Key Takeaways CRWD posted a record net new ARR quarter for Falcon Next-Gen SIEM in Q3 FY26.Charlotte AI automates SIEM triage and response, cutting workflows from days to minutes for SIEM users. CrowdStrike won large SIEM replacement deals and gained FedRAMP High approval for Charlotte AI. CrowdStrike (CRWD) is using Charlotte AI to strengthen its Falcon Next-Generation (Next-Gen) Security Information and Event Management (SIEM). In the third quarter of fiscal 2026, Falcon Next-Gen SIEM delivered a record n ...

Group 1 - Zscaler Inc. (NASDAQ:ZS) is recognized as a promising stock within the QQQ index, with Citizens reaffirming a Market Outperform rating and a price target of $355, highlighting strong client retention metrics despite some customers considering downgrades [1] - The typical onboarding duration for network security services is between 50 and 180 days, which leads to significant renewal activity for Zscaler Inc. as companies incur costs with both current and prospective vendors [2] - Mizuho upgraded Zscaler Inc. to Outperform, citing valuation support and the company's strong positioning in the SASE/Zero Trust market, despite concerns regarding near-term growth and a demand for more transparency on organic growth [3]

WISeSat.Space Brought Together Global Thought-Leaders to Davos to Address Quantum Security in Space Watch the entire roundtable discussion here: https://youtu.be/YDKj1nxbPdo Davos, Switzerland – January 30, 2026 – WISeKey International Holding Ltd (“WISeKey”) (SIX: WIHN, NASDAQ: WKEY), a leading global cybersecurity, blockchain, and IoT company, today announced that during its Quantum Security Space Roundtable, held as part of the WISeKey Davos 2026 program, brought together thought-leaders from a variety ...

Cayman Islands 7372 Not Applicable (State or Other Jurisdiction of Incorporation or Organization) (Primary Standard Industrial Classification Code Number) 71 Fort Street, PO Box 500, George Town, Grand Cayman, Cayman Islands, KY1-1106 (646) 322-4459 (Address, including zip code, and telephone number, including area code, of registrant's principal executive offices) As filed with the U.S. Securities and Exchange Commission on January 30, 2026 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. ...

Market Overview - The hardware security modules (HSM) market is valued at USD 1.98 billion in 2025 and is projected to grow to USD 3.51 billion by 2031, with a CAGR of 10.02% from 2026 to 2031 [1][2]. Growth Drivers - The growth of the HSM market is driven by the increasing adoption of cloud-based services, the rise of digital payment infrastructure, and the expanding use of encryption technologies across various industries [2][3]. - Organizations in sectors such as BFSI, government, healthcare, and IT are deploying hardware-based cryptographic solutions to protect sensitive data and comply with global security standards [2]. Trends Influencing the Market - The shift towards instant payment systems is increasing the demand for payment-focused HSMs, as real-time settlement frameworks require rapid transaction validation [3]. - Cloud hyperscale providers are enhancing their security by integrating compliant, cloud-native key management into shared environments, which is driving regional adoption of HSMs [4]. Market Segmentation - The HSM market can be segmented by deployment type (On-Premise, Cloud HSM, Hybrid HSM), type (General Purpose HSM, Payment HSM, etc.), application (Payment Processing, Key Management, etc.), and end-user verticals (BFSI, Government, Healthcare, etc.) [5][6][7][8]. Regional Analysis - North America is experiencing steady adoption of HSMs, supported by regulatory alignment and modernization efforts among financial institutions [10][12]. - Asia-Pacific is emerging as the fastest-growing region due to rapid cloud infrastructure expansion and stricter data-sovereignty requirements [13]. Competitive Landscape - The HSM market is moderately consolidated, with key players focusing on product innovation and compliance-driven solutions [14][19].

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Stocks were pulling back sharply Thursday . (However, the S & P 500 and Nasdaq were off their worst levels of the session in late afternoon trading.) The biggest market story of the day has been the carnage in software. We have discussed the 12% decline in Microsoft shares — and how if management better allocates its compute resources tow ...

The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Barclays upgraded Zillow Group (ZG) to Equal Weight from Underweight with a price target of $72, up from $66. The firm believes a lot of downside risks are priced into shares. Rosenblatt upgraded Fortinet (FTNT) to Buy from Neutral with a price target of $100, up from $85, ahead of the Q4 report on February 5. ...

Core Insights - Palo Alto Networks has completed the acquisition of Chronosphere to enhance real-time data visibility and security for AI-driven digital operations [1][2] - The integration aims to redefine operational efficiency by providing deep visibility into applications, infrastructure, and AI systems while controlling data costs [2][3] Company Overview - Palo Alto Networks is recognized as a global leader in AI and cybersecurity, serving over 70,000 organizations worldwide with comprehensive AI-powered security solutions [6] - The company emphasizes platformization to streamline security operations, ensuring that protection fuels innovation [6] Acquisition Details - Chronosphere is noted as a leader in the 2025 Gartner Magic Quadrant for Observability Platforms, designed to manage large-scale data in cloud-native environments [2][11] - The acquisition allows Palo Alto Networks to offer a new standard where observability, security, and AI converge, providing organizations with better control over their data [4][2] Technological Integration - The planned integration of Palo Alto Networks Cortex AgentiX with Chronosphere's observability platform will enable automated identification and resolution of security and IT issues [3] - Chronosphere's Telemetry Pipeline can reduce data volumes by over 30% and requires 20 times less infrastructure compared to legacy systems, supporting Palo Alto Networks' strategy for scalable security [4]

We recently compiled a list of the 20 Most Profitable Stocks of the Last 20 Years. The next stock on our list is Fortinet, Inc. (NASDAQ:FTNT). TheFly reported on January 23 that TD Cowen analyst Shaul Eyal upgraded FTNT to Buy from Hold with an unchanged price target of $100. The firm’s channel checks indicate stability throughout fiscal 2026, with upside potential for Q4 billings and revenue, and the possibility that the company’s 11.6% billings estimate for 2026 could be revised higher. Eyal noted that ...

Vancouver, British Columbia--(Newsfile Corp. - January 29, 2026) - QSE - Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80) ("QSE" or the "Company") today announced it has joined the Canadian Association of Defence and Security Industries (CADSI), Canada's leading national defence and security industry association, and is launching a FY2026 public-sector commercialization track designed to convert near-term government demand for post-quantum security into measurable deployments and recur ...