חדשות טכנולוגיות חדשות: 30 אוגוסט 2025 - 11 ספטמבר 2025

October 27, 2025, 8:48 AM EDT. North Texas educators are preparing for a future shaped by AI. Leaders like Pat Yongpradit of Code.org say the key is teaching students how to use AI responsibly, while schools grapple with inconsistent adoption. Educate Texas has launched an AI + Education Leadership Collaborative to guide districts on integrating AI into operations with partners such as Digital Promise and Playlab. The effort aims to boost workforce and career readiness, alongside policy considerations like Texas House Bill 149, which defines AI use in schools without prescribing a one-size-fits-all approach. Ongoing sessions will address ethics, safety, and practical classroom implementation.

October 27, 2025, 8:46 AM EDT. Tesla Board Chair Robyn Denholm urged shareholders to approve Elon Musk's nearly $1 trillion pay package ahead of the annual meeting. Denholm says Musk is key to Tesla's future as it shifts beyond cars toward Full Self Driving and Optimus. The plan would grant more than 423 million additional shares across 12 tranches and would increase Musk's voting power. Proxy adviser ISS and other groups have opposed the package, and unions have criticized Musk's political stances. The annual meeting is set for Nov. 6 with votes closing Nov. 5. Musk already holds roughly 13% of Tesla.

October 27, 2025, 8:44 AM EDT. Monday's biggest analyst calls span tech giants and financials: Wells Fargo reiterates Bank of America as overweight and lifts its PT to $62; Bank of America initiates CYD (Yuchai) at Buy with a $46 target; Bank of America upgrades Doximity to Buy. Mizuho calls Nvidia and Broadcom best-positioned in the AI datacenter cycle. JPMorgan reiterates Alphabet as overweight with a $300 PT. Citi lifts Micron to Buy, raising its PT to $275. KBW lowers Berkshire Hathaway to Underperform. Baird starts coverage on SailPoint and Commvault with Outperform. Goldman Sachs initiates Neptune Insurance as Buy with a $30 target. RBC upgrades Honeywell to Outperform from Sector Perform, noting growing momentum heading into a catalyst-rich period.

October 27, 2025, 8:38 AM EDT. NetApp unveils exabyte-scale AI data infrastructure powered by NVIDIA, delivering disaggregated storage with the NetApp AFX system and the AI Data Engine (AIDE) add-on to ONTAP. The stack enables high-performance storage and smart data services under a single secure control plane for AI workflows-training, inference, and RAG-across on-prem and public clouds. Paired with NVIDIA's AI platform and DGX SuperPOD certification, AFX + AIDE offers fast data ingestion, preparation, change detection, and synchronized data across the enterprise, with guardrails to secure data throughout the AI lifecycle. The offering supports direct purchases or NetApp Keystone STaaS, expanding AI adoption across the MEA region and hybrid multicloud environments.

October 27, 2025, 8:26 AM EDT. The satellite boom in launches and LEO activity is not yet translating into corresponding gains for the satellite insurance market. Many new satellites are lower in value and are often uninsured or covered via captives, with owners buying only launch insurance. Although launches have surged fivefold since 2019, the number of insured satellites has not kept pace. The market is roughly $500 million in annual premiums, with about 20-25 insurers. Industry voices note widespread uninsured risk or minimal coverage; self-insurance via captives is common. For high-volume, low-value constellations, coverage frequently ends at launch and is largely non-recurring. Premiums rose after 2023 losses and appear to be stabilizing in 2025, though future projects like replacement space stations could create growth opportunities.