News

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

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

Stock Market Today: The Dow Jones index rose Friday on U.S.-Iran peace deal hopes. The SpaceX stock IPO will start trading shortly.

Western Digital has delivered impressive gains relative to the broader S&P 500 Index over the past year, and analysts maintain a highly upbeat outlook on the stock.

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.

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

The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +1.75%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +1.86%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +3.29%. June E-mini S&P futures (ESM26 ) rose +1.73%, and June E-mini Nasdaq futures...

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

The S&P 500 Index ($SPX ) (SPY ) today is up +0.03%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.42%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.37%. June E-mini S&P futures (ESM26 ) are up +0.03%, and June E-mini Nasdaq futures...

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

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 […]

A number of stocks fell in the afternoon session after the CPI print of 4.2% annual inflation (the hottest since 2023) revived the rate hike narrative.

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

The S&P 500 Index ($SPX ) (SPY ) on Wednesday closed down -1.62%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -1.87%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -1.98%. June E-mini S&P futures (ESM26 ) fell -1.62%, and June E-mini Nasdaq futures...

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

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 […]

The S&P 500 Index ($SPX ) (SPY ) today is down -0.28%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.38%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.28%. June E-mini S&P futures (ESM26 ) are down -0.25%, and June E-mini Nasdaq futures...

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 […]

The S&P 500 Index ($SPX ) (SPY ) today is up +0.93%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.89%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.17%. June E-mini S&P futures (ESM26 ) are up +0.76%, and June E-mini Nasdaq futures...

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”.