Wall Street Zen has upgraded Tenable's stock from Buy to Strong Buy ahead of its third-quarter results release on October 28, 2026. This upgrade follows Tenable's reported second-quarter revenue of USD 268.51 million and other recent company events, including pricing convertible senior notes and appointing a new board member. Analysts have an average target of USD 34.84, with Wells Fargo raising its target to USD 38.00.

Microsoft has withdrawn from a planned data center deal with Nscale in Loughton, Essex. This withdrawal adds uncertainty to Nscale's efforts to raise up to $3 billion through an initial public offering. The news was reported by The Telegraph newspaper.

Vuzix Corporation unveiled its Causeway evaluation platform, featuring 19,200 parallel optical pathways aimed at AI data centers. The technology uses waveguide technology for dense AI connections and is currently being offered to qualified partners for evaluation, not as a commercial revenue stream. The company's Q2 revenue was $1.11 million, below consensus, and its next quarterly report is expected on November 12, 2026.

Nvidia recently announced a historic $150 billion share repurchase plan, which some analysts believe is too small given the company's market cap and cash flow. The article also discusses potential risks for Nvidia, such as the circular funding within the AI industry and the possibility of a slowdown in GPU upgrade cycles. Additionally, the podcast touches on the emerging trend of defense technology companies going public via SPACs, highlighting the unique challenges and considerations for investors in this sector, and answers a mailbag question about Klarna's recent earnings and stock drop.

Chunghwa Telecom (CHT) was recognized by Frost & Sullivan with two 2026 awards for Taiwanese Telecoms Company of the Year and 5G Technology Innovation Leadership. This marks the ninth consecutive year the company has received these accolades. The article also notes Chunghwa Telecom's stock performance and its upcoming Q3 2026 earnings conference call on November 4, 2026.

Samsung Electronics will reportedly use TSMC's 3-nanometre process to produce base dies for Nvidia's next-generation custom high-bandwidth memory (HBM) chips, marking their first collaboration at the HBM manufacturing stage. Nvidia requested Samsung, SK Hynix, and Micron Technology to adopt TSMC's process for NVHBM base dies, and Samsung has agreed after an internal review. Samsung still plans to use its in-house production for standard HBM and other custom products.

Texas Instruments stock is trading at EUR 245.25 in weekend trading on October 18, 2026, which is 2.23 percent below its October 16 Xetra close of EUR 250.85. The company declared a quarterly cash dividend of USD 1.52, payable on November 10, 2026, to stockholders of record on October 30, 2026. Texas Instruments is also scheduled to webcast its third-quarter earnings conference call on October 21, 2026.

Ziff Davis (ZD) announced that its third-quarter 2026 results will be released on November 5, 2026, with an earnings call scheduled for November 6, 2026. The company's second-quarter revenue was USD 286.7 million, slightly above expectations, but down 18.7% year-over-year. Investors will be watching the report for revenue recovery and the impact of digital advertising pressure on the vertically focused digital media and internet group.

Delays, rising build costs, and community resistance are impacting the AI data center market, shifting sentiment and potentially creating mispricings for investors. This article highlights the implications for major players like Equinix and Digital Realty Trust, which are heavily invested in large-scale AI infrastructure, and Applied Optoelectronics, a supplier of optical components. It examines how these challenges could affect their financial projections and growth trajectories, urging investors to consider potential risks and opportunities.

Danaher Corporation has announced a collaboration with NVIDIA to advance autonomous science, combining Danaher's scientific instrumentation and AI technologies. This news comes as Danaher Corp. stock was trading at EUR 204.00 in weekend trading. Initial efforts will focus on select instruments, with potential for broader expansion.