Seagate Technology Holdings plc

Seagate shares have surged more than 300% in a year and Wall Street still sees room to run, but a beta above two and a fiscal 2028 EPS range that spans from $35 to $80 signal how violently this trade can unwind.

Growth stocks have shrugged off Treasury yields, while Micron, SpaceX and Tesla are near buy points with big news due. Trump rejects an Iran deal.

The Nasdaq 100 (^NDX) is home to some of the biggest success stories in tech and growth investing. However, certain stocks in the index face challenges like profitability concerns, rising costs, or shifts in market trends.

SNDK's AI-driven datacenter growth and multi-year deals bolster visibility, but weak consumer demand, rising costs and premium valuation pose risks.

Seagate shares have already tripled in a year, yet analysts tracking hyperscaler storage contracts believe the real move is still ahead. Here is what the capacity allocation data reveals about where this stock could go next.

SanDisk (SNDK) has run up 23.3% over the last five trading days, while the S&P 500 added 2.4%. A move like that in a NAND maker pulls money in. But next week's price is not the question. What matters is what owning the stock does to your money when the market moves, because SanDisk travels much further than the index in both directions.

Amid supply-chain woes, Computer - Integrated Systems players like STX, HPE, SIMO and INFQ benefit from the demand for integrated solutions and multi-cloud model adoption.

Four dividend deadlines are converging this week, and missing the cutoff by even one trading session pushes the next payment a full quarter away. Before you buy, there are a few balance sheet details on these names worth checking first.

Tiger Global Management is a New York investment firm run by Chase Coleman III, who trained under Julian Robertson at Tiger Management before launching his own fund. Tiger Global’s latest 13F showed the fund opened nine new positions during the quarter, including two major AI names. The largest of them is Cerebras Systems Inc. (NASDAQ:CBRS). […]

Key Stats for Seagate StockCurrent Price: $919. 84Target Price (Mid): ~$3,630Street Target: ~$1,125Potential Total Return: ~295% from the current price (~314% from the $877 model entry)Annualized IRR: ~34% / year from the current price (~35% from the $877 model entry)What Happened?Seagate Technology Holdings (STX) closed at $919.

A number of stocks jumped in the afternoon session after growing optimism surrounding agentic artificial intelligence and Meta Platforms' Muse application fueled expectations of higher demand for central processing units.

SanDisk (SNDK) stock has risen nearly 1,700% over the past year, even after falling 18% over the past three months to about 24% below its 52-week high. At a price near $1,770, it trades at about 22.7 times trailing adjusted earnings. That is normalized net income with stock-based compensation added back. Analysts' forecast earnings are defined differently. On forecast earnings, it looks far cheaper, if those earnings last.

Rosenblatt's initiation on SanDisk sent shares surging and lit up the entire memory sector Tuesday, but the analyst's own warning buried inside the note raises a real question about how long this rally can last.

Seagate just delivered a run that defied every expectation for a hardware stock, and Wall Street is still raising its numbers at a furious pace. Whether the next move is a collapse or another leg up depends on one tension hiding inside the bull case.

Micron slid for three months while the S&P 500 climbed, reopening a price-to-target gap that one prominent analyst now believes is far larger than the Street consensus suggests. Whether that gap represents a generational opportunity or a familiar cycle trap depends entirely on a single question about memory.

FEATURE Stock futures were sliding on Tuesday as investors opted to lock in some profit following the previous session’s record-breaking tech rally. Artificial-intelligence stocks slipped, having surged on Monday.

WDC sees sovereign customers, neoclouds and physical AI broadening HDD demand, with tighter supply creating added pricing leverage.

Key TakeawaysIndex Bid: SanDisk stock jumped 11% on Thursday after joining the S&P 100. Street Split: TIKR tracks 25 analysts on SanDisk stock, splitting 16 buys, 4 outperforms, 3 holds, 1 underperform and 1 sell, while the $2,125 mean target sits 19% above Thursday’s $1,792 close.

Micron just delivered the most jaw-dropping quarter any US semiconductor company has posted this cycle, yet the stock is sliding and analysts are at war over what comes next. Where the smart money lands may surprise you.

Hard drives look like a relic next to the glamorous AI chip trade, yet Seagate shareholders have watched the stock surge nearly 300% in a single year. The real question is whether the forces driving that run have staying power or whether the easy money is already gone.

Key Stats for Seagate StockCurrent Price: $771. 81Target Price (Mid): ~$3,200Street Target: ~$1,125Potential Total Return: ~315%Annualized IRR: ~35% / yearWhat Happened?Seagate Technology Holdings (STX) has done something the market spent a decade assuming a hard-drive maker could never do: raise prices, quarter after quarter, and make it stick.

Seagate Technology has significantly outpaced its peers over the past year, while Wall Street analysts remain strongly optimistic about the company’s future prospects.

SanDisk (SNDK) has returned nearly 1,600% over the past twelve months and still trades at 19.5 times earnings, against an S&P 500 median of 22.4. It sits about 35% below its 52-week high. A cash-generative business priced under the market is where value buyers start. The question is whether those earnings are a new normal or the top of a memory cycle.

Seagate Technology Holdings plc (NASDAQ:STX) announced on September 9 that its subsidiary, Seagate HDD Cayman, completed the redemption and exchange of its remaining 3.50% exchangeable senior notes due 2028 on September 8. Approximately $150.7 million of principal was retired through a settlement involving approximately $150.97 million in cash and 1,647,862 ordinary shares. For notes submitted […]

Seagate’s growing role in AI and cloud storage, combined with its improving financial performance, could propel the stock to $1,600 levels.

Stock Market Today: The Dow Jones index wavers ahead of a likely Fed rate hike and Warsh's comments. Nvidia, Intel and SK Hynix jump.

Turning $75,000 into $1 million sounds like a straight-up brag — the kind of investing win that makes a person feel like they cracked the code. But when that $1 million is sitting almost entirely in one stock, the brag...

Western Digital (NASDAQ:WDC) stock is sliding in Tuesday afternoon trading, even as the company leans harder into its AI storage pitch. Western Digital shares are down 4% to $411.34, a mere stumble for a stock that’s still up 139% year to date. The move lines up with broader weakness across the hard disk drive (HDD) […]

SanDisk (SNDK) has fallen about 13% from its mid-August high, and the question is whether to buy. Its own record says buying a dip here has paid, though that record is one completed event. The catch: this fall is smaller than the ones the record measures. And SanDisk now sells much of its memory under multiyear contracts.

Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the “Fidelity Dividend Growth Fund”. The letter can be downloaded here. The Fidelity Dividend Growth Fund is a diversified large-cap equity strategy focused on capital appreciation through investments in large- and mid-cap stocks with strong dividend growth prospects. The fund returned […]

Seagate Technology Holdings has seen its share price move sharply over recent years, which puts a spotlight on whether the current valuation can still be explained by the cash the business is expected to generate. With that backdrop, the key issue for you is whether the price you see on screen today lines up with the stock's cash flow profile. Over the past 3 years the stock has returned about 12x, which raises the question of how much future cash generation is already reflected in the...

A number of stocks fell in the afternoon session after the chief executives of Anthropic, OpenAI, and SpaceX publicly united to call for a deliberate slowdown in the development of frontier AI models over escalating safety risks. According to CNBC, the sell-off was triggered by an essay published over the weekend by Anthropic CEO Dario Amodei, who urged a more cautious approach to frontier model advancement and called for independent safety monitoring. In a rare show of unity among competitors,

As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at semiconductors stocks, starting with Seagate (NASDAQ:STX).

SanDisk (SNDK) shares have surged from below $80 to over $1,650 over the past twelve months—a more than twentyfold run—and while they have given back about 13% over the past three months, they remain roughly 30% below their $2,354 peak. The argument against them is about a ceiling on margins. The number that complicates it is the share count.

The AI hardware supply chain remains in rude health, with almost every corner flashing green, according to Wedbush analysts fresh from a week of meetings with companies across Asia. The US broker said inputs from the chain were nearly all positive, echoing a pattern that has held for some...

Seagate and Western Digital both posted blockbuster quarters with nearly identical revenue guidance, yet one is shipping next-generation HAMR drives into hyperscale contracts right now while the other bets its future on timing the market perfectly.

Seagate's AI storage business is firing on all cylinders, nearline capacity is spoken for through 2027, and analysts keep raising targets. So why are the CEO, CFO, and CTO quietly selling shares at these prices?

STX's Edge IoT revenues jump 20% year over year in fiscal Q4, but seasonality, SSD displacement and competition could test momentum.

Could this be an up-and-coming memory stock?

SINGAPORE, September 14, 2026--Seagate research finds 99% expect AI-driven storage growth, yet only 38% say they are fully prepared for long-term data demands.

Seagate just gave back a chunk of its monster year-to-date run with no news attached, and the reason Micron is doing the opposite tells you everything about where the smart money actually sits in memory right now.

Generating $500 a month from dividends sounds straightforward until you see how wildly the required capital swings depending on which stocks you pick and which trade-offs you are willing to accept.

STX expects fiscal 2027 revenue growth to exceed fiscal 2026 as cloud demand, AI adoption and HAMR expansion support mass-capacity storage.

Vertiv and Seagate both crushed earnings on the same AI tailwind, but their strategies run in opposite directions, and only one of them has capacity left to sell.

SanDisk (SNDK) shares changed hands at $70.50 a year ago. They now sit at $1,737.99. Flash prices rose over that stretch, and the whole memory group rose with them, so part of this is the cycle. The rest is what SanDisk did while it held the leverage, and that part comes with a bill.

Seagate has already handed investors a fourfold return in a year, and Wall Street still sees room to run, but the path to four digits depends on three things going right at exactly the right time.

The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.

Seagate Technology's AI-driven storage demand, rising earnings estimates and breakout setup support a bullish outlook despite recent volatility.

Shares of Seagate Technology have appreciated significantly over the last year, with evidence pointing to more upside ahead.

When compiling our list of the best stocks to buy now, we look for high-quality companies that are poised to benefit over the next 12 months.

SanDisk (SNDK) finished fiscal 2026 with $20.2 billion in revenue, and its stock has returned roughly 2,700% over the past twelve months, while the shares still sit about 25% below their 52-week high. Anyone buying now is asking one question. What powers the next leg, when the company has already said it can only make so many more bits.

This is a cyclical-peak chapter for Seagate Technology. The company sells mass-capacity hard drives, with cloud providers' data centers now representing the vast majority of its shipments.

Nearly every drive the hard drive maker can build this year is already spoken for. Which storage stock does all that locked-in demand reward most?

WDC entered fiscal 2027 with stronger cash generation, a net cash position and plans to keep returning free cash flow to shareholders.

The incredible demand for storage in AI data centers suggests that Seagate's terrific rally is sustainable.

AI-driven demand, record backlogs and data center growth are powering five growth stocks - FIX, PWR, STX, SNDK and SMTC - for September.

The stock closed at $1,739.02 as investors piled back into memory and storage names.

Seagate gained 6.3% and Western Digital rose 5.9% on September 4 even as the S&P 500 fell 0.4%. The pairing was consistent with investors rotating toward profitable storage infrastructure rather than making a random defensive trade. Generative AI creates enormous data sets, checkpoints, logs, and retrieval stores, so the storage layer can benefit even when […]

A broad memory bid swept through storage stocks Friday afternoon while the rest of the market softened, and the divergence between one sector ETF and the S&P 500 tells a story that goes well beyond a pair of NAND names catching a bid.

The AI trade is bucking the trend Friday.

Western Digital's AI-driven storage growth, rising HDD pricing and expanding margins strengthen its case, but lofty expectations make the stock a closer call.

Artificial-intelligence stocks rally as Treasury yields retreat, with Coherent, Marvell, and Sandisk all getting a boost.

Billionaire Stephen Mandel is a Tiger Cub who founded Lone Pine Capital after years of working with Julian Robertson’s Tiger Management. The Q2 filings of Lone Pine show the fund opened new positions in two AI names. Nebius Group N.V. (NASDAQ:NBIS) is the largest of the two and the biggest holding in the entire portfolio. […]

AI stocks rally as Treasury yields retreat, with Coherent, Marvell, and Sandisk all getting a boost.

STX's AI-driven storage demand, HAMR advances and stronger cash flow fuel its rally, but elevated valuation and execution risks remain.

Seagate has already handed investors gains that dwarf Nvidia's returns over the past year, and Wall Street analysts think the storage giant still has a long way to run before this AI trade exhausts itself.

AI-linked ETFs like DRAM, QQQ, QQQM, SOXX, and EWY drew massive 2026 inflows and gains tied to semiconductors and memory chips, but recent sell-offs highlight concentration risk.

Conference spotlight on Seagate Technology Holdings Seagate Technology Holdings (STX) will present at The Six Five Summit AI Unleashed 2026 on August 25, 2026, drawing fresh attention to how its storage products intersect with AI related data demand. For investors, this conference appearance offers an extra lens on a business that reports US$12.2b in revenue and US$3.2b in net income, primarily from manufacturing and distributing storage solutions across the United States, Singapore, the...

Seagate Technology Holdings has posted a very large 3 year gain, yet the Discounted Cash Flow (DCF) intrinsic value estimate still points to meaningful upside while the broader valuation checks lean expensive rather than cheap. The stock has returned about 11x over the past 3 years, which is an unusually strong run that can make any further upside more sensitive to assumptions. Expectations around AI driven demand for storage and memory may support Seagate's cash flow outlook. At the same...

Nine of the decade's best-performing S&P 500 stocks trace their gains to AI chips, networking, and data center demand.

Strike Energy Ltd (ASX:STX, OTC:STKKF, FRA:RJN) shares climbed towards 11.5 cents after the company secured a $30 million funding agreement with Gina Rinehart’s Hancock Energy, providing a pathway towards commercialising the West Erregulla gas field in Western Australia. The commercial loan...

Investing.com -- Artificial intelligence is creating a growing memory bottleneck, with Bernstein analysts saying demand is spreading beyond high-bandwidth memory into conventional DRAM, NAND flash and storage.

Western Digital has surged 168% this year while peers in flash and DRAM keep climbing, yet WDC stock just shed 13% without a single company-specific headline to explain it. Something inside the storage market is shifting, and the answer changes whether this dip is a gift or a warning.

Strong demand, growing HAMR adoption, and improving margins provide a solid foundation for Seagate to deliver solid earnings growth.

Participation Expands Access to Enterprise Data Storage Resources in Support of Change Agents’ AI-Enabled Autonomous Air Defense and Counter-UAS StrategyFREEHOLD, N.J., Aug. 28, 2026 (GLOBE NEWSWIRE) -- Change Agents Corporation (Nasdaq: CHGA) (“Change Agents” or the “Company”), a developer of agentic artificial intelligence (“AI”) software solutions advancing into AI-enabled autonomous air surveillance and air defense counter-unmanned aerial systems (“C-UAS”) technologies, today announced that

SanDisk is outperforming its rivals on key metrics, yet the market gives it one of the group's cheaper price tags. Is Wall Street seeing a risk others are missing, or is this a simple miscalculation.

The rising values of artificial intelligence stocks and their outperformance compared to other S&P 500 stocks in 2026 has former hedge fund manager Whitney Tilson sending a bubble warning. Here’s why. Whitney Tilson Smells a Bubble Tilson draws a parallel...

Seagate and Western Digital both ride the AI storage boom and show strong growth, but differ in valuation, dividends, and analyst upside potential.

Seagate (STX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

NTAP's Public Cloud business is gaining momentum as hyperscaler storage demand drives growth, while strong margins support earnings leverage.

The artificial-intelligence trade roared back to life on Thursday after Nvidia's medium-term guidance signaled that demand for chips should remain robust next year. Shares of Marvell Technology jumped 4% in premarket trading.

Micron, Seagate and Valero stand out as Treasury yields fall, with earnings momentum and structural growth trends supporting their outlook.

While investors chase flashy AI chip stocks, a quiet storage giant has been compounding record revenues and locking in hyperscaler contracts through 2027. Whether that run still has legs depends on one critical technology bet.

Billionaire investors are scooping up tech stocks, whether they're on sale or riding the AI wave.

Analyst Felix Prehn argues most retail investors missed the 500-1,000% gains in Palantir, Intel and Seagate.

Seagate Technology (NASDAQ:STX) said the expansion of artificial intelligence applications is increasing the strategic importance of storing, accessing and protecting large volumes of data, particularly unstructured data that organizations may previously have deleted or placed in inaccessible archiv

The memory chip maker is rewriting its own rulebook, and for investors eyeing the recent pullback, that's the real decision to weigh.

Seagate, Western Digital and Dell emerge as top momentum stocks as the Driehaus strategy highlights strong earnings and upward trends.

These two data storage device specialists are similar companies, but there are a few key differences.

U.S. stocks ended mostly lower on Monday, triggered by a tech sell-off, and investors continued to assess fresh economic pressures created by the United States against Iran as tensions in the Middle East continued.

QMCO's enterprise demand and growing backlog are fueling momentum, but supply constraints could limit its ability to convert orders into revenue.

The S&P 500 (^GSPC) is packed with companies that have built dominant market positions, making it a core index for investors. A select few continue to innovate and expand, setting themselves up for long-term success.

Major U.S. stock indexes ended higher Tuesday as semiconductor stocks rebounded from steep declines to start the week, as investors await Nvidia’s highly anticipated earnings report tomorrow.

Tech stocks slid for the seventh consecutive session, the sector’s longest losing streak since September 2022.

A number of stocks fell in the afternoon session after investors trimmed chip exposure to reduce portfolio risk ahead of Nvidia's highly anticipated earnings report.

Sandisk's 25% monthly jump reflects surging Datacenter revenue, AI-driven demand and multi-year contracts that improve revenue visibility.

Western Digital enters fiscal 2027 with accelerating earnings and AI-driven storage demand, but premium valuation and execution risks raise the bar.

Western Digital's 11.6% pullback contrasts with surging earnings and margins, but premium valuation and cloud concentration keep execution risks elevated.

Western Digital's Q4 beat, 44% revenue growth and margin gains set up fiscal 2027, with 40TB ramps and HAMR execution now in focus.

The S&P 500 and Nasdaq Composite finished lower Monday as semiconductor stocks dropped, while the Dow Jones Industrial Average advanced. Meanwhile, crude prices fell as investors took in stride new U.S. sanctions on Iran.

Wall Street just handed Micron a near-unanimous buy rating while its forward earnings multiple sits in value-stock territory, and the reason why challenges everything investors thought they knew about the boom-bust memory cycle.

Cramer says Micron and three other memory chip stocks still have room to run.

Investing.com -- Hedge funds and mutual funds both added shares of Bloom Energy, Flex and Seagate Technology last quarter, Goldman Sachs said, as the two investor groups selectively adjusted their exposure to artificial-intelligence-related equities even as they diverged sharply on other AI names.

Big Tech is shoveling billions of dollars into the AI buildout, leaving investors spooked and analysts behind. Can they catch up?

STX's storage-focused AI strategy, HAMR roadmap and valuation give it an edge over AMD in the race to capitalize on AI infrastructure.

Salesforce, Seagate Technology and AT&T offer contrasting growth stories, with AI, data center demand and network expansion shaping their outlooks.

Today's Research Daily features new research reports on 16 major stocks, including Salesforce, Inc. (CRM), Seagate Technology Holdings PLC (STX) and AT&T Inc. (T), as well as a micro-cap stock, Daily Journal Corporation (DJCO).

Seagate defied every prediction that solid-state storage would kill the hard drive, and cloud AI demand has since sent shares on a historic run. Whether that momentum carries into 2027 depends on factors most investors are not yet watching closely.

Memory chips are currently the ‘bottleneck’ for AI infrastructure. But that doesn’t ensure the stocks will continue to outperform forever.

Many Fed officials favor raising rates to combat inflation, bond prices surge, Trump meets crypto execs, and more news to start your day.

Shares in Shield Therapeutics PLC (AIM:STX, OTCQB:SHIEF) rose 11% to 4.89p on Thursday after the pharmaceutical company reported sharply narrower half-year losses and reaffirmed its aim of reaching operating profitability in 2026. Peel Hunt reiterated its 'buy' rating and 15p price target,...

The Morning Bull - US Market Morning Update Thursday, Aug, 20 2026 US stock futures are slightly higher this morning, with E mini S&P 500 contracts up about 0.1% and Nasdaq 100 futures ahead around 0.1% to 0.2%. The key driver is the US 10 year Treasury yield holding near 4.75%, which means borrowing costs for mortgages, car loans and corporate debt remain relatively high. At the same time, US housing data is mixed, with building permits rising 5% in July while housing starts fell 12.4%,...

Analyst estimates compress the forward multiple into single digits, yet a midpoint re-rating leaves a holder barely ahead of today's price, so the question is whether the committed supply, not the multiple, is what that holder is actually buying.

One faces a $1.8 billion accumulated deficit and 36% revenue decline; the other just posted $3.2 billion in net income on 34% growth.

Global tech stocks dropped on Wednesday as bond yields in the U.S. and elsewhere scored fresh milestones.

A number of stocks fell in the morning session after the 30-year U.S. Treasury yield hit a 19-year high and oil stayed elevated as a window for a U.S.–Iran deal closed without a breakthrough, a CNBC report revealed.

FEATURE Stocks dropped Tuesday, dragged down by pressure on artificial-intelligence infrastructure companies and heightened tensions in the Middle East. Optical network provider Coherent sank 13%, making it the worst-performing stock in the The stock surged 7.

Stock Market Today: The Nasdaq falls Tuesday as Treasury yields rise. Nvidia stock, Micron and Sandisk sink.

Tech stocks took a leg lower amid concerns about rising borrowing costs.

Rising Treasury yields just punched a hole in one of the hottest trades in the entire semiconductor sector, and the selloff has nothing to do with memory fundamentals.

Jim Cramer is making one of his most aggressive calls of the year on a red-hot corner of the market, but his entire thesis hinges on a single assumption about AI demand that not everyone shares.

Small-cap stocks are finally recovering after years of underperforming the major indexes.

The Mad Money host argues Micron, SanDisk, Seagate, and Western Digital have broken their historical boom-and-bust pattern

Jim Cramer says Micron, SanDisk, Seagate, and Western Digital could keep climbing as AI memory demand persists.

Strong cloud growth and continued record data-center spending from Big Tech are fueling strength in the memory trade.

Seagate Technology Holdings (NasdaqGS: STX) is in focus after a recent US policy shift aimed at discouraging domestic tech companies from buying conventional memory chips from Chinese suppliers. The policy change has supported a rally in US based memory and storage chipmakers as investors reassess the competitive outlook for these companies. Analysts are watching how this regulatory move may affect Seagate's future market share, pricing power, and supply relationships with large US...

Due to Seagate Technology's outperformance relative to the broader market over the past 52 weeks, Wall Street analysts remain strongly optimistic about the stock's prospects.

Seagate Stock Gains as AI Storage Demand Fuels Record Cash Flow

Traders are caught between the Federal Reserve's next move and a fresh batch of retail earnings

Coherent is the best-performing stock in the S&P 500 on Monday. Sandisk, Micron, Marvell, and other AI stocks also rise.

The investor day news was a day old when the analysts moved the stock, and what they were paying for was visibility.

What a fantastic six months it’s been for Seagate. Shares of the company have skyrocketed 134%, setting a new 52-week high of $974.88. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

The AI trade is off to a strong start to the week as several hardware makers are among the market’s top gainers.

Shares of memory and storage chipmakers climbed Monday morning after reports that the U.S. administration is discouraging domestic tech companies from buying conventional memory chips from Chinese suppliers. Micron Technology Inc (NASDAQ:MU) rose 5.7%, while Sandisk jumped 8.7%. Western...

Elon Musk just called out the one component quietly choking AI progress, and memory stocks are surging as investors race to figure out who benefits most.

Stocks are trading slightly lower as the summer doldrums hit the market. Several AI stocks are rising.

Western Digital enters fiscal 2027 with strong storage demand, improving pricing and AI-driven cloud growth fueling its HDD recovery.

Sandisk stock is on a hot streak and may finally be getting its mojo back. The shares are on a five-day winning streak through Friday, jumping 35% in that time. Sandisk was moving in tandem with other memory stocks, including Western Digital Seagate and Micron Commerce Secretary Howard Lutnick urging Apple not to buy memory chips from China, may be helping matters.

Sandisk stock is on a hot streak and may finally be getting its mojo back. The shares are on a five-day winning streak through Friday, jumping 35% in that time. Sandisk was moving in tandem with other memory stocks, including Western Digital Seagate and Micron ahead of the open Monday.

The S&P 500 and Nasdaq look ready to run, but they haven't quite done so. Sandisk surged but must do this. Walmart, Target loom.

Generating cash is essential for any business, but not all cash-rich companies are great investments. Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.

Seagate's AI-driven storage demand, expanding margins and strong cash flow point to further growth, despite concerns over storage cyclicality.

Its correlation to the market is only moderate, so much of what it does is genuinely its own, but the stock has moved several times as far as the index in both directions.

A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.

J.P. Morgan resumes coverage of Sandisk stock while Citi doubles down on its bullish call on the heels of the storage provider’s investor day.

Sandisk traded higher, with several Wall Street firms responding positively to the company’s long-term revenue growth plan.

Stocks were slipping, but the S 500 was still on track to end the week near records after a boost from slowing inflation and some AI-related stocks.

Seagate Technology Holdings (STX) has drawn fresh investor attention after reporting a strong finish to fiscal 2026, with revenue and profitability ahead of expectations and non GAAP gross margin expanding for the 13th straight quarter. See our latest analysis for Seagate Technology Holdings. The strong fiscal 2026 finish has come alongside powerful momentum in Seagate Technology Holdings’ stock, with a 1 day share price return of 4.91%, a 90 day share price return of 15.83%, and a year to...

A $14 billion buyback, a wave of analyst price target resets, and a Korean market milestone are colliding to send memory stocks surging across two continents, but skeptics are already questioning whether this rally has real staying power.

Seagate's AI-driven storage boom is fueling sharp revenue and margin growth, with strong fiscal 2027 guidance pointing to more momentum ahead.

The S&P 500 hits a new high after a constructive pause. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.

The S&P 500 hits a new high after a constructive pause. Workday and Sandisk lifted software and memory plays. Applied Materials fell late on earnings.

Seagate's AI-driven storage demand, rising margins and strong cash flow could make it the next big AI infrastructure winner.

Here is a way to get paid a meaningful cash income on your Seagate Technology shares right now, income you keep no matter what, in exchange for capping your gains at a higher price.

A Korea-sparked overnight surge lit the fuse, but SanDisk's investor day dropped on top of an already-moving sector with some of these names still sitting deep in the red from last month. Here is what is actually driving the storage stack today and whether the momentum holds.

Sandisk and Micron are surging on blowout earnings, lifting a handful of memory ETFs with them, but which fund you own today could mean the difference between capturing the rally and barely feeling it.

The best growth stocks promise to generate significant returns for your portfolio. But what are growth stocks, and how do you find the best ones?

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.

Seagate (STX) shares have started gaining and might continue moving higher in the near term, as indicated by solid earnings estimate revisions.

Sandisk stock jumped after the memory-chip maker gave an upbeat presentation at an analyst meeting in New York City.

Stock Market Today: The Dow Jones index rises Thursday after surprise key inflation data. Cisco and AI stock Cerebras plunge on earnings.

Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

In August 2026, Seagate Technology Holdings reported a strong finish to fiscal 2026 with revenue and profitability exceeding expectations, expanding non-GAAP gross margin for the 13th consecutive quarter and delivering its strongest quarterly free cash flow in over a decade. The company highlighted long-term AI-driven storage demand, secured supply agreements extending beyond 2028, and emphasized its HAMR-based Mozaic platform as a core enabler of planned mid-20% exabyte growth. We’ll now...

Seagate Technology Holdings has delivered very strong share price gains over the past three years, yet its latest Discounted Cash Flow (DCF) intrinsic value estimate still points to meaningful upside, while the broader valuation checks suggest the stock is not an obvious bargain overall. Seagate Technology Holdings has returned about 13.7x over the past three years, which sets a high bar for any further upside based on fundamentals. AI related demand for storage can support revenue and...

Freshworks’ Q2 results topped Wall Street’s revenue and non-GAAP profit expectations, fueled by continued momentum in its employee experience (EX) platform and robust adoption of AI-powered solutions. Management highlighted large enterprise wins and strong growth in cross-selling advanced IT asset management and incident response modules. CEO Dennis Woodside credited this performance to the company’s ability to displace legacy providers, with customers like Seagate and American Oncology Network

A neocloud earnings report landed before the bell Wednesday and sent shockwaves through the entire memory sector, lifting SanDisk, Micron, and SK Hynix in unison. Here is what the move reveals about where AI infrastructure spending is actually heading.

WDC generates $3.5 billion in fiscal 2026 FCF as demand, pricing and high-capacity drives boost margins and cash flow.

Seagate just posted the kind of earnings that make analysts scramble to revise targets upward, yet shares have already pulled back nearly 10% from their peak, leaving investors to decide whether the AI storage boom has more room to run or is finally cooling off.

SNDK's stronger cash generation and growing Datacenter exposure can pave the way for increased shareholder returns.

STX's strong fiscal 2026 finish, margin expansion and rising cash flow set the stage for further growth in fiscal 2027.

The cap on gross margin that came with SanDisk's new supply contracts is what bought years of committed demand, and that trade is the case for the stock.

Western Digital's 44% revenue growth, expanding margins and strong AI-driven storage demand signal continued earnings momentum.

STX is riding AI-driven storage demand, with data center growth, long-term capacity deals and its HAMR-based Mozaic platform supporting expansion.

SIMO's MonTitan SSD RDK targets AI infrastructure with predictable latency, sustained data processing and storage for demanding Agentic AI workloads

Rocket One Inc. (Nasdaq: RKTO) ("Rocket One" or the "Company"), a technology company focused on next-generation AI infrastructure and advanced computing technologies for commercial, space and defense applications, today announced that it has been accepted into the Seagate Partner Program.

Seagate's AI-driven storage boom, faster HAMR adoption and strong cash flow fuel growth, but a higher valuation makes the risk-reward more balanced.

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

The Morning Bull - US Market Morning Update Monday, Aug, 10 2026 US stock futures are pointing higher this morning, with the S&P 500 contracts up around 0.6%, as investors weigh softer US jobs data against falling bond yields and cooler inflation expectations. July nonfarm payrolls showed a small job loss of 23,000 and weaker wage growth, which signals a slowing job market and less pressure from pay rises. At the same time, the 10 year Treasury yield has dropped to about 4.60% and one year...

2026 TMRC presentations show 8TB per disk HDDs in the laboratory. Due to the imbalance of HDD supply and demand, HDD revenues could exceed $35$ in 2026.

Seagate Technology Holdings plc (NASDAQ:STX)’s shares have caught a lot of quarters, including Cramer, by surprise in today’s AI-driven era of investing. They are up by 447% over the past year and by 181% year-to-date. The CNBC TV host has discussed Seagate Technology Holdings plc (NASDAQ:STX) several times over the past couple of months. For […]

Three of its top holdings, flash memory/data storage companies Seagate, Western Digital, and Sandisk, were among the biggest losers in the S&P 500 Friday. The stocks continued to slide following Western Digital's earnings late Wednesday, which were merely good as opposed to mind-blowingly fantastic. The memory ETF was being dragged down even more by Micron Technology and South Korean rival SK Hynix.

SK Hynix just committed to one of the biggest fab investments in memory history, and its stock immediately sold off. Whether that reaction signals panic over capital spending or a buying opportunity depends on a structural argument about 2027 that not everyone buys.

Dow Jones futures: The market pauses, but what happens next? Don't buy these AI stocks yet. Cloudflare, Sezzle lead big earnings movers late.

Dow Jones futures: The market pauses, but what happens next? Don't buy these AI stocks yet. Cloudflare, Sezzle lead big earnings movers late.

Dow Jones futures: The market pauses, but what happens next? Don't buy these AI stocks yet. Cloudflare, Sezzle lead big earnings movers late.

Shares dipped and then recovered after Sandisk and Western Digital failed to deliver the sort of knockout guidance investors are used to.

MU, STX, FIX, VRT and CLS are growth stocks for August, with AI-driven demand highlighting opportunities in the ongoing market rally.

Up to 911.5 million shares of SpaceX that are held by insiders and early investors are available to trade beginning Thursday.

The hard-drive maker reported better-than-expected earnings for its fiscal fourth quarter, but guidance disappointed.

Seagate Technology Holdings is back in focus after analysts raised fair value estimates from US$959.48 to US$1,115.87, a sizeable reset in how models value the stock. Much of this shift relates to new research that takes a more positive view of pricing power in hard disk drives, AI-led storage demand, and the company’s margin and cash generation outlook. Read on to see what is driving the new targets and how you can track the next developments in the Seagate narrative. Stay updated as the...

Sandisk Triggers AI Chip Selloff With Weak Outlook

Western Digital Corp (NASDAQ:WDC) shares fell 11% Thursday after the data storage company reported fiscal fourth quarter results that beat Wall Street estimates, but its margin outlook fell short of the elevated expectations set by rival Seagate. Western Digital expects fiscal first quarter...

Western Digital stock fell sharply Thursday despite the hard-disk drive maker posting a big earnings beat for its fiscal fourth-quarter. The results may be overshadowed from what analysts called an even stronger report from rival Seagate Technology last week. Western Digital, which recently rebranded as WD, said late Wednesday that Q4 revenue jumped 44% year-over-year to $3.75 billion, helped by AI-driven demand in cloud data centers.

Memory stocks falter after guidance from Sandisk and Western Digital fails to meet Wall Street’s lofty expectations.

During an interview with CNBC, Frasse said that the current downturn and volatility in chip and memory stocks is just a reversion to the mean more than anything else.

Memory stocks are cratering despite blockbuster earnings, and the reason reveals something uncomfortable about how much of the AI storage boom traders had already priced in before Thursday's open.

Shares dip after Sandisk and Western Digital fail to deliver the sort of knockout guidance investors are used to.

Western Digital Corp. (NASDAQ:WDC) stock traded lower Thursday despite reporting fiscal fourth-quarter earnings and revenue that beat Wall Street estimates. Despite the earnings beat, Western Digital’s outlook fell short of elevated investor expectations, triggering a sector-wide pullback in AI memory and storage stocks. Peers including Seagate Technology Holdings plc (NASDAQ:STX) and Sandisk Corp. (NASDAQ:SNDK) also traded lower Thursday. Read Also: Bigger Earnings, Bigger Drop: The Sandisk Sel

Memory stocks falter after guidance from Sandisk and Western Digital fails to meet the market’s sky-high expectations.

Western Digital stock slid late Wednesday despite the hard-disk drive maker reporting fiscal fourth-quarter results ahead of estimates. Western Digital, which recently rebranded as WD, said its adjusted earnings climbed 109% to $3.56 per share for the June quarter. WD and its rival Seagate Technology dominate the hard-disk drive market.

Western Digital stock slid late Wednesday despite the hard-disk drive maker reporting fiscal fourth-quarter results ahead of estimates. Western Digital said its earnings climbed 109%, to $3.56 per share, for the June quarter. Western Digital and its rival Seagate Technology dominate the hard-disk drive market.

Micron's 9.4% monthly slide contrasts with surging AI memory demand, sold-out 2026 HBM output, soaring profits and a discounted valuation.

Five momentum stocks stand out for August after a mixed July, backed by strong growth drivers, rising earnings estimates and favorable momentum ratings.

SNDK's fiscal Q4 top line may gain from surging AI data center demand and stronger edge sales tied to AI PCs and premium smartphones.

Memory stocks are staging a violent reversal after their worst month in years, and a brand-new industry standard from rival chipmakers may have just changed the rules of the AI storage race.

FIX, GS, VRT, STX and TRV are five momentum stocks for August as AI infrastructure, financial strength and earnings growth support their outlooks.

The company is trying to shed its cyclical past, and the options market is pricing a vast range of outcomes for whether it will succeed.

Seagate Technology Holdings is scheduled to present at the Future of Memory and Storage 2026 conference. Company technology leaders are featured speakers at the event, which focuses on memory and storage trends. The conference appearance gives Seagate an opportunity to outline its vision and upcoming technology focus areas. Seagate Technology Holdings, listed on NasdaqGS:STX, enters the FMS 2026 conference with a share price of $831.06 and very large gains over the past year. The stock is...

Analysts have been setting new price targets for data-storage stocks, with most pointing to upside.

SNDK heads into fiscal Q4 results with AI-fueled SSD demand, firmer NAND pricing and rising TLC and QLC adoption.

FTSE 100 down 30 points to 10,838 Housebuilders, airlines climb as oil and bonds fall AstraZeneca drops on reports of Bristol-Myers merger talks Shell sells UK and EU renewables p'folio to Total 4.14pm: AZ and commodities drag offsets oil optimism AstraZeneca is down 9.3% now, and...

WDC enters fiscal Q4 2026 earnings with strong AI storage demand, rising HDD pricing and expanding margins. Will those trends fuel another quarterly beat?

Memory stocks are taking a sharp hit Monday after an extraordinary run, but Wall Street analysts and a major insider are already treating the selloff as something very different from what the price action suggests.

Seagate Technology's shares surged after a strong earnings report. Can you expect competitor Western Digital to do the same when it reports earnings on Aug. 5?

Big Tech's AI spending plans top $750B for 2026, boosting demand for AI infrastructure. Discover five stocks positioned to benefit as valuations ease.

Cloud providers keep buying more Seagate hard drives as the AI data explosion changes enterprise storage priorities for the coming decade

Seagate recently reported a beat on both revenue and earnings, along with guidance that came in above estimates.

Seagate (STX) could produce exceptional returns because of its solid growth attributes.

Seagate's AI-driven HDD demand, expanding HAMR adoption and record cash flow strengthen its investment case over Everpure's margin and cost challenges.

Seagate (STX) could produce exceptional returns because of its solid growth attributes.

Big Tech's AI spending plans top $750B for 2026, boosting demand for AI infrastructure. MU, STX, WDC, SNDK and VRT could benefit as valuations remain attractive.

After a solid Q4 result, analysts have turned more bullish on Seagate. Should investors follow suit?

STX enters fiscal 2027 with rare demand visibility as AI data growth, allocated nearline supply and HAMR adoption strengthen earnings and cash flow.

Seagate's earnings surge and fiscal 2027 outlook support the bull case, but its premium valuation leaves little room for execution missteps.

Memory stocks are surging across the board today, with some names posting gains that dwarf the broader tech rally. Here is what is pushing the entire sector into overdrive at once.

Seagate Technology (STX) makes high-capacity hard drives used by cloud providers and large corporate data centers. Those drives store training files, model outputs, videos, customer records, and other data created by artificial intelligence applications. Cloud customers have been reserving ...

Individual investors just recorded “their largest net selling of single stocks since the COVID crash,” according to Vanda Research.

The sell-off is treating four very different businesses as one trade. Sorting them apart is where the opportunity is.

Scarce supply is transforming an overlooked AI infrastructure trade

FEATURE Stocks fell sharply Wednesday after the Federal Reserve opted to hold interest rates steady for a fifth straight meeting. Garmin surged 16% to lead the The Swiss technology company best known for its navigation hardware and fitness trackers lifted its full-year targets following a surge in demand for the second quarter.

After a brutal 47% monthly collapse, SanDisk sits at a crossroads where one analyst sees a 200% recovery while bears argue the worst multiple contraction is still ahead.

September S&P 500 E-Mini futures (ESU26) are up +0.24%, and September Nasdaq 100 E-Mini futures (NQU26) are up +0.32% this morning as a selloff in chipmakers abated, while investors awaited earnings from two of the world’s largest AI spenders and the Federal Reserve’s interest rate decision.

STX highlights AI-driven storage demand, HAMR advances, margin expansion and strong cash generation as fiscal 2027 growth plans take shape.

A record-breaking earnings print from the world's top memory chip maker just triggered a brutal sector selloff, yet two storage giants are quietly trading green. Here is what the split reveals about where the AI hardware trade goes next.

FEATURE Stock futures were lower Wednesday ahead of the Federal Reserve’s decision on interest rates. GE Healthcare Technologies led the ahead of the opening bell, rising 10%. The medical technology company reported higher sales and better-than-expected profit margins for the second quarter.

Seagate surpassed Q4 fiscal 2026 earnings and revenue as AI-driven cloud storage demand, record margins and a strong outlook fuel growth.

Seagate Technology Holdings PLC (NASDAQ:STX) shares rose about 2% on Wednesday after the data storage company reported fiscal fourth quarter results that exceeded Wall Street expectations on both earnings and revenue and issued guidance that pointed to continued momentum. For the quarter...

Stock Market Today: The Dow Jones index drops Wednesday ahead of the Fed decision and Fed Chair Warsh's comments. SK Hynix sells off.

According to TheFly, several brokerages raised their price targets following Seagate’s Q4 results, with Rosenblatt describing the quarter as a “clean beat-and-raise.”

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Seagate Technology tops Wall Street’s earnings and revenue estimates and issues stronger-than-expected guidance as demand for AI-related data storage continued to surge.

Seagate’s earnings give rival Western Digital a boost, while SK Hynix’s results drag down rival Micron.

Seagate Technology stock climbed after the hard-disk drive maker's quarterly results easily beat expectations. The company touted "durable" demand from data center customers, after recent fears about the sustainability of the AI rally weighed on memory and storage stocks. The results represent Seagate's fiscal fourth quarter.

Seagate Technology PLC (NASDAQ:STX) shares gained nearly 3% in pre-market trading on Wednesday after the data storage company reported stronger-than-expected fourth-quarter earnings and revenue while issuing first-quarter guidance that significantly exceeded Wall Street forecasts. The company reported adjusted earnings of $5.

The most-talked-about stocks in the Reddit subforum Wallstreetbets were mostly higher hours before W

The headline numbers for Seagate (STX) give insight into how the company performed in the quarter ended June 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

SKHY stock dropped 7% in the overnight session late Tuesday, while MU and SNDK fell about 5% each.

Seagate's Q4 beat and strong guidance push back against growing doubts about the AI infrastructure trade falling flat.

Futures fell as oil prices jumped on an Iran news. Seagate, SK Hynix, KLA, Bloom Energy are key earnings late. Will the Fed surprise?

Futures were mixed as oil prices jumped on Iran news while Seagate, SK Hynix, KLA, Bloom Energy led AI earnings. Will the Fed surprise?

Seagate crushed Q4 estimates with record profits and issued strong guidance fueled by surging AI and hyperscale cloud storage demand.

The market has priced a notably wide range of outcomes for the memory chip maker, a risk every shareholder already carries whether they trade options or not.

Seagate Technology (NASDAQ:STX) reported fiscal fourth-quarter results that exceeded its outlook, driven by data center demand for mass-capacity storage and continued expansion in profitability. Management said the company expects revenue growth in fiscal 2027 to surpass the 34% growth recorded in f

Major stock indexes closed mostly higher Tuesday as oil prices retreated, aided by several strong corporate earnings reports, although chip stocks continued to weigh on the Nasdaq Composite.

Seagate Technology topped Wall Street’s earnings and revenue estimates and issued stronger-than-expected guidance as demand for AI-related data storage continued to surge.

Investing.com -- Seagate Technology PLC (NASDAQ:STX) shares climbed 2.9% in premarket trading Wednesday after the data storage giant posted fourth-quarter earnings and sales that comfortably topped Wall Street estimates and delivered an upbeat outlook for the upcoming fiscal year. The company posted adjusted fourth-quarter earnings of $5.71 per share on revenue of $3.6 billion, representing a 49% year-over-year top-line expansion from $2.4 billion in the prior-year period. Wall Street analysts h

Seagate (STX) delivered earnings and revenue surprises of +11.96% and +3.85%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

SINGAPORE, July 28, 2026--Seagate Technology Holdings plc (NASDAQ: STX) (the "Company" or "Seagate"), a leading innovator of mass-capacity data storage, today reported financial results for its fiscal fourth quarter and fiscal year ended July 3, 2026.

Seagate Technology forecast quarterly revenue and profit above estimates on Tuesday, as the ‌rapid buildout of AI infrastructure fuels robust demand ‌for its high-capacity hard disk drives. Shares of the Singapore-based company, which ​have more than doubled this year, rose over 8% in extended trading. Here are some details: • Seagate has leveraged its heat-assisted magnetic recording (HAMR) technology, which uses tiny lasers to ‌help pack more data ⁠onto each disk, allowing it to boost hard-dri

Seagate Technology stock jumped late Tuesday after the hard-disk drive maker reported quarterly results that beat expectations. A recent pullback for top performing AI stocks was weighing on Seagate's shares coming into the report. The results represent Seagate's fiscal fourth quarter.

Data storage manufacturer Seagate (NASDAQ:STX) announced better-than-expected revenue in Q2 CY2026, with sales up 48.5% year on year to $3.63 billion. On top of that, next quarter’s revenue guidance ($4.1 billion at the midpoint) was surprisingly good and 8.7% above what analysts were expecting. Its non-GAAP profit of $5.71 per share was 12.1% above analysts’ consensus estimates.

Chip stocks around the world sold off sharply, the latest chapter in the monthslong jitters surrounding artificial intelligence, memory and chip stocks.

Seagate Technology (STX) and Western Digital (WDC) supply high-capacity hard drives used by cloud providers to store the growing volumes of data produced by artificial intelligence workloads. The companies have become two of the market’s most closely watched AI infrastructure stocks as hyperscalers ...

Wall Street's sweeping semiconductor sell-off deepened as investors move into the Dow's blue-chip names

Wilson said during an interview with CNBC that the choppiness in the S&P 500 index may continue for another month.

Earlier today, Seagate Technology Holdings reported its fiscal Q4 2026 results after the market close and held its earnings call, a key update for investors tracking the data storage provider’s progress. The results came amid heightened focus on Seagate’s high-capacity nearline drives and Mozaic platform, which are central to meeting AI-related cloud storage demand. We’ll now examine how this earnings update, particularly the AI-driven demand for Seagate’s mass-capacity storage, may...

South Korea's Kospi fell 10% and Nasdaq-100 futures dropped more than 1% as semiconductor names slid for a fourth session

Samsung, SK Hynix, and Kioxia got destroyed overnight in Asia, and the shockwave hit US memory and storage stocks hard in premarket trading Tuesday. Three overlapping catalysts are forcing traders to rethink whether the AI memory trade was built on shakier ground than anyone admitted.

Wedbush analyst believes Seagate stock is not out of juice just yet. Here’s what could drive STX shares higher in the near-term.

Agilysys (AGYS) delivered earnings and revenue surprises of +22.50% and +2.13%, respectively, for the quarter ended June 2026. Do the numbers hold clues to what lies ahead for the stock?

Seagate is slated to report earnings after the closing bell Tuesday, and traders are anticipating a big move from the hard drive maker’s stock following the results.

September S&P 500 E-Mini futures (ESU26) are up +0.98%, and September Nasdaq 100 E-Mini futures (NQU26) are up +1.59% this morning, pointing to a sharply higher open on Wall Street as a slump in oil prices boosted investor sentiment at the start of a busy week.

Seagate Technology and Western Digital each saw their stock reverse sharply lower Monday, continuing a pullback for the hard-disk-drive makers. Seagate will report fiscal fourth-quarter earnings late Tuesday. Morgan Stanley analyst Erik Woodring told clients Monday that the market for hard-disk drives has only grown stronger.

STX heads into Q4 FY2026 earnings with AI-driven nearline HDD demand, rising exabyte shipments and Mozaic platform momentum in focus.

Seagate stock climbed in early trading Monday, bouncing back from a slide to close the week. Earning are due Tuesday.

Seagate’s and SK Hynix’s quarterly reports this week are the upcoming catalysts investors are watching.

Data storage manufacturer Seagate (NASDAQ:STX) will be reporting earnings this Tuesday after the bell. Here’s what you need to know.

Seagate Technology Holdings (STX) is back in focus after new U.S. tariffs on key semiconductor trading partners and a sector wide pullback in chip and hardware stocks, as investors also brace for the upcoming earnings report. See our latest analysis for Seagate Technology Holdings. Despite the recent pullback and a 1-day share price decline of 6.75% as tariffs and sector weakness hit semiconductor stocks, Seagate Technology Holdings still shows strong momentum, with a 90-day share price...

Seagate's remarkable AI-driven rally faces another major test on July 28, when investors will look for confirmation that booming storage demand can sustain the company's extraordinary growth.

Seagate's hyperscaler contracts stretch well beyond this year, its free cash flow just posted a triple-digit surge, and Q4 earnings land July 28. Whether that combination justifies the current price is a question the numbers answer in a surprising way.

Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at stock valuation losses from Tesla (TSLA), Alphabet (GOOG, GOOGL), Meta (META), Amazon (AMZN), and Microsoft (MSFT).

Micron, AMD and memory names fall as risk appetite weakens

The Roundhill Memory ETF, which has more than doubled year-to-date, was down nearly 7% at the time of writing.

Seagate heads into fiscal Q4 2026 earnings with AI-driven storage demand, rising HAMR adoption and margin gains that could support another earnings beat.

Apple stock is holding up the best out of the Magnificent Seven stocks as the company has proceeded cautiously with its AI investments.

Seagate appears well-positioned to deliver another strong quarter, supported by robust demand for high-capacity storage solutions.

You just saw a memory stock act like it killed the memory cycle. Here's how it used the AI frenzy to try.

Dell Technologies Inc. (NYSE:DELL) provides storage systems, servers, networking gear, and consulting services, as well as laptops, desktops, workstations, and accessories. On Tuesday’s episode of Mad Money, Jim Cramer addressed some of the complaints his viewers made regarding Dell and other companies whose stocks experienced a massive rally. He stated: Some of you have complained […]

SNDK's discounted valuation stands out as AI-driven NAND demand, enterprise SSD growth and multiyear supply deals reshape its growth story.

Futures fell as oil prices jumped after the S&P 500 reclaimed key support Tuesday. Super Micro and GE Vernova were big earnings movers Google, Tesla earnings loom.

Before the memory chip maker surged over three thousand percent, its financials painted a picture of a business that was messy, unprofitable, and completely misunderstood.

The S&P 500 reclaimed key support as Sandisk, Micron and AI stocks led a broad rally. Google, Tesla earnings loom.

Seagate Technology Holdings has delivered a very large 3 year gain, yet its current checks show a Discounted Cash Flow (DCF) intrinsic value that sits below the market price while the usual market multiples point to something closer to fair. This leaves investors weighing how much of the story is already reflected in the stock. Over the past 3 years, Seagate has returned about 13.5x, which puts even modest shifts in expectations under a brighter spotlight for valuation. Expectations around...

A number of stocks jumped in the morning session after dip buyers returned to the market to capitalize on more attractive valuations following the sector's steep selloff in the previous week, driven by continued optimism surrounding the long-term artificial intelligence investment cycle. The recovery comes after a sharp decline that briefly pushed semiconductor powerhouses into bear market territory, marking their worst weekly drop in over a year. Despite recent market jitters regarding elevated

The AI trade is back as investors shrug off fears about a slew of cheap Chinese large-language models.

Sandisk has surged past Seagate in quarterly revenue, while Seagate has maintained steady, predictable growth — a tale of acceleration versus stability.

Chip Stocks Soar as Memory Makers Ignite Broad Semiconductor Rally

Major stock indexes closed higher Tuesday following three consecutive sessions of losses, as tech stocks powered gains. Meanwhile, WTI oil prices rose to their highest level in more than five weeks.

Seagate (STX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

SanDisk, Western Digital, and Micron are surging for a second straight session as a Bank of America upgrade and a sweeping UBS note collide with one of the heaviest earnings weeks of the summer, and the next data point could flip the entire trade.

Marvell, Micron, Intel, and other chip stocks rally as investors breathe some life back into the AI trade.

Investing.com -- Global chip stocks staged a meaningful rebound on Tuesday, building on Monday’s recovery from last week’s broad selloff in the sector.

Johnson & Johnson, Lam Research and Seagate lead today's analyst picks as strong results, AI demand and growth outlooks drive the latest research.

The rebound comes after weeks of intense selling, partly due to concerns that hyperscalers would continue investing the massive sums in AI development they had committed at the start of the year.

Johnson & Johnson beat Q2 estimates as growth in key drugs, MedTech and its pipeline helps offset Stelara headwinds. Read what's driving outlook.

I have watched Seagate's comeback story, and it has been one of the most impressive in the entire S&P 500. In fact, after the comeback, Seagate now ranks fourth in the top year-to-date S&P 500 performers according to Slickcharts. That performance is after Sandisk, Dell, and Micron. ...

NTAP is riding the rising public cloud and AI demand, with strong cloud revenue growth and high margins supporting its fiscal 2027 outlook.

Investing.com -- Morgan Stanley told investors in a note Monday that it believes the recent selloff in U.S. memory stocks presents a buying opportunity, arguing that data center memory shortages continue to intensify even as mixed signals emerge elsewhere in the market.

The Morning Bull - US Market Morning Update Monday, Jul, 20 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down around 1%, as investors weigh falling bond yields against a cooling housing backdrop. The US 10 year Treasury yield has slipped to about 4.5% after softer inflation readings. In plain terms, this means borrowing costs in financial markets are easing a little even as the debate over the Federal Reserve's next move continues. At the same time,...

The PHLX Semiconductor Index on Friday was just below the flatline, climbing from a session low of -5.7%—and even briefly traded in the green. The index, which uses the ticker SOX, was down 0.2% as chip selling eased. The Nasdaq and the S&P 500 pared their losses somewhat, with the indexes down 1% and 0.8%, respectively.

The PHLX Semiconductor Index has clawed its way back to the flatline, escaping a technical bear market. The index, which uses the ticker SOX, was up 0.5%, with memory chip stocks leading charge. With the chip selling easing, the Nasdaq and the S&P 500 pared their losses somewhat, with the indexes down 0.8% and 0.5%, respectively.

AI Chip Stocks Under Pressure as China's Moonshot Challenges U.S. AI Leaders

Micron, Sandisk, Seagate and Western Digital are positioned to benefit as AI infrastructure drives rising demand for advanced memory and storage.

WDC sees AI-driven data growth fueling long-term HDD demand as new storage technologies and its focused strategy target hyperscale opportunities.

Western Digital and Seagate are highlighted as smaller AI plays, with strong storage demand, revenue growth and margins fueling expansion beyond NVIDIA's gains.

Micron just locked in five-year supply deals at historically high DRAM prices while a major AI cloud buyer quietly bets those same prices are about to fall. One of them is going to be very wrong.

(Bloomberg) -- As worries build around the artificial intelligence trade, investors are starting to seek shelter in a more pedestrian corner of the stock market: companies with sturdy finances.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Markets WrapUS Cyclospora Outbreak Tied to

Management is promising structural growth without shipping more drives, and the market is buying it. But the real test of that high-tech promise is around the corner.

Jim Cramer says Micron just delivered one of the best quarters in memory chip history, yet he still wants you out of the stock before Monday. The reason has nothing to do with earnings and everything to do with who is actually controlling the price right now.

Seagate, Western Digital, and Sandisk have posted strong revenue and margin growth amid memory industry volatility, with analysts holding mostly Buy ratings and further upside on all three stocks.

A number of stocks fell in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before.

US equity indexes closed lower on Thursday amid a sell-off in technology stocks, and Iran threatened

Tech stocks were lower Thursday afternoon, with the State Street Technology Select Sector SPDR ETF (

The chips are down, extending what’s been a rough stretch for the AI trade lately.

Major stock indexes finished lower on a busy earnings Thursday, snapping two-day winning streaks, as shares of chipmakers dropped amid renewed concerns about AI spending.

(Updates with economic data, recent oil price movement, world markets' overview and corporate stock

Stock Market Today: The Nasdaq composite dropped Thursday as Sandisk and SK Hynix plunged. TSMC sold off on earnings.

Dow Jones futures: Taiwan Semiconductor and GE Aero fell despite strong earnings as the AI stock sell-off continues.

The same chipmakers that have been investors' AI darlings are some of the biggest drags on today's market. The PHLX Semiconductor Index is down 2.3% today, a 16% drop from the index's closing high, according to Dow Jones Market Data.

Physics turned into a bill of materials convinced me to keep adding to one hard drive maker, even as insiders sell and a forward P/E of 37 raises eyebrows from value investors who remember what cyclicality does to hardware names.

The same chipmakers that have been investors' AI darlings are some of the biggest drags on today's market. The PHLX Semiconductor Index down 4.3% today with all components in the red, according to Dow Jones Market Data.

SINGAPORE, July 14, 2026--Seagate Technology Holdings plc (NASDAQ: STX), a leading innovator of mass-capacity data storage, will report fiscal fourth quarter and fiscal year 2026 financial results after the US market closes on Tuesday, July 28, 2026. The investment community conference call to discuss these results will take place that day at 2:00 PM PT / 5:00 PM ET.

Investor focus is turning to Seagate Technology as the company prepares to report fourth-quarter results, with analysts expecting triple-digit earnings growth.

SanDisk turned a modest storage brand into one of the most explosive trades on the NASDAQ, but with the stock cooling sharply from its peak and Wall Street targets ranging from $955 to $3,169, figuring out where it goes next demands a closer look at what is actually driving the numbers.

SanDisk, Micron, Seagate and Western Digital look attractive after a steep sell-off, supported by AI demand, improving pricing and lower valuations.

A single analyst note out of Seoul just erased billions from Korean chip stocks, and the same logic points straight at Micron. Whether that makes MU a buying opportunity or a warning sign depends on one number buried in its next earnings report.

In recent days, Seagate Technology Holdings has come under pressure as a sector-wide selloff in memory and AI chip stocks followed SK Hynix’s sharp drop and renewed worries about cloud spending, inventory levels, and macro risks such as Middle East tensions and inflation. At the same time, Seagate remains closely tied to expectations for AI and cloud infrastructure demand, leaving its story caught between enthusiasm for its high-capacity Mozaic 4+ drives and investor concerns about a...

Seagate Technology Holdings (NasdaqGS:STX) shares declined alongside a broad selloff in AI and memory chip stocks. The move followed concerns around SK hynix’s earnings outlook, which raised questions about AI demand and memory pricing. Investors are reassessing expectations for AI infrastructure growth and data center storage needs that affect Seagate’s business. Seagate Technology Holdings sits at the center of the AI and cloud storage story, so a sector-wide pullback can affect sentiment...

The firm remains gung-ho about Seagate's demand visibility and ASP rise.

The memory chip maker is one of the market's hottest names, but its true value lies in how it moves on its own terms.

A global chip sector's retreat dragged the Nasdaq lower this morning, as oil surged today, July 13, 2026.

MU's take-or-pay supply contracts lock in volumes, pricing bands and $100 billion in minimum revenues, sharpening sales visibility through future cycles.

Memory chip stocks have been some of the market’s top performers this year, but they're struggling today. Sandisk, which is up more than 600% since the start of the year, is down 10%, making it the S&P 500's worst performer.

Sandisk Corporation (NASDAQ:SNDK) was among Jim Cramer’s stock calls on Mad Money, as he advised investors to stick with the largest tech companies in the market. Cramer highlighted how the company’s rally got triggered. He remarked: Now, today was one of those days where the complex of Micron, Seagate, Lumentum, Corning, Western Digital, and Sandisk […]

Investing.com -- Global chip stocks fell sharply Monday, led by a record one-day plunge in SK Hynix shares, as investors weighed a fresh escalation in Middle East tensions alongside mounting concerns over valuations in AI-related shares.

Sandisk stock has been in a bit of slump lately, but analysts are still in love with the memory storage play, perhaps even more so than ever. The shares, which have slumped 16% to $1,915 in July through Friday, got a new $3,100 price target from Evercore ISI analyst Amit Daryanani in a note Sunday, up from $1,400. Investors were still underappreciating Sandisk Monday as the stock sank nearly 13% to $1,673.97—making it one of the worst performers in the It’s up more than 600% in 2026, thoug

Semiconductor Stocks Tumble as SK Hynix Weakness Ripples Through the Sector

A single brokerage note out of Seoul just triggered the biggest single-day drop in SK Hynix history, and the shockwaves are now tearing through U.S. memory stocks that were up as much as 700% this year.

Micron Falls in Broad Memory Sector RetreatMicron Technology (NASDAQ:MU) shares dropped 5. 1% in premarket trading on Monday to $929.

The U.S. and Iran returned to the brink of full-on war, with Iranian forces hitting American facilities and saying the Strait of Hormuz was closed again

Sandisk stock has been in a bit of slump lately but analysts are still in love with the memory storage play, perhaps even more so than ever. The shares, which have slumped 16% to $1,915 in July, got a new $3,100 price target from Evercore ISI analyst Amit Daryanani in a note Sunday, up from $1,400. Investors were still underappreciating Sandisk Monday as the stock fell around 5% ahead of the open.

ASML's lithography machines are needed to manufacture advanced logic and memory chips for AI workflows.

Seagate Technology Holdings (STX) is back in focus after Wells Fargo upgraded the stock to Overweight, highlighting demand for its high capacity storage products tied to cloud and AI infrastructure spending. See our latest analysis for Seagate Technology Holdings. The Wells Fargo upgrade lands after a strong run for Seagate Technology Holdings, with the share price up 11.0% over the past week and 77.4% over 90 days. The year to date share price return of 216.6% sits alongside a very large 1...

Seagate Technology Holdings plc (NASDAQ:STX) is one of the best performing AI stocks over the last 3 years, with a 3Y CAGR of 151%. On July 1, Bank of America analyst Wamsi Mohan reiterated a Buy rating and raised his price target to $1,150 from $1,000. Mohan’s thesis pointed to improving fundamentals, sustained cloud demand […]

Seagate stock is inching higher after Wells Fargo issued a bullish research note. Here’s how high analyst Aaron Rakers believes STX shares could fly in 2026.

Management went beyond raising the bar, claiming to have rebuilt the entire business model.

Micron's AI-fueled rally has cooled, but Seagate and WDC are riding on strong storage demand, margin expansion and upbeat outlook that may power further gains.

Seagate Technology stock rose Friday, bouncing back from a recent pullback. "With the recent market pullback and increasing confidence in what we view as a path to plus-$50 earnings-per-share and significant (capital) return capacity ahead, we upgrade STX to overweight with a $1,100 price target," Wells Fargo analyst Aaron Rakers said in a note for clients. Rakers previously held a neutral equal-weight view for Seagate and a 900 price target.

STX sees record cloud commitments and rising AI infrastructure spending fueling demand for its HAMR-based storage, with growth targets climbing higher.

Shopify upgraded, PepsiCo downgrade: Wall Street's top analyst calls

Wall Street analysts made bold moves Friday, reshuffling ratings across storage REITs, cloud communications, luxury homebuilders, and tech giants in ways that could reshape your portfolio heading into a pivotal earnings week.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.47%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.55%. September E-mini S&P futures (ESU26 ) are up +0.47%, and September E-mini Nasdaq futures...

The latest update to Seagate Technology Holdings’ valuation framework includes a higher fair value estimate, moving from US$847.68 to US$959.48 per share. Recent analyst commentary links this shift to tighter hard disk drive supply, AI related storage demand, and differing views on how much pricing power and contract renewals are already reflected in Seagate’s stock. As you read on, you will see how these changing price targets fit into the broader Seagate story and how to keep track of the...

SK Hynix is set to begin trading on the U.S. market on Friday adding to the mounting memory hype on Wall Street. The South Korean memory chip maker will list its American depositary receipts on the Nasdaq under the ticker “SKHY.” The ADR listing is highly anticipated with some reports signaling it is more than seven times oversubscribed.

Seagate Technology Holdings (NasdaqGS:STX) and other memory and storage stocks are rebounding after a recent sector selloff. The move is tied to strong quarterly results from industry peers and rising demand for AI focused data center infrastructure. Positive signals such as Samsung's profit recovery and SK Hynix's planned U.S. IPO are adding to renewed interest in AI related memory chips. Seagate's role in high capacity HDDs and work on HAMR technology are central to current investor...

Silicon Motion Technology is expanding in enterprise SSDs with its MonTitan controller platform, targeting AI, cloud and hyperscale demand with advanced storage solutions.

A number of stocks jumped in the morning session after semiconductor stocks rebounded amid dip buying following a recent selloff, as reports revealed that China may ease restrictions on advanced Nvidia AI chip imports.

Seagate is riding AI-driven storage demand with HAMR innovation, stronger margins and rising revenue targets. Can the rally continue?

Memory chips, optical technology, semiconductor equipment makers, oh my! The three themes within the AI trade have emerged as investors' favorites, sending related stocks skyrocketing this year. They're also leading today's session.

Memory and storage stocks are rebounding sharply Thursday morning, reversing a bruising start to the week. Western Digital (NASDAQ:WDC) shares are up 7% to $589 and Seagate Technology (NASDAQ:STX) stock is up 7% to $921 in early trading, while Micron Technology (NASDAQ:MU) shares are up 6% to $1,010 and SanDisk (NASDAQ:SNDK) stock is up 6% ... Western Digital and Seagate Surge 7%, Micron and SanDisk Climb 6% as Memory Selloff Reverses

Seagate Technology Holdings plc (NASDAQ:STX) is one of the 15 Best Stocks to Buy for the Second Half of 2026. On June 29, Melius Research started coverage of Seagate Technology Holdings plc (NASDAQ:STX) with a Buy rating and a $1,600 price target. The firm noted the recent pullback created an attractive entry point. Describing himself […]

The memory-chip complex has sold off hard from recent peaks. In light of this, investors are asking which of Micron Technology (NASDAQ:MU), SanDisk (NASDAQ:SNDK), or Applied Materials (NASDAQ:AMAT) they should actually own after the drawdown. According to Carson Group chief market strategist Ryan Detrick, from recent highs Micron stock is down 22%, Applied Materials stock ... Every Memory Stock Is Now in a Bear Market: Is Micron, SanDisk, or Applied Materials the Best Buy?

WDC rides AI-driven storage demand, pricing gains and a streamlined business, but can its restructuring and growth drivers keep the rally going?

AI Stocks Tumble as Middle East Fears Rattle Wall Street

Few stocks have run as hard as this one. Seagate Technology (NASDAQ:STX) is up 485.78% over the past year and 216.08% year to date, riding a hyperscaler storage cycle that has turned a legacy hard drive maker into one of the loudest AI infrastructure trades in the market. The question now is whether the setup ... Seagate’s 485% Run Isn’t Over and Our Target Proves It

MU, STX and SNX screen as momentum picks for July, backed by strong one-year gains, earnings surprises and robust growth projections.

The company is telling a powerful story about leaving its volatile past behind, but one figure reveals just how much of the business is still exposed to the old risks.

MU, STX and SNX screened as top momentum stocks, combining strong price trends, earnings surprises and growth expectations for July.

Seagate (STX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Seagate Technology Holdings has delivered an extremely strong share price run over the past three years, yet its Discounted Cash Flow (DCF) intrinsic value estimate still points to meaningful upside while the broader valuation checks suggest the stock is not an obvious bargain. Seagate has returned about 14x over the past three years, which puts extra focus on whether today’s price already builds in much of the good news. Expectations that Seagate can benefit from AI driven demand for high...

Memory and storage stocks are selling off sharply in early trading Tuesday, reversing Monday’s rebound. Micron Technology (NASDAQ:MU) shares are down 7% to $917, SanDisk (NASDAQ:SNDK) stock is off 7% to $1,616, and Western Digital (NASDAQ:WDC) shares are dropping 7% to $537. The selling extends across the group. Seagate Technology (NASDAQ:STX) stock is down 5% ... Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff

MU is among four technology solutions stocks highlighted as industry tailwinds in AI, cloud and integrated systems support growth despite ongoing supply challenges.

Wall Street closed higher on Monday as the artificial intelligence (AI) trade regained momentum.

A $137 billion memory-stock sell-off sparked AI supply glut fears, but sold-out HBM capacity at Micron and margin gains at SanDisk, Western Digital and Seagate suggest tight supply persists.

A number of stocks jumped in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bullish Wall Street updates.

Seagate Technology Holdings Plc (NASDAQ:STX) is one of the best long-term growth stocks to invest in now. Melius Research initiated coverage of Seagate Technology Holdings Plc (NASDAQ:STX) with a Buy rating on June 29, setting a price target of $1,600 on the stock. Previously, Seagate Technology Holdings Plc (NASDAQ:STX) was downgraded by Fox Advisors to Equal-Weight […]

Memory names are ripping higher in early Monday trading. SanDisk (NASDAQ:SNDK) stock is up 5% to $1,836, Western Digital (NASDAQ:WDC) shares are up 5% to $565.33, and Micron Technology (NASDAQ:MU) stock is up 3% to $1,008.77. The bounce comes after a brutal Thursday session, when SanDisk shares fell 14%, Western Digital shares dropped 10%, and ... SanDisk Rebounds 5%, Western Digital Gains 5%, Micron Climbs 3% as UBS, Citi, BofA Turn Bullish on Memory

Investing.com -- Memory and storage stocks are climbing in premarket trading on Monday, with Micron up 2.2%, SanDisk gaining 3.6%, Western Digital rising 3.4% and Seagate adding 1.8%, as bullish analyst notes pointed to pricing upside and durable AI-driven demand.

AI Demand and Pricing Outlook Lift Sector SentimentMemory and storage stocks moved higher in premarket trading on Monday after several analysts pointed to improving pricing trends and continued artificial intelligence demand as reasons for renewed optimism across the sector. Micron (NASDAQ:MU) rose 2.

Seagate Technology Holdings plc (NASDAQ:STX) is one of the 10 Best Pick and Shovel AI Stocks to Invest In. On July 1, 2026, BofA analyst Wamsi Mohan raised the firm’s price target on Seagate Technology Holdings plc (NASDAQ:STX) to $1,150 from $1,000 and kept a Buy rating. Mohan said the hard disk drive industry is […]

Seagate Technology Holdings plc (NASDAQ:STX) is one of BlackRock’s 30 most important AI stocks right now. BlackRock is the largest institutional investor in the company, holding 6.37% or 14.27 million of outstanding shares, as per the filings on March 31. As of July 2 closing, the stock carried a strongly bullish consensus sentiment. It received […]

(Bloomberg) -- This week’s $29 billion US stock-market listing for SK Hynix Inc. may be the biggest-ever first-time share sale by a foreign company, but it isn’t just about raising cash. It’s also about competing in the hottest corner of the global stock market — memory chips used in AI computing.Most Read from BloombergWhy the Great American State Fair Looks So EmptyBrazil Freezes $2 Billion, Pursues Arrests After US SanctionOil’s Supply Wave, Tumbling Prices Rekindle Fears of Global GlutTanker

SanDisk Corp. (SNDK) closed out the holiday-shortened week as the Nasdaq’s biggest loser, ending Thursday at $1,745 a share, down 26% for the week, according to Seeking Alpha. Micron (MU), Western Digital (WDC), Seagate (STX) and Teradyne (TER) fell alongside it, each posting double-digit weekly ...

Seagate Technology Holdings (NasdaqGS:STX) shares dropped sharply as concerns grow about a potential oversupply in AI focused memory and data storage. Sector wide worries center on increased capacity from major storage competitors and signs that AI capital spending may be leveling off. Investors are reassessing demand expectations and pricing power across the storage supply chain as risk of a supply glut builds. For Seagate Technology Holdings, the pullback comes after a period of very...

A number of stocks fell in the afternoon session after the semiconductor sector pulled back amid fears that AI-driven chip demand may be cooling.

Despite a $2.7 trillion semiconductor selloff, the memory chip rally remains intact, with Micron up over 200% YTD and the Roundhill Memory ETF gaining 130% since its April launch.

Seagate (STX) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Seagate (STX) could produce exceptional returns because of its solid growth attributes.

Memory and storage stocks are sliding again Thursday morning, extending a rare pullback for a group that has posted extraordinary gains through 2026. SanDisk (NASDAQ:SNDK) stock is leading the declines, down 11% to $1,802 in midday trading. Seagate Technology (NASDAQ:STX) shares are off 7% to $852, Western Digital (NASDAQ:WDC) shares are down 7% to $556 ... SanDisk Sinks 11%, Seagate Falls 7%, Micron Slides 4% on Memory Supply-Glut Fears

Samsung and SK Hynix drag global chip names lower.

STX's data center business is surging as cloud demand, Mozaic drive adoption and long-term supply agreements fuel revenue growth through fiscal 2027.

STRL, STX and SMTC show strong 52-week price momentum despite one-week pullbacks as markets hit records after a powerful first half.

FEATURE Stocks rose Thursday following a jobs report that showed the U.S. labor market grew at a slower pace in June. Strategy advanced 9% as higher cryptocurrencies prices boosted the largest corporate holder of Bitcoin Robinhood Markets rose 7.

Many of this year’s hottest stocks are the biggest decliners in premarket trading Thursday after sharp drops in the previous session.

The sharp selloff in high-flying memory stocks, without any clear fundamental trigger, has concerned investors, fueling fears of a broader downturn.

A report on Meta's AI compute plans sparked broad selling across chipmakers and AI infrastructure companies

FEATURE Micron Technology stock fell sharply Wednesday amid a wider selloff in technology stocks. However, prices for its memory chips are only heading upward. The shares closed down 10.6% Wednesday at $1,032.

SNDK's expanding QLC SSD portfolio targets AI storage demand with cost-efficient enterprise solutions, backed by multi-year supply deals and rising data center revenues.

FTSE 100 down 35 points to 10,462 Oil prices oscillating on US-Iran talks in Doha UK manufacturing PMI data mixed UK house prices flat month-on-month ABF warns on sugar losses, Primark sales mixed 4.08pm: FTSE and European shares under water With half an hour left of the day's...

11.15am: Meta and Nike spike US stocks have improved as Wednesday trading has continued, with strength in big tech and software offsetting another bout of profit-taking in semiconductors. The Dow Jones is up 0.3% and the S&P 500 has gained 0.2%, while the Nasdaq is now flat. Meta is...

Seven S&P 500 stocks have already tripled in 2026, with memory giant Sandisk far in front All are AI stocks.

Memory stocks are coming off their peaks hit last week as investors book profits and institutional funds rebalance their portfolios at the start of the year’s second half.

Tech stocks posted their strongest first half of the year since 2023, when the AI boom first drove equities higher.

MU may offer greater AI storage upside as HBM demand, strong earnings growth and attractive valuation outpace STX's AI-driven storage opportunity.

Few large-cap stocks have rerated as violently in 2026 as Seagate Technology (NASDAQ:STX). The hard drive maker has ridden a wave of AI-driven storage demand, HAMR product qualification wins, and serial earnings beats to one of the largest moves in the NASDAQ this year. After such an extraordinary run, the question is whether the stock ... Up 250% YTD, Does Seagate Have More Upside Ahead?

Tech stocks are set to notch their strongest first half of the year since 2023, when the AI boom first drove equities higher.

(Bloomberg) -- Chip stocks are heading for their best quarter ever, extending an extraordinary start to the year driven by insatiable demand for artificial intelligence equipment. But after recent jitters sent the stocks tumbling, investors are wondering how much further the rally can go. Most Read from BloombergYen Hits Four-Decade Low in Historic Slide That’s Rattled JapanTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsWhatsApp Opens Username Reservations to 3 Billion UsersUS St

Seagate remains well-positioned to benefit from the long-term expansion of AI-driven data storage demand. However, this stock looks even better.

CNBC’s Oliver Renick highlighted a split in investor sentiment on his Options Action segment this morning. Melius Research initiated coverage of Seagate and Western Digital as Buy-rated stocks, with price targets about 55% above current levels. Renick reported that options flow leaned bullish in each stock, with roughly twice as many calls bought as puts, ... Analysts See 55% Upside in Seagate and Western Digital Despite Chip Sector Weakness

MU, STX and WDC screened as top momentum stocks, backed by strong earnings trends and AI infrastructure demand heading into the year's second half.

Software names rally as semiconductors lag.

Seagate has been on fire lately. In the past six months alone, the company’s stock price has rocketed 220%, reaching $901.50 per share. This was partly thanks to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.

Louis Navellier identifies Micron, Seagate, Western Digital, and Sandisk as beneficiaries of a structural memory shortage, with Micron ranked first on his fundamental model.

Seagate Technology Holdings (NASDAQ:STX) is one of the best future stocks to buy and hold for 10 years. On June 12, Seagate Technology Holdings announced the full redemption of its 3.50% Exchangeable Senior Notes due 2028. The company intends to redeem all outstanding notes for cash on September 8, at a price equal to the […]

Seagate Technology Holdings Plc (NASDAQ:STX) is one of the best trending AI stocks to watch in 2026. Fox Advisors downgraded Seagate Technology Holdings Plc (NASDAQ:STX) to Equal-Weight from Outperform on June 22. The firm cited concerns that expectations for hard disk drive pricing “may be getting ahead” of likely increases. Seagate Technology Holdings Plc (NASDAQ:STX) […]

Today, June 26, 2026, investors weighed tech volatility and shifting sentiment as memory costs come into focus.

Check out the companies making headlines this week:

(Updates with index/price moves data, and political news from the first paragraph.) US stocks tra

FEATURE Stocks finished lower Friday as tech shares extended their recent slump and chip makers broadly declined. Investors continued to rotate out of AI momentum names and into lagging sectors. Separately, President Donald Trump threatened 100% tariffs on all goods from any country that follows through on digital services taxes on U.

The memory shortage has become a windfall for storage makers.

(Updates with index/price moves, macroeconomic data, and analyst comment from the first paragraph.)

OpenAI IPO Delay Report Sparks Sharp Selloff in AI and Memory Stocks

Shares stumble Friday after gaining 22% on Micron earnings. Still, the stock could close lower on the week.

MU's standout Q3 results highlight surging AI memory demand, putting three memory and storage chip makers, SNDK, WDC and STX, in focus.

Stock Market Today: The Dow Jones index fell, while the Nasdaq dived amid a global tech sell-off. Micron, Nvidia and Sandisk tumbled.

Micron Rockets Higher, Dragging Global Chip Stocks Into Green Zone

Analysts praised Micron’s long-term contracts, saying they provide some of the strongest revenue visibility in the semiconductor industry.

FEATURE Large technology stocks dragged down the Nasdaq Composite on Thursday. So much for the artificial-intelligence trade revival. Investors continued to rotate out of big AI spenders after blockbuster earnings from Micron were followed by consumer tech price increases related to the ongoing memory shortage.

The rally for memory stocks is back on, with Micron leading the way after its earnings blew past expectations on booming AI demand.

Western Digital stock and shares of hard-disk drive rival Seagate Technology rallied after Micron's results.

Micron's stronger forecast and Qualcomm's AI data-center outlook pushed semiconductor stocks higher in early trading.

Even before its explosive growth, the company was already so swamped by demand it was warning investors it couldn't keep up.

The company's revenue exploded, but the physical volume it shipped barely budged, revealing a pricing power the market may still be underestimating.

A number of stocks jumped in the afternoon session after the Nasdaq rebounded, up 1.8%, as Trump's Iran peace deal announcement released the rate pressure that weighed on the sector all week.

A number of stocks fell in the afternoon session after the AVGO earnings overhang and the stronger-than-expected jobs report combined to drive one of the broadest global chip selloff of the year.

Stock Market Today: The Dow Jones index dipped, as the Nasdaq sold off. Tesla stock pulled back while Nucor rallied.