Core Insights - WisdomTree Cybersecurity Fund ETF (WCBR) was launched in January 2021 and focuses on investing in cybersecurity companies [1] - The fund currently manages approximately $134 million in assets [1] Company Analysis - The analysis approach emphasizes fundamental evaluation of businesses before considering stock investments [1] - The focus is on identifying companies with above-average dividend yields, undervalued stocks, or struggling companies with turnaround potential [1] Educational Background - The analyst has studied Economics and Accounting at Wilfrid Laurier University [1] - The analyst holds designations in Certified Management Accounting (CMA CPA) and Certified Alternative Investment Analysts (CAIA) [1]

Palo Alto Networks Inc (NASDAQ:PANW) stock is on track to close out 2025 with a modest 2.9% lead, but has been stalling out below the $190 region since it failed to conquer the $200 level earlier this month. The stock may break out of this malaise in 2026, however, thanks to a historically bullish signal now flashing, pushing it back toward its Oct. 23, all-time high of $223.61. stock is on track to close out 2025 with a modest 2.9% lead, but has been stalling out below the $190 region since it failed to co ...

Whales with a lot of money to spend have taken a noticeably bearish stance on CrowdStrike Holdings.Looking at options history for CrowdStrike Holdings (NASDAQ:CRWD) we detected 43 trades.If we consider the specifics of each trade, it is accurate to state that 27% of the investors opened trades with bullish expectations and 48% with bearish.From the overall spotted trades, 8 are puts, for a total amount of $854,764 and 35, calls, for a total amount of $1,614,025.Expected Price MovementsBased on the trading a ...

Core Viewpoint - Artificial intelligence (AI) is expected to be the dominant investment theme in global markets by 2025, with a shift in focus towards companies that can leverage AI for sustained revenue growth as 2026 approaches [1][2] Group 1: Companies Benefiting from AI Adoption - Microsoft (NASDAQ: MSFT) is anticipated to be a primary beneficiary as enterprises expand AI workloads in cloud environments, with Azure's growth trajectory expected to strengthen [3] - Apple (NASDAQ: AAPL) is included due to rising expectations that AI will significantly enhance its ecosystem, leading to new revenue streams and deeper user engagement [5] - Tesla (NASDAQ: TSLA) is positioned as an AI-driven growth story, with advancements in autonomous systems and robotics expected to influence market valuation [6] - Palantir Technologies (NASDAQ: PLTR) has emerged as a strong performer in enterprise AI adoption, with demand for its platforms driving a significant re-rating [8] - CrowdStrike (NASDAQ: CRWD) is highlighted as cybersecurity spending increasingly intersects with AI, with a growing demand for AI-enhanced security solutions [10][13] Group 2: Stock Performance - Microsoft shares were trading at $487, having rallied over 15% year-to-date [3] - Apple shares were trading at $272, with an 11% year-to-date gain [5] - Tesla shares traded at $460, reflecting a 21% year-to-date increase [6] - Palantir shares surged to $183, marking a 143% increase [8] - CrowdStrike shares were trading at $475, having rallied over 36% [10]

Core Insights - Cycurion, Inc. has reported a successful year in 2025 with a contracted backlog of $80 million and plans to expand its AI-powered cybersecurity business in 2026 [1][2] Company Achievements - Cycurion was recognized in MSSP Alert's 2025 Top 250 MSSPs List, ranking No. 116, marking its first evaluation for this prestigious recognition [3] - The company announced a pro-rata dividend of $500,000 in common shares for existing shareholders, with a distribution ratio of 0.0080 per share [4] - Cycurion entered into a securities purchase agreement for 1,657,460 shares at $3.62 per share, generating approximately $6 million in gross proceeds [5] - The company was awarded a position on the State of Florida's Management Consulting Services State Term Contract, allowing it to provide consulting services to state agencies [6] Financial Performance - For Q3 2025, Cycurion reported revenue of $3.83 million, a decrease of 13.9% year-over-year, and $11.59 million for the nine months ended September 30, 2025, down 15.4% year-over-year [9] - Gross profit for Q3 2025 was $0.27 million, reflecting a 7.1% margin, while the nine-month gross profit was $1.18 million with a 10.2% margin [9] - Total assets increased by 26.4% to $32.31 million, with cash rising to $3.65 million from $0.04 million at year-end 2024 [10] Future Projections - Cycurion forecasts a run-rate revenue of approximately $4.17 million for Q1 2026, translating to an annual run rate of about $16.66 million [12] - The company expects significant revenue growth from new contracts, including a forecasted increase in monthly contributions from a new SLG contract [11] - Cycurion is actively expanding its partnerships with federal and state agencies, enhancing its role in the cybersecurity landscape [16]

Core Viewpoint - CyberCatch Holdings, Inc. has launched an AI-enabled platform solution aimed at helping defense sector suppliers comply with new CMMC regulations, addressing the needs of approximately 337,968 entities in the U.S. [1][2] Group 1: Company Overview - CyberCatch provides a proprietary Software-as-a-Service (SaaS) solution focused on continuous compliance and cyber risk mitigation for organizations in critical sectors [7] - The platform addresses the root causes of cyberattacks by implementing necessary controls and continuously testing them to identify and rectify failures [7] Group 2: Market Context - Of the 337,968 defense sector suppliers, 209,540 (62%) are required to implement 15 cybersecurity controls under CMMC Level 1, while 125,048 (37%) must implement 110 controls under CMMC Level 2, and 3,380 (1%) must implement 134 controls under CMMC Level 3 [2] - Smaller companies in CMMC Levels 1 and 2 face significant challenges in achieving compliance cost-effectively compared to larger defense firms [3] Group 3: Customer Testimonials - Customers have reported positive experiences with CyberCatch's solution, highlighting its efficiency and cost-effectiveness in achieving CMMC compliance [4][5] - Testimonials indicate that the solution has saved customers significant time and money, enabling them to pursue new contracts and grow their businesses [4][5]

Take a look at the cyber security group. One of the earliest litmus tests for investors navigating the impact of AI. The CIBR ETF underperforming broader tech this year, especially over the last three months.But under the surface, it has a tale of halves and have nots. Cloudflare and Crowdstrike, for example, posting strong years while Sentinel 1 and Forinet struggling. Let's talk more about what 2026 could bring for cyber stocks.Joining us now is Peter Lavine, Evercore Enterprise software analyst. Peter, w ...

Core Viewpoint - A securities class action lawsuit has been filed against F5, Inc. for allegedly failing to timely disclose a significant cybersecurity incident that negatively impacted its business and stock price [1][2][4]. Group 1: Lawsuit Details - The lawsuit, titled Smith v. F5, Inc., seeks to represent investors who acquired F5 securities between October 28, 2024, and October 27, 2025 [1][4]. - The lead plaintiff deadline for the lawsuit is set for February 17, 2026 [4]. - The lawsuit focuses on the timing and adequacy of F5's disclosures regarding its cybersecurity response plan and the impact of the cybersecurity incident on its business and growth prospects, particularly concerning its F5 BIG-IP products [4][6]. Group 2: Cybersecurity Incident - On October 15, 2025, F5 disclosed that it had learned of a major cybersecurity incident on August 9, 2025, involving unauthorized access by a nation-state actor to certain company systems, including its highest revenue product, F5 BIG-IP [2][6]. - Following the disclosure, F5's stock price fell by $47.82, a decrease of 13.9%, over two trading days [6]. - The full impact of the incident became evident on October 27, 2025, when F5 reported Q4 and FY 2025 financial results, projecting revenue growth for 2026 to be only 0% to 4%, a significant decline from the 10% growth in 2025 [7]. Group 3: Investor Response - National shareholders rights firm Hagens Berman is investigating whether F5 adequately reported the breach and its implications for investors [3][8]. - The firm is encouraging F5 investors who experienced substantial losses to come forward and assist in the investigation [3][8]. - Hagens Berman is particularly focused on determining when F5 recognized the materiality of the cybersecurity incident and whether it complied with SEC disclosure requirements [8].

Canton of Zug, Switzerland and Singapore – December 29, 2025 - WISeKey International Holding AG (Nasdaq: WKEY) (“WISeKey”) , a global leader in cybersecurity, digital identity, and IoT solutions platform, and Columbus Acquisition Corp. (Nasdaq: COLA) (“Columbus”), a publicly traded special purpose acquisition company, today announced the confidential submission of a draft registration statement on Form F-4 (the “Confidential Registration Statement”) with the U.S. Securities and Exchange Commission (“SEC”) o ...

As we head into the new year, Wedbush analysts, led by Dan Ives, made it clear that cybersecurity giant CrowdStrike Holdings (CRWD) is one of their favorite tech names for 2026. While artificial intelligence (AI) remains a Wall Street keyword, CrowdStrike is expected to continue benefiting from the “AI cybersecurity trend” due to the popularity and “stickiness” of the company’s Falcon platform. More News from Barchart Also, they noted CrowdStrike's strategic steps to integrate AI into its platform as ...