cybersecurity Archives

Knightscope’s Next Act: Why an Autonomous Security Force Could Turn a Fragmented Industry Into a Recurring-Revenue Opportunity -( $F $KSCP $LKQ $PLTR )

by John F. Heerdink, Jr. 4 days ago 261Views 0Likes

Knightscope (NASDAQ: KSCP) is pursuing a bigger prize than selling robots: it is assembling an integrated, technology-enabled security service designed to combine autonomous machines, AI software, remote monitoring and licensed human agents under one accountable operating model. There is no shortage of…

Surreal financial illustration depicting Amwell’s potential U.S. Department of Veterans Affairs digital-health opportunity: a luminous “Letter of Intent” scroll marked “Amwell–VA Partnership,” a rising green arrow shaped like a fountain pen, “VA $AMWL” lettering, healthcare symbols, documents, and a winding road toward a futuristic city beneath a star-filled sky.

Amwell’s VA Letter of Intent Could Mark a Defining Turn for $AMWL

by John F. Heerdink, Jr. September 8, 2026 232Views 0Likes

Amwell (NYSE: AMWL) has received a Letter of Intent from the U.S. Department of Veterans Affairs to deploy its virtual health platform across the VA enterprise, positioning the digital-care company at the center of a potentially consequential modernization effort serving more than 9…

Invitation (11am ET, Friday, August 7: ‘The Next Wave of AI Growth – Cheap, Opensource, Safe, and Sovereign’ ( $NVDA $GOOG )

by John F. Heerdink, Jr. August 7, 2026 600Views 0Likes

“Sovereign AI” is quickly moving from buzzword to policy priority as governments realize that renting intelligence from hyperscale clouds is not a long‑term strategy when data, defense, healthcare, and financial systems are at stake. Platforms like Seven Boson Group Ltd. are positioning…

Google’s Eric Schmidt Says Kill the Switch; Sovereign AI Says Build Your Own Control Room -( $GOOG $GOOGL )

by John F. Heerdink, Jr. August 6, 2026 452Views 0Likes

Wall Street is finally admitting what Eric Schmidt just said out loud: if AI is going to be powerful enough to “pull the plug” on us, it had better be built in a way that lets nations and investors keep their hand…

The new AI trade has entered the sovereignty era

by John F. Heerdink, Jr. August 4, 2026 152Views 0Likes

If the first wave of AI was about raw horsepower, the next wave is looking more like a procurement decision. Reed Hastings’ TED conversation (below) about AI’s accelerating importance underscores the scale of the opportunity, but the real market question is now…

Earnings on Firewalls: How Palo Alto Networks Is Turning AI Cybersecurity Panic Into Profit -( $PANW )

by John F. Heerdink, Jr. June 2, 2026 398Views 0Likes

Palo Alto Networks (PANW) just delivered the kind of quarter that makes investors double‑check the ticker to ensure they’re not accidentally looking at a high‑growth SaaS darling disguised as a cybersecurity incumbent. Beneath the headline numbers, the story is a blend of…

Tag: cybersecurity

Knightscope’s Next Act: Why an Autonomous Security Force Could Turn a Fragmented Industry Into a Recurring-Revenue Opportunity -( $F $KSCP $LKQ $PLTR )

Amwell’s VA Letter of Intent Could Mark a Defining Turn for $AMWL

Invitation (11am ET, Friday, August 7: ‘The Next Wave of AI Growth – Cheap, Opensource, Safe, and Sovereign’ ( $NVDA $GOOG )

Google’s Eric Schmidt Says Kill the Switch; Sovereign AI Says Build Your Own Control Room -( $GOOG $GOOGL )

The new AI trade has entered the sovereignty era

Earnings on Firewalls: How Palo Alto Networks Is Turning AI Cybersecurity Panic Into Profit -( $PANW )

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