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

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

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

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

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

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.

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.

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

(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

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...

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?

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

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

Chip stocks led losses from South Korea to Europe, while oil prices steadied after the U.S. waived sanctions on Iranian crude

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

Seagate and Western Digital have been highlighted in this Screen of The Week article.

Asian shares were mixed in subdued trading early Tuesday, as recent enthusiasm cooled and markets faced uncertainty about efforts to end the war in Iran. Japan's benchmark Nikkei 225 lost 0.9% in morning trading to 71,681.29. Australia's S&P/ASX 200 was up less than 0.1% in morning trading at 8,822.10.

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

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

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...

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

The S&P 500 Index ($SPX ) (SPY ) today is up +0.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.54%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.50%. September E-mini S&P futures (ESU26 ) are up +0.20%, and September E-mini Nasdaq futures...

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.

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...

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 […]