Core Insights - VCI Global Limited has announced the rescission of its previously planned acquisition of a 20% equity stake in QuantGold Data Group Limited, leading to the cancellation of associated shares and a more efficient capital base [1][2] Group 1: Acquisition Details - The board of VCI Global determined that the proposed acquisition would not provide optimal value for shareholders, prompting the initiation of formal proceedings to rescind the transaction [2] - The original acquisition framework included a plan to acquire Secure Encryption Storage Limited (SES) for HKD 10 million, but it was found that SES did not possess the expected portfolio of 129 patents, which was a critical component of the transaction [3] - No intellectual property has been transferred or assigned to VCI Global or QuantGold, allowing the company to maintain flexibility in pursuing other strategic technology partnerships [4] Group 2: Strategic Positioning - With the resolution of these matters, VCI Global is positioned to advance its cybersecurity business through its V Gallant distributorship with SES and other technology partners, enabling faster market penetration [5] - The rescission reflects the company's commitment to a disciplined capital structure, especially following a recent reverse split, which will result in a tighter share base and a sharper focus on expanding cybersecurity operations [6] Group 3: Company Overview - VCI Global Limited operates as a cross-sector platform builder, focusing on technology and financial architecture, and aims to develop scalable platforms across various high-growth sectors including artificial intelligence and encrypted data infrastructure [7]

Core Insights - Fortinet's stock has declined 15.56% year to date, despite strong operational performance and ongoing investments in AI and cloud security initiatives, leading to questions about whether current stock levels represent an opportunity or a value trap [1][7][14] Financial Performance - In Q2 2025, Fortinet reported revenues of $1.63 billion, a 14% year-over-year increase, and billings of $1.78 billion, up 15% [2][7] - Non-GAAP operating margins reached 33%, with gross margins maintained in the 79-81% range, indicating strong operational efficiency [3][7] - The company has raised its full-year 2025 billings guidance to between $7.325 billion and $7.475 billion, suggesting approximately 13% growth at the midpoint [3][7] Strategic Initiatives - Fortinet's focus on AI-powered security solutions is a key differentiator, with over 500 AI-related patents filed and integration of FortiAI technology across its Security Fabric platform [4][5] - The company's strategic pivot towards high-growth segments is reflected in the significant growth of Unified SASE ARR by 22% and Security Operations ARR by 35% year-over-year [2][4] Market Dynamics - The 2025 Fortinet Global Threat Landscape Report indicates a rise in AI-enabled cybercrime, highlighting the need for AI-powered defenses against evolving threats [5] - Fortinet's recognition as a leader in the 2025 Gartner Magic Quadrant for SASE Platforms underscores its competitive positioning and potential for sustainable advantages [5] Guidance and Expectations - For fiscal 2025, Fortinet expects revenues between $6.675 billion and $6.825 billion, with non-GAAP earnings per share projected in the range of $2.47-$2.53, reflecting solid growth but a deceleration compared to previous years [6][8] - Service revenues are anticipated to reach $4.550 billion to $4.650 billion in 2025, representing approximately 68% of total revenues, enhancing earnings quality and reducing volatility [8] Competitive Landscape - The cybersecurity sector remains highly competitive, with Fortinet facing pressure from established players like CrowdStrike and Zscaler, which have maintained strong market positions [10][14] - Fortinet's Price-to-Book ratio of 29.64x indicates a significant premium compared to the broader Zacks Security industry average, suggesting limited upside potential at current levels [11][14]

Investors might want to bet on CrowdStrike Holdings (CRWD) , as earnings estimates for this company have been showing solid improvement lately. The stock has already gained solid short-term price momentum, and this trend might continue with its still improving earnings outlook.The upward trend in estimate revisions for this cloud-based security company reflects growing optimism of analysts on its earnings prospects, which should get reflected in its stock price. After all, empirical research shows a strong ...

AUSTIN, Texas & LAS VEGAS--(BUSINESS WIRE)--Fal.Con 2025 -- CrowdStrike (NASDAQ: CRWD) today announced Threat AI, the industry's first agentic threat intelligence system built to automate the most complex, time-consuming intelligence workflows and accelerate outcomes. As part of CrowdStrike's newly announced Agentic Security Workforce, Threat AI delivers mission-ready agents that reason across threat data, hunt adversaries proactively, and take decisive action across the kill chain, empowering. ...

AUSTIN, Texas--(BUSINESS WIRE)--Fal.Con 2025, Las Vegas -- CrowdStrike (NASDAQ: CRWD) today announced Risk-based Patching with Falcon® for IT, accelerating cybersecurity and IT consolidation on the Falcon® platform. With the combination of AI-powered Risk-based Patching and Falcon® Exposure Management, customers can identify, prioritize, and fix the vulnerabilities that matter most through a single console and workflow – accelerating safe, large-scale patching and expanding CrowdStrike's platfo. ...

The venture capital giant, behind cyber giants Wiz and Databricks, notified current and former employees, as well as the firm's limited partners, that their data was stolen in a January cyberattack. https://t.co/hLMy8tpFNX ...

Core Viewpoint - CrowdStrike Holdings Inc. is currently in a quiet period before its earnings report at the end of November, with limited stock movement expected unless driven by significant news [3] Group 1: Partnerships and AI Development - Salesforce Inc. has announced a partnership with CrowdStrike to develop fortified agentic AI agents, enhancing cybersecurity for enterprise AI systems by integrating CrowdStrike's Falcon platform with Salesforce's tools [4] - The collaboration is expected to increase demand for cybersecurity as companies seek to create agentic AI tools while ensuring digital safety [5] - CrowdStrike's Charlotte AI is designed to track agents back to their human creators, detect abnormal behavior, and prevent overprivileged accounts from being exploited [8] Group 2: Technical Analysis and Stock Forecast - CrowdStrike's stock is showing a bullish outlook, with a 12-month price forecast of $460.10, indicating a potential upside of 3.40% [12] - The stock has previously faced resistance at the 50-day simple moving average (SMA), and a break above this level could lead to prices reaching between $480 and $488 [14] - Immediate support levels are identified between $427 and $430, with deeper support around the 200-day moving average at approximately $412 [15][17] Group 3: Market Position and Analyst Ratings - CrowdStrike currently holds a Moderate Buy rating among analysts, but top-rated analysts have identified other stocks as better buys [18]

Following Fortinet’s (NASDAQ: FTNT ) earnings release on August 6th, the stock recorded its second worst share price drop in history after falling more than 22% on weaker-than-expected revenue guidance. Management reported that the companyTQP Research is run by a Certified Public Accountant (CPA) with several years of experience in structured finance and banking.TQP Research follows a value-oriented investment approach by identifying businesses that meet the criteria for long-term success taught by Warren B ...

By Steven Scheer JERUSALEM (Reuters) -Glilot Capital, one of Israel's largest venture capital funds, said on Wednesday it had raised $500 million for two new early-stage funds to invest in fast-growing Israeli AI and cybersecurity startups. Glilot said the money was raised mainly from international investors, including pension funds and other financial institutions in the U.S. and Europe, suggesting little adverse impact from the widespread criticism of Israel over its actions in Gaza. The cash will go ...

Core Insights - Data443 Risk Mitigation, Inc. has signed a strategic licensing agreement with Trium Cyber to deploy its TacitRed™ threat intelligence platform across Trium's global portfolio of insured businesses [1][2] - The partnership positions Data443 to leverage the growing cyber insurance market, projected to exceed $50 billion globally by 2030 [2] - Data443's competitive advantage lies in its proprietary threat intelligence infrastructure, which monitors internet traffic across over 13 million companies [3] Company Overview - Data443 provides software and services for secure data management across various platforms, with over 10,000 customers in more than 100 countries [11] - The company has recently acquired TacitRed™, which has identified over 1 billion threat findings, and Cyren Threat Intelligence Services [5][10] - Data443 aims to offer a comprehensive cybersecurity platform that serves both enterprise clients and the insurance industry [4] Industry Context - The cyber insurance market is rapidly expanding, with significant losses reported annually due to preventable cyber events [5] - Trium Cyber, launched in 2023, focuses on providing risk transfer solutions and will utilize Data443's TacitRed™ to enhance its risk management capabilities [4][6] - The integration of Data443's threat intelligence with Trium's services aims to improve client protection and portfolio performance [5]