Core Points - Fortinet will hold a conference call to discuss its Q3 2025 financial results on November 5, 2025, at 1:30 p.m. Pacific Time [1] - The conference call will be available in listen-only mode on Fortinet's investor relations website [2] - Fortinet is a leader in cybersecurity, focusing on the convergence of networking and security, with over 50 enterprise-grade products [3] Company Overview - Fortinet's mission is to secure people, devices, and data globally, with a customer base exceeding half a million [3] - The company offers one of the largest integrated portfolios in the cybersecurity industry, emphasizing collaboration with public and private sectors [3] - FortiGuard Labs, Fortinet's threat intelligence organization, utilizes advanced machine learning and AI technologies for threat protection [3]

Virtually every day, there are news telling about cybercrimes. The incidence of such events is, indeed, not only a matter of perception but a documented trend that has impacted individuals, corporations, and governments all over the globe. CrowdStrike (I believe in an integrated approach to understand business. In this way, I foster a unique blend of experience in the CFO and Investment pathways. As such my goal is to perform consistent analysis that reflects an inside view of firm mechanics and the value p ...

Core Insights - Akamai Technologies has expanded its partnership with Apiiro to enhance application security throughout the software development lifecycle (SDLC) [1][2][3] - The collaboration aims to address the growing enterprise needs for comprehensive API security and broader application risk management [2][4] Partnership Development - The partnership initially began in 2024, focusing on API visibility in source code, and has now evolved to provide a comprehensive API security platform [2][3] - The integration combines Akamai's API security capabilities with Apiiro's application security posture management (ASPM) platform, allowing for unified governance and accelerated remediation [2][5] Addressing Enterprise Challenges - Enterprises face challenges such as fragmented security tools, governance gaps, and the complexities introduced by agentic AI, which increases API volume and attack surfaces [7][8] - The partnership provides a solution by integrating security intelligence from Akamai into Apiiro's ASPM, enabling a prioritized vulnerability backlog [4][5] Customer Benefits - Joint customers have reported significant savings, with one Fortune 100 insurance provider saving over US$3 million annually through automation and improved risk visibility [7] - The integrated platform offers complete visibility into APIs, services, and code dependencies, along with actionable prioritization of vulnerabilities [8][9] Strategic Positioning - The expanded partnership positions Akamai and Apiiro to help enterprises modernize their application security programs, enhancing their ability to manage risks in a rapidly evolving threat landscape [9]

Core Insights - Palo Alto Networks, Inc. (NASDAQ:PANW) is recognized as one of the best quality stocks to buy according to hedge funds, driven by hedge fund interest and significant profit margins [1] - Tigress Financial Partners initiated coverage on Palo Alto Networks with a Buy rating and a price target of $245, highlighting the company's growth in AI-powered security solutions and strong platform adoption [2] - The company's recent fourth-quarter fiscal 2025 sales growth of 15.8% year over year exceeded analyst forecasts, driven by demand for SASE, XSIAM, and virtual firewall solutions [3] Company Performance - Palo Alto Networks is well-positioned to capitalize on the increasing global demand for cybersecurity, influenced by sophisticated cyber threats, rapid digital transformation, cloud migration, and the adoption of generative AI [3] - The company offers a range of cybersecurity solutions across various regions, including Prisma Access, Strata Cloud Manager, and Prisma AIRS, to safeguard AI ecosystems [4] Market Position - The emphasis on strategic investments in research and development, acquisitions, and careful capital allocation supports the robust growth in the subscription-based Next-Generation Security business [2] - Despite the positive outlook for Palo Alto Networks, there are suggestions that certain AI stocks may offer greater upside potential with less downside risk [5]

Core Insights - Rep. Marjorie Taylor Greene made a significant investment in a U.S. Treasury Bill valued between $100,001 and $250,000, indicating a strategic shift towards safe-haven assets [1][2] - Alongside the Treasury Bill, Greene purchased smaller stakes in ten different companies and funds, including major tech firms and a Bitcoin ETF [4][5] - The timing of these investments suggests a strategy to lock in higher yields before anticipated Federal Reserve rate cuts, which could lead to increased bond prices [3] Group 1: Investment Details - The largest transaction was the purchase of a U.S. Treasury Bill valued between $100,001 and $250,000, marking a shift from a previous sale of a Treasury Bill valued between $15,001 and $50,000 [2] - Greene's smaller investments ranged from $1,001 to $15,000 in companies such as Adobe Inc., Alphabet Inc. Class C, and CrowdStrike Holdings Inc. [4][5] - The complete list of assets purchased includes notable names in technology and finance, indicating a diversified investment approach [5] Group 2: Market Implications - Anticipation of Federal Reserve rate cuts may drive investors to purchase T-Bills to secure higher yields before they decline, which could enhance the attractiveness of earlier purchases [3] - The investments in tech stocks and a Bitcoin ETF reflect a broader trend of diversifying portfolios amidst changing economic conditions [4][6]

Two cybersecurity companies say they discovered breaches at the company in the months before automaker shut down by cyberattack. https://t.co/yPU1zV6Mqh ...

SUNNYVALE, Calif.--(BUSINESS WIRE)--Proofpoint, Inc., a leading cybersecurity and compliance company today announced its inclusion in the Microsoft Security Store Partner Ecosystem. Proofpoint was selected based on its proven experience with Microsoft Security technologies, willingness to explore and provide feedback on cutting edge functionality, and close relationship with Microsoft. "Proofpoint is proud to be part of the Microsoft Security Store, making it easier for organizations to access. ...

CHICAGO, Oct. 01, 2025 (GLOBE NEWSWIRE) -- October is Cybersecurity Awareness Month, a global initiative to spotlight digital security. Amplify ETFs, a leading provider of breakthrough ETF solutions, is marking the occasion by spotlighting HACK, the first-to-market cybersecurity ETF, which provides investors a way to participate in the fast-growing cybersecurity sector.1 Projected at $454 billion in 2025, the global cybersecurity market is expected to hit over $1 trillion by 2031, expanding at nearly a 15% ...

Core Insights - Cybersecurity is identified as a highly attractive secular theme within the technology sector, with Tenable Holdings focusing on "exposure management" as its niche [1] - The company has transitioned from being primarily a vulnerability-scanning provider to a broader role in exposure management [1]

Core Insights - Cybersecurity is identified as a highly attractive secular theme within the technology sector, with Tenable Holdings focusing on "exposure management" as its niche [1] - The company has transitioned from being primarily a vulnerability-scanning provider to a broader role in exposure management [1]