PQC Market Explodes: Quantum Threat Forces Urgent $2.84B Investment Surge
Post-Quantum Cryptography Market Growth: The post-quantum cryptography (PQC) market is projected to grow from $0.42 billion in 2025 to $2.84 billion by 2030, driven by increasing data breaches and the need for quantum-resistant encryption.
Scope Technologies' Certification and Strategy: Scope Technologies Corp. achieved Level 1 certification under the CyberSecure Canada program, validating its cybersecurity controls and positioning it for higher-level certifications essential for government and defense contracts.
Strategic Partnerships and Acquisitions: SEALSQ Corp. formed a partnership with Trusted Semiconductor Solutions to develop secure semiconductor solutions for U.S. defense, while Scope Technologies acquired Cloud Codes, enhancing its client base and revenue.
CyberArk's Machine Identity Security Enhancements: CyberArk expanded its Machine Identity Security portfolio with new capabilities to help organizations manage and secure machine identities, addressing the growing complexity and risks associated with machine identity security.
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Moseley Investment Management Increases Stake in iShares iBonds ETF
- Share Acquisition: On January 20, 2026, Moseley Investment Management disclosed the acquisition of 456,322 shares in the iShares iBonds Dec 2026 Term Treasury ETF, valued at approximately $10.45 million, indicating strong conviction in target-maturity Treasury strategies.
- Asset Allocation Shift: This purchase elevates the ETF's stake to 5.82% of Moseley's 13F reportable AUM, making it the second-largest holding, reflecting a strategy to lock in current yields before bonds mature and proceeds roll to cash.
- Fund Performance: As of January 19, 2026, IBTG reported a 4.61% annual return, underperforming the S&P 500 by 12.28 percentage points, yet its 4.02% annualized dividend yield remains attractive to risk-averse investors.
- Investment Strategy: The ETF focuses on tracking U.S. Treasury securities maturing in 2026, offering a transparent and low credit risk investment solution, ideal for investors needing cash at specific times, such as for home down payments or college tuition.

Intel's Stock Surges 170%, Yet Uncertainties Remain
- Stock Performance: Since the beginning of 2025, Intel's stock has surged over 170%, largely driven by the artificial intelligence supercycle, yet its 2025 revenue of $52.9 billion slightly lags behind previous years, indicating growth challenges.
- Manufacturing Breakthrough: Intel's significant advancement with its '18A' manufacturing process allows for the production of more powerful and efficient chips, which, while not immediately reflected in financials, has boosted investor optimism.
- Market Competition: In contrast to Intel, Broadcom is better positioned in the AI supply chain with a market cap exceeding $1.5 trillion and key contracts with companies like Alphabet and Apple, showcasing its stability and competitive edge.
- Valuation Discrepancy: As of January 22, Intel's price-to-earnings ratio stands at 88.7, making it relatively expensive, while Broadcom's is less than half that, indicating a more attractive value proposition, despite both facing market volatility risks.









