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

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

STX rides the AI storage boom as demand for mass-capacity drives and Mozaic HAMR adoption fuel growth and margin expansion.

The stock is trading up nearly 3,640% since Sandisk spun off from Western Digital last year.

Sandisk insiders are harvesting gains from a blistering stock rally that has been fueled by artificial-intelligence demand for the company’s memory products. A filing with the Securities and Exchange Commission shows Chief Accounting Officer Michael Pokorny sold 2,446 shares on Tuesday for $1,426.18 each, or roughly $3.5 million. Following the transaction, Pokorny directly owned 22,375 Sandisk shares, which were valued at just under $31 million based on Thursday’s closing price of $1,382.72.

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

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.

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

AI infrastructure companies are booming -- and these stocks are making big gains.

Micron Climbs After Wall Street Bets Big on AI Memory Demand

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.

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...

8.45am: US CPI rises to three-year high US inflation last month was the highest in three years, due to rising energy, housing and food prices. The US consumer price index was up 3.8% year on year in April, up from 3.26% the month before. Month-on-month, CPI increased 0.6%, easing from...

If you are wondering whether Western Digital stock is still reasonably priced after its run, this article focuses squarely on what the current valuation is telling you. The stock last closed at US$515.83, with returns of 16.6% over 7 days, 50.2% over 30 days, 174.8% year to date, and a very large gain over the past year and multi year periods. Recent headlines have centered on Western Digital's role in data storage and infrastructure for AI related demand, as well as ongoing interest in the...

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...

The incredible demand for storage in data centers has been a tailwind for Western Digital, and the good news is that its red-hot rally is far from being over.

Micron Technology and Sandisk stock continued their historic rally this week, thanks to a flurry of headlines signaling overwhelming demand and limited supply for memory. Micron, the memory chip maker, jumped 11% Friday, putting it on pace to end the week up 32%. Sandisk which specializes in flash memory, rose 12% Friday.

Memory and storage stocks are surging in mid-morning Friday trading as the AI memory supercycle thesis goes fully mainstream. Micron Technology (NASDAQ:MU) stock is up 11%, SanDisk (NASDAQ:SNDK) stock is also up 11%, and Western Digital (NASDAQ:WDC) stock is up 3%. The synchronized move extends a parabolic stretch for the group. Micron stock has climbed ... Micron Rockets 11%, SanDisk Rallies 11%, Western Digital Up 3% on AI Memory Supercycle Bull Case

The S&P 500 Index ($SPX ) (SPY ) today is up +0.79%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.14%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.74%. June E-mini S&P futures (ESM26 ) are up +0.77%, and June E-mini Nasdaq futures...

Agentic AI is driving heightened prospects for data storage provider Western Digital.

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).

WDC, CSTM and ON made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on May 7, 2026.

The average brokerage recommendation (ABR) for Western Digital (WDC) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

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

Western Digital (NASDAQ:WDC) Chief Financial Officer Kris Sennesael said the company is seeing accelerating storage demand tied to artificial intelligence and broader data growth, and is positioning its hard disk drive (HDD) roadmap around higher-capacity products, performance improvements, and deep

SanDisk has authorized its first-ever buyback program as a standalone company.

Western Digital (WDC) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Western Digital reported fiscal third‑quarter 2026 results with sales of US$3,337 million and net income of US$3,205 million, significantly higher than a year earlier, alongside EPS gains and a dividend increase. The company’s margin expansion above 50% and emphasis on AI-driven demand for high-capacity HDDs and UltraSMR technology point to a business increasingly anchored in data‑center and AI storage workloads. With earnings beating expectations and gross margins surpassing 50%, we’ll now...