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🎮 Up to 45% of infrastructure cost savings & robust DDoS defense. We are thrilled to partner with @JoycityGames! By deploying our advanced security and edge computing suite, we’re ensuring seamless, low-latency gaming experiences for millions of players worldwide. How we did it: 📈 Scaled global servers for seamless real-time interactions. 🛡️ Neutralized persistent DDoS threats 24/7 with EdgeOne. 📉 Secured up to 45% reduction in infrastructure costs. 🎬 Watch the full story to learn more: #TencentCloud# #JOYCITY# #IT# #GamingIndustry# #CloudInfrastructure# #NetworkSecurity#
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🛡️StreetAccount Cybersecurity Check-in: From AI Casualty to Beneficiary (5-Nov) ‣ Focus Points • High-profile events have driven volatility, but AI-enabled attacks are broadly bolstering cybersecurity demand. • Broad platforms seen as best positioned to capitalize, while Endpoint, Network, Cloud Security all have identifiable tailwinds. • Vulnerability Management considered most exposed to AI disruption as frontier models increasingly replicate core capabilities. • Underperformers struggling with AI monetization, ARR declines, decelerating growth. • AI monetization is early but real, with recent earnings calls highlighting link to bookings, revenue. ‣ The Context • Cybersecurity stocks have experienced significant volatility this year as markets weigh net impact of growing AI adoption and agentic AI advancements. +ANT's Claude Code Security rocked the segment in Feb, which then dipped again in March on leak of Mythos' cybersecurity capabilities; Project Glasswing partners, including CRWD and PANW, later rallied on model's official release. Rogue agents, cyber-attacks and warnings from AI CEOs have since bolstered sentiment. ‣ The Winners • Perceived winners include Endpoint Security (CRWD, S) - analysts point to AI agents greatly expanding number of endpoints that need protection; Network Security/Firewall (PANW, FTNT, CHKP) - seen as retaining moat that is difficult for competitors or AI to meaningfully replace; and Cloud Security/SASE (ZS, NET, NTSK) - set to benefit from integration of AI to eliminate blind spots, anticipate zero-day attacks and detect unusual traffic. Analyst consensus suggests safest bets are broad platforms, considered best positioned to benefit from vendor consolidation (CRWD, PANW). Identity & Access Management (OKTA) also considered to be a beneficiary, with agents likely requiring identities, permissions and access controls similar to employees, though this is not yet a proven revenue driver. ‣ The Losers • Vulnerability Management (RPD, TENB, QLYS) broadly seen as segment most at risk of AI disruption due to growing capabilities of frontier models to scan and detect exploits within code and networks. The recent high-profile exposure of PHP vulnerabilities, discovered through the use of tools including OpenAI's GPT-5.6 Sol, further intensified scrutiny of these names. ‣ YTD Underperformers • CHKP -21% has faced a slower-than-expected turnaround, failing to convert AI-related demand into headline growth, ceding ground to cloud-native rivals CRWD and PANW. • RPD -1% has suffered from declining ARR and aggressive competition in vulnerability management. • ZS -0% has struggled with decelerating growth forecasts, exec departures, and high AI-related capex. • DT +8% has underperformed on disappointing profit outlook, while its acquisition of Arize, an AI observability and evaluation platform, is expected to dilute margins through FY27. % price moves are year-to-date as of market close 4-Nov. ‣ Earnings Takeaways • Recent earnings calls suggest AI infrastructure growth is translating into concrete product bookings and new security demand across the group, with companies tying AI directly to revenue or platform expansion. FFIV said direct AI use case bookings more than doubled from H1 and sized its AI addressable market by 2030 at roughly $11B. CHKP highlighted strong demand for AI security, though AI data center security revenue expected to be incremental only starting 2027. DT has begun monetizing its AI capabilities and says AI is increasing telemetry volume and complexity, lifting platform consumption and making unified observability more important. $CRWD $PANW $FTNT $CHKP $ZS $NET $OKTA $RPD $TENB $QLYS $DT $FFIV $S $NTSK $ANT #Anthropic# #Cybersecurity# #AI# #AgenticAI# #AIMonetization# #EndpointSecurity# #CloudSecurity# #NetworkSecurity# #VulnerabilityManagement# #VendorConsolidation# #FinTwit# #TechStocks# #Earnings# #Tech# Gain immediate access to earnings insights with #StreetAccount#:
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Ready to simplify your network security? Join our webinar to discover how Cloudflare One delivers the unified platform you need. We’ll cover high-impact use cases: replacing VPNs with Zero Trust and securing internet access with DNS filtering. Register now.
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These New Proposals Promise to Improve Polkadot's Network... @Polkadot recently announced OpenGov referenda #1909# and #1910#. These two new referenda propose staking updates to optimize network security while cutting costs through stronger validator incentives and lower nominator risks. Referendum #1909# builds on the 10,000 DOT validator self-stake minimum by adding self-stake rewards, setting validator commissions to 0%, and allowing permissionless chilling of under-bonded validators Referendum #1910# removes nominator slashing and reduces the unbonding period to 48 hours, rebalancing responsibilities to simplify participation as highlighted in the post's staking graphic In summary, both proposals seek to rebalance staking responsibilities between validators and nominators by increasing incentives for validator self-stake while simplifying participation for nominators
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The $RLS flywheel starts with real institutional activity on Rayls. → Institutions use Rayls → Network activity generates fees → Fees are used to buy $RLS from the open market → 50% of purchased $RLS is permanently burned → The remaining 50% flows into the Network Security Pool → The pool supports validators and ecosystem growth As institutional usage grows, more fees flow through the mechanism, increasing $RLS burns while strengthening network security. Track network activity, fee flows, and $RLS burns through the Rayls Transparency Portal:
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Notice: We are aware of the security risk affecting the Reth client. However, opBNB does not use op-reth, and the impact on BSC-Reth is limited. The team is actively working on a hotfix and monitoring the situation closely to ensure network security. No action is required from developers or users at this time.
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🚀 Tron Inc. (Nasdaq: TRON) has officially been elected as one of the 27 Super Representatives on the TRON network, marking a major milestone in its expansion into revenue-generating blockchain infrastructure, network security, and on-chain governance.
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8 months ago, Espresso upgraded to fully decentralized proof-of-stake. The foundation, network security, and fee structure for a state-of-the-art blockchain. Since then, we’ve maintained a permissionless network, worked with 100 validators staking $ESP, updated HotShot to finalize blocks in under a second, and achieved enterprise-scale throughput. We’re still building and there’s more to come.
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