Cyber Street Journal

Cyber Street Journal

By Mike HouschBusinessInvesting
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Cyber Street Journal episodes

  • Wiz, Armis, and the AI Gold Rush: Tracking Cybersecurity's Billion-Dollar Deals

    This week on the Cyber Street Journal, we dive deep into the massive M&A deals shaping the industry, including Google's record-breaking $32 billion acquisition of Wiz, and analyze Armis's pre-IPO momentum following a $435 million funding round and $6.1 billion valuation. We also explore the explosion of startup investment in AI-powered defense, identity security, and threat exposure management, highlighted by Tenzai’s massive $75 million seed round and Truffle Security’s Series B success.

    11 min
  • Q4 Deal Mania: $1.7B Acquisition, Massive Growth Funding, and the AI Identity Rush

    This week on Cyber Street Journal, we dissect a flurry of major cybersecurity investment activity, including Veeam's massive $1.725 billion acquisition of Securiti AI and Chainguard's stunning $280 million growth funding round. We also dive into the burgeoning market for securing AI agents, highlighted by significant Series A and Series B raises from startups Keycard and Defakto.

     

    9 min
  • Cyber Security Journal: “AI, M&A, and the Future of Cyber Defense

    September 2025 saw more than forty major cybersecurity deals — from billion-dollar operational-technology acquisitions to AI-focused investments redefining how we protect enterprise systems. It’s clear: the next frontier of cybersecurity isn’t just about blocking attacks, it’s about integrating intelligence, automation, and resilience into every layer of the digital ecosystem.

    We’ll explore how companies like Check Point, CrowdStrike, and Mitsubishi Electric are positioning themselves for an AI-secure future, why identity, compliance, and SASE platforms are becoming central to market consolidation, and what these moves signal for both innovators and defenders across the industry.

    8 min
  • Cyber Street Journal Episode 1 (9/29/2025)

    Cyber Street Journal is where cybersecurity meets Wall Street. Hosted by Mike Housch, this show dives into the business side of cyber — covering mergers and acquisitions, funding rounds, startup spotlights, and the financial forces shaping the security industry. If you want to understand not just the hacks, but the money behind the headlines, this is your insider journal.

    10 min

About Cyber Street Journal

From the publisher's feed

Cyber Street Journal is where cybersecurity meets Wall Street. Hosted by Mike Housch, this show dives into the business side of cyber — covering mergers and acquisitions, funding rounds,…