The surge in power semiconductor prices continues, with Renesas Electronics' latest round of price adjustments taking effect next year.

① Excluding Renesas Electronics, multiple power semiconductor manufacturers have announced price increases since 2026, with several rounds of hikes covering both overseas market leaders and major domestic producers; ② Current lead times for mainstream power semiconductors have generally extended to over 30 weeks; ③ Institutions anticipate that power semiconductor devices may see further price increases in the second half of 2026.

cls.cn8minutes ago

OpenAI and Anthropic Lobby S&P for BBB- Rating: Nearing Trillion-Dollar Valuations Amid Persistent Losses Challenge Credit Thresholds

AI laboratories such as OpenAI and Anthropic are lobbying S&P and Moody's to secure a BBB- investment-grade credit rating, akin to that of Oracle, in order to broaden their financing channels. However, the financial profiles of these entities differ significantly: while AI labs boast valuations nearing $1 trillion, they continue to incur losses, whereas Oracle maintains stable profitability but carries a debt burden of $168 billion. Rating agencies face a dilemma: overly lenient standards would underestimate risk, while excessively stringent criteria could draw criticism for being outdated.

wallstreetcn05:24

S&P 500 Top Stock Gainers Today, 9/9/26

TipRanks04:04

Oil Tops $100, Meta and Cloudflare Jump On AI Breakthroughs: Stock Market Today

U.S. equities slid across the board at midday Wednesday as Brent crude pushed above $100 a barrel for the first time since July and the 10-year Treasury yield climbed to a three-year high, reviving

Benzinga01:04

$100 Invested In Vertiv Holdings 5 Years Ago Would Be Worth This Much Today

Vertiv Holdings (NYSE:VRT) has outperformed the market over the past 5 years by 51.87% on an annualized basis producing an average annual return of 63.32%. Currently, Vertiv Holdings has a market

BenzingaSep 9 23:00

U.S. Automotive and Industrial Technology: Key Highlights from Day 1 of the 2026 Communacopia + Technology Conference

Key Takeaways: Strong Data Center Demand; Supply Chain Becomes Growth Bottleneck Demand for data centers remains robust, with order backlogs at companies such as Vertiv pointing to broad-based growth. Multiple participating companies—including Google, NEBIUS, Celestica, and Broadcom—expressed similar views, with some noting that demand has extended into 2028. However, supply chain readiness and component availability remain key constraints on the pace of growth. Vertiv emphasized that it has significantly invested in capacity across various product lines, such as Coolant Distribution Units (CDUs), and has taken measures to better manage converged infrastructure.

CSOPSep 9 13:31