The cybersecurity nonprofit Security Alliance (SEAL) warned that North Korean hackers are using fake Zoom meetings to carry out cryptocurrency scams, with attacks now occurring daily. Researcher Taylor Monahan said the method has caused losses of over $300 million, typically starting from compromised Telegram accounts and leading victims to download malware that steals passwords, private keys, and crypto assets. https://t.co/IA4qgghFZ9 ...

Core Insights - ServiceNow is in advanced discussions to acquire cybersecurity startup Armis for up to $7 billion, with an announcement expected soon [2] - Armis, founded by veterans of Israel's military cyber intelligence, specializes in identifying and tracking security threats across various industries [3] - The acquisition aligns with a trend of increasing mergers and acquisitions in the cybersecurity sector, driven by the rising use of AI to combat cyber threats [4] Company Overview - Armis has achieved $300 million in annual recurring revenue, up from $200 million in 2024, indicating significant growth [3] - The company recently raised $435 million in a pre-IPO funding round, valuing it at $6.1 billion, with plans to reach $1 billion in annual recurring revenue [4] Industry Trends - The cybersecurity industry is experiencing a surge in AI adoption, with a significant increase in the use of AI-powered automated cybersecurity management systems among chief operating officers [5] - Research indicates that 55% of COOs have implemented AI systems for cybersecurity, up from 17% in May 2024, highlighting the growing reliance on AI for threat detection and risk management [5][6] - Despite the increased use of AI, 77% of chief product officers using generative AI for cybersecurity still emphasize the need for human oversight, indicating a balance between AI capabilities and human intervention [6]

After Alphabet and Palo Alto Networks each acquired cybersecurity firms, tech company ServiceNow Inc., is in advanced talks to buy Armis, and Israeli military veterans-run cybersecurity startup for up to $7 billion, Bloomberg reported citing sources. If it goes through, this would be ServiceNow's largest acquisition to date.They added that while the talks are late stage and a deal may be announced soon, it could also collapse or another potential bidder may emerge, as per the report.ServiceNow spokesperson ...

Group 1 - The article discusses the investment strategy of a boutique family office fund led by Amrita, focusing on sustainable, growth-driven companies that maximize shareholder equity [1] - Amrita has a background in high-growth supply-chain start-ups and has experience working with venture capital firms, which has contributed to her investment acumen [1] - The newsletter "The Pragmatic Optimist," co-founded by Amrita, aims to simplify financial literacy and macroeconomic concepts for a broader audience, enhancing understanding of investment strategies [1] Group 2 - The article mentions a long position in Zscaler (NASDAQ: ZS) as part of the investment strategy, indicating confidence in the stock's potential [2] - The disclosure emphasizes that the opinions expressed are personal and not influenced by any business relationships with the companies mentioned [2]

Core Insights - The article discusses the decline of the American Dream and the potential for a new investment wave termed "American Dream 2.0" aimed at revitalizing the U.S. economy through significant infrastructure investments [5][27]. Investment Opportunities - The American Dream 2.0 Summit outlines an anticipated $11.3 trillion investment bonanza focused on transforming America into a global powerhouse, with funds allocated for AI data centers, research, and manufacturing [8]. - Celanese Corp. (CE) is highlighted as a promising investment opportunity, with expectations of revenue growth in 2026 after a period of decline, driven by stabilization in the automotive sector and a surge in construction demand [13][14]. - Analysts predict a 17% increase in gross income for Celanese, projecting a return to profitability after two years of losses, with shares currently trading at a significant discount to their justified value [15][16]. - Akamai Technologies Inc. (AKAM) is identified as a hidden leader in the compute space, with analysts forecasting revenue growth due to its transition from a content delivery network to a comprehensive cloud and cybersecurity provider [23][22]. Economic Context - The article contrasts the current economic challenges faced by many Americans with the prosperity experienced by those born in the 1940s, where 90% of children out-earned their parents, compared to only 50% for those born in the 1980s [3][5]. - The nostalgia for past economic conditions is prevalent among millennials and Gen-X'ers, prompting a focus on policies aimed at restoring well-paying manufacturing jobs and investment in American infrastructure [6][27].

Group 1 - ServiceNow is in advanced talks to acquire cybersecurity startup Armis, which was last valued at $6.1 billion [1] - The potential deal could reach a total value of $7 billion, making it ServiceNow's largest acquisition to date [1] - The acquisition announcement could occur as soon as this week, although there is a possibility that the talks may not conclude successfully [1] Group 2 - Armis specializes in securing and managing internet-connected devices, protecting them from cyber threats [2] - The company recently raised $435 million in a funding round and has indicated plans for an eventual IPO [2]

Core Insights - Armis, a privately-held Israeli cybersecurity company, is in discussions for a potential sale to US-based ServiceNow for up to $7 billion, with an announcement expected soon [1] - ServiceNow is a leading platform for enterprise management and automation, boasting a market capitalization of nearly $180 billion [2] - Armis has recently surpassed an annual revenue of $300 million, growing by $100 million in less than a year, indicating strong demand for its cybersecurity solutions [3] Company Overview - Armis focuses on securing critical assets for large organizations, including airports and oil and gas infrastructure, and has expanded its offerings to address cyber vulnerabilities [5] - The company was previously controlled by Insight Partners, which acquired it in 2020 for $1.1 billion, making them significant beneficiaries of the potential sale [4] - Armis's founders have a history in cybersecurity, having previously worked at Adallom, which was acquired by Microsoft for $320 million in 2025 [5] Investment and Future Plans - The company is considering an IPO, targeting a flotation in late 2026 or early 2027 [3] - Other notable investors in Armis include Goldman Sachs, Google's Capital G, and Brookfield Asset Management, indicating strong backing from prominent financial entities [4]

ServiceNow is in advanced talks to buy Armis, a cybersecurity startup that had been eyeing an initial public offering next year, in a deal that may be valued at as much as $7 billion, Bloomberg News reported on Saturday, citing people familiar with the situation. ...

Earnings Overview - SentinelOne reported a 23% year-over-year increase in annual recurring revenue, reaching $1.05 billion, with total revenue up 23% to $258.9 million [3][5] - Non-GAAP operating margins improved to 7%, a 1,200 basis point increase, while non-GAAP net income margins reached 10%, up 1,000 basis points [3] - GAAP operating margin was negative 28%, and GAAP net loss margin was negative 23%, indicating significant losses [3][5] - Analysts predict SentinelOne will not achieve GAAP profitability until 2032, which may be acceptable to investors if growth and free cash flow remain healthy [5] Snowflake Performance - Snowflake's product revenue grew by 29% year-over-year, totaling $1.16 billion, with remaining performance obligations (backlog) increasing by over 37% to $7.88 billion [5][7] - Non-GAAP operating margin expanded by 450 basis points year-over-year to 11% [6] - Analysts forecast Snowflake will reach GAAP profitability by 2031, indicating a long wait for investors [8] Competitive Landscape - SentinelOne competes directly with CrowdStrike in the endpoint security market, emphasizing the importance of continued investment for growth [3][4] - Snowflake is recognized for its strong business fundamentals and strategic partnerships, although it faces high valuation concerns and slowing revenue guidance [7][8] - Both companies are investing heavily in AI, which may impact short-term profitability but is expected to drive long-term growth [8] Netflix and Warner Brothers Discovery Deal - Netflix has agreed to acquire Warner Brothers Discovery in a cash and stock deal valued at $72 billion, while also assuming over $10 billion in debt [12] - The acquisition is seen as a strategic move to strengthen Netflix's position in the streaming market, potentially enhancing its content library and subscriber base [14][16] - Analysts express mixed feelings about the financial burden of the deal, with concerns about increased debt levels for Netflix [16][17] Market Reactions - Paramount Skydance has made a hostile bid for Warner Brothers Discovery, offering a premium cash deal that could complicate Netflix's acquisition plans [21][22] - The competitive landscape is heating up, with potential implications for both Netflix and Paramount in terms of market positioning and regulatory scrutiny [22][23]

and Net Scope falling uh despite reporting revenue beat after strong fullear guidance. Uh despite the dip, the stock still up from its IPO in September. Joining me now in a CNBC exclusive is Net Scope founder and CEO Sanjay Barry.Sanjay, good to see you. >> Yeah, great to see you again, John. >> So, uh 34% year-over-year rise in annualized recurring revenue, more than a thousand customers.what's driving the adoption of your various products uh in the latest quarter. >> Ultimately, as people adopt more cloud ...