Seagate Technology (NASDAQ:STX) is positioned as a major AI infrastructure winner, with fiscal 2026 revenue up 34.06% to a record and free cash flow of $3.105 billion, driven by hyperscaler demand for…
Micron Technology (NASDAQ: MU) reported fiscal Q3 revenue of $41.46 billion, up 345.72% year-over-year, with non-GAAP EPS of $25.11, and guided Q4 FY2026 revenue to $50 billion with non-GAAP EPS of $3…
Seagate Technology (NASDAQ:STX) shares have surged 980.57% over five years to $832.56, driven by AI data storage demand for its Mozaic HAMR platform, and 24/7 Wall St. sets a $946.08 price target with…
CNBC's Jim Cramer said the AI boom has transformed the historically cyclical memory industry, with demand and greater supply discipline supporting stronger profits, and he identified four soaring memo…
Morgan Stanley raised its price target on Western Digital (WDC) from $488 to $650, maintaining an Overweight rating, citing annual HDD demand growth of 40-50% driven by AI infrastructure spending. The…
Seagate Technology reported fiscal Q4 revenue of $3.63 billion (up 48% YoY) and non-GAAP EPS of $5.71, beating consensus estimates of $3.48 billion and $5.09, with record non-GAAP gross margin of 52.7…
Seagate Technology projected fiscal first-quarter revenue and profit that beat Wall Street targets, driven by surging orders for high-capacity hard disk drives used in AI infrastructure, sending share…
Six formerly sleepy stocks have joined the $100 billion-plus valuation club by riding the AI boom, with their combined market cap surging from $90 billion to nearly $1 trillion since mid-July 2023, ac…
Seagate Technology's stock has pulled back after a 450% rally, with its upcoming earnings report serving as the next test for the AI stock.…
European markets are set to extend losses on Wednesday after a tech-led sell-off, with the FTSE 100 closing down nearly 0.1% on Tuesday. The Nasdaq slid 2.2% as investors dumped AI stocks, while Donal…