Key Points Check Point Software's stock popped after it delivered excellent earnings yesterday. While it is less flashy than its firewall peers, there is still a lot to like about the cybersecurity stock. Since 2005, Check Point has bought back over half of its shares outstanding. 10 stocks we like better than Check Point Software Technologies › Shares of cybersecurity leader Check Point Software (NASDAQ: CHKP) were up 7% as of noon ET on Tuesday, according to data provided by S&P Global Market I ...

AUSTIN, Texas, & WASHINGTON--(BUSINESS WIRE)--GTC-- CrowdStrike (NASDAQ: CRWD) today announced it is collaborating with NVIDIA to bring always-on, continuously learning AI agents for cybersecurity to the edge through Charlotte AI AgentWorks, NVIDIA Nemotron open models, NVIDIA NeMo Data Designer synthetic data, NVIDIA Nemo Agent Toolkit, and NVIDIA NIM microservices. Expanding CrowdStrike and NVIDIA's work to build, power, and secure the agentic ecosystem, the latest collaboration will deliver. ...

Accessibility StatementSkip Navigation Extends Agentic AI Safety from infrastructure to application with agentless EDR and integrated guardrails to secure next-generation AI factories DALLAS, Oct. 28, 2025 /PRNewswire/ -- Trend Micro Incorporated (TYO: 4704; TSE: 4704), a global cybersecurity leader, today announced a new integration with NVIDIA BlueField, which embeds protection directly into the data center layer for more secure and scalable AI factories. This new offering enables organizations to depl ...

The market is wild today. Some of the companies that beat on earnings dipped, but some, like Check Point Software Technologies Ltd. (NASDAQ: CHKP ), impressed with the stock surging up +8%I write about stocks I’m personally interested in adding to my portfolio. I’m not a professional advisor, but I study business and economics and analyze markets full-time. My writing is meant for both complete beginners — I avoid unnecessary complexity — and advanced readers, as I always aim to offer a distinct and well-re ...

Core Insights - VAST Data Federal has announced a strategic partnership with Leidos to create a scalable model for cyber defense, leveraging AI technologies to enhance security operations for U.S. public sector agencies [1][3] - The collaboration aims to address the overwhelming volume of security events generated by global enterprises and federal agencies, which currently amount to trillions, by utilizing advanced AI and data processing capabilities [2][6] Company Overview - VAST Data Federal is a subsidiary of VAST Data, focused on delivering AI Operating Systems to defense, intelligence, and civilian agencies in the U.S. public sector [5][7] - The VAST AI Operating System integrates foundational data and compute services, enabling agencies to deploy intelligent systems and automate complex workflows [5][8] Technology and Solutions - The partnership will utilize NVIDIA AI Enterprise software, NVIDIA Morpheus, and BlueField Data Processing Units (DPUs) to enhance real-time inspection and inference capabilities [2][4] - Key features of the solution include immediate visibility across hot and historical data, agentic triage and response, and accelerated data analytics for cyber investigations [6] Operational Benefits - The collaboration aims to reduce alert fatigue and improve response times by automating security processes and enabling policy-driven actions [2][3] - The solution is designed to lower operational costs by eliminating data storage constraints and allowing for the retention of more telemetry data [6]

Key Points Commvault's business grew much stronger during the second quarter. However, it ever-so-slightly missed profit expectations, so the stock dropped. Ultimately, the data protection and recovery company continues to grow by leaps and bounds. 10 stocks we like better than Commvault Systems › Shares of data protection and recovery specialist Commvault Systems (NASDAQ: CVLT) are down 17% as of 11 a.m. ET on Tuesday, according to data provided by S&P Global Market Intelligence. The cybersecur ...

Core Insights - CrowdStrike Holdings, Inc. is a leading player in the cybersecurity industry, focusing on endpoint protection, threat intelligence, and cyberattack response services [1] - The company is recognized for its cloud-native Falcon platform, which provides comprehensive security solutions [1] Price Target and Market Performance - Arete Research set a price target of $706 for CRWD, indicating a potential upside of approximately 33.28% from its current price of $529.70 [2] - The stock has shown volatility, with a high of $535.52 and a low of $294.68 over the past year, and is currently priced at $529.70, reflecting a slight increase of $2.38 or about 0.45% [4] Recognition and Competitive Position - CrowdStrike has been recognized as the overall leader in the 2025 Frost Radar™ for SaaS Security Posture Management (SSPM) for the second consecutive year, highlighting its strong performance in growth and innovation [2][3] - The company's unified approach to SaaS security is essential for preventing breaches and cross-domain attacks, reinforcing its competitive position in the market [3] Trading Activity - Today's trading volume for CRWD is 1,756,063 shares, indicating active investor interest and supporting the potential for future growth [5] - The company's market capitalization is approximately $131.2 billion, underscoring its significant presence in the cybersecurity sector [4]

Market Overview - The U.S. market opened with positive momentum, with the Dow leading large cap indexes up by 0.66%, followed by the Nasdaq (+0.53%) and S&P 500 (+0.27%) [2] - The Federal Reserve is commencing a two-day FOMC meeting, with market expectations leaning towards an interest rate cut [5] Pre-Market Movers - PayPal saw a significant increase of 16.9% after announcing a deal with AI giant OpenAI [3] - Skyworks, an Apple supplier, rose by 12.9% as it plans to acquire Qorvo in a $22 billion semiconductor merger [3] - United Parcel Service (UPS) increased by 12% following earnings that exceeded analysts' revenue expectations [3] Market Losers - F5 Inc experienced a decline of 10% due to earnings that indicated a negative impact from a cybersecurity incident on short-term demand [4] - Alexandria Real Estate Equities fell by 8.8% after missing earnings [4] - Royal Caribbean Group dropped by 8.6% after missing revenue estimates and raising guidance [4]

Core Insights - Cycurion, Inc. is focused on enhancing shareholder value through AI-driven cybersecurity solutions and strategic growth initiatives [1][9] Group 1: Financial Performance and Backlog - The company reported a record-breaking contracted backlog of $73.6 million, driven by demand for its AI-enhanced ARx platform and managed security services [2] - New contracts worth over $8 million were secured in Q2 2025, including a $6 million agreement with a municipal transportation agency [2] - The company anticipates adding $2.9 million in new annualized revenue from these contracts, with onboarding beginning in Q4 2025 [2] Group 2: AI Innovation and Product Development - Cycurion is rolling out its proprietary AI software, ARx, which has been in development for over five years, expected to significantly increase margins and create a recurring revenue model [3] - The Cyber Shield product, powered by ARx, is projected to generate $1.8 million in contracted revenue in its first year, targeting the $3 billion+ cybersecurity market [4] Group 3: Client Relationships and Market Expansion - The company has secured over 30 new agreements in 2025, achieving high client retention through AI-powered solutions that foster long-term partnerships [4] - Cycurion is expanding its sales team to meet increased demand, particularly in federal government sectors [4] Group 4: Strategic Acquisitions - The company is pursuing a disciplined acquisition strategy to enhance its AI capabilities and global presence, integrating subsidiaries that enrich its portfolio with advanced AI algorithms [5][6] - Partnerships, such as with LSV-TECH, aim to expand the Cyber Shield service into Latin America, further solidifying Cycurion's market position [6] Group 5: Stock and Financial Strategy - A recent one-for-thirty reverse stock split is intended to enhance liquidity and attract institutional investors, aligning with Nasdaq listing standards [7] - The company has reduced its debt by $3.2 million through a strategic debt-for-equity exchange, improving financial flexibility and supporting growth initiatives [8] Group 6: Future Outlook - Cycurion aims to leverage its AI-driven backlog and partnerships to convert its pipeline into revenue, focusing on global expansion and delivering value to shareholders [9]

Palo Alto Networks is expanding its artificial intelligence-powered cybersecurity offerings, as clients seek to secure their business operations from rising hacking incidents. ...