Stox (STX) news

The seven giants’ “valuation cutting” is nearing its end! Muse and Astra ignite “AI FOMO trading,” tech stocks are ready for a major comeback.

As Meta Muse and OpenAI's GPT-6 Astra are driving a massive wave of AI agents, "AI FOMO trading" (referring to investors rushing to buy or replenish positions in AI-related assets out of fear of missing out on price gains) is making a strong comeback.

US Stock Market Movement: Seagate Technology plunges on September 28 due to high-level pullback and weakness in tech stocks

US Stock Market Movement | Chip Stocks Fall, Qualcomm (QCOM.US) Drops Nearly 7%

US stocks opened lower; storage and optical communication sectors fell broadly, while Nvidia rose nearly 2% against the trend, approaching a new high.

$1,999 Foldable iPhone Is Ready, but Apple (AAPL.US) Faces Over $5.7 Billion Patent Penalty

As Apple intensifies its efforts in foldable displays and AI business, it faces a haptic technology patent compensation ruling exceeding $5.7 billion. On September 25, a federal jury in California found that Apple's Taptic Engine, used in certain iPhone and Apple Watch models, infringed on two patents held by Taction Technology.

"Over 5% 10-Year US Treasury Yield" Fails to Crush AI Investment Frenzy—Is the Real "AI Kill Line" an Inverted Yield Curve?

The bond market is gradually sending warning signals to the economy, indicating that the Federal Reserve's series of interest rate hikes will begin to shift market sentiment, making people increasingly concerned that the US economy may fall into stagnation.

The More Impressive AI Agents Become, the More Valuable Storage Is! SK Hynix's NAND Business Plans $100 Billion US IPO

According to informed sources, Solidigm, a company under SK Hynix, is considering an initial public offering in the United States as early as next year. The sources revealed that the world's second-largest memory manufacturer is in talks with potential advisors regarding the listing of its NAND memory division.

US Stock Market Movement | Storage Concept Stocks Surge at Market Open, SanDisk (SNDK.US) Rises Over 7%, Market Value Hits Two-Month High

Boosted by Muse, Nasdaq’s “quiet surge” raises doubts about a return to AI trading; next week’s Micron earnings become the focal point

The explosive growth of Meta's AI agent Muse shows that artificial intelligence is evolving from "chatting" to "getting things done": continuously running, data-orchestrating agents will extend computing power demand from GPUs to CPUs, boosting Arm, Intel, and AMD. Goldman Sachs commented that the strong rebound in the Nasdaq resembles a "quiet rally" driven by tech giants and options; institutions recognize the fundamentals of AI, but are concerned about valuations rising too quickly and divergences between interest rates and the credit market, waiting for Micron's earnings to verify whether the AI trade can be sustained.

Fitness+ business streamlining, $1999 foldable screen and AI strategy take the lead! Apple (AAPL.US) is brewing a new round of strong growth

A more significant catalyst for future performance is the premium product structure upgrade driven by foldable screens, as well as a new wave of iPhone replacement demand prompted by Apple's exclusive AI experience that has been in the works for years.

Stacks crypto jumps 13% – Could STX bulls extend the price rally?

US storage concept stocks collectively rise, SanDisk up 5%

US Stocks Move | Storage Chip Concept Stocks Rise Broadly, Western Digital (WDC.US) Up Over 3%

Claude leads 26% of R&D, Anthropic raises heated discussion on "AI developing AI" with its "AI slowdown theory"! The RSI training paradigm is catalyzing a major expansion in computing power demand.

Anthropic PBC's Claude chatbot has driven more than a quarter of the company's AI research and development work. The company found that Claude "led" 26% of Anthropic's R&D efforts and collaborated with employees to complete about 90% of the work. Anthropic plans to introduce third-party evaluators within the company and grant them access to internal processes, systems, and data to help track the progress of AI development.

US Stock Movement | Chip Stocks Rise Across the Board, SanDisk (SNDK.US) Gains Over 6%

U.S. stocks move: Chip stocks generally rise, Western Digital (WDC.US) up over 3%

The "AI slowdown theory" collides with the 5% "global asset pricing anchor," sharply escalating tech risks! Wells Fargo redraws the U.S. stock investment landscape and lowers the S&P 500 target.

Wells Fargo strategist Ohsung Kwon has lowered his year-end target for the S&P 500 index, stating that the decade-long earnings growth cycle will eventually slow down, and risks in the technology sector are continuously increasing.

US Stocks Movement | Chip Stocks Mostly Fall, Intel (INTC.US) Drops Over 7%

On Monday, chip stocks fell broadly, with Intel (INTC.US) dropping over 7%, SK Hynix (SKHY.US) and SanDisk (SNDK.US) both falling by 7%.

The AI super bull market still has room for imagination, but Wall Street has quietly prepared "two types of insurance": to guard against slow declines eroding returns, as well as to protect from sudden crashes.

Due to rising interest rates and oil prices causing the stock market rally to stall, investors are divided—some worry about a rapid sell-off, while others are concerned about a slow market decline. Some traders have become more creative with bearish strategies, such as buying put options on the Chicago Board Options Exchange Volatility Index or the S&P 500, or using double binary options to bet on a gradual price drop.

The more impressive AI capabilities become, the more NAND storage needs to be expanded! Goldman Sachs analyzes SanDisk (SNDK.US) "Long-term Agreement + Massive AI Inference" Bull Market Logic

Goldman Sachs maintains a "Buy" rating for SanDisk and a 12-month target price of $2,200. Compared to the closing price of $1,737.99 on September 8 cited in the report, the potential upside is approximately 26.6%.

The ultimate bottleneck for AI is not just electricity, but also the electricity bill! As data centers become a focus in the US elections, AI infrastructure investment faces a "ballot stress test"

In 2026, data center spending, as the backbone of the artificial intelligence industry, will reach a record high. However, alongside the boom in infrastructure construction, opposition to data centers has risen sharply this year. What started as a localized issue has quickly evolved into a key topic for the November midterm elections.

U.S. stocks closed with BNC surging 50.43%

Storage chips break through midsummer consolidation! AGI boom combines with new RSI training paradigm, Goldman Sachs senses the start of a new storage bull market

Goldman Sachs stated that after a period of pullback and consolidation for most of the summer, storage chip stocks and related storage-themed exposures have started to break out of the recent downtrend.

Warning Signs Abound for the Republican Midterm Elections, AI Bull Market Faces “Ballot Stress Test”: Heading Towards “Bubble 2027” or a Valuation Collapse?

A Reuters/Ipsos poll shows that Trump's approval rating has fallen to a historic low. Analysts say that the Democratic Party is likely to regain control of the House of Representatives.

A strong nonfarm payroll provides "rate hike" ammunition—will the CPI push the Federal Reserve to pull the trigger? September rate hike scenario faces a critical test

The latest statements from Federal Reserve Chairman Waller and one of the Fed's Board members, Waller, indicate that the burden of proof has shifted—only a significant downside surprise in CPI could prevent the Federal Reserve from returning to rate hikes.

All three major U.S. stock indexes closed lower, while storage and optical communication sectors surged.

Nonfarm Payrolls “Scare Off” US Stock Market, But AI Hardware Soars Against the Trend! Semiconductor Index Jumps Over 3%, SanDisk Surges 12%

The prospect of a Federal Reserve interest rate hike is suppressing overall valuations and some software growth stocks, but the industrial logic behind the demand for AI computing power, storage, and data center interconnectivity has not yet been affected by rate expectations. Storage chip stock SK Hynix closed up over 8%, while optical communication stock Coherent rose 6.6%. According to market participants, the strong performance of chip stocks on Friday had "zero correlation" with the nonfarm payroll data and was mainly due to the ongoing rotation between semiconductor and software stocks.

All three major US stock indexes closed lower, while the Philadelphia Semiconductor Index rose more than 3%.

US Stocks Move: Storage chip concept stocks broadly rise, SanDisk (SNDK.US) up over 5%

U.S. stock storage sector surges at market open, Micron Technology rises 3.6%