing alert fatigue for cybersecurity managers and saving them over 40 hours per week [6] - The Falcon platform consists of 30 different modules, enabling businesses to customize their cybersecurity solutions [7] Customer Engagement - A record 48% of Falcon customers were using six or more modules by the end of the fiscal 2026 first quarter, indicating increased spending on cybersecurity [7] - The introduction of a new subscription option called Flex allows customers to adjust their spending among different modules, potentially leading to increased long-term expenditure [8] Financial Performance - CrowdStrike ended the fiscal 2026 first quarter with a record $4.4 billion in ARR, reflecting a 22% year-over-year growth, although growth has slowed due to a significant outage in July 2022 [10][11] - Management does not expect long-term impacts from the outage and continues to target $10 billion in ARR by fiscal 2031, representing a potential growth of 127% from the current ARR [15] Market Potential - CrowdStrike's estimated addressable market is currently $116 billion, with expectations to more than double to $250 billion in the coming years [16] - Despite a premium valuation with a price-to-sales ratio of 29.1, long-term investors may find solid opportunities as the company aims for substantial growth [12][15]

© 2024 The Eastern Company 1 Ryan Schroeder President and Chief Executive Officer Change agent committed to accelerating operational and financial improvements and drive growth through M&A 2 • 20+ years of experience in manufacturing and leadership roles • Joined Eastern in 2024 • Previously CEO of Plaskolite LLC (2020-2023) and President of IMI Norgren (2016-2020) • Experience in a variety of roles at Parker Hannifin (2003-2016) • MBA University of Minnesota and BA from Michigan State University 2024 Resul ...

NEW YORK, June 26, 2025 (GLOBE NEWSWIRE) -- Bragar Eagel & Squire, P.C., a nationally recognized shareholder rights law firm, is investigating potential claims against Napco Security Technologies, Inc. (NASDAQ: NSSC) on behalf of long-term stockholders following a class action complaint that was filed against NAPCO on April 25, 2025 with a Class Period from February 5, 2024, to February 3, 2025. Our investigation concerns whether the board of directors of NAPCO have breached their fiduciary duties to the co ...

Core Insights - Fortinet is enhancing its enterprise cybersecurity position through a unified Secure Access Service Edge (SASE) strategy, integrating next-generation firewall, SD-WAN, secure web gateway, and Data Loss Prevention (DLP) into a single operating system, FortiOS [1] - The company is experiencing strong momentum, with unified SASE billings growing 18% year over year, representing 25% of total billings [3] - Fortinet's share price has gained 9.8% year-to-date, underperforming the Zacks Security industry's growth of 23.8% [9] Company Developments - Fortinet's SASE journey typically begins with FortiGate firewalls, expanding to SD-WAN and FortiSASE, with 73% of large enterprises expected to adopt SD-WAN by Q1 2025, and FortiSASE penetration rising to 11% [2] - The company is strengthening its SASE architecture with cloud-native solutions to secure hybrid and multi-cloud environments, including updates to FortiCNAPP and new services like FortiAppSec Cloud [4] - Enhancements to FortiMail and FortiDLP are expanding protection to browsers and collaboration apps, which are crucial for SASE [5] Competitive Landscape - The cybersecurity market is highly competitive, with key rivals including Palo Alto Networks, Zscaler, and CrowdStrike [6] - Competitors are driving growth through strategic partnerships and acquisitions, highlighting the intense competition Fortinet faces [7][8] Financial Performance - Fortinet's valuation is a concern, with a Price/Book ratio of approximately 40.40, significantly above the industry's 24.95 [15] - For Q2 2025, Fortinet expects revenues between $1.59 billion and $1.65 billion, indicating a growth of 13% at the midpoint, with non-GAAP earnings per share projected between 58-60 cents [18] - The Zacks Consensus Estimate for Q2 2025 revenues is $1.62 billion, suggesting a year-over-year growth of 12.94% [19] Investor Sentiment - Despite strong SASE growth and new cloud-based offerings, tough competition and cautious guidance suggest limited short-term gains for Fortinet's stock [22] - The company has consistently beaten earnings estimates, with an average surprise of 23.83% over the trailing four quarters [21]

Group 1 - Kratos Defense and Security Solutions Inc announced a sale of $500 million in stock, leading to a 2.6% decline in shares to $41.25 [1] - The stock has fallen from a recent high of $46.52 on June 23, marking a 19-year peak, while year-to-date performance shows a 49.5% increase [1] - Stifel maintained a "buy" rating, indicating confidence in Kratos' potential for growth through incremental investments [1] Group 2 - Options trading for Kratos stock has increased significantly, with 4,893 calls and 1,839 puts exchanged, tripling the average volume [2] - The most popular options are the July 42.50 call and the July 40 put, with new positions being opened for both [2] Group 3 - Short interest in Kratos stock is at 6.4% of its available float, indicating a notable level of bearish sentiment [3] - It would take more than three days for short sellers to cover their positions based on the average trading pace of Kratos [3]

Core Insights - Zscaler is expanding its Zero Trust Exchange with a new initiative called Zero Trust Everywhere, which extends Zero Trust security to Cloud workloads and Branches [1] Company Performance - In Q3 of fiscal 2025, Zscaler reported over 210 Zero Trust Everywhere enterprises, marking a sequential growth of 60% [2] - 59% of Zero Trust Branch buyers were new logo customers, indicating strong early demand [2] - Zscaler aims to exceed 390 customers by the end of fiscal 2026 [2] - The company launched Unified Appliance for Branch in Q3, simplifying branch infrastructure and eliminating the need for SD-WAN, Firewall, NAC, and legacy segmentation [2] Product Development - Zscaler secured a seven-figure annual contract with a financial services customer for Cloud workload protection [3] - New product launches include Zero Trust Gateway for Cloud Workloads, a cloud-native service on AWS that secures workload communications in under 10 minutes [3] - Zscaler introduced Microsegmentation for Cloud Workloads, providing granular host and process-level segmentation policies using AI-driven technology [4] Market Position - If adoption continues at this pace, Zero Trust Everywhere could become a foundational layer for Zscaler's future growth [5] - Zscaler's shares have surged 73% year to date, outperforming the Security industry's growth of 22.7% [9] Valuation and Earnings Estimates - Zscaler trades at a forward price-to-sales ratio of 15.34X, slightly above the industry average of 14.79X [12] - The Zacks Consensus Estimate for fiscal 2025 earnings implies a year-over-year decline of 0.31%, while fiscal 2026 earnings are expected to grow by 12.01% [15]

Quantum eMotion Announces Successful Completion of Quantum Simulation Project Evaluating Sentry-Q Cryptographic ArchitectureJune 26, 2025 10:11 AM EDT | Source: Quantum eMotion Corp.Montreal, Quebec--(Newsfile Corp. - June 26, 2025) - Quantum eMotion Corp. (TSXV: QNC) (OTCQB: QNCCF) (FSE: 34Q0) ("QeM" or the "Company"), a developer of quantum-secure technologies, announces the completion of an internal quantum simulation project assessing aspects of its cryptographic architecture.The benchmark ...