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STX expects fiscal 2027 revenue growth to exceed fiscal 2026 as cloud demand, AI adoption and HAMR expansion support mass-capacity storage.

Vertiv and Seagate both crushed earnings on the same AI tailwind, but their strategies run in opposite directions, and only one of them has capacity left to sell.

SanDisk (SNDK) shares changed hands at $70.50 a year ago. They now sit at $1,737.99. Flash prices rose over that stretch, and the whole memory group rose with them, so part of this is the cycle. The rest is what SanDisk did while it held the leverage, and that part comes with a bill.

Seagate has already handed investors a fourfold return in a year, and Wall Street still sees room to run, but the path to four digits depends on three things going right at exactly the right time.

Seagate Technology's AI-driven storage demand, rising earnings estimates and breakout setup support a bullish outlook despite recent volatility.

The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.

STX's HAMR and Mozaic roadmap is boosting storage capacity, exabyte growth and efficiency as demand for higher-capacity drives rises.

September S&P 500 E-Mini futures (ESU26) are down -0.27% this morning as escalating hostilities in the Middle East pushed oil prices higher, fueling inflation concerns and sapping risk appetite.

Shares of Seagate Technology have appreciated significantly over the last year, with evidence pointing to more upside ahead.

This is a cyclical-peak chapter for Seagate Technology. The company sells mass-capacity hard drives, with cloud providers' data centers now representing the vast majority of its shipments.

SanDisk (SNDK) finished fiscal 2026 with $20.2 billion in revenue, and its stock has returned roughly 2,700% over the past twelve months, while the shares still sit about 25% below their 52-week high. Anyone buying now is asking one question. What powers the next leg, when the company has already said it can only make so many more bits.

Nearly every drive the hard drive maker can build this year is already spoken for. Which storage stock does all that locked-in demand reward most?

WDC entered fiscal 2027 with stronger cash generation, a net cash position and plans to keep returning free cash flow to shareholders.

The S&P 500 Index ($SPX ) (SPY ) is down -0.32% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -1.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.04%. E-mini S&P futures (ESU26 ) are down -0.33%, and September E-mini Nasdaq futures (NQU26...

The S&P 500 Index ($SPX ) (SPY ) is down -0.34% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.83%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.19%. E-mini S&P futures (ESU26 ) are down -0.41%, and September E-mini Nasdaq futures (NQU26...

Western Digital is poised to benefit from AI-driven data growth as inference, Agentic AI and emerging workloads fuel long-term storage demand.

The incredible demand for storage in AI data centers suggests that Seagate's terrific rally is sustainable.

The stock closed at $1,739.02 as investors piled back into memory and storage names.

AI-driven demand, record backlogs and data center growth are powering five growth stocks - FIX, PWR, STX, SNDK and SMTC - for September.

Seagate gained 6.3% and Western Digital rose 5.9% on September 4 even as the S&P 500 fell 0.4%. The pairing was consistent with investors rotating toward profitable storage infrastructure rather than making a random defensive trade. Generative AI creates enormous data sets, checkpoints, logs, and retrieval stores, so the storage layer can benefit even when […]

A broad memory bid swept through storage stocks Friday afternoon while the rest of the market softened, and the divergence between one sector ETF and the S&P 500 tells a story that goes well beyond a pair of NAND names catching a bid.

The AI trade is bucking the trend Friday.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.46% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.68%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.03%. E-mini S&P futures (ESU26 ) are down -0.51%, and September E-mini...

Western Digital's AI-driven storage growth, rising HDD pricing and expanding margins strengthen its case, but lofty expectations make the stock a closer call.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.16% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.28%. E-mini S&P futures (ESU26 ) are down -0.138%, and September E-mini...

Billionaire Stephen Mandel is a Tiger Cub who founded Lone Pine Capital after years of working with Julian Robertson’s Tiger Management. The Q2 filings of Lone Pine show the fund opened new positions in two AI names. Nebius Group N.V. (NASDAQ:NBIS) is the largest of the two and the biggest holding in the entire portfolio. […]

AI stocks rally as Treasury yields retreat, with Coherent, Marvell, and Sandisk all getting a boost.

STX's AI-driven storage demand, HAMR advances and stronger cash flow fuel its rally, but elevated valuation and execution risks remain.

QMCO's strong Q1 growth, expanding margins and debt-free balance sheet signal a sharp financial turnaround as AI drives storage demand.

Seagate has already handed investors gains that dwarf Nvidia's returns over the past year, and Wall Street analysts think the storage giant still has a long way to run before this AI trade exhausts itself.