Gartner expects worldwide AI spending to reach about $2.7 trillion in 2026 and $3.6 trillion in 2027, and the article names CrowdStrike, Snowflake and Dell Technologies as well positioned to benefit. CrowdStrike's stock has doubled this year as net new ARR grew 51% year over year in fiscal Q2 2027, and it trades at about 40 times expected fiscal-year revenue. Snowflake, up about 46% this year, saw product revenue growth reach 37% last quarter and raised its full-year product revenue growth outlook to 36% from 31%, at about 18 times expected product revenue. Dell, up about 285% this year, reported AI server revenue doubling and a record $95 billion AI backlog, trading at about 18 times expected earnings.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Keywords
artificial intelligencevaluationcybersecuritycloud computing
Open a keyword to see other news on the same topic.
Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/23/2026 | 211.00 |
| Change that session | -0.57% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
Related news
- Does CoreWeave (CRWV) Change The Enterprise AI Case With New Security Tools?
CoreWeave introduced its Zero Trust AI Framework at Nvidia GTC, focused on customer-controlled security for models, data and runtime, and rolled out Physical AI Launchables, pre-tested engineering templates for robotics and autonomous vehicle workloads. The framework's six explicit controls, from Zero Key Access to Zero Trust Network Encryption, could make the platform more attractive to regulated sectors that hesitate to move high-value AI workloads into third-party clouds. The Launchables provide ready-made templates for tools such as Isaac Sim, CARLA and NVIDIA Cosmos 3, reducing engineering friction. The article notes that these additions do not address the highlighted risks around leverage and funding costs.
- CoreWeave targets agentic AI risks with zero-trust framework
CoreWeave launched its Zero Trust AI Framework, a set of security controls that let customers oversee access to their own AI models, data and runtime environments, revealed at Nvidia GTC Berlin. The company says the customer-controlled model lets organisations use their own security systems on CoreWeave Cloud instead of adapting to a provider's mandated methods, as cloud security needs shift with the rise of agentic AI. The framework has six layers of protection, including Remote Key Encryption so customers manage their own encryption keys, Support Access Management limiting provider access to explicit authorisation, infrastructure attestation, and support for Nvidia Confidential Computing. CoreWeave states it does not use customer data to train its own models, and expects specific Nvidia hardware to become available on CoreWeave Cloud from the fourth quarter of 2026. In July 2026, Flow Traders selected CoreWeave as its main cloud platform provider for AI model training for quantitative trading.
- CoreWeave Launches AI Security Framework, Pre-Built Robotics Templates
- Red Hat AI Factory with NVIDIA Accelerates Agentic AI Security Capabilities Across the Open Hybrid Cloud
Red Hat announced expanded updates to its collaboration with NVIDIA to strengthen security and safety for agentic AI on Red Hat AI Factory with NVIDIA. Key additions include the OpenShell Reference Architecture, built on an open source agent sandbox runtime that provides standardized guardrails, operational visibility and runtime safety. For model inference, the companies developed a reference design with Model-as-a-Service access control, AI Gateway, vLLM and llm-d that separates access governance from execution, and the stack fully supports NVIDIA Nemotron 3.5 Super VL. Red Hat is also providing Day 0 enablement for NVIDIA Vera Rubin and added support for Vera CPUs in Red Hat Enterprise Linux for NVIDIA, with the solutions available through partners including Cisco, Dell Technologies and Lenovo.
- Uniti Solutions Launches Managed AI Security to Help Businesses Combat AI Cyber Risks
Uniti Solutions has launched AI Security, a managed offering powered by Cato Networks, to help business customers address 'Shadow AI', meaning unapproved AI tools used by employees that can leak company data, intellectual property, and customer information. The article cites Microsoft and LinkedIn findings that 78% of AI users bring their own AI tools to work. Unlike traditional firewalls, the cloud-native service gives visibility into employee AI use across hundreds of tools, inspects prompts and responses, enforces real-time guardrails, and isolates data leaks. Uniti president Mike Flannery said traditional cybersecurity solutions cannot cover these blind spots.
- As AI Supercharges Hackers, Cybersecurity Stocks Split Into Platforms and Point Solutions
A CrowdStrike threat report says attacks by AI-powered hackers jumped 89% last year, pushing buyers toward single connected platforms rather than many separate tools. Even so, CrowdStrike and Palo Alto Networks are each down more than 13% from their record highs in early October, and Okta fell more than 7% this week after a report that OpenAI may buy a cybersecurity startup. The article attributes the selloff to valuation rather than lost customers or revenue, as many of these stocks trade above 100 times earnings after gaining over 100% in 2026. It separates platform players like CrowdStrike (Falcon Flex contracted value above $2 billion) and Palo Alto Networks (about 220 platformization deals in a recent quarter) from point solutions such as Okta, which mainly verifies logins, while noting SentinelOne, Cloudflare and Zscaler are harder to classify.
Related markets
Latest news
- Steel company placed under bankruptcy proceedings, MB puts ironmaking plant of over 12 hectares in Hai Phong up for sale to recover debt, starting price over VND 300 billion
MBAMC, the debt and asset management unit of Military Commercial Joint Stock Bank, is offering for sale the ironmaking plant of Nam Thuận Steel Joint Stock Company in Dinh Vu Industrial Park, Hai Phong, with a starting price of VND 301.86 billion. The assets include land use rights for lots CN3.1, CN3.1C, CN3.2A and CN3.2B, construction works attached to the land, and all machinery and equipment. The land area is 125,430 m² according to records (over 12.5 ha), while the actual measured area is 124,889.9 m². The sale will be conducted through a judgment-enforcement auction, expected on November 11, 2026, and the company was placed under bankruptcy proceedings by the Hai Phong People's Court in 2024.
- Not Nvidia. Not Microsoft. This "Magnificent Seven" Stock Is the Cheapest Right Now.
The article argues Alphabet is the cheapest Magnificent Seven stock, trading at just over 16 times this year's analyst-projected earnings of $20.59 per share. That projection includes a one-time $6.26-per-share second-quarter accounting gain tied to its investments in SpaceX and Anthropic; without it, EPS would be $14.33 and P/E a little above 23. By comparison, Nvidia's 2026 P/E is 24, Microsoft's is 27 on $19.76 EPS, and Amazon is about 27 times excluding its Anthropic gain, while Nvidia is 14 times its expected 2027 EPS of $15.80. The author argues Alphabet's position is more resilient, citing search advertising as a steady cash generator, Google Cloud's Q2 revenue up 82%, and a cloud contracted backlog of $514 billion.
- Nvidia CEO Jensen Huang Reaffirms His $4 Trillion Projection for AI Spending. Here's Why That Makes Nvidia a Screaming Buy Now.
Nvidia CEO Jensen Huang reaffirmed his projection that global data center capital expenditure could reach up to $4 trillion annually by 2030, with a floor of $3 trillion. The big five AI hyperscalers alone are expected to spend nearly $800 billion this year, and the author estimates total data center capex at around $1 trillion this year. If the market triples to quadruples by 2030 and Nvidia keeps its market share, its revenue could reach $1.2 to $1.6 trillion, starting from analysts' estimate of $412 billion for this year. At a 50% profit margin and 30 times earnings, its market cap could be $18 to $24 trillion, versus about $5.4 trillion now; the author stresses this is not a forecast of such growth and calls Nvidia one of the most attractive stocks in the market right now.
- 'The world's super company': Wall Street weighs SpaceX earnings, company's likely Tesla tie-up
Wall Street analysts are weighing SpaceX (SPCX) as a potentially giant company, especially with a possible tie-up with Tesla (TSLA). Elon Musk, CEO of both firms, projects SpaceX's annual recurring revenue by end-2027 at between 500 billion USD and 1 trillion USD. Its booming AI compute business has fueled bets that SpaceX could become a fifth hyperscaler alongside Meta, Alphabet, Microsoft and Amazon. RBC Capital Markets says Tesla's planned Terafab chip production is a way to bypass Nvidia and TSMC, while Canaccord Genuity raised its Tesla price target to 442 USD from 410 USD on a merger-based view. JPMorgan more than doubled its SpaceX price target to 500 USD, with shares trading at 146 USD on Friday.
- Retirees Will Get a 3.6% Social Security Raise in 2027 After Getting 2.8% This Year. Here's the Dollar Difference.
The Social Security cost-of-living adjustment (COLA) for 2027 was announced at 3.6%, higher than this year's 2.8%, reflecting recent higher inflation. The 2.8% increase raised a $2,010 monthly benefit by about $56 to $2,066, while the average monthly benefit was $2,089 as of September. The article notes COLAs are based on the CPI-W, which tracks workers rather than retirees, while the CPI-E, which weights healthcare and housing more heavily, would be a better measure for retirees. It also warns that Social Security's surplus is running out, with worker taxes projected to cover only about 78% of benefits around 2032, and the author stresses that retirees should save and invest for retirement on their own.
- Meta Just Dropped 9% in a Week. Is It Time to Sell, or Load Up?
Meta stock fell about 9% over the past week, mostly after its third-quarter report: revenue rose 26% to 64.6 billion USD, but free cash flow was negative at 2.12 billion USD as capex reached 34.91 billion USD, above operating cash flow of 32.79 billion USD. Meta raised the floor of its 2026 capex range to 135 billion USD, and a New Mexico court ordered it to pay a 25 billion USD fine over the Cambridge Analytica scandal; the company says it will appeal and holds 82.5 billion USD in cash. The stock trades at about 20x forward earnings, below its five-year average of 21x. The author argues investors could buy more if they can accept dilution from the non-voting Class C stock arriving in 2027. The consensus target of 844 USD is about 31% above Friday's close.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.