U.S. stocks were mixed on Tuesday, with the Dow Jones up 0.3% while the S&P 500 fell 0.1% and the Nasdaq dropped 0.3%, as tech and energy sectors declined. Nvidia fell over 2% ahead of its earnings re…
The AI infrastructure supply chain is experiencing a multi-year bullwhip effect, with shortages cascading from GPUs to memory, CPUs, and storage, and data center construction costs soaring to over $20…
VDURA's August Flash Volatility Index puts a 30TB TLC enterprise SSD at $22,600, up from $3,460 in Q3 2025, while a comparable HDD costs $1,216, making the SSD 18.6 times more expensive. Western Digit…
Enterprise SSD prices have surged to 18.6 times the cost of hard drives per terabyte, with a 30TB TLC drive now priced at $22,600 compared to $1,216 for a nearline HDD, according to VDURA's August Fla…
Jim Cramer recommended four memory stocks on Monday, all up at least 188% year-to-date, citing AI-driven demand and disciplined supply as reasons for continued upside. Sandisk has surged 584%, Seagate…
Fabrinet's stock fell between 9% and 20% in after-hours trading despite record fiscal Q4 2026 revenue of $1.316 billion, up 45% year-over-year, and non-GAAP EPS of $4.10 beating the $3.81 consensus, a…
Backblaze has published daily health readings of every hard drive in its data centers since April 2013, and the open dataset has been cited in more than 227 papers and articles since 2018, powering re…
Western Digital's fiscal fourth-quarter report lagged Seagate's, as Seagate's HAMR products are ramping now while Western Digital's HAMR will not ramp until CY27, trailing by about a year. Analysts so…
Western Digital began shipping its 40TB ePMR UltraSMR nearline drive in the quarter ending July 3, and on August 5 told investors its 44TB HAMR drive remains on track for the first half of calendar 20…
Wall Street futures point to a mixed open, with Nasdaq futures slightly negative after AI-related stocks fell earlier this week, while S&P 500 futures are flat and Dow futures are down 0.6%. Asian mar…
Dow Jones futures fell and oil prices jumped on Iran news, while Seagate, SK Hynix, KLA, and Bloom Energy emerged as AI earnings movers. The article was not accessible due to automation detection, wit…
Seagate reported fiscal Q4 2026 adjusted earnings per share of $5.71 on revenue of roughly $3.6 billion, crushing analyst expectations of $5.04-$5.12 EPS, and guided fiscal Q1 2027 revenue to approxim…
A global memory supply shortage driven by surging AI demand caught nearly all experts off guard, according to a post on Grey Enlightenment. The shortage, which began in 2025 and continues into 2026, h…
The Nasdaq 100 briefly entered correction territory Tuesday as global chip and memory stocks sold off sharply, with shares of Sandisk, Western Digital, Seagate, Micron, and AMD all falling around 10% …
Micron Technology reported fiscal third-quarter revenue of $41.46 billion, up 346% from a year earlier and above analyst estimates of $35.6 billion, sending its stock up as much as 15%. The memory chi…
U.S. stock markets opened lower on Friday, with the tech-heavy Nasdaq Composite falling 1.8% and the S&P 500 down 1.2%, as tech stocks were weighed down by the launch of a new Chinese AI model and del…
Wall Street ended lower on Thursday, with the tech-heavy Nasdaq Composite falling 1.5%, as AI-related stocks tumbled. TSMC dropped 2.3% despite a strong quarterly report, as its raised capex forecast …
Micron Technology lost $110 billion in market value after its shares dropped 10%, extending a sector-wide selloff that also hit SK Hynix, Samsung Electronics, SanDisk, Western Digital, and Seagate. Th…
Micron Technology shares fell 6% on July 13 after SK Hynix posted a second-quarter profit forecast 8% below analyst consensus, driven by delayed shipments of HBM4 chips. The miss triggered a 15% singl…
Semiconductor stocks that surged on AI demand in the first half of 2026 are now declining, with Micron's 346% revenue growth failing to prevent a 7.5% stock drop on July 7. Chipmaker Sequans Communica…