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U.S. said it had rerouted 110 merchant vessels in the Strait of Hormuz as of Sept. 21.

2026-09-21

U.S. said it had rerouted 110 merchant vessels in the Strait of Hormuz as of Sept. 21.

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2026-09-21

The Nasdaq 100 index extended its gains to 1.5%, hitting an intraday high.

The Nasdaq 100 index extended its gains to 1.5%, hitting an intraday high.
2026-09-21

Renowned tech analyst Pu Deyu: NAND demand is significantly stronger than expected, primarily driven by demand for eSSDs (enterprise-grade solid-state drives), as US cloud service providers are actively expanding their AI infrastructure. He projects

Renowned tech analyst Pu Deyu: NAND demand is significantly stronger than expected, primarily driven by demand for eSSDs (enterprise-grade solid-state drives), as US cloud service providers are actively expanding their AI infrastructure. He projects sequential growth of 21%, 17%, and 15% for Q3, Q4, and Q1, 2026, respectively, compared to previous forecasts of 18%, 2%, and 0%. US hyperscale cloud vendor inventories are expected to decline further, potentially continuing to decrease into Q4 2026. July inventory levels were approximately 14 weeks, while the normal level is around 15 weeks. Supply remains restrained, with NAND bit production projected to grow by 15%, 21%, and 20% year-over-year in 2025, 2026, and 2027, respectively.
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