Boost Security is aggressively expanding its defense capabilities by acquiring two startups and securing $4 million in new funding. The company purchased SecureIQx, an MIT-founded firm specializing in code vulnerability analysis, and Korbit Technologies, which utilizes AI to review code requests. These acquisitions bolster Boost's AI-native platform, specifically targeting protection against sophisticated supply chain attacks and vulnerabilities introduced by AI-generated code.
Meanwhile, EverCommerce reported strong financial performance for Q1 2026, driven by its AI strategy. The company posted revenue of $147.47 million, a 3.6% increase year-over-year, and exceeded earnings expectations with an EPS of $0.2257. Executives attribute this growth to an AI-first transformation that is improving operational efficiency, even as margins face pressure from competition.
In the infrastructure sector, Principal is preparing to raise approximately $3 billion for two new data center funds aimed at capitalizing on the AI boom. The plan includes a $2 billion US-focused fund and a $1 billion Europe-focused fund, both targeting an annual net internal rate of return between 18% and 20% over eight years.
Broader market trends show that major technology companies like Amazon, Microsoft, and Alphabet spent a record $725 billion on AI and digital infrastructure last year. This massive investment has pushed free cash flow to its lowest level in a decade, signaling a significant shift from software-centric models to those reliant on heavy hardware and physical assets.
Regulatory and market dynamics are also shifting. SEC Chair Paul Atkins announced plans for new rules regarding onchain markets and AI-driven finance, aiming to clarify regulations for crypto vaults and blockchain settlement infrastructure. Simultaneously, the AI rally has boosted stocks of hardware manufacturers, including glass maker Corning and toilet maker Kohler, which saw significant price increases due to demand for smart components.
Key Takeaways
['Boost Security acquired SecureIQx and Korbit Technologies while raising $4 million to enhance its AI-native security platform.', 'EverCommerce reported Q1 2026 revenue of $147.47 million, beating earnings expectations with an EPS of $0.2257.', 'Principal plans to raise $3 billion for two new data center funds focused on the US and European AI markets.', 'Major tech companies including Amazon, Microsoft, and Alphabet spent a record $725 billion on AI and digital infrastructure last year.', 'The massive AI spending by big tech has caused free cash flow to fall to its lowest level in a decade.', 'SEC Chair Paul Atkins is proposing new rules for onchain markets and AI-driven finance to address modern blockchain protocols.', 'Corning stock rose 25% and Kohler stock increased 20% as demand for AI infrastructure hardware grows.', 'Data center startup Fermi fired its CEO after failing to sign a single client for its nuclear-powered Texas project.', 'Waton is launching a new AI trading platform featuring predictive analytics and customizable interfaces for traders.', 'Financial experts warn investors to remain disciplined during the AI-fueled market rally to avoid overvaluation risks.']Boost Security Buys Two Startups and Raises $4 Million
Boost Security announced it has acquired two startups and secured an additional $4 million in funding. The company bought SecureIQx, an MIT-founded firm that analyzes code for vulnerabilities, and Korbit Technologies, which uses AI to review code requests. These acquisitions will strengthen Boost's AI-native platform designed to protect software development from modern threats. The new funding will help the company continue building its defense tools against sophisticated supply chain attacks.
Boost Security Expands Platform With New Acquisitions
Boost Security acquired SecureIQx and Korbit.ai while raising $4 million from investors including White Star Capital. The new tools will enhance the company's AI-native platform that secures software development lifecycles. SecureIQx provides reachability analysis for code across many programming languages, while Korbit.ai uses AI to find errors during code reviews. This expansion addresses the growing risk of vulnerabilities introduced by AI-generated code.
AI Security Firm Boost Raises Money and Buys Rivals
Boost Security raised $4 million and acquired two rivals to improve its security platform. The funding came from White Star Capital, Amiral Ventures, Accelia Capital, and Sorensen Capital. The acquired companies bring advanced code analysis and AI review capabilities to Boost's existing tools. These additions help the company defend against supply chain attacks and code generated by AI agents.
EverCommerce Q1 2026 Slides Show AI Growth
EverCommerce released its Q1 2026 slides showing strong growth driven by AI investments. The company's revenue increased by 25% compared to the same period last year. While margins have compressed due to competition, the firm remains optimistic about its future. The slides highlight how AI and machine learning technologies are improving operational efficiency and customer experiences.
EverCommerce Beats Earnings Expectations With AI Strategy
EverCommerce exceeded earnings expectations in Q1 2026 with an EPS of $0.2257, a 41.06% surprise over forecasts. Revenue reached $147.47 million, marking a 3.6% increase year-over-year. The company's stock rose 6.89% after the announcement, reflecting positive investor sentiment. Executives stated that their AI-first transformation is driving growth and improving operational efficiency.
Principal Plans $3 Billion for Two Data Center Funds
Principal is planning to raise about $3 billion for two new data center funds focused on the AI boom. The company aims to raise approximately $2 billion for a US-focused fund and $1 billion for a Europe-focused fund. Both funds target an annual net internal rate of return between 18% and 20% over eight years. These funds will be managed by Principal's asset management unit.
SEC Chair Signals New Rules for Onchain Markets
SEC Chair Paul Atkins announced plans for new rules regarding onchain markets and AI-driven finance. The agency is considering regulations for onchain trading systems, crypto vaults, and blockchain settlement infrastructure. Atkins argued that existing securities rules do not fit modern blockchain protocols that combine multiple market functions. The SEC aims to clarify how it views hybrid traditional and decentralized market models through formal rulemaking.
Big Tech AI Spending Lowers Free Cash Flow
Major technology companies spent a record $725 billion on AI and digital infrastructure last year. This massive spending has caused free cash flow to fall to its lowest level in a decade. Companies like Amazon, Microsoft, and Alphabet are investing heavily in data centers and cloud computing. The trend shows a shift from a software-centric business model to one that relies heavily on hardware and physical assets.
Waton Launches New AI Trading Platform
Waton is developing a new AI trading platform designed to improve user experience and trading outcomes. The platform combines advanced AI algorithms with a user-centric design to help both novice and experienced traders. It features real-time market insights, predictive analytics, and customizable interfaces for specific user needs. Risk management tools and educational resources are also included to help users make informed decisions.
Experts Advise Investors on AI-Fueled Market Rally
Financial experts discuss how to navigate the current AI-fueled market rally. Anna Rathbun of Grenadilla Advisory advises investors to stay informed and disciplined during this period. She warns that while AI stocks offer opportunities, there is also a risk of overvaluation and potential market corrections. Rathbun emphasizes the importance of human intuition and avoiding impulsive decisions based on short-term trends.
Glass and Toilet Makers Become AI Stocks
The demand for AI infrastructure is boosting stocks of companies that make essential components. Corning, a glass manufacturer, saw its stock price rise 25% as its products are used in AI applications. Kohler, a toilet maker, experienced a 20% stock increase due to demand for smart home fixtures. These companies benefit from the growing need for hardware in AI systems like virtual assistants and self-driving cars.
Fermi Startup Fires CEO After Failing to Sign Clients
Data center startup Fermi fired its CEO Toby Neugebauer after failing to sign a single client. The company had promised nuclear power for AI data centers but could not secure any tenants. Fermi's stock has dropped 84% from its peak, and its massive Texas project remains mostly unfinished. Neugebauer sued the company, alleging wrongful termination, while the board claims his actions violated company policies.
Sources
- Boost Security acquires 2 startups, raises $4 million for AI defense platform
- Boost Security: Acquisitions Of SecureIQx And Korbit.ai Expand AI-Native Application Security Platform
- AI security firm Boost raises $4m and snaps up rivals
- EverCommerce Q1 2026 slides: AI investments drive growth, compress margins
- Earnings call transcript: EverCommerce Q1 2026 beats earnings expectations with strategic AI investments
- Principal Eyes $3 Billion for Two Data Center Funds on AI Boom
- SEC chair Paul Atkins signals rule changes for onchain markets and AI-driven finance
- Big Tech’s $725bn AI spending spree sends free cash flow to a decade low
- Waton’s New AI Trading Platform Integrates Real-Time Insights and Predictive Analytics
- How to invest during this AI-fueled rally
- The chip craze is turning a glass company and a toilet maker into AI stocks
- Data center startup Fermi promised nuclear power for AI. But it couldn't sign a single client
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