Market Performance - Stocks experienced continued weakness during light trading on New Year's Eve, with major averages showing notable declines [1] - The Dow fell by 303.77 points (0.6%) to 48,063.29, the Nasdaq decreased by 177.09 points (0.8%) to 23,241.99, and the S&P 500 dropped by 50.74 points (0.7%) to 6,845.50 [1] - This marked the fourth consecutive session of declines, following record closing highs for the Dow and S&P 500 [2] Yearly Gains - Despite recent pullbacks, major averages posted strong annual gains, with the Nasdaq up 20.4%, the S&P 500 up 16.4%, and the Dow up 13.0% for the year [3] Economic Indicators - The Labor Department reported a decrease in first-time claims for U.S. unemployment benefits, with initial jobless claims falling to 199,000, down 16,000 from the previous week's revised level [4] - Economists had anticipated an increase in jobless claims to 220,000, indicating a stronger labor market than expected [4] Sector Performance - Biotechnology stocks performed poorly, dragging the NYSE Arca Biotechnology Index down by 1.9% [4] - Gold stocks also showed considerable weakness, with the NYSE Arca Gold Bugs Index falling by 1.4% due to a slump in gold prices [5] - Other sectors, including computer hardware, brokerage, networking, and semiconductors, experienced notable declines [5] International Markets - In overseas trading, stock markets in the Asia-Pacific region showed mixed performance, with China's Shanghai Composite Index up by 0.1% and Hong Kong's Hang Seng Index down by 0.9% [6] - European stocks also moved modestly lower, with the U.K.'s FTSE 100 Index down by 0.1% and the French CAC 40 Index slipping by 0.2% [6] Bond Market - Treasuries declined during the session, leading to a rise in the yield on the benchmark ten-year note, which increased by 3.3 basis points to 4.163% [7]

TAIPEI, Dec. 31, 2025 /PRNewswire/ -- Advantech is proud to introduce its latest suite of high-performance edge AI compute solutions powered by the Dragonwing™ IQ-X platform – the AOM-6731, AIMB-293, and SOM-6820. Built on this groundbreaking platform, these innovative products are engineered to meet the demanding requirements of modern industrial applications by delivering exceptional processing power, integrated AI acceleration with up to 45 TOPS of AI performance, and robust and lightning-fast 5G and Wi- ...

Group 1 - The core point of the news is that Inspur Information experienced a decline of 1.07% in its stock price, reaching 66.84 yuan per share, with a trading volume of 883 million yuan and a turnover rate of 0.89%, resulting in a total market capitalization of 98.153 billion yuan [1] - Inspur Information, established on October 28, 1998, and listed on June 8, 2000, is primarily engaged in the development, production, sales, and system integration of computer software, hardware, and other information products [1] - The company's main business revenue composition includes 93.88% from server products, 6.03% from storage and switching products, and 0.09% from other sources [1] Group 2 - The He Xu Zhi Yuan Fund has a significant holding in Inspur Information, with the He Xu Zhi Yuan Financial Technology Index (LOF) A (168701) reducing its position by 1,400 shares in the third quarter, holding a total of 93,400 shares, which represents 5.92% of the fund's net value, making it the third-largest holding [2] - The He Xu Zhi Yuan Financial Technology Index (LOF) A (168701) was established on April 3, 2020, with a current scale of 70.7324 million yuan, achieving a year-to-date return of 15.11%, ranking 3,198 out of 4,189 in its category [2] - The fund manager, Yang Zhiyong, has been in position for 3 years and 186 days, with the fund's total asset size at 122 million yuan, achieving a best return of 33.68% and a worst return of 0.53% during his tenure [3]

Group 1 - Super Micro Computer (SMCI) has experienced a decline of approximately 28% since the last coverage, yet the investment setup has improved [1] - The market has fully priced in execution delays, margin pressure, and cash-flow strain [1] Group 2 - The investment strategy focuses on identifying high-potential winners before they break out, emphasizing asymmetric opportunities with an upside potential of 3-5 times outweighing downside risk [1] - The approach leverages market inefficiencies and contrarian insights to maximize long-term compounding while protecting against capital impairment [1] - A strong margin of safety is sought to protect against capital impairment while maximizing long-term compounding [1]

Key Points Micron Technology is a key player in the computer memory space. Demand for memory is on the rise, and artificial intelligence (AI) hardware needs are creating a shortage. Micron is highly undervalued despite its 57% revenue growth and 167% EPS growth. 10 stocks we like better than Micron Technology › It's no secret that the stock market is overvalued. The S&P 500's (SNPINDEX: ^GSPC) current price-to-earnings (P/E) ratio is sitting at just over 30, which is nearly double the index's ave ...

Core Insights - Super Micro Computer (SMCI) is positioned to become a significant player in the AI infrastructure market due to increasing demand for advanced systems powered by NVIDIA [1] - The company is experiencing momentum from expanding government opportunities and strong long-term positioning, which could lead to substantial growth if margins improve and delayed deployments are realized [1] Group 1 - Demand for advanced AI infrastructure is accelerating, benefiting Supermicro [1] - New systems powered by NVIDIA are being introduced, enhancing the company's product offerings [1] - The potential for meaningful upside exists if the company can convert delayed deployments into actual growth [1]

Group 1 - The core patent of Asetek, which is used for computer cooling systems, will expire in May 2025, raising concerns about its impact on the company's ongoing viability [1] - The company acknowledges the patent's expiration but emphasizes that it does not undermine its market position, citing over 20 years of technological accumulation and high product reliability as key advantages [1] - Asetek maintains a dominant position in the high-end market due to low failure rates and high performance, despite the presence of similar designs in the market [1] Group 2 - Spring Autumn Electronics argues that Asetek's current losses are primarily due to short-term factors, with strong profitability in its core liquid cooling business [2] - The losses are attributed to two major clients temporarily adopting a dual-supplier strategy, leading to reduced orders, and the impact of U.S. tariffs on the racing simulator business [2] - The company anticipates significant improvement in performance with a new minimum purchase contract worth $37.8 million starting in October 2025, which is expected to restore liquid cooling business revenue to over $65 million [2]

【ZOL中关村在线原创导购】对于游戏玩家来说，主机的性能从来不是倚靠某个配件的单打独斗，尤其 是对于追求画质与流畅平衡的2K分辨率（2560x1440）主流玩家来说，主板、显卡、显示器的搭配至关 重要，例如技嘉X870E AORUS MASTER X3D ICE超级冰雕主板、魔鹰GV-N506TGAMING OC-16GD显 卡和魔鹰MO27Q28G显示器，就是爽玩2K游戏的高能组合。 技嘉X870E AORUS MASTER X3D ICE超级冰雕主板 技嘉魔鹰GV-N506TGAMING OC-16GD是一款高性能2K显卡，采用NVIDIA Blackwell架构的GeForce RTX 5060 Ti显示核心，搭载4608个CUDA核心，集成第四代RT Core与第五代Tensor Core，支持DLSS 4 多帧生成技术和Reflex 2低延迟技术，核心OC频率更是高达2647MHz，搭配16GB 128bit GDDR7显存， 为2K游戏注入强劲动力，接口方面配备3个DP2.1和1个HDMI2.1。 技嘉魔鹰GV-N506TGAMING OC-16GD显卡采用炫酷的设计，散热器整流罩采用多层结构并结 ...

Super Micro Computer, Inc. (SMCI) delivered disappointing quarterly results (for its fiscal Q1 ending Sept. 30) on Nov. 4. SMCI stock has tanked, as investors lost faith in this AI server company. However, large and unusual call option activity in SMCI may indicate that it may be time to buy. SMCI is at $30.55 in morning trading on Dec. 24. That's well off its Oct. 8 closing peak of $58.68 (-48%) and pre-earnings price of $50.75 on Nov.3 (i.e., down 40%). So, has it been overdone? Today's call option activ ...

Hewlett Packard Enterprise Company ( HPE ) is a technology company known for servers and computer hardware, but like many others in technology, it has expanded into cloud and AI computing. A little over a year ago, IOther writing on Substack: https://yieldstrategies.substack.com/I am currently focused on income investing through either common shares, preferred shares, or bonds. I will occasionally break away and write about the economy at large or a special situation involving a company I've been researchin ...