storage

OKX

2026-10-01 07:09:52

OKX posts 54.709 billion USDT in 30-day turnover for US equities products

OKX said its US equities-related products recorded 54.709 billion USDT in trading volume over the past 30 days, based on market data as of Sept. 30, 2026. Stock perpetuals accounted for 53.328 billion USDT, while spot trading contributed 1.381 billion USDT. The most active names over the same period were SNDK, SOXL, and SKHYNIX. OKX also said storage remained the hottest segment during the past 30 days, pointing to sustained interest in semiconductor-linked trading activity across its US stock product lineup.

30

Morgan Stanle

2026-09-22 06:31:00

Morgan Stanley says storage is still early-cycle, servers lag behind, and PCs are deteriorating fast

Morgan Stanley said in a Sept. 21 IT hardware report that enterprise hardware spending stayed strong in the second quarter, with traditional server revenue up 87% year over year, storage up 34%, and PC revenue up 14%, each at their fastest pace in more than a decade outside the pandemic period. The firm’s main call is that storage remains in the early stage of an upward cycle, the server cycle is later, and the PC opportunity has already worsened quickly. It said the market is now looking past the recent strength and focusing on how long the cycle can last, noting that six of eight enterprise hardware OEM, VAR, and distributor stocks traded at lower valuation multiples after earnings even though next-fiscal-year EPS estimates were revised up by an average of 12%. Among names under coverage, Morgan Stanley said its top picks are P and SNX, followed by HPE. It kept Dell at Equal-weight despite raising its price target to $511 from $499, arguing that strong execution is already reflected in valuation and that late-cycle earnings durability is less clear. It reiterated Overweight on P with a $119 target and highlighted Sept. 23 analyst day as a key event. It also kept Underweight on HPQ with a $19 target, citing pressure from weakening PC demand and margins. The report flagged a heavy catalyst calendar stretching from Dell’s Sept. 22 COO meeting through early-October IDC PC data and Taiwan ODM monthly revenue disclosures.

450

Morgan Stanle

2026-09-22 06:14:08

Morgan Stanley says enterprise hardware spending stayed strong in Q2, with storage still early in the cycle

Morgan Stanley’s Sept. 21, 2026 IT hardware report argued that the key debate in enterprise hardware is no longer whether spending is strong, but how long the cycle can last. The bank said second-quarter revenue growth reached 87% for traditional servers, 34% for storage, and 14% for PCs, marking the fastest pace in more than a decade outside the pandemic period. Even so, valuation multiples fell after earnings for six of eight enterprise hardware names Morgan Stanley tracks, despite an average 12% upward revision to next-fiscal-year EPS. The firm’s main call is that storage remains in the early phase of an upswing, the server cycle is further along, and the PC opportunity has deteriorated quickly. Morgan Stanley said its top picks are P and SNX, followed by HPE. It kept Dell at Equal-weight, saying execution has been the strongest in the group but valuation already reflects much of that strength. HPQ remained Underweight as the bank pointed to pressure from both PC demand and margins. Morgan Stanley also highlighted a dense catalyst calendar over the next few weeks, including Dell’s COO event on Sept. 22, P’s analyst day on Sept. 23, SNX earnings on Sept. 24, HPE’s networking analyst day on Sept. 30, early IDC third-quarter PC data in early October, and monthly Taiwan ODM revenue updates before Oct. 10.

510

US stocks

2026-09-14 23:44:10

U.S. stocks close lower Monday as optical networking, semiconductors, storage and Neocloud names fall

U.S. equities finished lower on Monday, according to market data from BIT (bit.com), with all three major indexes ending in the red. The Dow Jones Industrial Average fell 0.29%, the S&P 500 lost 0.48%, and the Nasdaq dropped 0.56%. Losses were broad across several technology-linked groups highlighted in the data. Optical networking names led the declines, with Corning (GLW) down 13.74% and Nokia (NOK) off 13.25%. Coherent (COHR), Astera Labs (ALAB), Lumentum (LITE), Applied Optoelectronics (AAOI), and Ciena (CIEN) also posted steep losses. Semiconductor stocks moved lower as well. Arm (ARM) fell 9.74%, while Lam Research (LRCX), Marvell Technology (MRVL), ASML (ASML), Applied Materials (AMAT), KLA (KLAC), Intel (INTC), and Nvidia (NVDA) all declined. Storage shares were also down across the board, including SK Hynix (SKHY), Micron Technology (MU), Sandisk (SNDK), Western Digital (WDC), and Seagate Technology (STX). In the Neocloud segment, TeraWulf (WULF), Hut 8 (HUT), Cipher Digital (CIFR), Applied Digital (APLD), CoreWeave (CRWV), and Nebius (NBIS) all closed lower.

1090

storage

2026-09-06 06:58:01

Serenity: Storage Supply-Demand Tightness Persists, Short-Term Rally Doesn't Signal Bottleneck Breakthrough

Serenity warned that the fundamental storage shortage remains unchanged and may worsen. Markets rotate across bottleneck sectors, but company fundamentals stay the same. Nikkei reported Japanese distributors see a 40%-60% demand gap, with prices potentially rising another 50% by year-end. SpaceX's capex excludes the ~$1.3 trillion from hyperscale cloud providers, suggesting total spending could exceed expectations. SanDisk's 80% gross margin target may hold through 2030, and Samsung and others have order visibility into 2031. Storage stocks are highly volatile; the same logic applies to optical modules, CW lasers, and substrates. A price rebound does not mean the shortage is over.

870

AI infrastruc

2026-08-25 03:28:41

Tomasz Tunguz says AI infrastructure bottlenecks are moving from GPUs to memory, CPUs and storage

Venture capitalist Tomasz Tunguz said the AI infrastructure buildout is unfolding like a slow relay race, with bottlenecks passing from one layer of the hardware stack to the next. In his view, pressure first hit GPUs, then moved into memory, CPUs and storage, while each constrained link locked up downstream supply for years and reset cost baselines at higher levels. Tunguz pointed to several markers along that path: H100 rental prices rose above $9 an hour in early 2023, server shipments fell 22%, and later capacity shifts toward high-bandwidth memory, or HBM, pushed enterprise SSD prices up 80% in a single quarter while DRAM climbed more than 60%. He also said agent workloads could push the CPU-to-GPU ratio to about 1:1 by the end of 2025, lifting average server CPU prices 27% year over year, with nearline HDD capacity for 2026 already sold out. On the data center side, civil construction costs have reached about $20 billion per gigawatt, and orders for long-lead equipment such as transformers and turbines have been booked out to 2029 through 2031.

1050

US stocks

2026-08-19 00:00:05

U.S. stocks close lower as storage and AI cloud names sell off

According to MSX.COM data, storage, optical communications and AI cloud service sectors fell sharply at the U.S. close. SanDisk, SK hynix and Seagate Technology dropped more than 9%, while Western Digital and Micron Technology fell more than 7%. Coherent, Lumentum and Corning also moved lower, along with CoreWeave, Nebius and Applied Optoelectronics.

1240

AI supply cha

2026-08-16 05:01:46

Serenity says the AI supply chain is still in a high-growth phase, with storage and packaging in focus

Serenity, known online as the "white-haired stock god," said on X that the AI infrastructure buildout is still driving a long expansion cycle across several parts of the supply chain, including storage, advanced packaging, compute financing, optical communications, power systems, and electronic components. In the storage segment, Serenity cited a UBS forecast saying gross margin at traditional DRAM makers such as Micron could reach an unprecedented 95% by 2027, potentially topping margins seen in HBM products. Serenity also pointed to SanDisk, saying long-term agreements already cover about two-thirds of its 2028 capacity, with minimum contracted revenue of $93 billion, against a current market capitalization of about $239 billion. On cloud infrastructure, CoreWeave has signed an agreement to keep using Nvidia A100 GPUs through 2029, which Serenity said supports newer cloud companies such as Nebius and Iren while weakening bearish arguments around rapid depreciation of older GPUs. Serenity added that growth at frontier AI labs remains extremely fast, with market expectations that Anthropic could generate $190 billion to $200 billion in revenue by 2028. At the same time, advanced packaging and semiconductor infrastructure remain major bottlenecks, with a TSMC advanced packaging executive warning that the industry could face both memory shortages and tight ABF substrate supply in the coming years.

1420