Featured Tech Stocks represent leading technology companies with strong market presence, influential in their industries, and notable for robust innovation and profitability. These firms are market leaders, significantly affecting the tech sector and broader economy.
The AI wave is sweeping the solid-state drive, and South Korea's export data reveals a hot market. The contract price in the third quarter may continue to rise.
①In August, South Korea's solid-state disk exports increased by 249.8% year-on-year; ② AI servers drive demand recovery, and major overseas manufacturers collectively raise solid-state disk prices; ③ Institutional estimates that contract prices for solid-state disks in the third quarter will increase by 15% on a month-on-month basis, and original factory revenue will increase by nearly 20% on a quarterly basis.
Strong cloud revenue drives optimistic financial forecasts! Oracle's fiscal year 2029 revenue may exceed $100 billion.
①Cloud computing giant Oracle expects its revenue for fiscal year 2026 to be at least $66 billion, exceeding analysts' expectations by $1.5 billion; ②In addition, the company is optimistic that it will achieve revenue of over $104 billion in fiscal year 2029; ③This is mainly due to the positive prospects of its cloud business.
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