Core Insights - CrowdStrike identified hundreds of North Korean operatives infiltrating American companies as remote employees using AI-generated resumes and LinkedIn profiles [1][2] - The infiltration scheme has potentially funneled hundreds of millions to up to $1 billion to North Korea over five years, according to FBI estimates [1] Group 1: Infiltration Discovery - CrowdStrike's R&D team discovered unusual signals indicating remote tool usage while developing AI algorithms, leading to the investigation of North Korean operatives [2] - Initially, 40 operatives were found, but the number has now increased to hundreds working in America [2] Group 2: Operative Objectives - The operatives aimed to obtain trade secrets and access, with the strategy of logging in rather than breaking in [2] Group 3: Company Reactions - After notifying a company about a suspected operative, the employee was described as one of the best performers, highlighting the challenge of identifying such infiltrators [3] Group 4: Enhanced Hiring Security - Companies are embedding security personnel in HR to pre-filter AI-generated resumes and are requiring in-person final interviews or mandatory attendance in the first week [4] Group 5: AI in Cybersecurity - Kurtz discussed the emergence of 'autonomous malware' that creates unique fingerprints for each attack, emphasizing the need for AI to counter such threats [5]

Shares of F5 were up more than 13% in after-hours trading after the Seattle-based security giant beat fiscal first quarter ...

There has been a ton of interest in Applied Digital (NASDAQ: APLD) stock, and for good reason. The stock of the company that develops artificial intelligence (AI) data centers has returned some 272% over the past year and is already up 42% year to date. While there's a massive amount of growth potential for Applied Digital, there are some concerns as well. The company carries a huge amount of debt to build its data centers, and at the same time, it is not yet profitable. Where to invest $1,000 right now? ...

Industry Overview - Protecting data and technology systems is crucial in a highly connected world, with the average breach costing companies $4.4 million in damages [1] - The global cybersecurity market is expected to exceed $350 billion by 2030, indicating significant growth potential [1] Company Profile: SentinelOne - SentinelOne specializes in endpoint security, utilizing AI to proactively identify cyber threats [4] - The company has faced challenges, including losing key employees to rival CrowdStrike and remaining unprofitable due to competitive pressures [6] - Despite these challenges, SentinelOne is generating positive free cash flow and has $650 million in cash with minimal debt, indicating financial stability [7] Market Position and Valuation - Shares of SentinelOne have declined over 80% from their all-time high in late 2021, making it one of the most undervalued AI stocks on Wall Street [2] - Analysts project SentinelOne will reach $1 billion in revenue by the end of the current fiscal year, with an estimated growth rate of about 20% for the following year [8] - Compared to competitors like CrowdStrike and Palo Alto Networks, SentinelOne's stock is trading at a significantly lower price-to-sales ratio, suggesting it is undervalued [8][9]

Shares of Zscaler (NASDAQ: ZS) rose on Tuesday after the cloud protection specialist debuted a suite of new artificial intelligence (AI)-powered cybersecurity tools. As of 1:05 p.m. EST, Zscaler's stock price was up more than 3%. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Image source: Getty Images. Cyber sentinels are struggling to defend against AI threats Companies are racin ...

CAMBRIDGE, Mass., Jan. 27, 2026 (GLOBE NEWSWIRE) -- Akamai Technologies, Inc. (NASDAQ: AKAM), has been named a Customers’ Choice in the January 2026 Gartner Peer Insights “Voice of the Customer” for Network Security Microsegmentation. Akamai earned a 99% recommendation rate and was one of two vendors to receive this in the report. Network security microsegmentation tools allow organizations to create dynamic access policies between individual assets and applications across cloud environments. Gartner define ...

Shares of cybersecurity company Cloudflare are on an unexpected tear this week thanks to the rise of a new artificial-intelligence agent. ...

Core Viewpoint - F5, Inc. is facing challenges due to a cybersecurity incident that has led to a securities class action lawsuit, impacting its projected revenues for 2026 and resulting in a lowered price target from analysts [3][5][6]. Group 1: Company Overview - F5, Inc. is a leader in multi-cloud application security and delivery solutions, enhancing the security, performance, and availability of network applications, servers, and storage systems [1]. - The company partners with major cloud providers such as Amazon Web Services, Microsoft Azure, and Google Cloud Platform [1]. Group 2: Stock Performance and Analyst Outlook - The consensus price target for F5's stock has shown slight fluctuations, with the average price target at $310 last month, $299 last quarter, and $313.33 last year, indicating a stable outlook from analysts despite challenges [2][6]. - Credit Suisse has set a lower price target of $225 for F5, reflecting the potential financial implications of the cybersecurity incident [3][6]. Group 3: Legal Challenges - F5 is currently dealing with a securities class action lawsuit due to a cybersecurity incident discovered on August 9, 2025, which has negatively impacted projected revenues for 2026 [3][5][6]. - The lawsuit represents investors who purchased F5 securities between October 28, 2024, and October 27, 2025, following the company's disclosure of the cybersecurity breach [4].

Core Insights - Palo Alto Networks (PANW) is enhancing its focus on artificial intelligence (AI) model security, addressing the rapid adoption of AI in enterprises while many still lack adequate security measures [1][10] Group 1: Product Development and Integration - PANW launched Prisma AIRS 2.0 in Q1 FY26, integrating Protect AI for comprehensive AI protection, including real-time security for AI agents [2][10] - The partnership with Google Cloud was expanded in December 2025, integrating Prisma AIRS with Google Cloud's AI services, enhancing security for AI models and agents [3][10] - Prisma AIRS has also been integrated with other platforms like Factory, Glean, IBM, and ServiceNow, securing AI agents within existing customer tools [3] Group 2: Market Adoption and Financial Performance - The number of Prisma AIRS deals more than doubled sequentially in Q1 FY26, indicating increasing adoption and potential for future growth [4][10] - The Zacks Consensus Estimate predicts revenue growth of approximately 14.1% for fiscal 2026 and 13.2% for fiscal 2027 [4] Group 3: Competitive Landscape - Competitors such as CrowdStrike and SentinelOne are expanding their platforms and innovating with AI, with CrowdStrike integrating Charlotte AI into its security offerings [5][6] - SentinelOne reported a 23% year-over-year growth in annual recurring revenues, driven by the adoption of its AI-first platform [7] Group 4: Valuation and Earnings Estimates - PANW's shares have decreased by 9.9% over the past six months, compared to a 12.3% decline in the Zacks Security industry [8] - The company trades at a forward price-to-sales ratio of 11.21X, below the industry average of 12.22X [12] - Earnings estimates for fiscal 2026 and 2027 suggest year-over-year growth of 14.9% and 12.3%, respectively, with recent upward revisions [15]

Group 1: Strong Buy Ratings - Technology sector shows strong momentum with five stocks rated as "Strong Buy": Meta Platforms Inc. (META), Cisco Systems Inc. (CSCO), Fortinet Inc. (FTNT), Microchip Technology Incorporated (MCHP), and Micron Technology Inc. (MU) [1][2][3][4] - Meta Platforms Inc. has a market capitalization of approximately $1.69 trillion, while Cisco Systems Inc. is valued around $304.27 billion [2] - Fortinet Inc. has a market cap of roughly $61.77 billion, and Microchip Technology Incorporated is valued at approximately $40.42 billion [3][4] - In the industrials sector, SLB Limited (market cap about $74.19 billion) and Quanta Services Inc. (market cap around $70.2 billion) also received "Strong Buy" ratings [2][3] Group 2: Downgrades to Hold - Some large-cap companies faced downgrades to "Hold," indicating a selective market sentiment. Cummins Inc. was downgraded by Wolfe Research, and Public Storage also moved to "Hold" from "Strong Buy" [5] - These downgrades suggest that while certain sectors are favored, investors are cautious about the broader market [5]