Security Weekly Podcast Network (Audio) Security Money: The Index is Back Near Highs as AI Leads the Discussion - BSW #423
Nov 26, 2025
The Security Weekly 25 index hits near all-time highs, reflecting a strong NASDAQ performance. Excitingly, Netskope's IPO is ensuring stability in the index despite upcoming acquisitions. AI is the hot topic, with funding shifting towards security driven by artificial intelligence. The panel debates the risks of prioritizing short-term profits and highlights the need for AI specialists on boards. They stress that AI should assist rather than replace human decision-making, and provide practical tips on crafting effective prompts.
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Index Fragility And Market Consolidation
- The Security Weekly 25 index is narrowly composed and vulnerable to M&A shifts in public security companies.
- Matt Alderman tracks only 25 pure-play public security firms, so IPOs like Netskope preserve the index when acquisitions remove members.
Shrinking Revenue Beats, Growing Profitability
- Revenue beats for cybersecurity firms are shrinking while profitability beats are increasing.
- Companies are driving profits higher, often via cost cuts, even as top-line growth faces pressure.
Favor Dividends For Portfolio Stability
- Consider dividend-paying stocks for income stability instead of chasing pure growth cyber names.
- Matt Alderman recommends dividends to receive cash when markets fall and to signal sustained reinvestment.