Core Viewpoint - Akamai is undergoing a transformative shift from traditional content delivery to expanding sectors like security and cloud infrastructure, which may present opportunities for patient investors despite a 20% stock decline this year compared to the S&P 500's 15% increase [1] Group 1: Current Challenges - The immediate concern for Akamai is the lack of growth, with disappointing revenue forecasts for 2025 indicating that new ventures have not yet compensated for declines in the CDN sector [3] - Akamai is perceived as a "show-me" stock, with the market waiting for evidence that new services in cybersecurity and edge computing can drive significant revenue growth [4] - Weak guidance has made investors hesitant, although the valuation has tightened, with shares trading significantly below their 52-week peak [6] Group 2: Financial Health - Akamai maintains a robust financial standing, generating healthy cash flow with operating margins exceeding 15% and free cash flow margins above 30% [7] - The company has modest annual revenue growth of around 4 to 5%, but its balance sheet is strong, with approximately $5.3 billion in debt against an $11 billion market cap and nearly $1 billion in cash [7] Group 3: Market Position and Outlook - Competition from major cloud providers like Amazon and Google has negatively impacted Akamai's CDN operations but has also expanded the cybersecurity market that Akamai is pursuing [6] - For short-term traders, the outlook is uninspiring due to subdued growth during the transition, while long-term investors may find a brighter scenario as Akamai trades at a discount to the S&P 500 with a price-to-sales ratio of about 2.7 compared to 3.3 for the index [9]

Core Insights - VCI Global Limited forecasts a revenue of US$47.3 million for the full year ending December 31, 2025, reflecting a significant year-over-year growth of approximately 70% from US$27.8 million in 2024 [5] - The company is focusing on high-margin, technology-driven verticals, particularly in AI, cybersecurity, and fintech, while maintaining a disciplined approach to profitability [2][4] Financial Guidance - Revenue is projected to grow to US$47.3 million, a 70% increase from 2024 [5] - Gross profit is expected to reach US$37.8 million, indicating an 80% gross margin [5] - EBITDA is forecasted at US$12.0 million, representing a 45% growth from US$8.3 million in 2024 [5] - Net income is anticipated to increase by approximately 20% to US$9.1 million compared to US$7.6 million in 2024 [5] - Net margin is projected at around 19%, reflecting strategic reinvestment in infrastructure [5] Strategic Growth Catalysts - VCI Global is implementing strategic initiatives to capture recurring revenue opportunities and expand market presence [3][6] - Key initiatives include the commercial rollout of GPU Lounge & GPU Cloud to meet AI compute demand, expansion of RWA Consultancy for blockchain adoption, scaling of cybersecurity and data analytics platforms, and fintech expansion in ASEAN markets [6][7] Positioning for Shareholder Value - The company's strategy emphasizes building durable, high-margin revenue streams through scalable technology platforms and capital-efficient investments [7] - VCI Global aims to capture a significant share of Southeast Asia's growing digital economy through its expanding pipeline across AI, cybersecurity, fintech, and digital asset infrastructure [7][8]

Core Insights - Mobilicom has launched the Secured Autonomy Framework, which is claimed to be the industry's first comprehensive cybersecurity platform for autonomous systems [2][4] - The framework addresses critical security gaps as autonomous systems expand into defense and critical infrastructure, making cybersecurity mandatory due to recent regulatory mandates [4][5] - Mobilicom aims to strengthen its position in the market by integrating its cybersecurity software into partners' AI-driven hardware and software solutions [1][5] Group 1: Product Launch and Features - The Secured Autonomy Framework utilizes Mobilicom's OS3 and ICE software suites to provide protection across three security domains: Secured Autonomous Platforms, Secured Fleets, and Secured Communications [2][4] - The framework is designed to systematically evaluate unmanned aerial systems (UAS), unmanned ground vehicles (UGVs), and robotic platforms, positioning Mobilicom as a leader in autonomous cybersecurity [4][5] - Mobilicom recently introduced the SA Compute PRO-AT, an industry-first Secured Autonomous Mission Computer, in collaboration with Aitech, showcasing its commitment to expanding the adoption of the Secured Autonomy Framework [6] Group 2: Market Position and Strategy - The launch of the Secured Autonomy Framework is seen as a pivotal milestone for Mobilicom, providing a first-mover advantage in the growing autonomous drones and robotics market [5][6] - The company aims to deepen engagements with Tier-1 primes, defense integrators, and OEMs through its framework strategy, which is expected to enhance software-driven margins and annual recurring revenues [5][6] - Mobilicom will present its framework at the AUSA 2025 Annual Meeting, emphasizing the importance of a unified cybersecurity understanding to accelerate industry adoption [7][8] Group 3: Educational Initiatives - Mobilicom will distribute early-release copies of its new cybersecurity book, "Secured Autonomy: A Cybersecurity Primer for Drones and Robotics," at the AUSA event, which serves as a guide for protecting uncrewed systems [7] - The book aims to provide design and operations teams with knowledge and checklists to evaluate systems, close vulnerabilities, and deploy with confidence [7][8]

Core Viewpoint - The third quarter earnings show a positive trend with upward revisions in earnings estimates, indicating confidence in the market's performance moving forward [2][3]. Earnings Trends - Third quarter earnings estimates have been revised up from 8% to nearly 9%, which is atypical as estimates usually decline during the quarter [2]. - There is a notable confidence in the market as companies are raising their earnings estimates rather than lowering them, which is a shift from historical trends [3]. Economic Indicators - There are signs of an improving economy, but challenges in the labor market persist, leading to a potential disconnect between Wall Street and the actual economy [4][5]. - Enhanced productivity gains, driven by technology, may result in higher profits without a corresponding increase in hiring [4]. Investment Strategy - Investors are advised to maintain positions in stocks despite concerns over earnings risks and accounting practices, but should be vigilant for any changes in accounting methods as potential red flags [6][7]. - Small-cap stocks are highlighted as having the potential for higher earnings growth compared to the S&P 500, with suggestions to start positioning in these stocks [10][11]. Company Spotlight - Cloudflare is identified as a company with strong fundamentals and a promising chart pattern, indicating a potential breakout. The company is expanding into AI and cybersecurity, which positions it for significant growth [12][13].

CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is one of the stocks that Jim Cramer expressed thoughts on. During the lightning round, an investing club member questioned why the stock is volatile, and Cramer remarked: “Okay… All the cybersecurity stocks are the same way. But I think, I believe in George Kurtz. I think that stock goes higher, maybe even much higher.” Stock market data showing an upward trajectory. Photo by Burak The Weekender on Pexels CrowdStrike Holdings, Inc. (NASDAQ:CRWD) provides cloud ...

Core Viewpoint - Jim Cramer expressed a strong buy recommendation for Rubrik, Inc. (NYSE:RBRK), indicating confidence in the stock's potential despite recent declines [1]. Company Overview - Rubrik, Inc. specializes in data security and protection solutions across various environments, including cloud, enterprise, and SaaS [1]. - The company's platform offers services such as threat analytics, cyber recovery, and data security posture management [1]. Recent Performance - Cramer noted that the stock should not have declined following the last quarter's performance, which he considered good [1]. - Since Cramer's previous comments, the stock has appreciated approximately 14% [1]. Market Context - Cramer highlighted the importance of cybersecurity and suggested that Rubrik could be a more favorable investment compared to other stocks in the market [1].

Core Insights - Varonis Systems, Inc. will report its third quarter 2025 financial results on October 28, 2025, after the U.S. financial markets close [1] - A conference call to discuss the financial results will be held on the same day at 4:30 p.m. ET [1] Company Overview - Varonis is a leader in data security, focusing on protecting data through a cloud-native Data Security Platform that utilizes AI-powered automation [3] - The company provides a range of security solutions including data security posture management, data classification, data access governance, and more [4] Conference Call Details - To access the conference call, domestic participants can dial 877-425-9470, while international participants can call 201-389-0878, using conference ID 13756447 [2] - A replay of the call will be available until November 4, 2025, with specific numbers for domestic and international access [2]

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets: Stocks were selling off to close the week after President Donald Trump threatened a "massive" tariff increase on China amid a dispute over rare earth minerals. Over the summer, Trump cautioned that he would place steeper tariffs on China if it curbed exports of rare earth magnets. This announcement, however, still surprised the m ...

Core Insights - Whales have adopted a bearish stance on CrowdStrike Holdings, with 43% of trades being bearish compared to 35% bullish [1] - The total amount for put options is $1,272,870, while call options total $3,793,359, indicating a significant interest in both sides of the market [1] - Analysts have set an average price target of $535.0 for CrowdStrike Holdings, with individual targets ranging from $475 to $600 [11][12] Options Activity - A total of 95 trades were detected for CrowdStrike Holdings, with 23 puts and 72 calls [1] - The average open interest for options stands at 584.9, with total volume reaching 14,670 [3] - Noteworthy options activity includes bearish sentiment in several trades, with significant amounts allocated to both call and put options [8] Price Movements - Big players are eyeing a price window from $190.0 to $700.0 for CrowdStrike Holdings during the past quarter [2] - Current trading volume is 1,655,337, with the stock price down by 2.42% at $496.81 [14] Company Overview - CrowdStrike is a cloud-based cybersecurity company specializing in next-generation security solutions, primarily through its Falcon platform [9][10]

Group 1: Healthcare and Biotech - The healthcare sector, particularly biotech, has shown significant momentum recently, being one of the best trades in the market [1] - Gilead is highlighted as a notable company within this sector [1] Group 2: Space Industry - Rocket Lab is identified as a new purchase, demonstrating strong growth with a 30% year-over-year earnings increase and a billion-dollar backlog [1] - The potential success of Rocket Lab's Neutron Rocket could position the company as a significant player in the space industry [2] Group 3: Cryptocurrency Exchanges - There is a favorable outlook on cryptocurrency exchanges, with Coinbase being specifically mentioned as a strong investment opportunity [2]