TD Cowen upgraded the cybersecurity company to Buy, arguing that fears about AI replacing software are overstated and that billings could outperform in 2026. ...

Core Insights - The inauguration of the "Year of Quantum Security" at Davos signifies a major shift in global cybersecurity priorities, with quantum security becoming a dominant theme, surpassing the urgency of Artificial Intelligence discussions [1][2]. Group 1: Industry Context - Quantum computing poses a significant threat to current cryptographic standards, potentially rendering obsolete the systems that secure over 95% of global internet traffic, including RSA, Diffie-Hellman, and ECC [3]. - The "record now, decrypt later" threat indicates that adversaries are already collecting encrypted data for future decryption as quantum capabilities advance [3]. Group 2: Company Initiatives - SEALSQ and WISeKey presented deployable solutions for quantum security, including post-quantum secure semiconductors and new cryptographic methods embedded at the hardware level [4]. - The companies emphasized the need for immediate deployment of quantum-safe security solutions during high-profile discussions, including the CNBC Quantum Panel [5]. Group 3: Strategic Imperatives - The transition to quantum-resistant standards is critical for protecting digital trust and long-term data confidentiality, urging governments and enterprises to assess their vulnerabilities and sensitive data [7]. - Quantum security includes both Post-Quantum Cryptography and Quantum Key Distribution, with a strategic shift towards hybrid and fully quantum-resistant architectures becoming imperative [6]. Group 4: Company Overview - SEALSQ is focused on developing Post-Quantum Technology solutions, integrating semiconductors and PKI to address security challenges posed by quantum computing [8]. - The company is pioneering Post-Quantum Semiconductors designed to protect sensitive data across various applications, ensuring resilience against quantum threats [9].

Core Viewpoint - The recommendation for Netskope (NTSK) is a buy rating due to its strong infrastructure moat and successful deal wins reflected in its financials [1] Group 1: Company Analysis - Netskope possesses a robust infrastructure that is difficult for competitors to replicate, providing a competitive advantage [1] - The company is currently winning deals, indicating strong market performance and demand for its services [1] Group 2: Investment Strategy - The investment approach focuses on long-term investments while also considering short-term opportunities to uncover alpha [1] - The analysis emphasizes a bottom-up approach, assessing the fundamental strengths and weaknesses of individual companies [1] - The investment duration is targeted at medium to long-term, aiming to identify companies with solid fundamentals and growth potential [1]

In this article, we will look at the 10 Best Cybersecurity Stocks to Buy in 2026.On December 30, Peter Levine, a Software Analyst at Evercore ISI, appeared on a CNBC interview to discuss the cybersecurity playbook for 2026. It was noted that the First Trust Nasdaq Cybersecurity ETF (CIBR) underperformed the broader technology sector in 2025. However, a few names, including Cloudflare and CrowdStrike, remained strong throughout the year. Peter noted there was a lot going on within the overall software segmen ...

As filed with the U.S. Securities and Exchange Commission on January 22, 2026 UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 AMENDMENT NO. 6 TO FORM F-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 CYBERSCOPE WEB3 SECURITY INC. (Exact name of registrant as specified in its charter) (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, KY ...

Jim Cramer and Jeff Marks, the Club's director of portfolio analysis, on Thursday delivered updates on all 34 Club holdings during the January Monthly Meeting. Here are the highlights from the first meeting of 2026, starting with our four turnaround stories: 4 turnaround plays Nike: The apparel and sneaker retailer has shown real signs of improvement under CEO Elliott Hill, who has already stabilized Nike's U.S. market. China, another crucial segment, is up next. Procter & Gamble: The weak quarterly earning ...

Vancouver, British Columbia--(Newsfile Corp. - January 22, 2026) - QSE - Quantum Secure Encryption Corp. (CSE: QSE) (OTCQB: QSEGF) (FSE: VN80) (the "Company" or "QSE") announced today that a feature article produced by Market One examining the accelerating global quantum cybersecurity threat and QSE's post-quantum encryption solutions has been published on Benzinga.The article outlines how advances in quantum computing, escalating data breaches, and emerging regulations are driving demand for quantum-resil ...

The stock market has been on a wild ride over the past month. Since our December Monthly Meeting, there has been a steady stream of news from Washington, including a surprise U.S. military operation in Venezuela and tariff threats related to Greenland. President Donald Trump on Wednesday backed away from imposing European tariffs, telling CNBC in an interview from Davos, Switzerland, that he reached a "concept of a deal" regarding Greenland. Trump also said that Venezuela will receive some revenue from the ...

Key Points AI-enabled cyberattacks increased 72% in 2025. Palo Alto has a very profitable security business and is expanding its footprint with its Cyberark purchase. Microsoft is the largest cybersecurity company by revenue. 10 stocks we like better than Palo Alto Networks › Security threats are constantly rising and getting more sophisticated, thanks to bad actors utilizing artificial intelligence (AI). AI-enabled cyberattacks increased an estimated 72% in 2025 and that's led to a rapid increas ...

The Combination is Expected to Enhance Integrated Public Safety and Cybersecurity Solutions and Increase Our Revenue and Cross-Selling OpportunitiesMCLEAN, Va., Jan. 22, 2026 (GLOBE NEWSWIRE) -- Cycurion, Inc. (NASDAQ: CYCU) (“Cycurion” or the “Company”), a leading provider of AI-driven cybersecurity, IT security solutions, and managed services, today announced that it has entered into a Memorandum of Understanding (“MOU”) to acquire the video-solutions division of Kustom Entertainment, Inc. (NASDAQ: KUST) ...