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Fortinet shares have been climbing not because of hype, but because a few things quietly snapped back into place at the same time, and markets noticed. After months of skepticism around firewall demand, pricing pressure, and fears that AI would somehow hollow out traditional cybersecurity vendors, the narrative has started to shift. The immediate trigger was an analyst upgrade … [Read more...] about Fortinet Stock Rises as Wall Street Drops the AI Fear Narrative

Lumu’s newly released 2026 Compromise Report reads less like a technical whitepaper and more like a field manual from a war that has already moved indoors. The cybersecurity company, known for pioneering Continuous Compromise Assessment®, lays out a stark shift in how attacks are happening and, more importantly, how defenders must think. The era of noisy intrusions, obvious … [Read more...] about Lumu’s 2026 Compromise Report: Why Cybersecurity Has Entered the Age of Silent Breaches

Novee’s out-of-stealth debut lands squarely in the middle of a security market that is quietly breaking under its own assumptions. Software development long ago escaped human pacing, yet penetration testing remained ritualistic, scheduled, and frankly polite, as if attackers still waited for calendar invites. The company’s $51.5 million raise, led by YL Ventures alongside … [Read more...] about Novee Emerges from Stealth, 2025, Offensive Security at Machine Speed

An important line just shifted in the software security market with the Series A announcement from depthfirst, an applied AI lab positioning itself not as another scanning tool, but as an autonomous layer of defense designed for a world where code is no longer written at human speed. The $40 million round, led by Accel with participation from Alt Capital, BoxGroup, Liquid 2 … [Read more...] about depthfirst Raises $40M Series A to Build AI-Native Software Defense

Bitwarden’s latest round of product updates reads less like a feature dump and more like a quiet assertion that identity security is finally maturing into something operational, measurable, and—crucially—fixable. Long positioned as an open, zero-knowledge alternative in the password manager market, Bitwarden is now pushing beyond storage and toward decision-making: seeing … [Read more...] about Bitwarden Doubles Down on Identity Security as Passwords Finally Start to Lose Their Grip

Cloud infrastructure diagrams always look deceptively calm, a neat web of glowing nodes stretched across continents, but the images Cloudflare implicitly evokes in its inaugural 2026 App Innovation Report feel more like a fault line map before an earthquake. Modernized application stacks sit on one side, quietly compounding advantage, while legacy-heavy organizations drift … [Read more...] about Cloudflare App Innovation Report 2026: Why Technical Debt Is the Real AI Bottleneck

The announcement that CrowdStrike is acquiring Seraphic Security feels less like a routine M&A headline and more like a quiet acknowledgment of where the real battle has shifted. Not endpoints in the old sense, not even networks in the traditional perimeter mindset, but the browser itself — that deceptively ordinary rectangle where SaaS apps, cloud consoles, internal … [Read more...] about CrowdStrike Acquires Seraphic Security: Browser Security Becomes the New Cyber Frontline

The latest 2025 Cybersecurity Survey released by Hedge Fund Association in partnership with SeaGlass Technology reads less like a routine industry pulse check and more like a snapshot of a sector bracing itself for a permanently hostile digital environment. Drawing on responses from more than 400 hedge fund managers, institutional investors, and service providers, the findings … [Read more...] about Hedge Funds Quietly Rewrite Their Risk Playbook as Cybersecurity Becomes Non-Negotiable

Torq has just crossed a symbolic and very real threshold, announcing a $140 million Series D that lifts the company to unicorn status with a $1.2 billion valuation and total funding of $332 million. Led by Merlin Ventures, with participation from existing backers Evolution Equity Partners, Notable Capital, Bessemer Venture Partners, Insight Partners, and Greenfield Partners, … [Read more...] about Torq Raises $140M Series D, Reaches $1.2B Valuation as Agentic AI Redefines the SOC

CrowdStrike’s decision to acquire SGNL for roughly $740 million is less about adding another feature to the Falcon platform and more about formalizing a strategic pivot the cybersecurity industry has been circling for years. Endpoint security, once the undisputed frontline, is increasingly secondary to identity, because attackers no longer need to break systems when they can … [Read more...] about CrowdStrike–SGNL Deal Signals Identity’s Promotion to the Center of Cyber Defense