Core Insights - The article highlights Pure Storage's significant performance amidst the AI boom, emphasizing its role in the data infrastructure essential for AI applications [3][4] - The company's stock has reached all-time highs, indicating strong market confidence in its technology and strategic direction [3][15] Company Performance - Pure Storage reported a revenue of $861 million and a non-GAAP operating income of $130 million in its second-quarter fiscal 2026 earnings, surpassing previous guidance and analyst expectations [11] - The company raised its full-year revenue guidance to between $3.60 billion and $3.63 billion, reflecting a year-over-year growth rate of approximately 14% [11] - Subscription Annual Recurring Revenue (ARR) grew by 18% to reach $1.8 billion, while Remaining Performance Obligations (RPO) surged by 22% to $2.8 billion, indicating strong future growth visibility [20] Technological Leadership - Pure Storage's all-flash technology platform addresses critical data access speed issues, essential for AI training and inference [5][6] - The company has tailored its products, such as FlashArray//XL and FlashBlade//S, to meet the demands of large-scale AI initiatives [5] - Recent recognition from Gartner as a Leader in the Magic Quadrant for Enterprise Storage Platforms validates Pure Storage's product quality and strategic vision [7][8] Strategic Partnerships - The company is expanding its ecosystem of partnerships, enhancing its platform's value and competitive advantage [8][9] - Key collaborations include integrations with cybersecurity firms like CrowdStrike and data protection companies like Veeam, which enhance security and recovery capabilities [12] Market Outlook - Analysts have updated their price targets for Pure Storage, with firms like Guggenheim, Needham, and Wells Fargo setting targets at $105, $100, and $100 respectively, indicating bullish sentiment [14] - The recent stock performance is viewed as a validation of Pure Storage's growth story, positioning it as a core growth investment in the data-driven future [15][16]

Core Viewpoint - Althera42 aims to create a new investment model focused on technology royalties, allowing investors to capitalize on revenue growth from technology startups without high equity valuations [1][6]. Group 1: Investment Strategy - Althera42 plans to provide working capital to technology companies in Europe without taking equity stakes [1]. - The fund will focus on investing in intellectual property that drives societal transformation through various sectors, including AI, data infrastructure, defense, robotics, and health [2]. - The investment model allows companies to access capital without diluting equity or incurring rigid debt obligations [3]. Group 2: Target Companies - Althera42 targets founder-led and late-stage private companies with software and proprietary technology at their core [4]. - The fund is looking for companies with annual revenues between approximately $17 million and $117 million (€10 million and €100 million) from recurring or licensing models [5]. Group 3: Financial Structure - The fund combines the upside of venture capital with the consistent cash flow of private debt, distributing gains to investors quarterly [5]. - Althera42 will charge a 2% management fee and a 20% performance fee [5]. Group 4: Market Positioning - Althera42 aims to establish technology royalties as a new asset class, similar to the successful models in music and pharmaceuticals [6]. - The company positions itself as architects of a new capital model, transforming recurring revenue into investable royalty streams [7].

Core Points - Marvell Technology, Inc. has authorized a new $5 billion stock repurchase program, building on its commitment to return capital to stockholders [1][2] - The company has approximately $2 billion remaining under its prior repurchase authorization and has repurchased $300 million of common stock in the current quarter [2] - Marvell has entered into an accelerated share repurchase (ASR) agreement to repurchase an additional $1 billion of its common stock [2][3] - CEO Matt Murphy emphasized the company's confidence in its business and stock value, highlighting sustained revenue and cash flow growth [3] Financial Overview - The new stock repurchase program is part of Marvell's strategy to enhance shareholder value [1][2] - The total amount repurchased in the current quarter, including the ASR, amounts to $1.3 billion [2] Upcoming Events - Marvell's Chairman and CEO will participate in a fireside chat hosted by JP Morgan on September 24, 2025, at 10 AM Pacific Time [3][4]

Australia-based Alloy thinks it can help robotics firms with their data problem: the startup is building data infrastructure to help companies process and organize all the data their robots collect. https://t.co/tacGHdyRFw ...

Core Insights - Copper prices and mining equities showed significant strength in August, driven by renewed investor confidence and policy support [2][5] - The exclusion of copper from Section 232 tariffs and its inclusion in the U.S. Geological Survey's critical minerals list contributed to price stability [3] - Both physical copper and mining equities have outperformed broader commodities and U.S. equities in the long term [5] Price Performance - Physical copper prices rose alongside copper mining equities, creating investment opportunities through ETFs [1][4] - August was highlighted as a standout month for critical materials, with copper leading in market performance [5] Mining Sector Analysis - Copper miners reported positive earnings results in August, with improved margins reflecting the benefits of higher copper prices [5] - The mining sector's strength is attributed to various industry factors in addition to rising copper prices [4] Investment Opportunities - Investors can gain exposure to copper through the Sprott Copper Miners ETF (COPP), which tracks both physical copper and mining equities [6] - The Sprott Junior Copper Miners ETF (COPJ) offers exposure to small and mid-cap companies in the copper mining sector, presenting growth opportunities [7]

Company Overview - Monolithic Power Systems, Inc. (MPWR) is a fabless semiconductor company with a market cap of $39.9 billion, specializing in power management solutions such as DC-to-DC converters, AC-to-DC power supplies, LED drivers, and battery management ICs [1] - The company serves various markets including cloud computing, telecom infrastructure, industrial systems, automotive, and consumer electronics [1] Market Position - MPWR is categorized as a large-cap stock, reflecting its substantial size and influence in the semiconductor industry [2] - The company is recognized for its innovative, energy-efficient designs that integrate multiple power components into a single chip, enhancing performance and reducing system size [2] Financial Performance - MPWR has shown significant revenue and earnings growth in recent years, driven by increasing demand in AI, data infrastructure, and high-performance computing applications [2] - On July 31, shares of MPWR surged 10.5% following the release of its Q2 2025 results, with an adjusted EPS of $4.21 and revenue of $664.6 million, exceeding Wall Street's expectations [5] - Management projects Q3 revenue between $710 million and $730 million, indicating continued growth into the second half of the year [5] Stock Performance - Despite a 12.6% decline from its 52-week high of $954, MPWR stock has increased 16.1% over the past three months, outperforming the S&P 500 Index, which returned 8.9% during the same period [3] - Year-to-date, MPWR shares have risen 41%, significantly outpacing the S&P 500's 12% gain in 2025 [4] - Over the past 52 weeks, however, the stock has declined 6.9%, lagging behind the index's 17.7% advance [4] Technical Indicators - Technical indicators suggest an uptrend, with MPWR trading above its 50-day moving average since late April and above its 200-day moving average since early June [4]

Core Insights - Credo Technology Group has experienced significant stock growth, tripling in value since early May, driven by strong earnings reports and high demand for its products [1][4] - The company is a key supplier of high-performance connectivity solutions, particularly in the AI and cloud computing sectors, with sales projected to grow 120% this fiscal year [2][5] Financial Performance - Credo's sales are expected to reach $425 million this fiscal year, with a notable increase in revenue to $223.1 million in Q1 FY'26, representing a 273.6% year-over-year growth [2][4] - The adjusted EPS for Q1 FY'26 was reported at 52 cents, exceeding estimates by 48.6%, and the revenue outlook has been significantly boosted, with EPS consensus rising from $1.48 to $2.00, indicating 185% growth [4][5] Product Offering - Credo's Active Electrical Cables (AECs) are in high demand, providing efficient high-speed connectivity solutions for data centers, particularly those focused on AI and cloud computing [2][5] - The AECs are noted for their substantial power savings, consuming about 50% less power than traditional Direct Attached Copper (DAC) cables, and offering superior performance with data rates up to 1.6T [11][12][13] Market Position and Competition - Credo's primary customers include major hyperscalers like Microsoft and Amazon, while facing competition from Broadcom and Marvell in the connectivity solutions market [3][5] - The company is expanding its customer base to include a variety of technology firms and large enterprises across different sectors, indicating a broadening market presence [19] Industry Trends - The rapid adoption of AI, along with trends such as cloud workloads and the expansion of IoT, is driving increased demand for Credo's products, highlighting the need for efficient data center connectivity [18][19] - The company aims to address the growing bandwidth requirements in the data infrastructure market, positioning itself as a critical player in the evolving AI economy [16][17]

AI needs better data infrastructure.Private. Verifiable. Onchain.📅 Sept 9, 8:30 AM PT - we’re going live on X to show how teams like @InflectivAI, @dFusionAI, @flock_io and @ZarkLab are using Seal + Walrus to secure the future of AI data. https://t.co/cKSNzhBdbP ...

Core Insights - The National Bureau of Statistics announced the second batch of pilot projects for national data infrastructure construction and high-quality data set development at the 2025 China International Big Data Industry Expo [1] - Inner Mongolia successfully included five projects in the national data infrastructure construction, marking a significant achievement in this area [1] Group 1: Data Infrastructure Projects - The "Prairie Cloud Corridor, Mongolian Domain Data Circulation Regional Hub" from the Ordos Municipal Government was selected as a pilot project for national data infrastructure construction [1] - The "Three Norths" ecological seed source high-quality data set from Mongcao Ecological Environment Group and the high-quality data set for the cashmere industry based on comprehensive data collection from Ordos Cashmere Group were included in the national industry high-quality data set pilot projects [1] - The "Crop Budding and Seedling High-Quality Data Set" from Inner Mongolia Octopus Intelligent Technology Co., Ltd. was recognized as a typical case of high-quality data set [1] - The "North Xinjiang Data Hub: Exploring New Paths for Data Infrastructure Construction in Central and Western Regions" from Inner Mongolia Big Data Industry Development Group Co., Ltd. was selected as a typical case for national data infrastructure construction [1] Group 2: Government Initiatives - The Inner Mongolia Government Service and Data Management Bureau aims to leverage pilot projects to stimulate data factor vitality through institutional innovation, ensure data circulation and sharing through infrastructure construction, and promote data infrastructure development through technological empowerment [1]

Business Strategy - Alphabet's life sciences arm Verily shifts focus to AI and data infrastructure [1] - Verily eliminates its entire devices program [1] Restructuring - Verily laid off staff [1]