Core Insights - CrowdStrike Holdings, Inc. (NASDAQ:CRWD) is recognized as one of the 10 AI stocks analysts are monitoring, particularly following a memorandum of understanding (MoU) with Aramco aimed at enhancing cybersecurity investments in Saudi Arabia [1][3]. Group 1: Collaboration with Aramco - The MoU with Aramco is a nonbinding agreement that signifies a potential multi-year collaboration aligned with Saudi Vision 2030, which seeks to diversify the economy and reduce oil dependency [3]. - CrowdStrike's CEO, George Kurtz, expressed pride in collaborating with Aramco to support secure AI adoption in Saudi Arabia, emphasizing the importance of securing the economy's growth [2]. Group 2: Strategic Initiatives - CrowdStrike plans to establish its headquarters in Saudi Arabia and has announced a regional cloud deployment, which is essential for scaling the partnership with Aramco [2]. - The company is also expanding its cloud deployments in Saudi Arabia, India, and the United Arab Emirates, enhancing its Global Data Sovereignty initiative [4]. Group 3: Analyst Support - Following the announcement of the collaboration with Aramco, analysts have shown support for CrowdStrike, with Cantor Fitzgerald reiterating an Overweight rating on the stock [1].

Core Viewpoint - WISeKey International Holding Ltd has appointed Gwenael Rouy-Poirier as Chief Financial Officer of its satellite connectivity subsidiary WISeSat, effective February 2, 2026, as the company prepares for its planned listing on the Nasdaq Stock Exchange [1][2][3] Company Overview - WISeKey is a global leader in cybersecurity, digital identity, and IoT solutions, operating through various subsidiaries, including WISeSat, which focuses on secure satellite communications for IoT applications [1][10] - WISeSat is pioneering a transformative approach to IoT connectivity and climate change monitoring through its innovative satellite constellation, enabling cost-effective and secure global IoT connectivity [8][9] Leadership Appointment - Gwenael Rouy-Poirier will lead WISeSat's finance, strategy, and capital-markets activities, focusing on strengthening financial governance and enhancing investor readiness as the company scales its satellite-based secure connectivity services globally [3][4] - Rouy-Poirier brings over 25 years of international finance and operational leadership experience in aerospace, defense, and industrial technology, having held senior roles at companies like GKN Aerospace and Honeywell [4][5] Strategic Importance - The appointment comes at a pivotal moment for WISeSat as it prepares for its Nasdaq listing, with increasing demand for resilient, high-performance satellite connectivity in defense, IoT, and critical infrastructure sectors [7][8] - The company aims to create long-term value for stakeholders while ensuring it meets the expectations of U.S. public-market investors [7][8]

Core Viewpoint - The analysis of CrowdStrike (CRWD) indicates that the primary concern is not the quality of the business but rather the valuations, which are seen as a limiting factor for investment decisions [1] Group 1: Business Quality and Valuation - The analyst expresses confidence in the business quality of CrowdStrike but is hesitant about the current valuations, suggesting that multi-year strong execution assumptions are embedded in the stock price [1] Group 2: Analyst Background - The analyst has over 20 years of experience in quantitative research, financial modeling, and risk management, with a focus on equity valuation, market trends, and portfolio optimization [1] - Previous experience includes a role as Vice President at Barclays, leading teams in model validation, stress testing, and regulatory finance, which contributes to a deep expertise in both fundamental and technical analysis [1] - The analyst collaborates with a research partner to provide high-quality, data-driven insights, emphasizing a blend of rigorous risk management and a long-term perspective on value creation [1]

Vi e w p o i n t | 09 Feb 2026 19:49:16 ET │ 9 pages North America Systems Software Frontier AI Coming for Cyber? Headlines Hitting Last Bastions of Defense CITI'S TAKE In the last 2 weeks, the crescendo of headlines/social media posts from frontier AI companies on their express desires and preparedness to tackle cybersecurity use cases has punctured the "hermetic seal" of cyber ISVs' perceived defensiveness and taller business/technical/valuation moats. Cybersecurity is effectively an adoption tax at worst ...

If there was ever an opportunistic time to warm up to cybersecurity stocks, it could be now. The three largest exchange-traded funds (ETFs) specializing in cybersecurity investments are all trading lower in recent months, down between 3% and 24% over the past year. The market has moved 14% higher in that time. The world isn't getting any safer online. Demand continues to be strong, and there's plenty of that growth to go around. I believe that SentinelOne (NYSE: S), CrowdStrike (NASDAQ: CRWD), and Palo A ...

TORRANCE, Calif., Feb. 09, 2026 (GLOBE NEWSWIRE) -- Criminal IP (criminalip.io), the AI-powered threat intelligence and attack surface intelligence platform, is now integrated with IBM QRadar SIEM and QRadar SOAR. The integration brings external, IP-based threat intelligence directly into IBM QRadar’s detection, investigation, and response workflows, enabling security teams to identify malicious activity faster and prioritize response actions more effectively across SOC operations. IBM QRadar is widely ado ...

AUSTIN, Texas--(BUSINESS WIRE)--CrowdStrike (NASDAQ: CRWD) today announced it is the only vendor named a Customers' Choice in the 2025 Gartner Peer Insights™ 'Voice of the Customer' for External Attack Surface Management (EASM) report,1 making CrowdStrike the only company with this distinction in both years the report has been published. Delivered as part of the unified CrowdStrike Falcon® platform, Falcon® Exposure Management helps security teams reduce risk by identifying known and unknown as. ...

Core Viewpoint - Reliance Global Group, Inc. is set to acquire a controlling interest in Enquantum Ltd., a company specializing in post-quantum cryptography, as the demand for quantum-resilient cybersecurity solutions accelerates due to advancements in quantum computing [1][2]. Company Overview - Reliance Global Group, Inc. operates in the InsurTech sector, leveraging AI and cloud technologies to enhance efficiencies in the insurance industry [8]. - The company has launched the Scale51 operating model, focusing on acquiring majority stakes in high-growth technology companies to expand market reach and create long-term shareholder value [9]. Acquisition Details - Reliance will acquire a 51% controlling ownership in Enquantum through its subsidiary, EZRA International Group, with a total purchase price of $2,125,000, structured in milestone payments over approximately 10 months [3]. - The initial closing will grant Reliance an 8% ownership position, with plans to increase this to 51% through additional share issuances tied to performance milestones [3]. Strategic Importance - The acquisition aligns with Reliance's Scale51 model, emphasizing majority ownership and active support in governance and market expansion [4]. - Enquantum is developing hardware-accelerated cryptographic solutions that meet NIST standards, addressing performance issues in existing cybersecurity measures [4]. Market Context - The shift towards post-quantum security is becoming urgent as quantum computing poses risks to current encryption methods, impacting sectors such as financial services, cloud infrastructure, and public-sector systems [2][6]. - Reliance views the post-quantum cybersecurity market as a significant opportunity, particularly in infrastructure-intensive environments where performance and compliance are critical [6].

Introduces continuous and on-demand, perpetual driver and rider verification to establish a new global safety and compliance standard for mobility platformsLOS ANGELES and TEL AVIV, Israel, Feb. 09, 2026 (GLOBE NEWSWIRE) -- HUB Cyber Security Ltd. (Nasdaq: HUBC) (“HUB” or the “Company”), a global leader in secured data fabric and perpetual verification infrastructure, today announced the commercial launch of SecureRide™, its purpose-built trust infrastructure for the Transportation Network Companies (TNCs), ...

Core Viewpoint - WISeKey and GMA are organizing the Art&DeepTech Convergence event in Venice in September 2026, aiming to merge art with advanced technologies and space, marking a new creative era [3][14]. Technological Infrastructure - The event will utilize a next-generation technological infrastructure that includes generative AI, cognitive robotics, advanced blockchain, certified tokenization, post-quantum cybersecurity, and satellite connectivity, enhancing artistic expression and protecting artworks [4][6]. Art Protection and Authenticity - Both digital and physical artworks will be registered through certified digital identity systems, ensuring authenticity, traceability, copyright protection, and continuity over time [5]. Art in Space Initiative - The Art in Space program will leverage WISeKey's WISeSat satellite constellation to create a cultural archive of 21st-century art associated with space missions, transforming space into a new cultural narrative [6][7]. Human-Centric AI Integration - WISeRobots will serve as intelligent cultural mediators, engaging visitors through conversational AI, enhancing the exhibition experience by adapting to context and collecting real-time feedback [8][9]. Digital Immersion Experience - The exhibition will feature AI-generated environments that provide a multisensory experience, allowing visitors to interact dynamically with evolving artistic universes [10][11]. Cultural Finance Innovations - The event will launch the Renaissance Coin and the Artech Fund, introducing new models of transparent cultural finance to support high-tech artistic projects and enable global resource access for artists [12]. Global Artist Collaboration - Thousands of artists on the WISe.ART platform will showcase works that integrate AI, data, robotics, and immersive media, establishing Venice as a hub for global creative collaboration [13]. Vision for the Future of Art - The Art&DeepTech Convergence event symbolizes a new Renaissance, emphasizing that the future of art is intertwined with technology while remaining fundamentally human [14].