Latest news with #encryption
Yahoo
8 hours ago
- Business
- Yahoo
Arqit Quantum Inc. (ARQQ): A Bull Case Theory
We came across a bullish thesis on Arqit Quantum Inc. (ARQQ) on Rock & Turner's Substack. In this article, we will summarize the bulls' thesis on ARQQ. Arqit Quantum Inc. (ARQQ)'s share was trading at $26.40 as of 27th May. ARQQ's trailing and forward P/E were 2.45 and 18.73 respectively according to Yahoo Finance. Arqit Quantum offers a high-risk, high-reward opportunity for investors seeking pure-play exposure to the rapidly emerging field of quantum-resistant cybersecurity. The company, which came public via SPAC, has had a volatile trading history, typical of early-stage tech firms, but its underlying technology is gaining credibility. Notably, Arqit has secured partnerships with major industry players like Intel and Equus Compute Solutions, signaling that its encryption solutions are attracting serious interest. Arqit's core product—quantum-resistant encryption keys—provides military-grade protection with minimal network latency, addressing an urgent need in the evolving cybersecurity landscape. With the cybersecurity market exceeding $200 billion, Arqit is well-positioned to capture a meaningful share if adoption gains momentum. The company's alignment with the NSA's Commercial Solutions for Classified (CSfC) program opens the door to government contracts, which are typically long-term and lucrative, potentially offering recurring revenue at high software margins. While giants like Intel offer some indirect exposure to this space, their diversified business models mean any success in quantum encryption would have minimal impact on their overall valuation. Arqit, however, is a focused bet—success here would be transformational. Although it remains an early-stage company, the validation from strategic partners and its alignment with future security standards make it a compelling speculative play. The stock may be volatile, but if Arqit's technology is adopted at scale, it could see a dramatic re-rating. For investors willing to stomach near-term uncertainty in exchange for long-term optionality in a critical tech frontier, Arqit Quantum represents a bold and potentially explosive opportunity. For a deeper look into another cybersecurity stock, be sure to check out our article on PaloAlto Networks, Inc. (PANW) wherein we summarized a bearish thesis by Magnus Ofstad on Substack. Arqit Quantum Inc. (ARQQ) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 1 hedge fund portfolios held ARQQ at the end of the first quarter which was 8 in the previous quarter. While we acknowledge the risk and potential of ARQQ as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than ARQQ but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
TechCrunch
a day ago
- Business
- TechCrunch
X's new DM feature, XChat, is rolling out in beta
X's new DMs feature, XChat, has begun rolling out to beta testers. Some X users who pay for the platform's subscription product have reported that they can access XChat, while reverse engineer Nima Owji confirmed to TechCrunch that the new messaging system appears to be ready to ship. XChat is intended to be a more robust version of X's existing DMs (direct messages) feature, which is a holdover from before Elon Musk's acquisition of Twitter. Some features that have been rumored to be part of XChat include group messages, end-to-end encryption, vanishing mode, the ability to mark messages as unread, and file sharing. Messages also appear to be secured behind a 4-digit passcode. BREAKING: X CHAT will support more advanced group chats and VANISHING MODE! — Nima Owji (@nima_owji) April 18, 2025 X announced on Thursday that it was pausing work on its encrypted DMs feature, which could be related to the impending release of XChat, since this new system would render the existing DMs interface obsolete. Paid subscribers on X have had access to a limited version of encrypted messaging for two years. In the years since he bought Twitter, Musk has spoken on numerous occasions about his ambitions to make a Signal-like messaging service embedded into X. If XChat really is gearing up for public use, then this news could represent Musk's follow-through on that goal.
Yahoo
a day ago
- Business
- Yahoo
Arqit Quantum Inc. (ARQQ): A Bull Case Theory
We came across a bullish thesis on Arqit Quantum Inc. (ARQQ) on Rock & Turner's Substack. In this article, we will summarize the bulls' thesis on ARQQ. Arqit Quantum Inc. (ARQQ)'s share was trading at $26.40 as of 27th May. ARQQ's trailing and forward P/E were 2.45 and 18.73 respectively according to Yahoo Finance. Arqit Quantum offers a high-risk, high-reward opportunity for investors seeking pure-play exposure to the rapidly emerging field of quantum-resistant cybersecurity. The company, which came public via SPAC, has had a volatile trading history, typical of early-stage tech firms, but its underlying technology is gaining credibility. Notably, Arqit has secured partnerships with major industry players like Intel and Equus Compute Solutions, signaling that its encryption solutions are attracting serious interest. Arqit's core product—quantum-resistant encryption keys—provides military-grade protection with minimal network latency, addressing an urgent need in the evolving cybersecurity landscape. With the cybersecurity market exceeding $200 billion, Arqit is well-positioned to capture a meaningful share if adoption gains momentum. The company's alignment with the NSA's Commercial Solutions for Classified (CSfC) program opens the door to government contracts, which are typically long-term and lucrative, potentially offering recurring revenue at high software margins. While giants like Intel offer some indirect exposure to this space, their diversified business models mean any success in quantum encryption would have minimal impact on their overall valuation. Arqit, however, is a focused bet—success here would be transformational. Although it remains an early-stage company, the validation from strategic partners and its alignment with future security standards make it a compelling speculative play. The stock may be volatile, but if Arqit's technology is adopted at scale, it could see a dramatic re-rating. For investors willing to stomach near-term uncertainty in exchange for long-term optionality in a critical tech frontier, Arqit Quantum represents a bold and potentially explosive opportunity. For a deeper look into another cybersecurity stock, be sure to check out our article on PaloAlto Networks, Inc. (PANW) wherein we summarized a bearish thesis by Magnus Ofstad on Substack. Arqit Quantum Inc. (ARQQ) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 1 hedge fund portfolios held ARQQ at the end of the first quarter which was 8 in the previous quarter. While we acknowledge the risk and potential of ARQQ as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than ARQQ but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
VCI Global Teases ‘Project QG': Sovereign AI and Encrypted Data Monetization Platform Poised to Reshape the Global AI Infrastructure Landscape
Next-Gen Infrastructure Integrates AI, Encryption, and Blockchain to Power the Future of Data Sovereignty and Institutional Monetization KUALA LUMPUR, Malaysia, May 29, 2025 (GLOBE NEWSWIRE) -- VCI Global Limited (NASDAQ: VCIG) ('VCI Global' or the 'Company'), a diversified global holding company, today announced the stealth development of Project QG, a next-generation infrastructure platform designed to enable sovereign AI deployment and unlock a new era of encrypted data monetization for governments and institutions. Now entering the proof-of-concept stage, Project QG fuses AI-driven hardware encryption, zero-trust computing, and blockchain validation to deliver what VCI Global believes could become a foundational layer for the future of AI and data sovereignty. Redefining Data Control and Value Creation in the AI Era A vast majority of institutional and national datasets remain underutilized due to regulatory risks, privacy concerns, and the lack of secure AI infrastructure. According to Grand View Research, the global artificial intelligence (AI) market is projected to exceed US$1.8 trillion by 2030, driven by rapid enterprise adoption and the growth of AI-native infrastructure. The cybersecurity and data protection market is also gaining momentum. Markets and Markets forecasts it to reach approximately US$298.5 billion by 2028. Meanwhile, Deloitte Insights notes that enterprises are increasingly monetizing proprietary data and software assets to generate new revenue streams. Industry analysts describe enterprise and sovereign data monetization as the next frontier in digital value creation, with significant upside expected privacy-first AI infrastructure continues to mature. Project QG: Built for Institutions That Cannot Afford to Compromise Computation on encrypted data, where users only receive insights, not the raw information Blockchain-backed audit trails, securing every transaction in a zero-trust environment Hardware-anchored encryption, with dynamic AI-generated security algorithms Sovereign-grade control, where monetization is entirely optional and policy-driven Governments, regulators, and data-rich enterprises increasingly require sovereign-ready infrastructure to maintain control, comply with data localization laws, and generate value, without relinquishing custody of their information. Project QG is built specifically for this market, positioning VCI Global at the forefront of the convergence between AI, cybersecurity, and sovereign data economics. VCI Global is currently engaging selected institutional stakeholders for early proof-of-concept pilots. The full platform is slated for launch in Q3 2025, with additional technical and strategic details to be revealed in the months ahead. 'We're building a platform for an AI-driven world where data remains protected, sovereign, and monetizable. With Project QG, we aim to solve one of the biggest structural challenges of the digital age, unlock value from sensitive data without ever compromising its integrity or ownership,' said Dato' Victor Hoo, Group Executive Chairman and Chief Executive Officer of VCI Global. About VCI Global Limited VCI Global is a diversified global holding company with a strategic focus on AI & Robotics, Fintech, Cybersecurity, Renewable Energy, and Capital Market Consultancy. With a strong presence in Asia, Europe, and the United States, VCI Global is committed to driving technological innovation, sustainable growth, and financial excellence across multiple industries. For more information on the Company, please log on to Cautionary Note Regarding Forward-Looking Statements This press release contains forward-looking statements that are subject to various risks and uncertainties. Such statements include statements regarding the Company's ability to grow its business and other statements that are not historical facts, including statements which may be accompanied by the words 'intends,' 'may,' 'will,' 'plans,' 'expects,' 'anticipates,' 'projects,' 'predicts,' 'estimates,' 'aims,' 'believes,' 'hopes,' 'potential' or similar words. These forward-looking statements are based only on our current beliefs, expectations, and other future conditions. Because forward-looking statements relate to the future, they are subject to inherent uncertainties, risks, and changes in circumstances that are difficult to predict and many of which are outside of our control. Therefore, you should not rely on any of these forward-looking statements. Actual results could differ materially from those described in these forward-looking statements due to certain factors, including without limitation, the Company's ability to achieve profitable operations, customer acceptance of new products, the effects of the spread of coronavirus (COVID-19) and future measures taken by authorities in the countries wherein the Company has supply chain partners, the demand for the Company's products and the Company's customers' economic condition, the impact of competitive products and pricing, successfully managing and, general economic conditions and other risk factors detailed in the Company's filings with the United States Securities and Exchange Commission ('SEC'). The forward-looking statements contained in this press release are made as of the date of this press release, and the Company does not undertake any responsibility to update the forward-looking statements in this release, except in accordance with applicable law. CONTACT INFORMATION: For media queries, please contact: VCI GLOBAL LIMITEDenquiries@ in to access your portfolio
Globe and Mail
4 days ago
- Business
- Globe and Mail
Google's Quantum Breakthrough Could Break Encryption—Q-Day Is No Longer Sci-Fi
Google (GOOG) (GOOGL) just dropped a quantum bombshell. A new study from Google Quantum AI reveals that RSA-2048 encryption—a cornerstone of online security used by banks, email services, and government systems—could be broken in under a week using fewer than one million noisy qubits. That's a 95% reduction from previous estimates that called for 20 million qubits. Confident Investing Starts Here: No current quantum computer can pull this off yet, but the bar is now significantly lower. The system would require five days of nonstop quantum operation, ultra-fast surface code cycles, and near-perfect gate fidelity—technical challenges, yes, but ones that hardware roadmaps aim to solve by the early 2030s. In an earlier piece, we described Q-Day, the moment quantum computers can break today's encryption, as a looming threat, a digital Armageddon where banks get hacked, financial markets melt down, and encrypted records turn into open books overnight. That may have felt like sci-fi before. But Google's findings turn Q-Day from a 'Matrix-style' hypothetical into a 'Mission: Countdown' with a clear blueprint. Why It Matters for Investors This isn't just a cryptography update. It's a market-moving event in slow motion. If RSA encryption falls, it doesn't just affect spy agencies or gamers in basements. It strikes the core of digital trust. That means brokerages, fintech apps, banks, and trading platforms would face an existential crisis unless they transition to post-quantum cryptography (PQC) before quantum hardware catches up. Even though Q-Day isn't here yet, adversaries are already harvesting encrypted data to decrypt later. ' Harvest now, decrypt later ' isn't a conspiracy theory; it's a policy concern raised by both the U.S. and China. Who Gains from Post-Quantum Security? The biggest winners in this new landscape are cybersecurity firms specializing in quantum-resistant protocols and zero-trust architecture. Companies like CrowdStrike (CRWD), Palo Alto Networks (PANW), and Fortinet (FTNT) are likely to see a surge in demand as governments and corporations race to fortify their infrastructure. Meanwhile, quantum hardware players such as IBM (IBM), Quantinuum, and PsiQuantum just saw the target move from science fiction to an engineering problem. They now have a shot at real commercial traction if they can deliver million-qubit machines by the next decade. Financial institutions with foresight—names like JPMorgan (JPM) that have already dipped into quantum readiness—could be early stabilizers when panic sets in elsewhere. Preparing won't just be about defense—it'll be a brand advantage. Bear in mind, there will be losers too. Legacy tech firms stuck on outdated cryptographic standards could face lawsuits, customer flight, and even regulatory penalties. Cryptocurrencies are another big vulnerability. Many coins rely on traditional public-key encryption, and unless their foundations are upgraded, they could become worthless overnight in a post-Q-Day world. Also, governments or businesses that drag their feet past 2030 will risk learning the hard way that quantum speed waits for no one. The Comparison tool below highlights all the companies mentioned in this article, with one standout detail: both PANW and FTNT boast a perfect TipRanks Smart Score, underscoring the strong fundamentals behind these leading cybersecurity players. The Clock Is Ticking According to NIST (National Institute of Standards and Technology), all vulnerable cryptographic systems should be deprecated after 2030 and disallowed after 2035. Not because quantum computers will definitely arrive by then, but because it's reckless to bet on slow progress. Google's study gives the world a wake-up call and hardware makers a specific goal. Meanwhile, investors should ask: Who's preparing—and who's pretending? As Tony Stark once said, 'You're not the guy to make the sacrifice play… but quantum computing might be.' Maybe he didn't say that exactly, but the point stands. The race is on, and encryption is the battlefield. TipRanks takeaway: Now's the time to check which companies are quantum-safe and which are living on borrowed time.
