Company Successfully Delivered the products for Deployment of Cyber-Hardened Networking Solutions Under FAA's Multi-Billion Dollar Modernization InitiativeFREMONT, Calif, Jan. 15, 2026 (GLOBE NEWSWIRE) -- Actelis Networks, Inc. (NASDAQ: ASNS) ("Actelis" or the "Company"), a market leader in cyber-hardened, rapid-deployment networking solutions for IoT and broadband applications, today announced the successful completion of delivery of its approximately $0.5 million order from the Federal Aviation Administra ...

With a market cap of $298.2 billion, Cisco Systems, Inc. (CSCO) is a global technology company that designs and sells networking hardware, software, and services used to connect, secure, and manage digital infrastructure. Cisco is best known for routers and switches. It also offers cybersecurity, cloud networking, and collaboration solutions. The company serves enterprises, service providers, and governments worldwide. The technology giant is expected to announce its fiscal second-quarter earnings for 20 ...

Core Insights - Cambium Networks has introduced a new capability in its Network Service Edge (NSE) platform that allows service providers to assign static public IP addresses over WireGuard VPN tunnels, addressing the issue of public IP unavailability over low Earth orbit (LEO) satellite and LTE/5G connections [1][3] Group 1: Product Features - The NSE platform enables Private Network operators, Managed Service Providers (MSPs), Internet Service Providers (ISPs), and Wireless Internet Service Providers (WISPs) to deploy services directly from their data centers, providing complete control over traffic paths and ensuring business-grade performance [2] - The solution involves deploying the NSE as a hub in the provider's data center, with a pool of public IPv4 addresses, allowing customer sites to receive dedicated static public IP addresses through encrypted WireGuard tunnels [3][4] - Each NSE at the customer site integrates SD-WAN, next-generation firewall, intrusion prevention, content filtering, and Quality of Service (QoS) features to enhance local network security and performance [4] Group 2: Market Applications - The combination of static IP overlays and edge security enables various use cases, including stable IPs for VPN, VoIP, and cloud access for remote offices and retail sites connected via LEO satellite or LTE/5G [7] - IoT and industrial applications can utilize secure, public-reachable endpoints for sensors and controllers, while healthcare, energy, and education sectors can maintain consistent remote management and compliance over wireless WANs [7] - MSPs and regional ISPs can differentiate their offerings by launching "Static IP" service tiers that include built-in SD-WAN resilience [7] Group 3: Strategic Positioning - Cambium's hardware-centric, partner-hosted model allows providers to retain ownership of customer data and network infrastructure without relying on Cambium-operated backbone or cloud routing [5][6] - The cnMaestro management platform provides a unified view across hub and spoke NSE appliances, enhancing orchestration and monitoring capabilities for service providers [5]

Market Performance - Major stock indices experienced a decline, with the Nasdaq dropping 238.12 points (1.0%) to 23,471.75, the S&P 500 falling 37.14 points (0.5%) to 6,926.60, and the Dow decreasing 42.36 points (0.1%) to 49,149.63 [1] - The tech sector, particularly software stocks, faced significant losses, leading to a 2.4% drop in the Dow Jones U.S. Software Index, marking its lowest closing level in eight months [5] Company-Specific News - Wells Fargo's shares fell by 4.6% after reporting better-than-expected fourth-quarter earnings but weaker-than-expected revenues [2][3] - Bank of America saw its shares tumble by 3.8% despite exceeding analyst estimates for fourth-quarter results [3] - Citigroup also experienced a notable decline in its stock price, despite reporting better-than-expected fourth-quarter results [3] Economic Indicators - The U.S. Commerce Department reported a 0.6% increase in retail sales for November, surpassing expectations of a 0.4% rise, following a revised 0.1% decline in October [4] - Excluding motor vehicle and parts dealers, retail sales grew by 0.5% in November, compared to a 0.2% increase in October [5] - A separate report from the Labor Department indicated a modest increase in U.S. producer prices for November [5] Sector Performance - Networking stocks showed considerable weakness, with the NYSE Arca Networking Index losing 1.6% [6] - Airline and retail stocks also faced notable declines, while energy stocks demonstrated significant strength [6]

Responding to questions about deal traction—including Verizon as a new security services customer—Harari said Allot’s momentum is being driven by increasing cybersecurity urgency and a gap in protection for consumers and SMBs. He argued that many traditional cybersecurity solutions are too complex or expensive for these segments and that CSPs are well positioned to offer cybersecurity as an add-on alongside connectivity.Management said Allot guided that in 2025 its cybersecurity services business should gro ...

Economic Indicators - The U.S. consumer price index increased by 0.3 percent in December, aligning with economist expectations [2][31] - Core consumer prices, excluding food and energy, rose by 0.2 percent in December, slightly below the expected 0.3 percent increase [2][31] - The annual growth rate of consumer prices remained unchanged at 2.7 percent in December, consistent with November's rate [2][32] - The annual growth rate of core consumer prices also held steady at 2.6 percent, while an increase to 2.7 percent was anticipated by economists [3][32] Stock Market Performance - Major U.S. stock indices are projected to open slightly higher, following a recovery from an initial pullback [1] - The Dow Jones rose by 86.13 points (0.2 percent) to close at 49,590.29, while the Nasdaq increased by 62.56 points (0.3 percent) to 23,733.90, and the S&P 500 climbed by 10.99 points (0.2 percent) to 6,977.27 [5] - The NYSE Arca Computer Hardware Index surged by 5.0 percent, indicating strong performance in the computer hardware sector [10] Federal Reserve and Interest Rates - The Federal Reserve is expected to maintain interest rates at its upcoming meeting, with potential cuts of at least a quarter point anticipated in the following months [10] - Concerns regarding the Federal Reserve's independence have arisen due to subpoenas served by the Department of Justice related to Fed Chair Jerome Powell's testimony [6][7] - Powell described the subpoenas as "unprecedented," attributing them to pressure from President Trump regarding interest rate policies [8] Commodity Markets - Crude oil futures increased by $1.15 to $60.65 per barrel, while gold futures rose by $8.10 to $4,622.80 per ounce [12]

Core Insights - Actelis Networks is positioned for growth in 2026, with improved internal fundamentals and favorable external market conditions, marking a potential inflection point for the company [3][5][17] Company Progress - The company faced challenges in 2025 due to geopolitical developments and U.S. government dynamics, leading to a meaningful decline in share price [2] - Actelis has focused its go-to-market strategy on three core verticals: Defense, Smart Transportation, and Multi-Dwelling Units (MDUs) [4] - The company has established a differentiated position in the market by enabling rapid deployment and modernization of existing infrastructure without prolonged construction timelines [7][12] Industry Dynamics - There is an urgent need for infrastructure modernization across multiple sectors, exemplified by the U.S. Congress approving over $12.5 billion for air-traffic-control infrastructure modernization [6][22] - The strategic importance of communications infrastructure has shifted, with cybersecurity becoming a national-security priority due to state-sponsored cyber campaigns targeting critical infrastructure [9][10] - Actelis' solutions are designed to meet these new requirements, incorporating advanced security features and compliance with U.S. Department of Defense standards [11] Market Opportunities - The U.S. federal transportation safety and modernization programs represent over $100 billion in funding for initiatives in aviation, smart traffic, and surface transportation [13][22] - The Broadband Equity, Access, and Deployment (BEAD) program, with $42 billion allocated, highlights the challenges of fiber-only mandates as states move to execution [14] - Actelis has completed development of its ultra-low-power MDU solution and has initiated deployments in the hospitality market, indicating a broadening of its market reach [14] Strategic Focus for 2026 - The company aims to convert initial wins into repeat business, expand deployments, and increase software contributions to improve margins [16] - Key initiatives include expanding the product portfolio, strengthening the U.S. federal sales organization, and building partnerships across target verticals [16] - Actelis is focused on maintaining operational flexibility and financial optionality to support growth and capitalize on ongoing customer engagement [16][17]

Group 1: TSMC and AI Demand - TSMC is rapidly expanding its chip-on-wafer-on-substrate capacity to meet the high demand from Nvidia and other competitors, resulting in a significant backlog for AI-accelerated data centers, which is expected to drive sustained double-digit sales growth for TSMC [1] - TSMC reached a $1 trillion market cap in July 2024, largely due to the increasing demand for graphics processing units (GPUs) linked to artificial intelligence [2] - The AI-driven market for software and systems is projected to be worth $15.7 trillion by 2030, benefiting companies like TSMC that are integral to AI hardware and software applications [3] Group 2: Broadcom's Growth and AI Solutions - Broadcom also surpassed the $1 trillion market cap in December 2024, driven by its AI-networking solutions that connect numerous GPUs to enhance their computational capabilities [6][7] - The company is recognized for developing specialty AI chips aimed at hyperscale clients, which is anticipated to significantly boost Broadcom's AI-related sales [8] Group 3: Walmart's Path to Trillion-Dollar Status - Walmart is identified as a strong candidate to become the next trillion-dollar stock, leveraging its extensive history of stock splits and its significant market presence [10][11] - The company's size allows it to purchase products in bulk, enabling competitive pricing against local and national retailers, which enhances its value proposition [12] - Walmart's strategy includes utilizing AI for supply chain management and improving operational efficiency, which is expected to contribute to its growth [15] - The Walmart+ subscription service has driven a 27% increase in global e-commerce sales, positioning it as a key profit driver moving forward [16] - With a current market cap of $913 billion, Walmart requires only a 10% increase to join the trillion-dollar club, supported by various growth catalysts [17]

Market Overview - The broader equity markets are trading in record territory, supported by modest job market conditions, with December nonfarm payrolls increasing by 50,000, lower than the consensus estimate of 73,000 [1] - The unemployment rate stands at 4.4%, below the forecast of 4.5%, indicating improving economic health [1] Investment Opportunities - Optimism regarding interest rate cuts in 2026 is fueled by better-than-expected metrics, despite ongoing tensions related to escalated tariffs [2] - Investors are advised to focus on "cash cow" stocks with high returns, emphasizing the importance of attractive efficiency ratios like return on equity (ROE) [2] Key Financial Metrics - ROE is defined as Net Income divided by Shareholders' Equity, helping investors identify profit-generating companies and assess financial health [3] - A higher ROE indicates effective cash deployment for higher returns and is used for comparing profitability within the industry [4] Screening Parameters for Stock Selection - Stocks are shortlisted based on criteria including Cash Flow greater than $1 billion and ROE greater than the industry average [5] - Additional metrics include Price/Cash Flow lower than the industry average, Return on Assets (ROA) greater than the industry average, and 5-Year EPS Historical Growth greater than the industry average [6] Selected High-ROE Stocks - Five stocks that qualified based on screening include: - **Arista Networks, Inc. (ANET)**: Focuses on cloud networking solutions with a long-term earnings growth expectation of 20.1% and a trailing four-quarter earnings surprise of 10.2% [7][9] - **Corning Incorporated (GLW)**: Specializes in advanced glass technologies with a long-term earnings growth expectation of 18.2% and a trailing four-quarter earnings surprise of 4.1% [7][10] - **Banco Bilbao Vizcaya Argentaria, S.A. (BBVA)**: Provides banking services with a long-term earnings growth expectation of 12% and a trailing four-quarter earnings surprise of 5.7% [7][11] - **Assurant, Inc. (AIZ)**: Offers risk management solutions with a trailing four-quarter earnings surprise of 22.7% [7][12] - **Host Hotels & Resorts, Inc. (HST)**: Engages in luxury hotel investments with a trailing four-quarter earnings surprise of 11% [7][13][14]

Core Viewpoint - Arista Networks, Inc. (NYSE:ANET) is recognized as one of the top stocks to buy, with analysts highlighting its potential for growth driven by enterprise spending and its exposure to hyperscalers and AI giants [1]. Group 1: Analyst Ratings and Price Targets - Piper Sandler upgraded Arista Networks from Neutral to Overweight and raised its price target from $145 to $159, anticipating 2026 to be a significant year for enterprise spending [1]. - Morgan Stanley reduced its price target from $171 to $159 while maintaining an Overweight rating, indicating a positive outlook despite the adjustment [2]. Group 2: Business Visibility and Customer Engagement - Piper Sandler noted improved visibility into Arista's business, highlighting strong relationships with key customers and growth in large enterprise accounts across data centers and campuses [2]. - The firm emphasized that Arista typically experiences capital expenditures on a delayed basis compared to others in the data center sector [2]. Group 3: Market Trends and Future Outlook - Morgan Stanley believes the positive trends in AI-related infrastructure could persist into the first half of 2026, although investors may need to be selective for full-year returns [3]. - Arista Networks specializes in cloud networking solutions for large data centers, AI, campus, and routing environments, positioning itself well within the evolving market [3].