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Four of the largest data center spenders have budgeted over $700 billion for 2026. Microsoft's update comes Oct. 28.
A $10,000 holding in CrowdStrike (CRWD) stock on October 13, 2025 was worth about $19,600 on October 14, 2026. The S&P 500 returned 17.3% over the same dates. During that year, CrowdStrike's revenue grew faster every quarter while the company positioned itself as the platform for securing AI. Could you have seen the run coming before October 13, 2025.
Those electricity-providers look insulated from the data center owner’s problems.
Innovation pays off.
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Add to portfolioNew York City will invest $29.2 million to build QFab, a quantum technology hub at New York University.
Tucuvi, an AI care management company, today announced it is joining the Microsoft for Startups Pegasus Program, which connects companies to Microsoft's enterprise customer ecosystem and go-to-market channels.
Meta Platforms stock has surged past Microsoft, Alphabet, and the major tech funds over the past month, all on the back of a single AI catalyst. Whether that move signals the start of something bigger or a peak worth cashing in depends on one critical revenue equation.
SAN JOSE, Calif., October 15, 2026--XCENA, a fabless semiconductor company developing next-generation memory infrastructure for the AI era, demonstrated its CXL-based memory solutions for AI inference demonstrations at OCP Global Summit 2026, addressing AI inference’s growing memory requirements and data-movement burden. The event was held Oct. 12–15 at the San Jose McEnery Convention Center. The demonstrations address two of the biggest constraints on AI inference: growing memory requirements a