Akamai Technologies Inc. (NASDAQ:AKAM) is one of the worst-performing data center stocks in 2025. Its stock’s performance has been quite weak (-20.5%) this year. The Goldman Sachs analyst, Gabriela Borges, captured the essence of this underperformance in her note in mid-August. She wrote that the stock may continue to remain rangebound until it shows an apparent uptick in growth. The company is lagging as a network security platform, and she remained unsure whether its newer initiatives will be enough to ...

Core Insights - Illumio Inc. has been included in the Microsoft Sentinel partner ecosystem, recognized for its expertise in Microsoft Security technologies and its collaborative relationship with Microsoft [1][2]. Company Overview - Illumio is a leader in ransomware and breach containment, focusing on redefining how organizations manage cyberattacks and enhance operational resilience through its AI-powered breach containment platform [5]. - The company is recognized as a Leader in the Forrester Wave™ for Microsegmentation, promoting Zero Trust principles to strengthen cyber resilience across critical infrastructure and systems [6]. Collaboration with Microsoft - Illumio is actively collaborating with Microsoft product teams to influence the development of Microsoft Sentinel, providing feedback on product operations and extending Sentinel's capabilities within the partner ecosystem [3]. - The integration of Illumio Insights into Microsoft Sentinel's data lake and security graph enhances security teams' ability to detect risks, follow attack paths, and isolate threats efficiently within existing Microsoft workflows [2][4]. Microsoft Sentinel Evolution - Microsoft Sentinel is evolving from a traditional Security Information and Event Management (SIEM) tool to an AI-ready platform, offering unified security data and intelligent reasoning tools for enhanced threat defense [4]. - The transformation of Microsoft Sentinel into a scalable backbone for modern defense is supported by a vibrant partner ecosystem, which includes Illumio's innovative solutions [2][4].

By Steven Scheer JERUSALEM (Reuters) -Israeli high-tech companies raised $11.9 billion over the first three quarters of 2025 as the technology sector continues to thrive despite Israel's two-year-old war against Hamas militants in Gaza. Funding was 13% higher than in January to September 2024, the nonprofit Startup Nation Central said on Tuesday. It noted that the volume of funding, which was led by cybersecurity firms, rose despite a 22% decline in the number of deals to 569. At the same time, merger ...

CrowdStrike (NASDAQ: CRWD ) is deepening its expertise in agentic AI security features, both leveraging AI agent orchestration across the Falcon Platform as well as creating a secure environment for enterprises to deploy agents. Through a number of acquisitions and technology advancements, CrowdStrike isMonte Independent Investment Research: Michael Del Monte is a buy-side equity analyst with over 5 years of industry experience. Prior to working in the investment management industry, Michael spent over a de ...

Group 1 - Representative 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 [2][4] - Greene's previous financial disclosure showed she had sold a Treasury Bill valued between $15,001 and $50,000 in August, highlighting a change in her investment strategy [2][4] - The purchase of Treasury Bills is often seen as a move to lock in higher yields before anticipated rate cuts by the Federal Reserve, which could lead to a decline in yields and an increase in bond prices [3][4] Group 2 - Alongside the Treasury Bill, Greene also made smaller investments ranging from $1,001 to $15,000 in ten different companies and funds, including major tech firms like Alphabet Inc. and Adobe Inc. [4][5] - The investments in tech stocks and a Bitcoin ETF reflect Greene's ongoing interest in these sectors, with previous reports indicating her familiarity with these assets [6] - Greene's investment in Alphabet was notably well-timed, occurring just five days before a favorable court ruling that positively impacted the stock price [6]

Core Insights - Hackers have compromised firewall devices within the US government, raising concerns about cyberattacks on Cisco Systems' widely-used devices [1][4] - The US Cybersecurity and Infrastructure Security Agency (CISA) issued an emergency directive requiring federal agencies to address vulnerabilities in Cisco firewall devices [2][5] - The hackers, identified as ArcaneDoor, have been conducting cyber-espionage campaigns since 2024, affecting critical infrastructure in the US [6][7] Group 1: Cybersecurity Threats - The compromised access allows intruders to take full control of firewalls, disable security protections, and access internal systems [3] - The threat is widespread, with CISA urging not only federal agencies but also private companies to follow the guidance [4] - The hackers exploit vulnerabilities that persist through reboots and system upgrades, posing a significant risk [5] Group 2: Government Response - CISA's directive required federal agencies to identify and mitigate potential breaches in hundreds of Cisco firewall devices [2] - Agencies were given a deadline to hunt for evidence of compromised devices and report findings to CISA [5] - The UK's National Cyber Security Centre also issued an alert regarding the exploitation of these vulnerabilities [5] Group 3: Ongoing Monitoring - Cybersecurity firm Palo Alto Networks has been tracking the hackers and noted a shift in their focus towards US entities [7] - There is an expectation of escalating attacks as cybercriminal groups learn to exploit these vulnerabilities [8]

Group 1: Nvidia - Nvidia is establishing itself as a leader in the AI infrastructure market, with Q2 fiscal 2026 revenues increasing by 56% year over year to $46.7 billion, primarily driven by data center demand [4] - The company has begun production shipments of its latest AI data center system, the GB300, delivering nearly 1,000 racks per week, which offers significant performance improvements and energy efficiency [5] - Nvidia's networking revenues surged 98% year over year to $7.3 billion, with its Spectrum-X Ethernet solutions achieving an annual run rate exceeding $10 billion [6] - Despite a high valuation of approximately 39.4 times expected forward earnings, Nvidia's strong business model and financials make it an attractive investment [7] Group 2: CrowdStrike - CrowdStrike reported a 21% year-over-year revenue growth to $1.17 billion in Q2 fiscal 2026, with non-GAAP operating income rising 5.7% to $255 million [8] - The company added 220 new Flex customers, bringing the total to 1,000, as businesses shift from legacy cybersecurity solutions to CrowdStrike's Falcon platform [9] - Total annual recurring revenue (ARR) reached $4.66 billion, up 20% year over year, with management expecting a 22% growth in ARR for fiscal 2026 [11] - CrowdStrike's AI-powered solutions, such as the Charlotte SOC analyst, enhance its competitive edge in the cybersecurity market [12] - The stock trades at a high valuation of 135 times expected forward earnings, supported by its leadership in cybersecurity and improving financials [13] Group 3: Eli Lilly - Eli Lilly's revenues increased by 38% year over year to $15.6 billion in Q2, driven by the growth of its diabetes and weight loss medications, Mounjaro and Zepbound [14] - The company accounted for 57% of U.S. prescriptions for incretin mimetics, with a 41% growth in prescriptions overall [15] - Eli Lilly is significantly expanding its production capacity, producing 1.6 times more salable doses of tirzepatide in the first half of 2025 compared to the previous year [16] - The company is advancing its oral GLP-1 agonist, Orforglipron, with regulatory submissions expected by the end of 2025 [17] - Trading at around 24 times expected forward earnings, Eli Lilly's valuation is supported by projected earnings growth of 75.9% to $22.80 in 2025 and 32.8% to $30.40 in 2026 [18]

Core Viewpoint - Fortinet, Inc. is facing a securities fraud class action lawsuit due to misleading statements regarding its business performance and the sustainability of its product upgrade cycle, which led to significant stock price decline after disappointing financial results [3][4]. Financial Performance - On August 6, 2025, Fortinet reported its Q2 2025 financial results, indicating that it was "approximately 40% to 50% of the way through the 2026 firewall upgrade cycle" [3]. - The company provided weaker than expected revenue guidance for Q3 2025, projecting revenue between $1.67 billion and $1.73 billion [3]. - Following the announcement, Fortinet's share price dropped by $21.28, or approximately 22%, from $96.58 to $75.30 [3]. Lawsuit Details - The lawsuit is on behalf of investors who purchased Fortinet securities from November 8, 2024, to August 6, 2025 [4]. - Allegations include that Fortinet made materially false and misleading statements about the impact and sustainability of a "record" upgrade cycle, claiming it would generate $400 million to $450 million in product revenue for 2025 and 2026 [4]. - The lawsuit asserts that Fortinet misrepresented the true nature of the upgrade cycle, which consisted of older products and did not have a clear understanding of the number of firewalls eligible for upgrades [4].

Take a Trial Today TRENDING: Robinhood Leads 7 Top S&P 500 Stocks In 2025 CrowdStrike Holdings CrowdStrike Holdings CRWD $ 485.97 $4.55 0.94% 9% IBD Stock Analysis Early entry near 483 as stock breaks handle downtrend CRWD ahead 15% this month, 43% year to date Composite Rating 89/99 Industry Group Ranking 129/197 Emerging Pattern Cup with Handle Cup with Handle A positive chart pattern named such because it resembles the outline of a coffee… Related news Stocks Showing Improving Market Leadership: CrowdStr ...

SAN FRANCISCO--(BUSINESS WIRE)--Elastic (NYSE: ESTC), the Search AI Company, announced that Elastic Security earned Certified status in the AV-Comparatives Endpoint Prevention and Response (EPR) Test 2025, delivering 99.3% effectiveness across both Active Response (automated blocking) and Passive Response (detection and alerting). Elastic Security excelled in 50 targeted attack scenarios, delivering low false positives, zero workflow delays, and a favorable total cost of ownership (TCO) in a fi. ...