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The Security Weekly 25 index and the NASDAQ diverge. Funding and acquisitions continue shift to AI. Are security stocks out of favor? Netskope enters the index, but does not replace CyberArk, as Thoma Bravo buys Verint. We'll dig into all of this and more!
The index is now made up of the following 25 stocks:
SAIL Sailpoint Inc PANW Palo Alto Networks Inc CHKP Check Point Software Technologies Ltd RBRK Rubrik Inc GEN Gen Digital Inc FTNT Fortinet Inc AKAM Akamai Technologies Inc FFIV F5 Inc ZS Zscaler Inc OSPN Onespan Inc LDOS Leidos Holdings Inc QLYS Qualys Inc NTSK Netskope Inc CYBR Cyberark Software Ltd TENB Tenable Holdings Inc OKTA Okta Inc S SentinelOne Inc NET Cloudflare Inc CRWD Crowdstrike Holdings Inc NTCT NetScout Systems Inc VRNS Varonis Systems Inc RPD Rapid7 Inc FSLY Fastly Inc RDWR Radware Ltd ATEN A10 Networks Inc
Show Notes: https://securityweekly.com/bsw-435
Meatbags, AI Soul Harvest, DNS, LastPass, GS7, OpenClaw, MYSQL, Aaran Leyland, and More on the Security Weekly News.
Show Notes: https://securityweekly.com/swn-556
A major premise of appsec is figuring out effective ways to answer the question, "What security flaws are in this code?" The nature of the question doesn't really change depending on who or what wrote the code. In other words, LLMs writing code really just means there's mode code to secure. So, what about using LLMs to find security flaws? Just how effective and efficient are they?
We talk with Adrian Sanabria and John Kinsella about the latest appsec articles that show a range of results from finding memory corruption bugs in open source software to spending an inordinate amount of manual effort validating persuasive, but ultimately incorrect, security findings from an LLM.
Show Notes: https://securityweekly.com/asw-370
What if you had enterprise-grade network security protections traveling with your users' laptops? What if it could be built into the laptop, but still stay safe even if the laptop OS and firmware were entirely compromised?
Mathias and his company, Byos have built such a thing, and BOY do we have some questions for him.
Segment 2: Interview with Wolfgang GoerlichAddressing the nuanced, nefarious threats of AI
Sure, we need to worry about AI prompt injection and AI data leakage, but what about the threats to our BRAINS? Seriously, as we start to have daily conversations with this technology, how are they going to shape how we think? What inherent biases in the training, fine tuning, guardrails, or lack of guardrails are going to affect our decisions or how we work?
Wolfgang is concerned about this, so he performed a human/AI experiment. With almost 1000 people partaking in the experiment, the results are sure to be intriguing.
Segment 3: This week's enterprise security newsFinally, in the enterprise security news,
All that and more, on this episode of Enterprise Security Weekly.
Show Notes: https://securityweekly.com/esw-446
Cams, Gelbwurst, Chrome, SCCM, CVES, SSHStalker, RAM, TikTok, Josh Marpet, and More on this episode of the Security Weekly News.
Show Notes: https://securityweekly.com/swn-555
In the security news:
Show Notes: https://securityweekly.com/psw-913
Quantum security has gone from being a theoretical idea filed away for some unknown future date to an urgent requirement driven by quantum computing advances and government and industry guidance. The thought of nation-state adversaries with a quantum computer that can conduct harvest-now-decrypt later attacks and forge digital signatures makes the threat more real than ever to executives, who have started to ask security leaders, "Are we quantum safe?"
With Q-day estimates now within 10 years and moving ever closer — and with NIST deprecating existing asymmetric algorithm support in 2030 (and disallowing it entirely by 2035), as well as the increasing nation-state threat — what should security leaders be doing now?
Sandy Carielli, VP, Principal Analyst at Forrester Research, joins Business Security Weekly to discuss why technology leaders must work together to prepare for Q-Day. Addressing quantum security requirements is not just a job for the security team. Security, infrastructure, development, emerging tech, risk, and procurement have roles to play in executing a holistic quantum security strategy. Sandy will cover their report, which security leaders should use, to gain executive buy-in and build and execute a quantum security migration plan with stakeholders across the organization.
Segment Resources: https://www.forrester.com/report/technology-leaders-must-work-together-to-prepare-for-q-day/RES191420 https://www.forrester.com/blogs/create-a-cross-functional-q-day-team-or-suffer-a-hard-days-night/
In the leadership and communications segment, The Cybersecurity Reckoning: How CISOs Are Preparing for an Era of AI-Driven Threats and Quantum Disruption, Should I stay or should I go?, Are Legacy Metrics Derailing Your Transformation?, and more!
Show Notes: https://securityweekly.com/bsw-434
Idoru, Singapore, Gambling, Smartertools, Ivanti, ZeroDayRat, Twiki, Aaran Leyland, and More on the Security Weekly News.
Show Notes: https://securityweekly.com/swn-554
When it comes to agents and MCPs, the interesting security discussion isn't that they need strong authentication and authorization, but what that authn/z story should look like, where does it get implemented, and who implements it. Dan Moore shares the useful parallels in securing APIs that should be brought into the world of MCPs -- especially because so many are still interacting with APIs.
Resources
Show Notes: https://securityweekly.com/asw-369
CISO Jadee Hanson shares how Vanta "drinks its own champagne," running on NIST CSF with quarterly baseline reviews and using Vanta's GRC platform to turn every release into live UAT for privacy, governance, and compliance. We rethink third-party management—why point-in-time risk scores are fading and how AI drives continuous monitoring and outcome-based assurance. Bottom line: don't just audit—instrument your controls and prove trust in real time.
Show Notes: https://cisostoriespodcast.com/csp-221
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