Prime 1,600-acre Nassau County property offers power, water, fiber connectivity and expansion capacity for phased AI and cloud infrastructure growthMIAMI, Sept. 22, 2025 (GLOBE NEWSWIRE) -- NextNRG (NASDAQ: NXXT), a pioneer in AI-driven energy innovation transforming how energy is produced, managed, and delivered, today announced it has secured a long-term lease option on 1,600 acres in Nassau County. The company is advancing plans for a potential deployment of a 200 MW smart microgrid that would utilize ro ...

Key Takeaways MTZ, FIX, TLN are poised to gain from AI-driven data center growth. FIX benefits from rising demand for precision HVAC systems in advanced data centers.TLN expands nuclear deal with Amazon to supply AWS centers with 1,920 MW of clean power.The artificial intelligence (AI) saga, supported by the massive growth of cloud computing and data centers, is yet to unfold fully. The demand for data center capacity surged to manage and store the vast amount of cloud computing-based data. The AI infrastr ...

DOVER, United Kingdom, Sept. 20, 2025 (GLOBE NEWSWIRE) -- A new report by Wiingy, "583,000 Tech Jobs Now Open for Americans: How the $100K H1B Fee Changes Everything" states that a federal policy introducing a $100,000 H1B visa application fee will create over 583,000 new tech jobs for U.S. workers by 2029. The report suggests this policy would expand opportunities for American STEM students, making high-paying tech careers, with an average salary of $167,533, more accessible to the domestic workforce. The ...

Astera Labs, Inc. (NASDAQ:ALAB) is one of the 11 Best Performing IPOs in the Last 2 Years. The company’s top executives are cashing in on major stock sales amid the stock’s rising price target. Astera Labs Rides AI Boom as Executives Sell Shares and Analysts Lift Targets Close-up of Silicon Die are being Extracted from Semiconductor Wafer and Attached to Substrate by Pick and Place Machine. Computer Chip Manufacturing at Fab. Semiconductor Packaging Process. On August 5, 2025, Astera Labs, Inc. (NASDAQ ...

Microsoft Corporation NASDAQ: MSFT stock is up 20.55%, proving again that investors are willing to overlook valuation if they’re getting a return on that investment. Microsoft is trading at around 38x forward earnings at a slight premium to its historic average. Microsoft TodayMSFTMicrosoft$517.93 +9.48 (+1.86%) 52-Week Range$344.79▼$555.45Dividend Yield0.70%P/E Ratio37.97Price Target$612.54Add to WatchlistThat hasn’t stopped investors from putting a floor on the stock. In fact, the consensus price target ...

Key Takeaways Microsoft emerges as the superior investment choice over Oracle for most AI and cloud portfolios.MSFT trades at a forward P/E of 31.94x while ORCL commands a steeper 41.35x despite concentrated growth.Oracle's $455 billion backlog includes a historic $300 billion OpenAI deal starting in 2027.Oracle (ORCL) and Microsoft (MSFT) stand as titans in the cloud computing and AI landscape, each leveraging its legacy enterprise software foundations to capture the explosive growth in AI-driven cloud inf ...

Key Takeaways Guidewire unveiled Japan-specific PolicyCenter functionality to aid insurers' digital transformation.Capgemini and NRI will help deliver localized solutions quickly with global and local expertise.A $60M five-year Japan investment follows success with ClaimCenter extensions for the region.Guidewire Software ((GWRE) recently unveiled a new step in its mission to empower Japanese insurers by building market-specific functionality for PolicyCenter on Guidewire Cloud. This initiative reflects Guid ...

闻乐 发自 凹非寺 量子位 | 公众号 QbitAI 可以说，这场AI Infra分享会，阿里云不仅亮了算力和AI落地的真功夫，连行业痛点也没藏着掖着，来看看具体说了些啥。 全球全栈的AI云 首先，阿里云这个全栈AI云计算选手，确实把IaaS、PaaS到MaaS的技术架子搭得挺规整。能从算力底座一路顺到AI应用，给企业递上一套 端到端解决方案。 阿里云在全球29个地域运营89个可用区，在它家产品生态里，深度融合了计算、存储与AI能力， 比如，在存储领域，还有即将发布的OSS 向量Bucket ，存储成本大降。 拿下中国AI云市场第一后，阿里云又敞开说了。 援引第三方机构Omdia数据，中国AI云市场规模达到223亿元，阿里云占比35.8%位列第一。 围绕这一领先地位的技术根基，阿里云的弹性计算、集群、容器、人工智能平台等技术产品负责人来了场AI Infra分享会。 AI全栈云计算、10万GPU拼巨型运算器、AI落地避坑指南…… 此外，Tablestore查千亿级数据更是快到按毫秒算。 | | | | | | | | | | | 功能:多元索引, Al 结构化索引升级 | | --- | --- | --- | ...

机器人行业 - 2023年全球工厂运行机器人设备达428.16万台，中国工业机器人安装量占全球前五大市场总和的3倍以上，2024年销量达30.2万套，连续12年全球第一[8] - 中国工业机器人产量从2015年3.3万套增长至2024年55.6万套，服务机器人产量1051.9万套，同比增长34.3%[8] - 政策驱动明显，《人形机器人创新发展指导意见》提出2025年批量生产、2027年达世界先进水平目标[9] - 人工智能、机器学习及传感器技术突破使机器人实现毫秒级响应，稳定性和灵活性持续增强[9] - 工业领域应用显著提升效率，汽车制造焊接环节生产效率提高3-5倍，焊接缺陷率降低50%以上[11] - 物流仓储机器人使仓储空间利用率提升30%-50%，货物分拣效率提高2-3倍[12] - 协作机器人成为新趋势，配备先进传感器实现人机安全协同，适应多样化生产场景[15] AR眼镜行业 - 2024年中国AR眼镜销量达28.6万台，第四季度创销量新高，本土品牌星纪魅族、Rokid、XREAL形成"AR眼镜五小龙"竞争格局[17] - 2023年全球市场份额分布：Xreal占45%、Rokid占14%、雷鸟创新占13%[18] - 2025年第一季度雷鸟创新以45%市场份额居国内第一，XREAL占18%位列第二[18] - 光波导技术成为主流光学方案，Rokid Glasses采用该技术实现轻薄类眼镜形态[19] - AI大模型融合实现自然语言交互与实时翻译功能，DeepSeek-R1开源模型支持端侧部署[19] - 工业领域应用广泛，汽车制造工人通过AR眼镜获取安装参数，物流仓库实现货物快速分拣[20] - 全球AR出货量预计2027年达180万台，4年复合增长率37.7%，2030年有望超800万台[21] - 中国预计2027年成全球最大AR市场，2025年出货量突破百万台，市场规模达千亿级[21] - 面临内容生态不完善、交互体验待提升及"续航-重量-性能"平衡挑战[22] 折叠屏行业 - 2025年全球折叠屏手机出货量约1983万台，同比增长6.0%，中国自2023年起成全球最大市场[24] - 中国市场份额未来五年稳定超40%，2025年上半年出货量498万台，同比增长12.6%[24] - 超薄柔性玻璃（UTG）盖板渗透率从2024年65%提升至2025年85%，抗冲击性能较传统材料提升3倍，折叠寿命达60万次[25] - 京东方与三星显示投入超200亿元建设第六代UTG产线，屏幕厚度突破0.187毫米[25] - 铰链技术实现突破，"水滴型"结构使弯折半径缩至1.5mm，整机厚度低于11mm[26] - 华为龙骨转轴实现180度悬停精度±1度，OPPO 3D打印钛合金铰链减重30%，寿命从20万次跃升至50万次[26] - 华为以48.6%份额领跑中国市场，荣耀Magic V系列创9.2mm行业最薄记录，海外增速超30%[27] - OPPO Find N5厚度仅8.93mm，vivo X Fold4配备50MP潜望长焦，小米MIX Flip占小折叠市场70%份额[27] - 三星中国份额萎缩至5%，苹果计划2026年推出首款折叠iPhone[27] 服务器行业 - 2024年第四季度全球服务器市场收入773亿美元，同比增长91%，全年收入2357亿美元，较2020年增长超一倍[30] - 2024年第一季度全球服务器出货量282万台，同比增长5.9%[30] - 中国服务器市场2024年第四季度出货量130万台，同比增长22%，价值195亿美元，同比增长92%[30] - 2024年中国服务器出货量约455万台，云计算、大数据及人工智能驱动需求增长[30] - 云计算推动服务器向集群化发展，注重高度定制化、易扩展及快速交付能力[31] - AI服务器配备GPU、ASIC等加速芯片，通过张量并行策略提升计算效率，模型压缩技术支持千亿参数大模型运行[32] - 浪潮信息AI服务器实现超80%实际算力利用率，性能线性扩展达99%[32] - 应用领域拓展至智能制造、智能交通及医疗教育行业，支持远程医疗及在线教育平台[33] - 2024年第四季度戴尔科技和超微以7.2%和6.5%收入份额并列全球第一，收入分别增长20.6%和55%[34] - 浪潮信息2024年第一季度全球出货量份额11.3%，同比增长50.4%，居全球前二[35]

Hello and welcome to Ask Me for a Trend. I'm Josh Lipton and for the next half hour, we are breaking down the trends of today that'll move stocks tomorrow. There's a lot to keep track of, so we're focusing on what you need to know to get ahead of the curve here.Some of the trends we're going to be diving right into. Wall Street still basking in the glow of a Fed rate cut. Across the board, all major indices did end the day higher today.Should investors make themselves at home with REITs in a post Fed rate c ...