Shares of C3.ai (AI -2.01%) pulled back through the first half of the year The software-as-a-service (SaaS) company bills itself as offering "AI for the Enterprise" as well as AI-based application software. It continued to post wide losses in its earnings report and fell sharply in February as business and consumer sentiment began to weaken on fears of a trade war.While the stock recovered a bit in the second quarter of the year, it wasn't enough to make up for its struggles earlier in the year. According t ...

点击 关注我们 报告发布日期：2025年7月8日 报告名称:《半导体7月投资策略： TI扩产以支持未来需求，存储价格继续上涨 》 分析师：胡剑 S0980521080001/胡慧 S0980521080002/ 叶子 S0980522100003 / 詹 浏洋 S0980524060001 / 张大为 S0980524100002/李书颖S0980522100003 联系人：连欣然 完整报告请扫描下方二维码 国信研究 半导体7月投资策略: TI扩产以支持未来需 求, 存储价格继续上涨 2025-07-08 | 胡剑 胡慧 叶子 张大为 詹浏洋 6月SW半导体指数上涨5.96%，估值处于2019年以来 64.82%分位2025年6月SW半导体指数上涨5.96%,跑输 电子行业2.90pct,跑赢沪深300指数3.46pct;海外费城 半导体指数上涨16.57%，台湾半导体指数上涨8.15%。 从半导体子行业来看,集成电路封测(+9.24%)、分立器 件(+8.18%)、半导体设备(+7.05%) 涨跌幅居前;模 拟芯片设计(+3.88%)、数字芯片设计(+5.41%)、半 导体材料(+5.43%)涨跌幅居后。截 ...

Key Takeaways FTI signed a five-year collaboration with Var Energi to develop fields near Norway's Gjaa oil site. The alliance will use FTI's iEPCI model to streamline subsea development and cut project risk. The targeted Gjaa Nord, Cerisa and Ofelia fields hold an estimated 110 million barrels of oil equivalent.TechnipFMC plc (FTI) , a global leader in subsea engineering and integrated offshore solutions, has formalized a significant five-year collaboration with Vår Energi, a prominent oil and gas explor ...

Forcepoint partnership enhances Plurilock's role as trusted advisor and managed cybersecurity providerPlurilock's Critical Services will be available to Forcepoint customers through an integrated services approach to global customer engagementsJoint sales initiatives already generating inbound leads and opportunitiesVancouver, British Columbia--(Newsfile Corp. - July 10, 2025) - Plurilock Security Inc. (TSXV: PLUR) (OTCQB: PLCKF) ("Plurilock" or the "Company"), a global cybersecurity solutions provider, an ...

C3.ai (AI) is a popular artificial intelligence (AI) investment choice, as its plug-and-play AI solutions have gained significant popularity with clients. C3.ai has also secured several key government contracts, establishing a strong client base in both the commercial and government sectors.The stock hasn't had the greatest year, as it has fallen around 25% so far in 2025. But nothing is stopping the stock from turning around, especially if the company continues to post stellar growth rates. So, is C3.ai wo ...

NEW YORK, July 9, 2025 /PRNewswire/ -- Bloomberg and Clearwater Analytics (NYSE: CWAN) ("Clearwater") today announced a strategic collaboration to deliver a front-to-back investment solution for asset owners and asset managers using an open and modular approach. This collaboration brings together best-in-class solutions to introduce a comprehensive investment management offering.The new offering will provide users with an enhanced operating model that delivers scale, speed, and flexibility, allowing them to ...

Group 1 - The NAND Flash market has seen significant improvement in supply-demand balance due to production cuts and inventory reduction in the first half of 2025, with expectations of a 5% to 10% increase in average contract prices for the third quarter [1] - The client SSD market is expected to grow by 3% to 8% in the third quarter, driven by better-than-expected inventory reduction by OEM/ODM, a wave of upgrades due to Windows 10 support cessation, and demand from new CPU launches [1][2] - The enterprise SSD demand is anticipated to continue growing in the third quarter, supported by increasing orders from North American general server demand and strong orders from first-tier Chinese customers, with contract prices expected to rise by 5% to 10% [2] Group 2 - The mobile device segment, particularly eMMC, is expected to see flat demand in the third quarter due to previously satisfied consumer needs and reduced purchasing power, with contract prices projected to increase by 0% to 5% [2] - UFS market demand remains uncertain, with supply limited due to a focus on high-margin products, leading to a forecasted contract price increase of 0% to 5% in the third quarter [2] - The overall NAND Flash output is declining, and manufacturers are prioritizing high-margin products, which is expected to result in wafer prices increasing by 8% to 13% in the third quarter [3]

TrendForce集邦咨询表示，Client SSD市场因OEM/ODM上半年去化库存情况优于预期，增强第三季 回补动能。同时Windows 10停止支持、新一代CPU推出引发的换机潮，以及中国DeepSeek一体机热 潮，皆带动Client SSD需求。此外，部分原厂积极推动大容量QLC产品，带动出货规模。综合以上因 素， 预估第三季Client SSD合约价将季增3%至8% 。 今年NVIDIA Blackwell平台出货量逐季升高，且北美地区通用型Server需求正在扩大，中国一线客户 的强劲订单动能可望延续至下半年，将激励第三季Enterprise SSD需求持续成长。然而，因订单增长 过快，部分供应链厂商交货未能跟上，加上原厂于年初下修产能， 第三季Enterprise SSD合约价将 上涨5%至10% 。 July 9, 2025 产业洞察 根据TrendForce集邦咨询最新调查，NAND Flash市场历经2025年上半年的减产与库存去化，供 需失衡情况已明显改善。随着原厂转移产能至高毛利产品，市场流通供给量缩减。需求面则有 企业加码AI投资，以及NVIDIA（英伟达）新一代Blackwel ...

LOS ANGELES, July 08, 2025 (GLOBE NEWSWIRE) -- ServiceTitan (Nasdaq: TTAN), the software platform that powers the trades, has joined forces with Pine Services Group, a premier holding company dedicated to preserving the legacy and accelerating the growth of elite Enterprise Resource Planning (ERP) service partners including industry leaders Acumatica, Microsoft, NetSuite, and Sage Intacct. Together, ServiceTitan and Pine will deliver a seamless, integrated ecosystem of field service management (FSM), accoun ...

BIRMINGHAM, Mich., July 7, 2025 /PRNewswire/ -- OneStream, Inc. (NASDAQ: OS), the leading enterprise Finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions – including financial close, consolidation, reporting, planning and forecasting, will report financial results for its second quarter ended June 30, 2025, after the market close on Thursday, August 7, 2025. OneStream will host a conference call and webcast that day at 4:30 p.m. ET / 1:30 p.m. ...