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The First Trust NASDAQ Cybersecurity ETF traded up 3% to $96.20 on Thursday against 0.3% for the S&P 500 ETF at $768.17, and the fund's year-to-date gain now sits at 31%. Twin fiscal second-quarter beats from CrowdStrike and Okta the previous evening did the work, and the read-across carried everything with a security ticker attached to it: Zscaler up 10% to $187.83, … [Read more...] about Cybersecurity Stocks Rally: The 122-Point Spread Between Fortinet and Zscaler Says This Is Not a Sector Trade

Datavault AI (NASDAQ: DVLT) has signed a definitive agreement to acquire 100% of CyberCatch Holdings (TSXV: CYBE, OTCQB: CYBHF) for USD $94.5 million in cash, or $3.53 per share across roughly 26.8 million shares outstanding. The deal is structured as a court-approved plan of arrangement under the Business Corporations Act of British Columbia. All outstanding dilutive … [Read more...] about Datavault AI Will Pay $94.5 Million in Cash for CyberCatch, a Company With Roughly $230,000 in Annual Revenue

The most interesting thing in Oligo Security's funding announcement this week is not the $60 million. It is a four-word phrase buried in a supporting quote. "In the post-Mythos era," said Brad Arkin, a cybersecurity advisor and Salesforce's former chief trust officer, "runtime simply has to be the source of truth for modern cybersecurity programs." No definition follows. … [Read more...] about Oligo Security Raises $60 Million as Runtime Vendors Turn Post-Mythos Into a Market Category

Bitdefender has extended its European Sovereign Acceleration Program to cover managed detection and response, moving the initiative past data residency and into live security operations. The MDR service runs on the GravityZone platform and is delivered out of the company's security operations center in Romania, with the commitment that customer telemetry, security events, … [Read more...] about Bitdefender Adds EU-Only MDR to Its Sovereign Acceleration Program, Turning Data Sovereignty Into a Product SKU

Lattice Semiconductor completed its acquisition of AMI on July 27, closing a $1.65 billion cash-and-stock transaction first announced on May 4. The deal was framed on both ends as a data center management story — low-power FPGAs paired with platform firmware to manage AI racks. For anyone tracking hardware supply chain security, it is something more specific: the company that … [Read more...] about Lattice Semiconductor Closes $1.65 Billion AMI Acquisition, Merging Server Firmware With Root-of-Trust Silicon

The National Vulnerabilities Database has logged 45,207 software security flaws so far in 2026, a pace that puts the year on track to roughly double the 2025 tally. On the same day that figure circulated, Microsoft introduced MAI-Cyber-1-Flash, a model trained for cybersecurity work, alongside MDASH, a vulnerability identification harness, and Perception, an agentic system for … [Read more...] about NVD Hits 45,207 Flaws in 2026 as Microsoft Prices AI Vulnerability Discovery at Half the Market

Way Security, which uses AI-driven automation and agentic workflows to help organizations deploy identity and access management systems, has raised a $20 million seed round from Insight Partners and Glilot Capital. The round size places it well above the typical seed for the category, and the investor pairing — a large growth firm alongside an Israeli early-stage specialist … [Read more...] about Way Security Raises $20M Seed From Insight Partners and Glilot for AI-Driven Identity Deployment

My brokerage account wants Jensen Huang to win this argument. I hold semiconductor exposure, I think the compute buildout has further to run than the bears do, and I've spent years defending open source against people who confused "anyone can read this code" with "someone is reading this code." When Nvidia, Microsoft, Palantir, Dell and twenty-odd others signed a letter on July … [Read more...] about Jensen Huang Is Right About Open Models and Wrong About Cybersecurity