The most talked about and market moving research calls around Wall Street are now in one place. Here are today's research calls that investors need to know, as compiled by The Fly.Top 5 Upgrades: Rothschild & Co Redburn upgraded Kenvue (KVUE) to Buy from Neutral with a price target of $22, down from $22.50. The shares are down over 20% this month with the Trump administering linking usage of Tylenol by expectant mothers with an increased risk of autism in infants, but the firm views proposals laid out th ...

We recently published 10 Big Names Investors Are Dumping. Hut 8 Corp. (NASDAQ:HUT) is one of the companies that heavily bled in Thursday’s trading. Shares of Hut 8 Corp. retreated by 7.87 percent on Thursday to close at $34.88 apiece as investors resorted to profit-taking following last week’s gains that saw the company propel to a new all-time high. In other developments, Hut 8 Corp.’s (NASDAQ:HUT) newly listed subsidiary, American Bitcoin (NASDAQ:ABTC), announced its switch to a new auditor, KPMG LLC, ...

除美国外，SuperX近期在日本、中国等市场都展开了紧锣密鼓的布局动作。 7月28日，SuperX宣布旗下子公司SuperX Industries Pte.Ltd.计划在日本建立其首个区域人工智能供应中 心，该中心预计2025年下半年投产，全面投入运营后，将具备每年为1万台SuperX自有品牌高性能AI服 务器进行最终组装、系统集成与严格品控的交付能力。AI供应中心将专注于公司品牌核心产品(包括高 性能人工智能服务器、高压直流(HVDC)电源系统和高密度液体冷却解决方案)的最终组装、系统集成和 质量控制，能够为日本及亚洲客户提供更快速、更贴近本地需求的交付体验。 7月30日，SuperX正式发布最新旗舰产品SuperX XN9160-B200AI服务器。该服务器搭载NVIDIA最新一 代Blackwell架构GPU(B200)，旨在满足客户对人工智能(AI)、机器学习(ML)和高性能计算(HPC)应用程 序的高性能和可扩展性的算力需求。 9月15日，SuperX子公司牵手中国数字能源企业中恒电气（002364）设立合资公司SuperX Digital Power Pte.Ltd，双方将整合在客户资源、技术储备 ...

By James Van Straten (All times ET unless indicated otherwise) It's a new day, but the same story: Bitcoin (BTC) is struggling and ether (ETH) is trying to hold the $4,000 range. Crypto bulls can take some comfort in the fact that there is only one week left in September, a historically bearish month, and what's usually the strongest quarter is just around the corner. Sentiment within the industry remains subdued. The Crypto Fear and Greed Index sits at 45, which is neutral, but leaning slightly closer t ...

The stock of the Bitcoin mining company, Bitfarms Ltd. (Nasdaq: BITF), fell more than 15% to close at $2.59 on Sep. 23. It is an extraordinary decline for a stock that had been soaring for more than two past weeks. Bitfarms teases further expansion into U.S. Founded in 2017, Bitfarms is a Canada-based Bitcoin mining company that operates 14 data centers across the Americas. Related: What is Bitcoin mining? Explained In simple words, Bitcoin mining is the process in which miners use high computing power ...

According to a Monday press release, CleanSpark (CLSK) has expanded its capital strategy with a new $100 million bitcoin-backed credit facility from Coinbase Prime. The company intends to deploy the funds into its energy portfolio, bitcoin mining operations, and, importantly, investment into high-performance computing capabilities. Get these headlines directly to your inbox: subscribe to Blockspace. This morning, shares of CleanSpark surged as much as 10%, driven by investor enthusiasm over the company’s ...

CleanSpark Expands Capital StrategyCleanSpark, Inc. (Nasdaq: CLSK) is an American Bitcoin miner. They just announced on September 22, 2025, that it has increased its Bitcoin-backed credit facility with Coinbase Prime by $100 million. The move strengthens CleanSpark’s capital strategy. It unlocks non-dilutive financing for growth across its energy, mining, and high-performance computing (HPC) initiatives.The expanded credit line enables CleanSpark to deploy capital into accretive assets while retaining expos ...

TOKYO, Sept. 19, 2025 (GLOBE NEWSWIRE) -- Leading semiconductor test equipment supplier Advantest Corporation (TSE: 6857) will feature its leading-edge IC test solutions at the 2025 International Test Conference, which will be held from Sept. 21-26 at the Hilton San Diego Bayfront, in San Diego, Calif. Advantest will highlight its broad portfolio of leading-edge test technologies for applications, including AI and high-performance computing (HPC), 5G, and automotive. Advantest is a proud Platinum sponsor of ...

核心观点 - 应用材料公司在DRAM领域表现强劲 受益于人工智能和高性能计算需求增长 预计2025财年DRAM收入将实现50%同比增长[1][2] - 公司蚀刻业务季度收入首次突破10亿美元 新型gap fill系统和Pioneer介电图案系统提升DRAM生产效率[2][3] - 垂直晶体管架构转型和HBM内存高速增长带来长期机遇 预计2027-2028年可增加超过5个百分点市场份额[4][5] 财务表现 - 2025财年第三季度业绩显示DRAM成为关键增长动力[1] - 蚀刻业务季度收入首次超过10亿美元[2] - 当前财年每股收益预期为9.39美元 下财年为9.47美元[14] - 远期市销率为4.88倍 低于行业平均的9.3倍[10] 技术进展 - 新一代gap fill系统 先进CVD产品和Pioneer介电图案系统满足高性能计算内存严格要求[3] - 垂直晶体管架构转型将带来重要技术转折点[4] - HBM内存年增长率达30%-40% 消耗约15%的DRAM总产能[5] 竞争格局 - Lam Research获得主要DRAM制造商多个关键蚀刻订单 Akara蚀刻系统支持3D DRAM架构[6] - ASML Holding的NXE:3800E EUV系统获得DRAM和逻辑客户强劲需求 多个DRAM客户采用EUV光刻技术[7] 市场表现 - 年初至今股价上涨9.5% 低于电子半导体行业33.3%的涨幅[8] - 2025财年盈利预期同比增长9.48% 2026财年预期在过去30天内被上调[11]

Accessibility StatementSkip Navigation NEW YORK, Sept. 17, 2025 /PRNewswire/ --Â Expedition Infrastructure Partners ("XIP") is pleased to announce its role as strategic institutional advisor to OTG Acquisition Corp. I (NASDAQ: OTGAU, "OTG"), which has raised $230 millionin its recently closed initial public offering. OTG is targeting businesses across the Digital Infrastructure Services sector, a market experiencing unprecedented growth driven by data proliferation, artificial intelligence, high-performance ...