Seagate displayed 44TB HAMR hard drives and Western Digital outlined its HDD roadmap at the 2026 AI Infra Summit, according to Forbes contributor Thomas Coughlin. The storage vendors presented high-ca…
Seagate's Data Infrastructure Readiness Report found 99% of more than 2,700 enterprise technology decision-makers across seven markets expect AI to increase storage requirements over the next three ye…
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…
SanDisk has cut dozens of jobs in Israel and is moving work on cloud and AI server drives to India, while Israel gets a new platform called Stargate built around controllers. SanDisk shares closed Fri…
SanDisk (NASDAQ:SNDK) has a 24/7 Wall St. price target of $2,117.43 over the next 12 months, implying 41.81% upside from its current price of $1,493.12, driven by multi-year contracts that lock in rev…
U.S. stock index futures rose Tuesday as technology shares rebounded, with Dow E-minis up 176 points (0.33%), S&P 500 E-minis up 30.25 points (0.39%), and Nasdaq 100 E-minis up 219 points (0.75%) ahea…
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…
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…
CNBC reports that four memory stocks—Micron Technology, Samsung Electronics, SK Hynix, and Western Digital—are benefiting from the AI boom, but they differ in product focus and market positioning. CNB…
Micron Technology (NASDAQ:MU) trades at $937.11 with a 24/7 Wall St. 12-month price target of $966.70, implying 3.16% upside and a HOLD rating with 90% confidence. The stock has surged 228.54% year to…
The Roundhill Memory ETF (CBOE:DRAM) has roughly doubled since its April 2, 2026 inception, climbing about 107% to about $58, driven by an AI-driven memory upcycle. The fund, with 73% of assets in Sam…
Micron Technology announced a $10 billion investment over the next decade to establish Micron Labs, an innovation hub at its Boise headquarters, with support from the U.S. government. The lab will foc…
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…
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…
SanDisk (NASDAQ:SNDK) shares have surged 3,911.79% over the past twelve months, from $44.54 in August 2025 to $1,629.67, driven by an AI-fueled NAND cycle, with 24/7 Wall St. setting a price target of…
Wall Street's main indexes closed lower on Tuesday, Aug 18, with the S&P 500 losing 0.69% to 7,691.76 and the Nasdaq Composite shedding 1.33% to 26,289.71, as rising bond yields and Middle East uncert…
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…
Micron Technology and SanDisk shares climbed 7-9% in July 2026 trading sessions, recovering after a correction, as renewed investor confidence in AI infrastructure spending and analyst upgrades from B…