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Microsoft (MSFT) Tumbles on Azure Mandatory MFA Phase 2 Announcement | Reuters | Login to see the signal | |
Microsoft Says Azure Mandatory Multifactor Authentication Phase 2 Starting In October 2025SummaryMicrosoft announces Azure will require mandatory multifactor authentication Phase 2 starting October 2025, triggering a near 2.2% stock decline. |
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Cisco (CSCO) Soars on NVIDIA (NVDA) Collaboration as Security Revenues Rise | Zacks | Login to see the signal | |
Cisco's Security Portfolio Gains Traction: A Sign of More Upside?SummaryCisco’s security revenues rose 9% in Q4 FY25 with 750 new customers and mid-single-digit order growth. Cisco is integrating NVIDIA’s Spectrum‑X into Nexus switches and advancing Secure AI Factory solutions. Competition from Broadcom and Okta intensifies; Cisco guides Q1 FY26 revenue $14.65–14.85B. |
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