---
title: "AI Security and Hardware Demand Surge Propels Tech Stocks"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/300409646.md"
description: "Netskope surged 19% post-Nvidia alliance, Taiyo Yuden gains from MLCC price hikes, and Huya's gaming services revenue jumped 54% YoY. ChargePoint narrowed losses by 78% amid leadership changes and legal challenges across the sector."
datetime: "2026-09-29T09:16:04.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/300409646.md)
  - [en](https://longbridge.com/en/news/300409646.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/300409646.md)
generator: "portal-rs"
---

# AI Security and Hardware Demand Surge Propels Tech Stocks

The AI boom is reshaping diverse tech sectors with tangible impacts. Netskope (NTSK.US) jumped 19% after joining Nvidia's Open Secure AI Alliance and launching Agentic Broker, signaling strong demand for AI-integrated security solutions. Taiyo Yuden (TYOYY.US) benefits from MLCC price surges of 15%-35% for AI servers, with Morgan Stanley forecasting a $44.45B market by 2031. Huya (HUYA.US) reported 54% year-over-year growth in gaming services revenue, driving non-GAAP profitability and a $100M share buyback expansion. ChargePoint (CHPT.US) narrowed losses by 78% in Q2 as revenue exceeded guidance. Ecopetrol (EC.US) welcomed a new CEO focusing on offshore exploration, while Replimune (REPL.US) and Microvast (MVST.US) grapple with regulatory setbacks and shareholder lawsuits. PayPay (PAYP.US) faces delays in LINE integration, COHH.US tracks laser-tech ETF momentum, and DPST.US remains quiet.

### Related Stocks

- [DPST.US](https://longbridge.com/en/quote/DPST.US.md)
- [NTSK.US](https://longbridge.com/en/quote/NTSK.US.md)
- [REPL.US](https://longbridge.com/en/quote/REPL.US.md)
- [MVST.US](https://longbridge.com/en/quote/MVST.US.md)
- [HUYA.US](https://longbridge.com/en/quote/HUYA.US.md)
- [EC.US](https://longbridge.com/en/quote/EC.US.md)
- [TYOYY.US](https://longbridge.com/en/quote/TYOYY.US.md)
- [CHPT.US](https://longbridge.com/en/quote/CHPT.US.md)
- [COHH.US](https://longbridge.com/en/quote/COHH.US.md)
- [PAYP.US](https://longbridge.com/en/quote/PAYP.US.md)

## Related News & Research

- [Replimune Group (REPL) Expected to Release Earnings on Wednesday](https://longbridge.com/en/news/302827936.md)
- [Ecopetrol Targets USD 13 Billion-14 Billion in Annual EBITDA by 2040](https://longbridge.com/en/news/302780296.md)
- [Fitch Ratings Affirms Ecopetrol's National and International Ratings and Highlights Its Financial Strength | EC Stock News](https://longbridge.com/en/news/302491058.md)
- [Ecopetrol Names Armando José Cuello Navarro Executive Vice President of Energy Transition](https://longbridge.com/en/news/302695831.md)
- [Ecopetrol Names José Eduardo Barreneche Ávila Corporate Compliance Officer](https://longbridge.com/en/news/301977750.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**