Seagate Technology Holdings plc

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

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

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

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.

Tech looks set to extend a recent slump as Wall Street dumps some of the stocks that have benefited most from the AI trading frenzy.

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.

September S&P 500 E-Mini futures (ESU26) are up +0.78%, and September Nasdaq 100 E-Mini futures (NQU26) are up +2.15% this morning as upbeat quarterly results and guidance from memory chipmaker Micron Technology boosted sentiment.

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.

Memory-chip maker Micron underlines its status as a market bellwether as stellar earnings revive the stuttering AI trade.

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

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

In recent days, Seagate Technology Holdings has been thrust into the spotlight as a core AI infrastructure provider, with media, analysts, and major investors highlighting its key role in handling AI-driven data growth and its strong recent revenue and margin performance. Behind the headlines, Seagate’s shift toward higher-value nearline storage contracts, tight supply conditions, and long-term customer commitments appears to be giving the company unusual pricing power and earnings...

Micron blew past expectations for third-quarter revenue and profit on Wednesday.

Shares of data storage manufacturer Seagate (NASDAQ:STX) fell 7.1% in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish repricing of Fed rate expectations hit the year's most crowded trade, leaving the whole complex hostage to Micron's earnings after the close.

Despite a sharp AI stock selloff, TSM's reported 5% to 10% price hike on advanced chip production suggests demand remains strong. Companies don't pay more for scarce capacity if growth is fading.

STX has outperformed NVDA over the past year as AI-driven data center storage demand fuels strong revenue growth and profitability.

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.

AMD Steady, Nvidia Higher: Semis Try to Shake Off Selloff Ahead of Micron

CNBC’s Dominic Chu opened Tuesday’s market coverage with a familiar tape pattern that has not shown up much in 2026. “The tech sell-off that began Monday building momentum this morning after memory chip related shares tanked on Asian markets overnight,” Chu told viewers, and damage in U.S. premarket concentrated exactly where expected. The NASDAQ-100 proxy ... The NASDAQ Dropped 3% as Micron, Intel, and AMD Tumble, but One Tech Name Is Bucking the Trend

Before the data storage giant's stock price multiplied, the company was openly describing a fundamental change in how its biggest customers were buying.

Billionaire investor Stanley Druckenmiller has filed positions in three AI infrastructure semiconductor stocks, but the real question is whether the valuations still make sense after one of them surged over 600% in a single year.

(Bloomberg) -- Micron Technology Inc.’s earnings report on Wednesday afternoon is shaping up to be one of the most important in months as investors find themselves suddenly on edge over the sustainability of the AI rally.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallySpaceX Falls for Third Day, Erases $600 Billion in Marke

Micron’s results, due after market hours, would shape the view on the red-hot memory rally.

Seagate Technology Holdings (NasdaqGS:STX) has been spotlighted as a key AI infrastructure beneficiary as attention on AI-driven data storage grows. Kiplinger's recently included Seagate among its top stocks to buy, citing its role in supporting AI data growth. Morgan Stanley analysts highlighted Seagate's position in cloud storage and demand tied to AI applications. Seagate's CEO described the current phase as a new era for the company focused on AI-led data storage. Seagate Technology...

AI drives big gains for some tech stocks, prompting insiders to sell, but investors should think twice before exiting these lucrative trades

Shares of data storage manufacturer Seagate (NASDAQ:STX) fell 6% in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.

Seagate Technology (NASDAQ:STX) has delivered one of the market’s most remarkable runs of 2026, with the stock up 297.98% year to date as AI-driven storage demand rewrites the narrative around legacy hard drive makers. After a parabolic move from $274.90 on December 31, 2025 to $1,094.04 on June 22, 2026, the question is how much ... Up 290% YTD, How High Can Seagate Rally?

Tech stocks shriveled up Tuesday as fears about an AI bubble sapped market momentum.

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

South Korea's Kospi fell nearly 10% and Micron stock dropped 11% as a rout in AI-linked chip stocks spread across continents

AI-linked stocks dropped in the U.S. premarket and across Asian markets on Tuesday.

Seagate Technology (STX) is highlighted for exceptional price momentum and strong technical buy signals, with a 744% gain over the past year. STX maintains a 100% “Buy” technical opinion. Analysts project robust fundamentals including over 80% earnings growth this year. Most Wall Street analysts rate STX a “Strong Buy.” This...

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.

Stanley Druckenmiller sold his entire Alphabet (NASDAQ:GOOG) stake in the first quarter of 2026 and rotated the proceeds into SanDisk (NASDAQ:SNDK), Seagate Technology (NASDAQ:STX), Micron Technology (NASDAQ:MU), Broadcom (NASDAQ:AVGO), and Arm Holdings (NASDAQ:ARM). The billionaire who built Duquesne by reading macro tea leaves, and who famously sidestepped the dot-com unwind in 2000, dumped the highest-multiple AI software ... The Billionaire Who Called the 2008 Bubble Just Dumped Google to Bu

At $1,031.34, Seagate Technology (NASDAQ:STX) looks fully valued, with a more attractive risk/reward profile only emerging on a macro-driven pullback toward $850. The stock just hit a fresh 52-week high on analyst target hikes, even as Wall Street braces for tighter Fed policy that could compress high-multiple tech names. Seagate leads in nearline hard disk ... Buy, Hold, or Sell: Wall Street Fears Tech Compression, but This AI Storage Monster Has a Hidden Weapon

Micron Technology led other AI hardware stocks higher to start the week, ahead of the memory chipmaker's earnings.

Seagate Technology Holdings Plc (NASDAQ:STX) is one of the best AI memory stocks to buy in 2026. Mizuho lifted the price target on Seagate Technology Holdings Plc (NASDAQ:STX) to $1,090 from $875 on June 8 and maintained an Outperform rating on the shares, stating that the firm raised the company’s estimates following its quarterly AI […]

Donald Trump threatened fresh strikes on Iran after Tehran closed the Strait of Hormuz over hostilities in Lebanon, triggering a drop in global markets.

JPMorgan Chase & Co. (NYSE:JPM) was among the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been. Cramer mentioned the stock during the episode, as he commented: We’re no longer hearing about onerous regulation. That ended when Trump came […]

If you are wondering whether Seagate Technology Holdings is still reasonably priced after its strong run, you are not alone. This article focuses squarely on what the current valuation might be telling you. The stock most recently closed at US$1,070.23, with returns of 14.9% over 7 days, 32.1% over 30 days, 272.2% year to date, and well over 7x over the past year. This naturally raises questions about growth expectations and risk. Recent coverage has highlighted Seagate Technology Holdings...

Expensive stocks often command premium valuations because the market thinks their business models are exceptional. However, the downside is that high expectations are already baked into their prices, leaving little room for error if they stumble even slightly.

STX and WDC emerged as momentum stock picks as AI-driven data center growth boosts demand for large-scale storage solutions.

STX is leveraging AI-driven data growth with its HAMR-based Mozaic platform to position itself for rising storage demand across cloud, edge and data centers.

Bandwidth's AI-driven communications growth lifts guidance and profits, while Blue Bird faces volume, incentive, and execution concerns.

Seagate Technology Holdings plc (NASDAQ:STX) is among the stocks with the best earnings growth for the next 3 years. On June 12, JPMorgan raised the price target on Seagate Technology Holdings plc (NASDAQ:STX) to $920 from $775 and reaffirmed an Overweight rating. An optimistic outlook on pricing, leading to expected incremental margins in the quarters […]

Memory stocks are rallying again as analysts and buyers signal elevated demand and surging prices.

On the surface, a flurry of insider selling at Seagate Technology looks like a textbook case of corporate leaders rushing to lock in gains. CEO William Mosley and Chief Financial Officer Gianluca Romano were among the high-ranking insiders to sell stock on June 12. Mosley sold 1,768.25 shares—the amount includes fractional shares—for $880.19 apiece, leaving him with a direct holding of 327,517 shares.

Before the memory chip maker posted a forty-five hundred-percent gain, its financial statements were already showing a subtle but powerful shift that most of the market seemed to miss.

With a net profit margin of 21.60%, Seagate Technology Holdings plc (NASDAQ:STX) is included among the 12 Most Profitable American Stocks to Buy in 2026. Seagate Technology Holdings plc (NASDAQ:STX) is a leader in mass-capacity data storage. The company has delivered more than four billion terabytes of capacity over the past four decades. On June […]

MU and STX have surged on AI-driven demand, with strong revenue growth, pricing power and expanding profitability supporting further momentum.

Memory and storage stocks dominate the S&P 500 leaderboard in 2026, with SanDisk, Micron, Western Digital, Seagate, and Intel posting triple-digit gains on AI-driven demand.

As Seagate Technology has significantly surpassed the technology sector over the past year, Wall Street analysts maintain a strongly optimistic outlook on the stock’s prospects.

The data storage giant is on a historic run fueled by an AI super-story, but the market is now pricing in something close to perfection.

A ceasefire in the US Iran conflict has been agreed, removing a major geopolitical risk for global markets. The peace deal includes reopening the Strait of Hormuz, easing previous concerns around energy and supply chain disruption. Memory and storage stocks, including Seagate Technology Holdings (NasdaqGS:STX), have rallied on the news as investors reassess sector risk. The de escalation between the US and Iran immediately affects how investors look at Seagate Technology Holdings, a key...

June S&P 500 E-Mini futures (ESM26) are down -0.01%, and June Nasdaq 100 E-Mini futures (NQM26) are up +0.01% this morning, taking a breather after a three-day rally, while investors turn their attention to the first Federal Reserve meeting under Kevin Warsh.

Does Seagate (STX) have what it takes to be a top stock pick for momentum investors? Let's find out.

The hard-drive specialist's supply and pricing visibility make the stock worth watching despite a huge run.

Stock Market Today: The Dow Jones index rose Tuesday at the start of the Fed's two-day policy meeting. SpaceX stock surged.

Western Digital (NASDAQ:WDC) stock is up 7% in Tuesday morning trading, changing hands near $701 and setting a fresh all-time high. The catalyst is a Morgan Stanley note that reiterated an Overweight rating and lifted its WDC price target by 33%. The upgrade extends a powerful run. Western Digital stock closed Monday up 16.1% at ... Western Digital Jumps 7% on Morgan Stanley’s 33% Price-Target Hike, Seagate Gains 5% as the AI Storage Boom Rolls On

Stock Market Today: The Dow Jones index rose Tuesday at the start of the Fed's two-day policy meeting. SpaceX stock surged.

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

Memory and storage chip companies surged on Monday, June 15, after the United States and Iran announced a peace agreement that will reopen the Strait of Hormuz. The rally didn't come about because the AI trade suddenly changed; it came about because the single biggest threat to it just got removed. ...

SanDisk, Micron, Seagate Technology and Western Digital are riding AI-driven memory and storage demand as tighter supply boosts pricing.

Shares of data storage manufacturer Seagate (NASDAQ:STX) jumped 7% in the afternoon session after Morgan Stanley significantly raised its price target on the shares, pointing to strong earnings and high demand from artificial intelligence (AI) data centers.

Morgan Stanley reiterates Overweight ratings on the hard-disk drive makers in a pair of research notes Monday.

The S&P 500 Index ($SPX ) (SPY ) today is up +1.62%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.09%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.73%. June E-mini S&P futures (ESM26 ) are up +1.61%, and June E-mini Nasdaq futures...

Tech stocks were sharply higher late Monday afternoon, with the State Street Technology Select Secto

June S&P 500 E-Mini futures (ESM26) are up +1.22%, and June Nasdaq 100 E-Mini futures (NQM26) are up +1.99% this morning, pointing to a sharply higher open on Wall Street as oil prices sank after the U.S. and Iran reached an interim peace deal that would reopen the Strait of Hormuz.

Chip, memory, and data storage stocks led the major indexes higher Monday, as the AI trade recovers from a recent pullback.

AI-driven demand and tighter memory supply lift SNDK, MU, STX and WDC as data centers boost spending on storage, DRAM and NAND solutions.

Seagate Technology (STX) and Western Digital (WDC) are expected to benefit from strengthening demand

Investing.com -- Morgan Stanley raised price targets sharply on Seagate Technology and Western Digital in a note to clients on Monday, citing Asia-based checks that show the hard disk drive cycle elongating with shortages now expected through at least 2028.

Investors load up on AI stocks after the U.S. and Iran reach an interim deal to end the war in the Middle East.

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

Memory and storage stocks are surging on the morning of Monday, June 15, after news of a U.S.-Iran peace agreement reopened risk appetite across global equities. Micron Technology (NASDAQ:MU) stock is up 8% to around $1,060 in early action, climbing back above the $1,000 level. Western Digital (NASDAQ:WDC) stock is up 13% to $638, while ... Western Digital Soars 13%, Micron Climbs 8%, SanDisk Rises 6% on Iran Truce

Seagate Technology (NASDAQ:STX) has transformed from a forgotten hard drive maker into one of the most aggressive AI infrastructure plays on the market. Shares are up 238.69% year to date and 647.88% over the past year. CEO Dave Mosley told investors “Seagate is entering a new era of structural growth as AI applications amplify data ... Can Seagate Shares Hit $1,000 in 2026?

Investors load up on AI stocks after the U.S. and Iran reach an interim deal to end the war in the Middle East.

The broader market rally gives the rocket and AI company’s shares a boost, following a stellar trading debut last week.

Adobe stock has fallen to a seven-year low, and the AI disruption fears are being compounded by the departure of its top leadership. Is ADBE stock a buy at these levels?

Seagate Technology Holdings (NasdaqGS:STX) has redeemed all of its 3.50% Exchangeable Senior Notes due 2028. The move removes approximately US$150.7 million of debt from the balance sheet. The redemption is intended to reduce leverage and increase financial flexibility for the company. Seagate, a major supplier of data storage solutions, is closely tied to trends in cloud infrastructure and high-capacity drives used in AI and data center workloads. With AI-related data creation and storage...

Investing.com -- A Morgan Stanley report warned that surging AI demand is creating a structural shortage in the global memory market, driving sharp increases in memory prices and raising costs across the technology sector.

A 64-year-old software executive walks out of the office on her last day with $1.6 million sitting in a single employer stock. Her cost basis is $240,000, meaning roughly $1.36 million is embedded long-term capital gain waiting to be triggered. She has no W-2 income starting next January, a paid-off house, and a 401(k) she ... 64-Year-Old Tech Exec Holds $1.6 Million in One Stock. The Wrong Move Could Cost $400,000.

Shares of data storage manufacturer Seagate (NASDAQ:STX) jumped 6.6% in the morning session after it announced plans to redeem all outstanding 3.50% Exchangeable Senior Notes due 2028, a move that will strengthen its financial position. The redemption is expected to eliminate approximately $150.7 million of debt, improving the company's capital structure and financial flexibility. This followed a period of positive investor sentiment. On a recent earnings call, Seagate's management raised its an

Seagate Technology Holdings (STX) has drawn fresh attention after recent share price moves, with the stock showing mixed short term returns but substantial gains over the past 3 months and year to date. See our latest analysis for Seagate Technology Holdings. The latest move in Seagate’s share price, up 6.38% over the past day after a softer 7-day patch, sits within a powerful trend, with a 90-day share price return of 126.24% and a year to date share price return of 201.90%. The 1-year total...

STX's free cash flow surges to a record high as AI-driven demand boosts growth, but sustaining momentum hinges on continued data center strength.

WDC's soaring free cash flow, bigger dividend and new $4B buyback plan highlight a capital strategy built for growth and shareholder returns.

Mastercard, Seagate and Intuitive Surgical lead Zacks' featured reports as AI demand, payments growth and procedure expansion shape outlooks.

Western Digital showcased AI-focused storage platforms at Computex 2026, highlighting scalable architectures built to boost performance and deployment speed.

Stock Market Today: The Dow Jones index rose Friday on U.S.-Iran peace deal hopes. The SpaceX stock launches.

MU's NAND revenues surge on AI-driven data center SSD demand, as disciplined supply and advanced SSD launches bolster its storage growth outlook.

Seagate Technology Holdings (NasdaqGS:STX) reports that its multi year nearline storage capacity is almost fully allocated through 2027. Management has raised the company’s long term annual revenue growth target to at least 20%. These changes are tied to binding multi year agreements with large cloud customers for high capacity drives. For investors watching Seagate at a share price of $868.09, the news comes on top of an already very strong run in the stock. The company’s return is up 7.3%...

Interest in memory and semiconductor stocks remains strong as AI-driven data center spending continues to fuel the sector’s rally.

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.

Mizuho raised its price target on SanDisk to $2,200,

Mastercard, Seagate and Intuitive Surgical headline new research reports, highlighting growth drivers, outlooks and key challenges shaping performance.

WDC has surged 185% YTD as AI-driven storage demand, pricing gains and a streamlined HDD-focused business fuel growth prospects.

Both data storage specialists recently received price target boosts from analysts.

After a stock like Seagate (STX) runs up over 500% over the last 12 months, it’s natural to assume you’ve missed the party. The story of surging AI demand is well known, and the fear of buying a cyclical hardware company at the top of its game is a powerful one. But buried in management’s commentary is a single, forward-looking metric that suggests the market may be misjudging the durability of this cycle.

Retail investors are increasingly viewing the recent pullback in memory stocks from their record highs as a buying opportunity.

Seagate Technology Holdings plc (NASDAQ:STX) is one of the 10 Best Performing Growth Stocks So Far in 2026. On May 26, BofA Securities increased its price target on Seagate Technology Holdings plc (NASDAQ:STX) from $840 to $900 while keeping a Buy rating on the stock. The research firm hosted a call for clients with Seagate […]

Mizuho cites demand for HAMR drives and cloud growth into 2028. What do the new estimates mean for investors?

The company is telling a story of explosive AI-driven growth, but its strategy for meeting it is what has Wall Street truly captivated.

Seagate Technology Holdings plc (NASDAQ:STX) has gained more than 550% over the past 12 months, driven by unprecedented AI-driven demand. Analysts expect the company to grow its EPS by roughly 70% over the next 5 years. The stock ranks among the Top 10 Unstoppable Growth Stocks to Invest In. ​Recently, on June 2, Citi raised […]

Seagate has surged 119% in three months as AI-driven storage demand boosts growth, margins and earnings outlook, but valuation risks remain.

Sands Capital Management, LLC released its Q1 2026 investor letter for its “Select Growth Strategy”. A copy of the letter is available to download here. Select Growth mainly targets leading U.S. businesses, driving positive structural changes. U.S. large-cap growth stocks fell in the first quarter. Sharp dispersion driven by AI advances marked the quarter, but late […]

In recent days, Seagate Technology Holdings has been at the center of shifting sentiment as analysts highlighted AI-driven data center storage demand and industry supply discipline, while broader semiconductor volatility and geopolitical tensions briefly pressured memory and storage names. Beyond the short-term swings, Seagate’s position as one of the last major hard drive manufacturers, its HAMR-based Mozaic technology, and recent revenue and cash flow improvements have become focal points...

A number of stocks fell in the afternoon session after the midday Apache helicopter incident over the Strait of Hormuz removed the stable macro backdrop the semiconductor sector needed to extend its recovery.

Another sharp selloff hit tech stocks Tuesday, with some AI -related shares posting double-digit losses shortly after noon ET.

Seagate Technology Holdings Plc (NASDAQ:STX) is one of the best NASDAQ stocks to buy and hold for 3 years. Citi lifted the price target on Seagate Technology Holdings Plc (NASDAQ:STX) to $1,150 from $740 on June 2 and maintained a Buy rating on the shares. The firm raised its estimates in the hard disk drive […]

While profitability is essential, it doesn’t guarantee long-term success. Some companies that rest on their margins will lose ground as competition intensifies — as Jeff Bezos said, “Your margin is my opportunity”.

AI Demand Keeps Tightening Supply Across Storage Names

Seagate stock and Western Digital stock climbed Monday after analysts offered positive views on demand from data centers.

Sandisk stock was back on the rise Monday after two Wall Street firms hiked their forecasts for the memory supplier. Mizuho Securities reiterated an Outperform rating on Sandisk stock and lifted its price target to $2,200 from $1,825 in a research note Sunday. BofA Securities followed suit Monday, maintaining a Buy rating and raising its price target to $2,100 from $1,550.

If you are wondering whether Seagate Technology Holdings at US$847.47 is still priced attractively after a huge run, the key question is what you are actually paying for today. The stock has pulled back about 3.7% over the last week, yet is still up 7.8% over 30 days, 194.7% year to date and more than 7x over the past year. This naturally raises questions about how much optimism is already in the price. Recent coverage has focused on Seagate as a beneficiary of growing data storage needs and...

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.

Management says it has fundamentally altered the memory industry's historical cyclicality, and equity markets are assigning a premium valuation to this strategic shift.

Highflying memory-chip stocks Micron and Sandisk tumbled on Friday after hitting record highs on Wednesday.

AI infrastructure demand is expanding beyond chips, and these five stocks are positioned to benefit from growth in memory, storage, servers and data centers.

The S&P 500 Index ($SPX ) (SPY ) today is up +0.02%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.49%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.90%. June E-mini S&P futures (ESM26 ) are up +0.02%, and June E-mini Nasdaq futures...

Seagate Technology Holdings is now being modeled with a fair value of US$847.68, up from US$770.43, marking a fresh reset of where some analysts think the stock could reasonably trade. Recent research points to AI related storage demand, industry supply discipline, and the role of higher capacity drives as key reasons behind these higher price targets, even as views on risk and timing remain mixed. As you read on, you will see how this evolving narrative is taking shape and what to watch to...

When Hewlett Packard Enterprise (HPE) reported its Q2 results, (Oct. year), it delivered a report card so strong that it fundamentally reset market expectations. Driving that shift was a massive pivot in guidance: management announced it now expects to generate “at least $3.5 billion” in free cash flow this year. Those are the same milestones the company had originally targeted for the long term, now pulled forward a full two years.

MU, SNDK, STX, DELL and FIX are five large AI-centric growth stocks benefiting from massive AI infrastructure spending.

Seagate Technology Holdings agreed to a $175 million settlement over claims it failed to disclose more than $1.1 billion in hard drive sales to Huawei that allegedly breached U.S. export controls. The settlement follows an earlier record penalty and addresses allegations that Seagate’s profits and share price were supported by undisclosed sales to the blacklisted Chinese telecoms group. For investors tracking NasdaqGS:STX, this settlement is a significant development for a stock currently...

Sandisk has outperformed the S&P 500 Index over the past year, and analysts remain highly bullish about the stock’s growth potential.

As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the semiconductors industry, including Seagate (NASDAQ:STX) and its peers.

Seagate agreed to pay $175 million to settle claims that it failed to disclose hard drive sales to Huawei that allegedly violated U.S. export restrictions.

When a stock goes vertical, climbing 167% in three months and a staggering 669% in six, it is easy to assume the move is driven by pure momentum. But if you look closely at SanDisk (NASDAQ: SNDK) as it hovers near $1,700, the reality is far more calculated than a typical trend. While institutional allocators have spent weeks confirming management's latest guidance raise, buying at these levels requires balancing that fundamental execution against two looming structural traps. The strategic wager

Micron Technology, Inc. (NASDAQ:MU) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. Cramer discussed the “bubble” concerns around the stock and its peers, as he said: I think it’s an insult to group this market’s winners […]

Seagate Technology Holdings (NASDAQ:STX) is one of the best future tech stocks to buy according to billionaires. On May 28, Seagate Technology closed the privately negotiated exchange of $185.908 million in aggregate principal amount of its 3.50% Exchangeable Senior Notes due 2028. The company settled this transaction using a combination of $185.908 million in cash […]

The United States market has experienced a notable upswing, climbing 1.6% in the last week and rising 28% over the past year, with earnings expected to grow by 17% annually. In such an environment, identifying stocks that may be trading below their estimated value can offer potential opportunities for investors seeking to capitalize on undervalued assets.

We just covered the From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Seagate Technology Holdings plc (NASDAQ:STX) ranks 40th on this list. Latest filings show that Situational Awareness LP has sold off the stake it held in Seagate Technology Holdings plc (NASDAQ:STX). The stock had first appeared […]

Seagate Technology Holdings plc (NASDAQ:STX) is one of the 10 Best Data Center Stocks with Huge Upside Potential. On May 27, 2026, Barclays analyst Tom O’Malley raised the firm’s price target on Seagate Technology Holdings plc (NASDAQ:STX) to $1,000 from $750 and maintained an Overweight rating on the shares. O’Malley said memory and storage remain […]

Sandisk Corporation (NASDAQ:SNDK) was among the stocks Jim Cramer discussed in this changing market. Cramer mentioned the stock during the episode and said: Look, there’s just too much opportunity out there to hold on to stocks that refuse to budge. So the lesson here is that if you think a stock’s headed higher, don’t use […]

WDC's Q3 FY26 gross margin jumps to 50.5% on higher-capacity drives, pricing and cost controls, with revenues up 45% to $3.3B; Q4 guide: 51%-52%.

Shares of Sandisk have been on a massive run this year as investors continue piling into artificial intelligence-related memory and storage names. Sandisk stock is up 591% year to date and closed at $1,641 on May 28, according to Yahoo Finance data. The rally accelerated this week after Micron ...

Seagate Technology Holdings (STX) recently reported fiscal third quarter results that topped expectations, pointing to firm demand from data center customers tied to AI and multimodal workloads, as well as progress with its Mozaic HAMR platform. See our latest analysis for Seagate Technology Holdings. The strong fiscal Q3 update, upbeat AI storage commentary and recent debt exchanges have arrived alongside intense share price momentum. The 30 day share price return is 52.10% and the year to...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.62%. June E-mini S&P futures (ESM26 ) are up +0.33%, and June E-mini Nasdaq futures...

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

With a five-year EPS forecast of 69.11%, Seagate Technology Holdings plc (NASDAQ:STX) is among the 12 Best Future Stocks to Buy Right Now. On May 12, Evercore ISI raised its price target on Seagate Technology Holdings plc (NASDAQ:STX) to $1,000 from $750 while maintaining an Outperform rating on the shares. The firm cited efficient supply management, […]

The Dow Jones Industrial Average and other major stock indexes finished in the black after a day of mixed trading Wednesday, as oil prices continued to fall amid hopes of a peace deal between the U.S. and Iran. Among standouts, AppLovin bucked weakness among technology stocks and retook a key level. The Dow rose 0.4%, while the S&P 500 edged into positive territory.

Most people think of Artificial Intelligence (AI) as a computing story. Chips, GPUs, data centers. The hardware that processes the intelligence. Seagate CEO Dave Mosley wants investors to think about what comes after the processing. All that AI activity — every model trained, every inference ...

The Dow Jones Industrial Average and other major stock indexes were mixed in Wednesday afternoon trade, as oil prices continued to fall amid hopes of a peace deal between the U.S. and Iran. Among standouts, AppLovin bucked weakness among technology stocks and retook a key level. The Dow rose 0.5%, while the S&P 500 added 0.1%.

STX's AI-driven storage boom, strong cash flow and HAMR innovation are boosting growth as NTAP faces slower IT spending and cloud pressures.

Investing.com -- Barclays analyst Tom O’Malley upgraded Sandisk to Overweight in a note on Wednesday, lifting the stock’s price target to $2,300, arguing that the memory and storage sector is entering a fundamentally different phase driven by long-term contracts, tighter supply, and unprecedented pricing visibility.

Stock Market Today: The Dow Jones index rose Wednesday as oil prices continued to tumble. Micron stock surged in morning trading.

MU tops a $1T valuation as booming AI demand and chip shortages lift memory and storage stocks like WDC, SNDK and STX.

US equity futures were trending higher on Wednesday amid tech-driven momentum from the previous trad

Shares of rival data storage firms NetApp and Everpure rallied ahead of earnings reports due this week. NetApp stock broke out during Friday's session while shares of Everpure, formerly Pure Storage, are approaching an entry. For Everpure and NetApp, the picture has been more complicated.

Micron Soars Into $1 Trillion Club After Stunning UBS Price Target Hike

In recent weeks, Seagate Technology Holdings plc entered privately negotiated exchange agreements to retire US$185.91 million of 3.50% Exchangeable Senior Notes due 2028 using a mix of cash and ordinary shares, while insiders, including the CEO, sold shares under pre‑arranged plans amid rising AI‑related storage demand. This combination of balance sheet reshaping, insider selling, and enthusiasm around AI‑driven data center storage needs raises important questions about how sustainable the...

Shares of rival data storage firms NetApp and Everpure are rallying ahead of earnings reports due Thursday. NetApp stock broke out during Friday's session while shares of Everpure, formerly Pure Storage, are approaching an entry with early gains Tuesday. For Everpure and NetApp, the picture has been more complicated.

It's a tech world in the minds of stock analysts.

Does Seagate (STX) have what it takes to be a top stock pick for momentum investors? Let's find out.

Seagate’s massive run in 2026 is supported by structural demand, improving pricing conditions, and rapidly expanding profitability.

Seagate Technology Holdings (NasdaqGS:STX) has exchanged over US$185 million in principal of its 3.50% Exchangeable Senior Notes due 2028. The notes are being exchanged in privately negotiated deals for a mix of cash and ordinary shares. The transactions result in the retirement of these notes and adjustments to Seagate's capital structure. Seagate, a major supplier of data storage solutions, operates at the center of demand for hard disk drives and related infrastructure as data creation...

Seagate Technology Holdings (NASDAQ:STX) is one of the best multibagger stocks to buy in 2026. On May 21, Seagate Technology and its subsidiary, Seagate HDD Cayman, have entered into private, separate exchange agreements with a limited number of noteholders. The agreements outline the exchange of $185.908 million in principal amount of Seagate HDD’s 3.50% Exchangeable […]

Semiconductors are the silicon backbone of the digital revolution. The amount of data we ingest is also increasing exponentially, leading to elevated demand for chips with more processing power. This secular trend bodes well for the industry, which has posted a six-month gain of 119% and beat the S&P 500 by 107.3 percentage points.

STX hits record 47% gross margin on $3.1B Q3 revenue as HAMR Mozaic drives, tight supply and FY27 pricing deals lift cash flow.

Micron stock has bounced back from lows of below $660 earlier this week amid questions over memory-chip supply.

The Roundhill Memory ETF (DRAM) declined 1.5% in Friday’s premarket session, tracking a 2.3% drop in Samsung shares in Seoul on Friday.

A throwaway line from a CEO rarely moves an entire sector in a single afternoon. Dave Mosley managed it on Monday. Speaking at the JPMorgan Global Technology, Media and Communications Conference, as reported by Benzinga, the Seagate Technology (STX) chief was asked a simple question: would the ...

The S&P 500 Index ($SPX ) (SPY ) today is down -0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.47%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.49%. June E-mini S&P futures (ESM26 ) are down -0.40%, and June E-mini Nasdaq futures...

This is the most profitable asset of 2026 so far, outperforming Bitcoin, Gold, and any stocks. A $1,000 investment is worth $6,000 now.

Seagate stock and Western Digital stock climbed after Nvidia's earnings report showed strong AI infrastructure spending.

A number of stocks fell in the afternoon session after Kye-hyun, a former head of Samsung's semiconductor business, cast a shadow over the long-term outlook for memory chips, predicting that the current AI-driven "super cycle" could lose momentum by 2028, with aggressive expansion by Chinese chipmakers threatening to create a supply glut.

Western Digital Corporation (NASDAQ:WDC) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer mentioned the stock during the episode and said: Western Digital’s down nearly 5%. It’s a memory stock that trades at 46 times earnings. That seems too rich to me. Western Digital Corporation (NASDAQ:WDC) […]

Seagate Technology Holdings plc (NASDAQ:STX) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer commented on the company’s valuation, as he remarked: Seagate, again, too pricey, nearly 50 times next year’s earnings estimates. These are commodity companies. Seagate Technology Holdings plc (NASDAQ:STX) makes hard drives, solid-state […]

A number of stocks fell in the afternoon session after a former Samsung executive warned of a potential downturn in memory chip prices due to expanding production capacity in China.

A company that generates cash isn’t automatically a winner. Some businesses stockpile cash but fail to reinvest wisely, limiting their ability to expand.

Seagate’s shares tumbled after the CEO recently warned that rising lead times and manufacturing complexity could reshape how quickly the storage giant meets booming AI-driven demand.

A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.

Chip Stocks Rally After Samsung Labor Talks Collapse

Stanley Druckenmiller’s Duquesne Family Office exited its entire Alphabet position in the first quarter of 2026 and rotated the capital into three AI hardware “picks-and-shovels” names: SanDisk, Micron Technology, and Seagate Technology, according to recently reported 13F filings. For an investor whose track record predates most of today’s hedge fund managers, walking away from a ... Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% In

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

(Bloomberg) -- For much of the year, chip stocks have been powering the market higher. Now, Nvidia Corp.’s earnings have a chance to confirm that the rally has more room to run — or add another brick to investors’ wall of worry.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaIran Threatens to Retaliate Beyond Middle East If US AttacksHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersUS

If you are wondering whether Seagate Technology Holdings at US$733.35 is priced fairly or getting ahead of itself, this article walks through what the current share price might be implying about value. The stock has been volatile recently, with a 33.9% gain over the past month, a decline of 9.3% over the last week, and very large returns over the past year and past three years. Recent coverage has focused on Seagate Technology Holdings as investors reassess storage and data infrastructure...

Memory stocks have surged this year on AI optimism, but one CEO’s candid comments about capacity constraints are spooking investors.

Citi reiterates a Buy rating on the flash memory supplier and boosts its price target to $2,025 from $1,300.

Seagate stock is tracking toward its worst week since early March as AI stocks pull back ahead of Nvidia's earnings.

Yahoo Finance's AlphaSpace is a premium investment platform that combines data, charting, news, analysis, and more to help retail investors understand markets and make smart decisions faster. Market Catalysts host Julie Hyman takes a look at Micron (MU) stock using the new platform as memory names gain momentum.

Wedbush Securities Managing Director of Equity Research Matt Bryson joins Julie Hyman on Market Catalysts to discuss the sell-off in memory stocks after Seagate’s (STX) CEO warned the company may not be able to meet chip demand.

10am: Nasdaq semiconductors lead early decline Selling dominated early trading in New York on Tuesday, with tech stocks in the firing line. The Dow Jones and S&P 500 dropped 0.5%, with the more tech-packed Nasdaq down 0.6%. The small cap Russell 2000 is faring the worst,...

ServiceNow (NOW) shares are extending their gains in this trading week, jumping by nearly 5% on Tuesday morning in a new push by software stocks. Yahoo Finance Senior Reporter Ines Ferré takes a closer look at why investors may be rotating out of semiconductor stocks into software. AI semiconductor giant Nvidia (NVDA) is scheduled to report first quarter earnings this Wednesday, May 20.

Western Digital is embedding post-quantum cryptography into Ultrastar drives as hyperscalers qualify quantum-ready storage security.

Duquesne's billionaire boss jettisoned the hottest member of the "Magnificent Seven" in favor of an unstoppable trio profiting from the insatiable demand for AI hardware.

(Bloomberg) -- Seagate Technology Holdings shares fell 6.9% Monday in its worst one-day drop in nearly two months after management comments at a JPMorgan conference sparked investor fears that the company won’t be able to keep up with soaring demand for memory chips. Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksTrump Says Holding Off on New Iran Strikes After Gulf AppealStocks and Oil Whipsaw on Mixed

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.

(Bloomberg) -- For years, there was only one way for mom-and-pop investors to buy into Elon Musk’s vision: shares of Tesla Inc. That’s about to change — and it’s a serious risk for Tesla investors. Most Read from BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersBillionaire Rinehart Bets $100 Million on US Defense StocksTrump Says Holding Off on New Iran Strikes After Gulf AppealElon Musk Loses Case Against Sam Altman Over OpenAI’s OverhaulStocks and Oil Whipsaw on Mixed US-Iran

By IPO Edge Editorial Staff For most of the last year, the bear case on Apple (AAPL) wrote itself. Tariffs would gut margins. China was a lost cause. The AI story had […]

Tech stocks were lower late Monday afternoon, with the State Street Technology Select Sector SPDR ET

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.

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

Investing.com -- Seagate Technology Holdings (NASDAQ:STX) shares fell 7.5% Monday after Chief Executive Officer Dave Mosley said building new factories would "take too long" during a presentation at the JPMorgan Global Technology, Media and Communications Conference.

There may be bad news for Micron today, but if so, it lies far in the future.

Seagate Technology Holdings plc (NASDAQ:STX) is one of the 10 Fastest Growing S&P 500 Stocks to Buy Now. On May 12, 2026, Evercore ISI raised the firm’s price target on Seagate Technology Holdings plc (NASDAQ:STX) to $1,000 from $750 while maintaining an Outperform rating on the shares. The firm said Seagate’s long-term growth outlook remains […]

US stocks battled higher on Monday morning, reversing some of the declines from the end of last week, even though investors continued to worry about rising bond yields, stubborn inflation and the economic fallout from higher oil prices. The Dow Jones opened 0.2% higher at 49,608, while...

Introduction Artificial Intelligence (“AI”) and generative AI such as ChatGPT necessitate the need for substantial memory and storage capabilities for the storage of extensive datasets, training intricate models, and handling vast volumes of data processing. Nvidia (NVDA) is the poster child of AI and generative AI through its GPU (graphical processing units) chips. GPUs are ... Seagate and Western Digital: AI Storage Demand Is Now Showing Up in Pricing Power

SNDK rides on booming AI-driven data center demand as enterprise SSD sales surge and new QLC Stargate solutions fuel growth.

BXDC starts trading on May 14.

Seagate is riding the AI storage boom as cloud demand, HAMR adoption and strong cash flow fuel growth despite valuation concerns.

Seagate Technology Holdings (NasdaqGS:STX) announced the planned retirement of Lead Independent Director Mike Cannon from its Board of Directors. Cannon, a former Board Chair, is stepping down after a long period of board service that has influenced the company’s direction and governance. For investors watching Seagate at a share price of $817.35, this board change arrives after a period of very large multi year returns, with the stock up 184.3% year to date and about 7x over the past year...

Western Digital rides the AI storage boom with surging earnings, rising hyperscaler demand and aggressive shareholder returns after its Sandisk split.

A number of stocks jumped in the afternoon session after worries about a global chip shortage reached parabolic territory driven by AI optimism and strong investor momentum.

Micron Climbs After Wall Street Bets Big on AI Memory Demand

Seagate Technology Hldgs (NASDAQ:STX) has outperformed the market over the past 20 years by 9.78% on an annualized basis producing an average annual return of 19.04%. Currently, Seagate Technology Hldgs has a market capitalization of $182.15 billion. Buying $1000 In STX: If an investor had bought $1000 of STX stock 20 years ago, it would be worth $32,558.32 today based on a price of $812.33 for STX at the time of writing. Seagate Technology Hldgs's Performance Over Last 20 Years Finally -- what'

Seagate Technology Holdings (STX) is back in focus after fiscal Q3 2026 results came in above the high end of revenue and EPS guidance, with record margins and roughly US$1b in free cash flow. See our latest analysis for Seagate Technology Holdings. Even after a 3% pullback in the latest session, Seagate’s share price has surged recently, with a 60.8% 30 day share price return, a 98.6% 90 day share price return, and a year to date share price return of 181.3%. Over a longer horizon, total...

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.16%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.11%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.87%. June E-mini S&P futures (ESM26 ) fell -0.16%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is down -0.74%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.55%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.45%. June E-mini S&P futures (ESM26 ) are down -0.74%, and June E-mini Nasdaq futures...

SNDK notches a 52-week high on a 552% YTD run as AI-driven NAND demand and surging data center revenue power an upbeat Q4 guidance.

Seagate Technology Holdings Plc (NASDAQ:STX) is one of the top tech stocks in Louis Navellier’s portfolio. On April 29, analysts at BofA Securities raised Seagate Technology Holdings Plc (NASDAQ:STX) price target to $840 from $700, while reiterating their Buy rating. The positive stance is in response to the company delivering fiscal third-quarter 2026 results that […]

Yahoo Finance's Julie Hyman and Myles Udland take a closer look at the recent market highs and discuss whether stocks can continue the momentum.

The S&P 500 Index ($SPX ) (SPY ) on Monday closed up +0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.29%. June E-mini S&P futures (ESM26 ) rose +0.18%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.25%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.17%. June E-mini S&P futures (ESM26 ) are up +0.29%, and June E-mini Nasdaq futures...

The S&P 500 Index ($SPX ) (SPY ) today is up +0.17%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.10%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.06%. June E-mini S&P futures (ESM26 ) are up +0.19%, and June E-mini Nasdaq futures...

After hitting its all-time high of $727.20 on May 1, 2026, Seagate Technology Holdings plc (NASDAQ:STX) ranks among the 7 tech stocks that just hit new all-time highs. The stock has gained 184.19% so far in 2026 as of May 8, 2026. That surge came as the company underwent a gradual multi-quarter earnings inflection. At […]

Shares of the Roundhill Memory ETF (CBOE:DRAM) are extending a parabolic run, trading near $55.80 in Monday midday action and up about 6% on the day. The fund has now roughly doubled since launching on April 2, putting its 2026 gain at approximately 107%. The move caps a blistering stretch for the new fund. Amazingly, ... Massive Demand for Memory Fund: DRAM ETF Is Now Up 100% in 2026

Unsurprisingly, Seagate Technology Holdings plc's ( NASDAQ:STX ) stock price was strong on the back of its healthy...

NVIDIA Corporation (NASDAQ:NVDA) was one of the stocks on Jim Cramer’s radar as he highlighted AI winners to buy for 2026. Cramer noted that the company provides chips that are necessary for data centers and said: You need the chips, too. That means NVIDIA, of course, which started it all, remains the largest company on […]

We recently published Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 17 Stocks. Seagate Technology Holdings Plc (NASDAQ:STX) is one of the stocks discussed by Jim Cramer. Seagate Technology Holdings Plc (NASDAQ:STX)’s shares, like those of its peers, have been on a tear in 2026. They are up by a strong 173% […]

MU, CIEN, STX, FIVE and MUSA are highlighted as large-cap growth stocks benefiting from AI demand, retail momentum and expansion strategies.

In late April 2026, Seagate Technology reported stronger third‑quarter results with US$3.11 billion in sales and US$748 million in net income, affirmed a quarterly dividend of US$0.74 per share payable in July, and continued its long-running share repurchase program. Taken together, the earnings strength, ongoing capital returns, and launch of higher-capacity AI-focused storage products suggest management is emphasizing both growth and shareholder payouts as data center demand evolves. With...

Seagate Technology Holdings Plc (NASDAQ:STX) is one of the top stock giants that were suddenly on fire in April. Morgan Stanley lifted the price target on Seagate Technology Holdings Plc (NASDAQ:STX) to $767 from $582 on April 29, reaffirming an Overweight rating on the shares. The firm told investors in a research note that the […]

MU, CIEN, STX, FIVE and MUSA are large-cap growth stocks riding on AI demand, strong earnings growth and market momentum into May.

U.S. stocks (^DJI, ^GSPC, ^IXIC) have rallied over the past three weeks, fueled by strong earnings and optimism around a potential resolution to the U.S.-Iran conflict. Yahoo Finance’s Julie Hyman and Head of News Myles Udland break down the stealth rally and spotlight some of the top names leading the tech-driven surge, including Intel (INTC), Sandisk (SNDK), Micron (MU), Seagate (STX), and Arm (ARM).

The stock market has soared to record highs in recent weeks, and one sector has been doing a lot of the work.

The AI data center building boom is making memory chip companies and their investors significantly richer this week.

Seagate Technology Holdings plc (NASDAQ:STX) was one of the stocks Jim Cramer looked at during Mad Money’s episode. Cramer highlighted the company’s fall and impressive rise in earnings, as he commented: The storage stocks, Sandisk, Western Digital, and Seagate, being the big three, just don’t know when to quit. They’ve been on insane runs because […]

The incredible demand for hard disk drives and a favorable pricing environment have supercharged Seagate stock in 2026.

The CBOE Volatility Index (^VIX) is drifting back toward the 17 line as optimism returns to the S&P 500 and capital rotates into stocks. The VIX closed near 18 on Monday after dipping to almost 17 late last week, well below the peak above 31 recorded in late March. In a display of a shifting ... CBOE VIX Slides Toward 17 as Oil Retreat and Tech Stock Surge Restore Risk Appetite

Entering a new era of steady AI-driven growth, Seagate's current rally is only the beginning.

Does Seagate (STX) have what it takes to be a top stock pick for momentum investors? Let's find out.

Here’s a number that makes you look twice: in a single quarter, SanDisk (NASDAQ: SNDK) generated nearly $3 billion in free cash flow, posted EPS of $23.41 vs estimates of $14.62, and then guided the next quarter to as much as $8.25 billion in revenue. About a year ago, the stock was at $40. Now it’s around $1,400. That’s not hype, it’s timing, execution, and a massive shift in demand all lining up. See, SanDisk’s Surge Explained: What’s Fueling the Move.

Nvidia (NASDAQ:NVDA) is up over 93% in the past year, though it is up less than 2% in the past six months. On the other hand, Seagate (NASDAQ:STX) is up a massive 717% in the past year and up 151% in the past six months alone. As of this writing, the stock has surged over 15% in ... The Best-Performing AI Stock Nobody Is Talking About Has Outrun Nvidia by a Mile

The benchmark index is up in 2026, but Sandisk and Intel are among eight S&P 500 stocks that have at least doubled.

STX, FORM and SIMO made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on May 4, 2026.

Seagate (NASDAQ: STX) is sold out. Management confirmed that nearline capacity is almost fully allocated through calendar 2027, a level of forward visibility that is rare for a hardware company. AI infrastructure buildout has consumed supply faster than the industry can respond, and Seagate's Mozaic HAMR (Heat-Assisted Magnetic Recording) technology is the primary reason hyperscalers are locking in multi-year contracts. That demand lock-in is now flowing directly into financials: Q4 2026 (June f

AXT sits in a niche part of the semiconductor supply chain tied to optical networking and data connectivity, where demand for indium phosphide has drawn investor attention. What matters now is whether the company can translate that demand into consistent production and delivery at scale.

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