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Seagate stock price falls after CEO's rattling warning
TheStreet77d agobearish
Seagate stock price falls after CEO's rattling warning

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 ...

Seagate Capacity Shift Raises AI Supply Questions And Valuation Opportunity
Simply Wall St.77d agoneutral
Seagate Capacity Shift Raises AI Supply Questions And Valuation Opportunity

Seagate Technology Holdings (NasdaqGS:STX) CEO Dave Mosley told investors at a major industry conference that building new factories to expand production is not practical in the near term. Management is prioritising technology transitions within existing facilities to respond to surging AI related demand for memory and storage. These comments raised questions about potential supply constraints and sparked a sharp reaction in Seagate’s share price, with ripple effects across memory and...

Jim Cramer on Seagate: “Too Pricey”
Insider Monkey77d agoneutral
Jim Cramer on Seagate: “Too Pricey”

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 […]

Jim Cramer on Western Digital: “That Seems Too Rich to Me”
Insider Monkey77d agoneutral
Jim Cramer on Western Digital: “That Seems Too Rich to Me”

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) […]

Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% Instead
24/7 Wall St.78d agoneutral
Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% Instead

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

Nvidia Earnings Can Affirm Chip Stock Rally or Spur Market Chaos
Bloomberg78d agobullish
Nvidia Earnings Can Affirm Chip Stock Rally or Spur Market Chaos

(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 BloombergUS Lawmakers Plan New $130 Fee for Electric Vehicle OwnersNATO Is Starting to Consider Hormuz Mission to Protect ShipsHasbro Cancels Dungeons & Dragons Game From ‘Star Wars’ VeteranUS 30-Year Yield Hits Highest Since 2007 as Selloff DeepensBilliona

Is It Too Late To Consider Seagate Technology Holdings (STX) After Its 33.9% Monthly Surge?
Simply Wall St.78d agobullish
Is It Too Late To Consider Seagate Technology Holdings (STX) After Its 33.9% Monthly Surge?

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...

Stocks Settle Lower on Rising Bond Yields
Barchart79d agoneutral
Stocks Settle Lower on Rising Bond Yields

The S&P 500 Index ($SPX ) (SPY ) on Tuesday closed down -0.67%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down -0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.61%. June E-mini S&P futures (ESM26 ) fell -0.70%, and June E-mini Nasdaq futures...

Rising Bond Yields Weigh on Stocks
Barchart79d agoneutral
Rising Bond Yields Weigh on Stocks

The S&P 500 Index ($SPX ) (SPY ) today is down -0.68%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.95%. June E-mini S&P futures (ESM26 ) are down -0.75%, and June E-mini Nasdaq futures...

Take a look at Micron stock using Yahoo Finance's AlphaSpace
Yahoo Finance Video79d agoneutralVIDEO
Take a look at Micron stock using Yahoo Finance's AlphaSpace

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.

ServiceNow stock gains as investors push further into software
Yahoo Finance Video79d agoneutralVIDEO
ServiceNow stock gains as investors push further into software

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.