Infoblox Unveils 2025 DNS Threat Landscape Report, Revealing Surge in AI-driven Threats and Malicious Adtech
82 percent of environments contacted malicious adtech domains
SANTA CLARA, Calif., Aug. 04, 2025 (GLOBE NEWSWIRE) — Infoblox, a leader in cloud networking and security services, today released its 2025 DNS Threat Landscape Report, revealing a dramatic surge in DNS-based cyberthreats and the growing sophistication of adversaries leveraging AI-enabled deepfakes, malicious adtech and evasive domain tactics.
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Globe and Mail
33 minutes ago
- Globe and Mail
AMAT vs. TSM: Which Semiconductor Stock is the Better Buy?
Applied Materials AMAT and Taiwan Semiconductor Manufacturing Company TSM are two crucial players in the semiconductor supply chain, each contributing uniquely to the global chip manufacturing space. While Applied Materials offers a comprehensive range of equipment and services spanning deposition, etching, and inspection across a wide range of semiconductor nodes, TSM is the global powerhouse of contract chip manufacturing. Both AMAT and TSM are essential to the production of high-performance computing and artificial intelligence (AI) chips. However, from an investment point of view, one stock offers a more favorable outlook than the other right now. Let's break down their fundamentals, growth prospects, market challenges and valuation to determine which offers a more compelling investment case. The Case for AMAT Stock Applied Materials is a global leader in the supply chain of semiconductor fabrication equipment, covering deposition, etching and inspection — key processes in chip manufacturing. The company's long-term growth prospects remain highly compelling due to its leadership in AI-driven semiconductor technology. Due to the proliferation of AI and its rapid adoption by enterprises, Applied Materials is experiencing strong traction in its Sym3 Magnum etch system, Cold Field Emission eBeam technology, gate-all-around, backside power delivery, and 3D DRAM technology nodes crucial for developing high-performance processing and memory chips used for AI and HPC workloads. Applied Material's Sym3 Magnum etch system has generated more than $1.2 billion in revenues since its launch in February 2024. Additionally, in the second quarter of fiscal 2025, the management projected AMAT's revenues from DRAM customers to grow more than 40% in fiscal 2025. Earlier, AMAT reported that its revenues from advanced semiconductor nodes crossed $2.5 billion in 2024, and it expected the figure to double in fiscal 2025 as customers' adoption of its GAA and backside power delivery solutions grows. These factors are strongly reflected in AMAT's top and bottom-line growth. The Zacks Consensus Estimate for revenues and EPS indicates year-over-year growth of 6% and 9.5%, respectively. The Case for TSM Stock Taiwan Semiconductor Manufacturing Company produces semiconductor chips for global tech companies like NVIDIA, Advanced Micro Devices and Broadcom. TSM is known for its expertise in advanced chip production and has already moved into 3nm production, with 2nm coming soon. Its large scale allows it to handle rising AI chip demand better than most competitors. In the second quarter of 2025, TSM reported a 44.4% increase in revenues and a 60.7% jump in the bottom line. TSM's high-performance computing segment contributed 60% of its total revenues. In the second quarter of 2025, the largest contribution to wafer revenues came from 5nm technology, accounting for 36% of the total sales, which was followed by 3nm at 24% and 7nm at 14%. TSM's AI-related revenues tripled in 2024 and are expected to double again in 2025. With AI likely to be a long-term driver, TSMC's future growth potential looks strong. TSM is also investing heavily to stay ahead. It plans to spend up to $42 billion in 2025, mostly on advanced manufacturing. This is up from $29.8 billion in 2024 and shows its commitment to keeping its lead in cutting-edge chip production. Nevertheless, challenges do linger for this chip manufacturing giant. TSM's heavy presence in Taiwan leaves it exposed to geopolitical tensions between China and the United States. While TSM is building new fabs in the United States, Japan and Europe, these projects are costly and time-consuming. Rising energy prices in Taiwan and weakness in the smartphone and PC markets could also weigh on profits in the short term. These factors are strongly reflected in TSM's bottom line. The Zacks Consensus Estimate for 2025 and 2026 EPS indicates year-over-year growth of 37.5% and 13%, respectively, suggesting a long-term decline in the bottom line. Image Source: Zacks Investment Research Stock Price Performance and Valuation of AMAT and TSM Year to date, shares of Applied Materials and Taiwan Semiconductor have gained 12.4% and 21%, respectively. Image Source: Zacks Investment Research Both AMAT and TSM are trading at forward 12-month price-to-sales multiples of 4.88X and 9.54X, above their one-year median of 4.85X and 9.03X, respectively, over the past year. Conclusion: AMAT vs. TSM Applied Materials and Taiwan Semiconductor are both critical to the future of semiconductors, but AMAT stands out as the more attractive stock at this moment. Its leadership in key processes like deposition, etching and inspection will aid its growth in AI-driven semiconductor technology. While TSMC's growth prospects are impressive, especially in AI chips, the company faces more external risks — from geopolitical tensions to rising costs and supply-chain issues. Its recent downward earnings revisions and heavier capital investments add further uncertainty. These factors make AMAT a better choice at present. Additionally, AMAT carries a Zacks Rank #2 (Buy) and TSM has a Zacks Rank #3 (Hold) at present. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Only $1 to See All Zacks' Buys and Sells We're not kidding. Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent. Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators, and more, that closed 256 positions with double- and triple-digit gains in 2024 alone. See Stocks Now >> Applied Materials, Inc. (AMAT): Free Stock Analysis Report
Globe and Mail
38 minutes ago
- Globe and Mail
Astra Nova Secures $4.7M to Propel AI-Driven Entertainment and Prepares Token Launch
New York, New York--(Newsfile Corp. - August 5, 2025) - Astra Nova, a Saudi-born AI and Web3 entertainment startup, has successfully raised $4.7 million in a funding round backed by a consortium of global institutional investors and Web3-native supporters. Participants in the round include different organizations, alongside several other strategic investors from the MENA region & Web3 landscape. To view an enhanced version of this graphic, please visit: The fresh capital will support the rollout of a no-code, AI powered web3 community arcade. has already garnered over 250,000 creators on its waitlist eager to leverage the platform's capabilities to build engaging, monetizable gaming experiences. Faizy Ahmed, co-founder of Astra Nova, emphasized the strategic importance of stating, " is more than just a platform-it's the AI backbone for a new wave of creator-driven entertainment economies." AI Entertainment Ecosystem Astra Nova's AI Entertainment Ecosystem stands as a unique hub where community interaction, storytelling, and gameplay converge, facilitating next-generation monetizable experiences driven by creators. The comprehensive ecosystem includes diverse multimedia products such as an Action RPG, Deviants: Fight Club, (Telegram-native PVP game), NovaToon (Web3-native webcomics platform), Black Pass (SocialFi and loyalty platform) and the latest addition to the ecosystem is This dynamic ecosystem already hosts five live products that have collectively scaled impressively: 500K+ cumulative users 100K+ downloads on its Unreal Engine 5-powered Action RPG Game playtests available on Epicstore, Aethir and other platforms. 200K+ daily active users spread across its Webcomics Dapp, SocialFi & Loyalty Platform, and Telegram-based PvP game Over 250K creators eagerly waitlisted for Token Generation Event (TGE) Additionally, Astra Nova is gearing up for its upcoming Token Generation Event (TGE), introducing the $RVV token, which will serve as the foundational currency within the ecosystem. The token will enable in-game transactions, in-app upgrades, creator incentives, and various other token sinks. Company Vision Headquartered in Riyadh, Saudi Arabia, Astra Nova is set to become a frontrunner in adaptive storytelling, gamification, and community-centric entertainment, seamlessly blending cutting-edge AI with blockchain ownership.
Globe and Mail
an hour ago
- Globe and Mail
Palantir books its first $1 billion in quarterly sales and dodges DOGE axe
NEW YORK (AP) — Shares of Palantir Technologies sailed past previous record highs Tuesday after booking its first $1 billion sales quarter and raising its performance expectations for the year. The stock rose above $170 Tuesday after breaking previous records four times this year in the global artificial intelligence race. The previous high for the stock was set just over a week ago when its stock closed at $158.80. Since going public in 2020 when it posted a $1.17 billion annual loss, the artificial intelligence software company has swung swiftly to a profit and sales are booming. Profit rose 33% to $327 million in the second quarter. Its $1 billion quarterly revenue haul was fueled by a 53% spike in government sales, despite massive spending cuts under President Donald Trump and his Department of Government Efficiency, once led by the world's richest man Elon Musk. 'DOGE has had zero negative impact on Palantir's U.S. government business, which achieved its fastest growth rate since the second quarter of 2021,' wrote William Blair analysts Louie DiPalma and Bryce Sandberg. 'Palantir is clearly benefiting from AI industry momentum across its government and commercial customer bases.' The company also recorded a 93% jump in business sales. Overall U.S. revenue surged 68% to $733 million. Late Monday, Palantir raised its annual revenue expectations to between $4.14 billion and $4.15 billion. It also raised its U.S. commercial revenue guidance to more than $1.3 billion, which would mean that Palantir achieved a growth rate of at least 85%. 'This was a phenomenal quarter,' CEO Alex Karp said in a statement accompanying the earnings release. 'We continue to see the astonishing impact of AI leverage.' Karp believes AI will benefit everyone, saying during a call with industry analysts on Monday that Palantir is, 'bullish on all aspects of American life, including and especially people in the blue collar." He said Palantir wants to 'arm the working class or blue collar workers with AI agency enhancing skills,' and said that the company will reach out to labor leaders to help familiarize workers with the technology. 'People with less than a college education are creating a lot value and sometimes more value than people with a college education using our product,' Karp said. Palantir, headquartered in Denver, specializes in software platforms that pull together and analyze large amounts of data.
