Core Insights - SEALSQ Corp emphasizes the urgent need for organizations and governments to transition to quantum-resilient security due to the imminent threat posed by quantum computing [1][4] - Vitalik Buterin warns that quantum computers capable of breaking current cryptography could emerge as early as 2030, highlighting the necessity for immediate preparation [2][3] - SEALSQ and its parent company WISeKey are taking proactive measures to secure the post-quantum future through the development of advanced hardware and cryptographic frameworks [5][6] Company Actions - SEALSQ has announced a comprehensive Post-Quantum Cryptocurrency Protection Roadmap aimed at safeguarding digital assets across the blockchain ecosystem [5] - The roadmap includes the integration of NIST-selected algorithms and the development of quantum-resistant secure element chips and next-generation PKI platforms [6][7] - SEALCOIN, a sister company, is leveraging SEALSQ's technology to ensure quantum-safe protection for M2M payments and contribute to quantum-resilience efforts within the blockchain ecosystem [8][9] Industry Context - The transition to post-quantum cryptography is critical as traditional methods like RSA and ECC are increasingly vulnerable to quantum threats [10][11] - SEALSQ is pioneering the development of Post-Quantum Semiconductors designed to protect sensitive data across various applications, including healthcare, automotive, and industrial systems [11]

DENVER--(BUSINESS WIRE)--As AI and cloud adoption accelerate, so do the speed and sophistication of cyberattacks. To help organizations keep pace, Lumen Technologies (NYSE: LUMN) today announced the launch of Lumen Defender Advanced Managed Detection and Response (AMDR) with Microsoft Sentinel—a fully managed, cloud-native security solution that merges Lumen's global network intelligence with Microsoft's leading security platform. A New Security Standard for Managed Detection and Response Lume. ...

Core Insights - The rise of AI tools has led to an increase in security vulnerabilities, with malicious actors exploiting these tools to create scam and phishing sites [1][3] - Guardio is developing a tool to identify malicious code in websites created with vibe-coding tools, and has secured a partnership with Lovable to enhance website security [2][3] - The company has raised $80 million in funding to support its expansion, tripling its valuation since its last funding round in 2021 [4][5] Company Overview - Guardio, founded in 2018, initially focused on browser extensions for monitoring malicious sites and has since expanded its offerings to include phishing protection and mobile apps for identity management [6] - The company currently has 500,000 paying users and has achieved $100 million in annual recurring revenue [6] Product Development - New features are being launched to enhance user visibility regarding shared documents and sensitive information, as well as to notify users about accounts lacking multi-factor authentication [7]

Core Insights - Quantum XChange has announced that the SANS Institute has completed an independent evaluation of its Phio TX® key distribution platform, confirming its effectiveness for organizations preparing for the post-quantum era [1] Company Summary - The evaluation by the SANS Institute validates Phio TX's unique out-of-band key delivery architecture, which enhances security measures [1] - The platform demonstrates crypto-agility and utilizes ephemeral keys to achieve forward secrecy, making it a robust solution for future encryption needs [1]

Core Insights - Cloudflare experienced a significant outage on Tuesday, affecting access to numerous websites and services, including major platforms like OpenAI and Spotify [1][3][6] - The outage was attributed to an internal software failure rather than a cyberattack, which initially raised concerns of a "hyper-scale DDoS attack" [4][5] - The incident highlights the risks associated with reliance on centralized internet services, as similar outages have occurred with other major providers like Amazon Web Services [12][13] Company Overview - Cloudflare is a San Francisco-based cloud services and cybersecurity company, utilized by approximately 20% of all websites [2] - The company provides essential internet infrastructure alongside other major players like Amazon Web Services and CrowdStrike [2] Outage Details - The outage began around 3:30 a.m. PT and lasted for over three hours, with most services returning to normal by 6:30 a.m. PT [3][5][11] - During the outage, Downdetector reported over 2.1 million outage reports, with significant numbers from the US, UK, Japan, and Germany [7][8] Financial Impact - The outage could result in direct and indirect losses estimated between $250 million to $300 million, considering the downtime's impact on various services [13] - The incident raises concerns about the fragility of the infrastructure that supports AI and other critical services [14]

Core Points - The rise of AI models has led to increased concerns about cybersecurity, particularly regarding the potential misuse of these models by fraudsters [1] - Security vulnerabilities in nearly 40 AI models have been identified, affecting various well-known service frameworks and open-source products [1] - The implementation of a revised cybersecurity law on January 1st is seen as a precursor to mandatory safety measures for AI applications [3] Group 1: Cybersecurity Risks - AI models are susceptible to various security issues such as data poisoning, model theft, memory pollution, and trust betrayal, making them easy targets for attackers [1] - The evolution of attack techniques is expected to lead to an increase in unknown threats [1] - The technology for capturing intelligence and predicting attacks has significantly improved with AI, allowing for more comprehensive detection and protection [2] Group 2: Industry Responses - Companies like Shengbang Security are conducting AI technology research related to network space mapping and counter-mapping to enhance cybersecurity [1] - The establishment of a registration and review system for significant algorithm applications is recommended to protect personal rights and public interests [3] - Collaboration among industry associations, academic institutions, and other professional entities is essential for developing ethical governance of algorithms [3]

Core Viewpoint - The surge in CrowdStrike's stock price reflects investor optimism about its growth potential, but concerns about valuation and execution risks remain prevalent [1][9]. Financial Performance - In Q2 of fiscal 2026, CrowdStrike reported a 21% year-over-year revenue growth, reaching $1.17 billion, an acceleration from the previous quarter's 20% growth [2][3]. - Subscription revenue increased by 20%, with net new annual recurring revenue hitting a record $221 million, bringing total annual recurring revenue to $4.66 billion, also up 20% year over year [3]. - The company's free cash flow for the quarter was approximately $284 million, representing 24% of revenue [3]. Business Demand and Growth Outlook - Strong demand for the AI-native Falcon platform and Falcon Flex subscription model contributed to an increase in large deals, with the number of customers generating at least $1 million in annual recurring revenue reaching new highs [4]. - Management anticipates at least 40% year-over-year growth in net new annual recurring revenue for the second half of fiscal 2026, with Q3 revenue expected to grow by 20% to 21% year over year [5][6]. Valuation Concerns - Despite strong growth, CrowdStrike's market capitalization has exceeded $130 billion, with a price-to-sales ratio above 30, significantly higher than the mid-20s range seen previously [7][8]. - The current valuation raises questions about whether the stock price can sustain itself without significant growth, as any missteps could lead to substantial risks for investors [9][10]. Competitive Landscape - The cybersecurity market is highly competitive, with major players like Microsoft potentially threatening CrowdStrike's market share through aggressive spending on product development and marketing [10].

Core Insights - SecurityMetrics' Shopping Cart Inspect (SCI) solution has been awarded "Data Leak Detection Solution of the Year" in the 2025 CyberSecurity Breakthrough Awards, recognizing its innovation in compliance and cybersecurity [1][5][6] Company Overview - SecurityMetrics specializes in compliance and cybersecurity, having tested over 100 million systems for data security and compliance [6] - The company focuses on providing tools, training, and support that exceed industry standards to address the evolving threat landscape [6] Product Details - SCI reduces the risk of e-commerce skimming attacks by inspecting shopping cart URLs using patented WIM Technology, which detects web skimming in real-time [2][5] - The inspection process is non-intrusive, allowing for website reviews without business interruption [3] - Forensic Analysts generate risk reports that include vulnerability ratings based on the CVSS scale, descriptions of malicious JavaScript, and remediation recommendations [4] Industry Recognition - The 2025 CyberSecurity Breakthrough Awards received thousands of nominations from over 20 countries, highlighting the competitive landscape of cybersecurity technology [5] - The awards program aims to honor excellence in various categories, including Cloud Security, Threat Detection, and Fraud Prevention [7][8]

RT Murtaza Hussain (@MazMHussain)NEW: Jeffrey Epstein pursued a plan to fund Israeli cyberweapons firms with money raised from the storied Swiss banking family Rothschild Group. The years-long private discussions focused on using Rothschild as a vehicle to create a donor-advised venture capital fund intended to fund the growth of "offensive cyber" startups linked to Israeli intelligence. Epstein pushed forward the plan to build a global surveillance empire with former Israeli prime minister Ehud Barak by le ...

Core Insights - Morning Star identifies three undervalued stocks to invest in after earnings: Fortinet, LPL Financial, and Danaher [1][2] Group 1: Fortinet - Fortinet is a midsize cybersecurity vendor with a wide economic moat due to high customer switching costs and a network effect from its platform approach [3] - Revenue is forecasted to grow at a 14% annual compound growth rate over the next 5 years [3] - The stock is considered cheap, trading well below Morning Star's fair value estimate of $18 [4] Group 2: LPL Financial - LPL Financial is the largest independent broker-dealer in the US, rated with a wide economic moat due to switching costs and cost advantages over smaller competitors [5] - The recent acquisition of Commonwealth Financial Network is expected to enhance LPL's ability to attract breakaway wirehouse advisors [5] - Revenue is projected to grow at a 12.9% annual rate over the next 10 years, with the stock undervalued compared to Morning Star's $54 fair value estimate [6] Group 3: Danaher - Danaher is a large-cap global life sciences and diagnostics company with a wide economic moat derived from intangible assets and switching costs [6] - The company has become a top five player in the life sciences and diagnostic tool markets through acquisitions [7] - Although profit growth has been strained this year, it is expected to accelerate in 2026, with organic revenue projected to rise 6% compounded annually through 2029 [7] - Morning Star values Danaher stock at $270, with shares trading well below this estimate [8]