Core Insights - The Zacks Computer-Storage Devices industry faces challenges from escalating trade tensions, macroeconomic turbulence, and intense competition, but benefits from trends like digital transformation, edge computing, and AI workload proliferation [1][2][6] Industry Overview - The industry includes companies that design, develop, manufacture, and market HDDs and SSDs for various devices, with some offering software-defined all-flash solutions and high-performance memory subsystems [3] Trends Influencing Growth - AI is driving demand for high-speed, high-capacity storage solutions, necessitating a shift towards NVMe-based SSDs and object storage for unstructured data [4] - Cloud storage technologies are evolving, with a focus on virtualization and edge computing to manage increasing data complexity and scale [5] Macro Conditions - Trade tensions and inflation are significant concerns, potentially affecting global IT spending, which is projected to reach $5.43 trillion in 2025, a 7.9% increase from 2024 [6] - PC shipments increased by 4.4% year-over-year in Q2 2025, but are expected to plateau in the latter half of the year due to vendor inventory adjustments [7][8] Industry Performance - The Zacks Computer-Storage Devices industry has outperformed the S&P 500 with a 22.7% increase over the past year, compared to the S&P 500's 17.8% gain, but lags behind the broader sector's 28.3% growth [11] Valuation Metrics - The industry is currently trading at a forward 12-month P/E ratio of 21.15X, below the S&P 500's 23.32X and the sector's 28.93X [14] Company Highlights - **Netlist (NLST)**: Experienced a 44% sequential revenue increase to $41.7 million, driven by DDR5 demand, and is pursuing legal actions against Samsung and Micron for patent infringements [20][21] - **Pure Storage (PSTG)**: Expanded its Flash portfolio and reported strong demand for its products, with a Zacks Rank of 3 and a 71.6% stock gain over the past year [25][27] - **NetApp (NTAP)**: Benefiting from demand for all-flash arrays and cloud storage solutions, with Keystone storage-as-a-service revenues growing 80% year-over-year [32][33]

RT DogeDesigner (@cb_doge)When NVIDIA CEO Jensen Huang interviewed @elonmusk in 2015. https://t.co/eggMTgkuNn ...

（文章来源：每日经济新闻） 近期市场波动加大，资金获利止盈需求较多，今日市场盘中上演过山车行情，临近尾盘AI算力方向复 又拉升向上，彰显主线韧性。消息面上，Oracle指引FY2030年收入1440亿美金，推理资源正逐步耗尽。 Oracle FY26Q1 RPO增长超3000亿美金，指引FY2030年OCI收入1440亿美金，公司已与OpenAI、xAI、 Meta、NVIDIA、AMD等AI领域巨头签署重大云合同。国盛证券表示，需求持续远超供给，AI产业趋 势下，供应链厂商业绩增速、估值优势尽显，重视产业链投资机遇。 9月18日，A股光模块、GPU等算力板块冲高回落，截至14点49分，低费率创业板人工智能ETF华夏 （159381）尾盘再度拉升，盘中成交额超3亿元。持仓股中际旭创翻红，光库科技、长芯博创、太辰光 等表现居前。 ...

Core Viewpoint - CrowdStrike Holdings Inc. is currently in a quiet period before its earnings report at the end of November, with limited stock movement expected unless driven by significant news [3] Group 1: Partnerships and AI Development - Salesforce Inc. has announced a partnership with CrowdStrike to develop fortified agentic AI agents, enhancing cybersecurity for enterprise AI systems by integrating CrowdStrike's Falcon platform with Salesforce's tools [4] - The collaboration is expected to increase demand for cybersecurity as companies seek to create agentic AI tools while ensuring digital safety [5] - CrowdStrike's Charlotte AI is designed to track agents back to their human creators, detect abnormal behavior, and prevent overprivileged accounts from being exploited [8] Group 2: Technical Analysis and Stock Forecast - CrowdStrike's stock is showing a bullish outlook, with a 12-month price forecast of $460.10, indicating a potential upside of 3.40% [12] - The stock has previously faced resistance at the 50-day simple moving average (SMA), and a break above this level could lead to prices reaching between $480 and $488 [14] - Immediate support levels are identified between $427 and $430, with deeper support around the 200-day moving average at approximately $412 [15][17] Group 3: Market Position and Analyst Ratings - CrowdStrike currently holds a Moderate Buy rating among analysts, but top-rated analysts have identified other stocks as better buys [18]

– NOT FOR DISSEMINATION IN THE UNITED STATES OR THROUGH U.S. NEWSWIRE SERVICES –Vancouver, BC & Salem, Oregon, Sept. 17, 2025 (GLOBE NEWSWIRE) -- Humanoid Global Holdings Corp. (“Humanoid Global” or the “Company”) (CSE:ROBO, FWB:0XM1, OTCQB:RBOHF), a publicly traded investment issuer focused on building and accelerating a portfolio of pioneering companies in the humanoid robotics and embodied AI sector, is pleased to announce that it has closed its indirect strategic investment in Agility Robotics, Inc. (“A ...

Group 1 - Jim Cramer has highlighted Advanced Micro Devices, Inc. (NASDAQ:AMD) as a stock to watch, noting its competitive position in the semiconductor industry against Intel and NVIDIA [2][3] - Cramer expressed optimism about AMD's progress, particularly under CEO Lisa Su, who has made strides in catching up with NVIDIA's lower-end AI GPUs, although he still views NVIDIA as the market leader [2][3] - Cramer admitted to regretting not investing in AMD earlier but acknowledged his successful investment in Broadcom, while recognizing AMD's recent extraordinary performance [3] Group 2 - The article suggests that while AMD shows potential as an investment, there are AI stocks that may offer higher returns with limited downside risk [3] - The mention of AMD's business model indicates its ability to compete effectively in the CPU, GPU, and custom chip markets, which is crucial for its growth strategy [2]

Group 1 - Broadcom Inc. (NASDAQ:AVGO) has seen a 15.6% increase in stock price over the past month, attributed to a new $10 billion custom AI chip contract reportedly from OpenAI and its latest earnings report [2] - Jim Cramer has highlighted the close relationship between Broadcom and OpenAI, while also noting that NVIDIA's products are perceived as superior in the custom AI chip market [2][3] - Cramer expressed that he expected Broadcom's stock to rise more significantly following Oracle's earnings report, indicating strong confidence in the company's potential [3] Group 2 - Cramer has previously stated that Broadcom is a major position in his Charitable Trust, emphasizing its strong story in private-label chips [3] - There is a belief that while Broadcom has potential, other AI stocks may offer greater returns with limited downside risk [3]

Core Viewpoint - SuperX AI Technology Limited has formed a joint venture with Zhonhen Electric to create SuperX Digital Power, focusing on High-Voltage Direct Current (HVDC) solutions to address the high energy consumption of AI computing globally, excluding Mainland China, Hong Kong, and Macau [2][3][9]. Company Overview - SuperX AI Technology Limited is an AI infrastructure solutions provider, offering a range of products and services for AI data centers, including high-performance AI servers and HVDC solutions [11]. - Zhonhen Electric is a leading provider of HVDC technology in China, with established trust among major technology and telecom companies [6][10]. Joint Venture Details - The joint venture, SuperX Digital Power Pte. Ltd., aims to integrate Zhonhen Electric's HVDC technology with SuperX's AI infrastructure expertise, creating a comprehensive "Compute + Power" solution [3][8]. - This partnership is expected to enhance SuperX's capabilities, allowing it to offer a fully optimized solution from power-in to model-out, thereby gaining a competitive edge [13]. Technological Advantages - HVDC technology simplifies power distribution, reducing energy losses from approximately 10-15% in traditional systems to over 96% efficiency, significantly lowering operational expenditures [4][7]. - The new architecture allows for higher power density and a smaller footprint, potentially freeing up to 50% of facility space for additional AI servers [7]. Market Positioning - The collaboration positions SuperX to meet the urgent demand for energy-efficient AI data centers, providing a first-mover advantage in the global market [13]. - The partnership is seen as a strategic move to establish a new global standard for energy-efficient AI data centers, enhancing operational efficiency and reducing environmental impact [9].

Core Viewpoint - The collaboration between SUTENG and NVIDIA is expected to enhance the development of autonomous driving technology through the introduction of high-performance automotive-grade digital lidar products EM4, EMX, and E1 [1] Group 1: Company Developments - Lian Micro (605358.SH) has announced that its subsidiary Lian Dongxin focuses on manufacturing compound semiconductor RF and optoelectronic chips, particularly VCSEL chips, which are applicable in smart driving, robotics, and optical communication [1] - Lian Dongxin has achieved large-scale shipments of VCSEL products and maintains close cooperation with clients such as SUTENG, Hesai Technology, and Ruishi Technology [1] Group 2: Industry Trends - The integration of SUTENG's lidar products with NVIDIA DRIVE AGX platform signifies a significant step towards the comprehensive upgrade of autonomous driving technology [1]

Ros, it's going to be a big week for for the prime Minister, arguably more important than for President Trump, who's coming with a number of CEOs. Let's start with the nuclear deal before maybe we get onto domestic politics. What do we know about this nuclear deal and some of the other other deals that may come through from Wednesday through through the rest of this week.Well, that's right. So they're highlighting a whole lot of different kinds of business deals they hope to get done this week. The nuclear ...