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].

Core Viewpoint - WISeKey International Holding Ltd and its subsidiary WISe.Art are organizing the Art&DeepTech Convergence event in Venice, Italy, in September 2026, focusing on the intersection of art, advanced technologies, and space [2] Group 1: Event Overview - The Art&DeepTech Convergence will serve as a milestone in merging art with advanced technologies, showcasing how technological innovation can enhance artistic expression and human values [2] - The event will feature a next-generation technological infrastructure that includes generative AI, cognitive robotics, advanced blockchain, certified tokenization, post-quantum cybersecurity, and satellite connectivity [3] Group 2: Art Protection and Registration - Both digital and physical artworks will be registered and protected through certified digital identity systems, ensuring authenticity, traceability, copyright protection, and continuity over time [4] Group 3: Space and Art Integration - A key feature of the event will be the Art in Space program, utilizing WISeKey's WISeSat satellite constellation to create a cultural archive of 21st-century art associated with space missions [5][6] Group 4: AI and Visitor Interaction - WISeRobots will act as intelligent cultural mediators, engaging visitors through conversational AI, adapting language to context, and collecting real-time feedback to enhance the visitor experience [7] - The AI will follow a human-centric and ethical approach, promoting cultural diversity, creativity, and critical thinking [8] Group 5: Digital Immersion and Exhibition Paradigm - The exhibition will include advanced digital immersion environments generated by AI, allowing visitors to interact with evolving artistic universes [9][10] Group 6: Cultural Finance Initiatives - The event will launch the Renaissance Coin and the Artech Fund, introducing new models of transparent cultural finance to support high-tech artistic projects [11] Group 7: Global Artist Participation - Thousands of artists on the WISe.ART platform will present works that integrate AI, data, robotics, and immersive media, establishing Venice as a hub for a global creative network [12] Group 8: Vision for the Future - The Art&DeepTech Convergence aims to symbolize a new Renaissance, where technology and creativity converge to foster a more open, secure, and universal cultural future [13]

Group 1: Company Overview - SentinelOne, Inc. (NYSE:S) is an AI-driven cybersecurity company founded in 2013, headquartered in Mountain View, California, focusing on autonomous protection across endpoints, cloud workloads, and identity environments [4] - The company's Singularity™ Platform is designed for real-time, automated threat detection and response [4] Group 2: Financial Performance - In Q3 FY 2026, SentinelOne reported revenue of $259 million, representing a 23% year-over-year increase, with international revenue growing at a faster rate of 34% [3] - The company announced a $225 million acquisition of Observo AI to enhance its data pipeline capabilities and AI-native security operations [3] Group 3: Market Position and Outlook - Goldman Sachs lowered its price target for SentinelOne to $16.50 from $19 while maintaining a Neutral rating, citing broader valuation adjustments in the software sector [1] - The firm anticipates accelerating software M&A activity in 2026, driven by compressed public market valuations and the strengths of software businesses, which may create opportunities for value creation through acquisitions [1] - Despite near-term valuation pressures, SentinelOne's international momentum and strategic investments in AI infrastructure position it for meaningful participation in organic growth and potential industry consolidation [4]

Core Thesis - Tenable Holdings, Inc. (TENB) is positioned as a leader in proactive cybersecurity, focusing on comprehensive exposure management rather than reactive breach detection [3][4] Company Overview - TENB's share price was $22.47 as of January 28th, with a forward P/E ratio of 13.00 [1] - The company serves 44,000 customers, including approximately 65% of the Fortune 500, with no single customer contributing more than 2% of revenue [4] Product and Market Position - The flagship platform, Tenable One, consolidates various security tools, providing a unified view of the digital attack surface across on-premises IT, cloud applications, operational technology, and remote devices [3][4] - This holistic approach enables companies to prioritize and address critical risks proactively, reflecting a shift in the cybersecurity industry where less than 5% of global spending is currently allocated to preemptive measures [4] Financial Performance - TENB is profitable on a GAAP basis and generates positive free cash flow while investing heavily in R&D to enhance Tenable One's capabilities in AI, cloud, and exposure management technologies [5] - The company has engaged in strategic acquisitions to bolster platform functionality and market position, including Bit Discovery, Ermetic, Eureka Security, Vulcan Cyber, and Apex Security [5] Strategic Initiatives - TENB has returned capital to shareholders through significant buybacks and has aligned management incentives with performance-linked equity [5] - Rumors of a potential sale have emerged, supported by increased professional fees and management's preparation for strategic options [6] Investment Catalysts - TENB's strong market position, deep ties to U.S. federal and public sector clients, and disciplined capital allocation present multiple catalysts for investment, including organic growth, strategic M&A, and potential acquisition upside [6]

Market Overview - The tech sector experienced a significant rebound on Friday, with the Nasdaq gaining over 2%, led by chipmakers Nvidia and Broadcom, which rose by 7.8% and 7.2% respectively [1] - Despite the late-week rally, both the Nasdaq and S&P 500 posted weekly declines of 1.8% and 0.1% respectively, while the Dow rose more than 1,200 points on Friday, closing at an all-time high of 50,115, finishing up 2.5% for the week [1] Capital Expenditures - Major tech companies, including Alphabet and Amazon, announced substantial increases in capital expenditures for the year to enhance their data centers and AI capabilities [1] - Alphabet's spending for 2026 could exceed double that of the previous year, which was positively received by investors despite a 0.5% drop in shares [1] - Conversely, Amazon's stock fell by 5.5% after missing profit forecasts, although it reported a solid overall quarter [1] Software Sector Challenges - Software stocks faced significant declines due to fears that AI advancements could threaten traditional enterprise software-as-a-service (SaaS) companies [1] - The sell-off accelerated after the release of a new automation tool by Anthropic, impacting both vulnerable companies and established cybersecurity firms [1] - Despite the challenges, demand for cybersecurity solutions, such as those offered by CrowdStrike, remains strong, prompting the company to increase its position in the stock [1] Market Rotation and Stock Adjustments - The shift away from tech stocks led to capital flowing into undervalued sectors, allowing for profit-taking and cash accumulation [1] - The company trimmed positions in Dow stocks like Home Depot and Honeywell, which had achieved double-digit gains, and realized significant profits on DuPont, which saw a 6% increase last week [1] - Texas Roadhouse was partially sold after a 15% year-to-date gain, driven by concerns over beef inflation rather than business performance [1]