Ranjit Thomas, author at Seeking Alpha, discusses cybersecurity company Check Point Software as his "Idea of the Month."
Thomas talks about the products Check Point makes that help companies protect their data. He highlights the importance of security software in a world where hacking has become more regular. However, he doesn't recommend buying right after a hack.
He notes that Check Point's technology is mostly used by enterprises and data centers.
Dena Jalbert, M&A expert and CEO of Align Business Advisory Services, on the state of U.S. M&A: deals worth $1–$10 billion (including debt) are surging.
Jeremy Jansen, Head of Supply Chain at Wells Fargo, unpacks the ongoing trade talks between the United States and China as consumers still wonder about tariffs.
IBM Fellow Jerry Chow talks IBM’s expansion of the Quantum Data Center in Poughkeepsie, installing Heron processors that deliver utility‑scale performance.
Ken Shepard, Head of Specialty Asset Management at Bank of America, discusses the importance of real assets and unpacks the bank's specialty asset outlook.
Cardinal Health's Debbie Weitzman explains how the company's Advanced Therapy Solutions Innovation Center aims to improve access to specialty medicines. Watch!