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I have watched Seagate's comeback story, and it has been one of the most impressive in the entire S&P 500. In fact, after the comeback, Seagate now ranks fourth in the top year-to-date S&P 500 performers according to Slickcharts. That performance is after Sandisk, Dell, and Micron. ...
NTAP is riding the rising public cloud and AI demand, with strong cloud revenue growth and high margins supporting its fiscal 2027 outlook.
STOCKS Investors are kicking off the trading week with AI bubble anxieties seemingly in the rearview mirror, pushing chip stocks higher and powering a nearly 1% advance in the Nasdaq composite. The gains come despite Alibaba previewing its new artificial-intelligence model-the second time in a week that China has flexed its advances in AI.
Investing.com -- Morgan Stanley told investors in a note Monday that it believes the recent selloff in U.S. memory stocks presents a buying opportunity, arguing that data center memory shortages continue to intensify even as mixed signals emerge elsewhere in the market.
The Morning Bull - US Market Morning Update Monday, Jul, 20 2026 US stock futures are pointing lower this morning, with E mini S&P 500 contracts down around 1%, as investors weigh falling bond yields against a cooling housing backdrop. The US 10 year Treasury yield has slipped to about 4.5% after softer inflation readings. In plain terms, this means borrowing costs in financial markets are easing a little even as the debate over the Federal Reserve's next move continues. At the same time,...
SanDisk and Seagate both posted stunning quarters fueled by AI demand, but they are chasing completely different versions of the storage boom. Which approach holds up when the cycle turns?
BNP Paribas has identified Seagate Technology Holdings (NasdaqGS:STX) as a top AI supply chain pick. The bank highlighted Seagate alongside Arista Networks and Astera Labs. The call is tied to expected storage demand related to AI projects through 2027. Seagate Technology sits at the heart of data storage, supplying hard drives and related solutions that support cloud, enterprise, and consumer workloads. As AI projects expand, they tend to require large volumes of data to be stored,...
The PHLX Semiconductor Index has clawed its way back to the flatline, escaping a technical bear market. The index, which uses the ticker SOX, was up 0.5%, with memory chip stocks leading charge. With the chip selling easing, the Nasdaq and the S&P 500 pared their losses somewhat, with the indexes down 0.8% and 0.5%, respectively.
Micron, Sandisk, Seagate and Western Digital are positioned to benefit as AI infrastructure drives rising demand for advanced memory and storage.
Micron just locked in five-year supply deals at historically high DRAM prices while a major AI cloud buyer quietly bets those same prices are about to fall. One of them is going to be very wrong.
WDC sees AI-driven data growth fueling long-term HDD demand as new storage technologies and its focused strategy target hyperscale opportunities.
The S&P 500 Index ($SPX ) (SPY ) today is down -1.06%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.12%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -2.23%. September E-mini S&P futures (ESU26 ) are down -0.95%, and September E-mini Nasdaq futures...
Western Digital and Seagate are highlighted as smaller AI plays, with strong storage demand, revenue growth and margins fueling expansion beyond NVIDIA's gains.
(Bloomberg) -- As worries build around the artificial intelligence trade, investors are starting to seek shelter in a more pedestrian corner of the stock market: companies with sturdy finances.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsGoogle Gemini Launch Delayed as Tech Falls Short of Internal GoalsBeckham’s IM8 Gets $1 Billion From General Catalyst for GrowthNasdaq Futures Tumble 1.5% as Chip Rout Deepens: Markets WrapUS Cyclospora Outbreak Tied to
FEATURE Tech was getting hit again on Friday as investors carried on selling chip makers and other artificial-intelligence stocks. Futures tracking the slumped 1.8%. The and were both also on track to open lower.
Jim Cramer says Micron just delivered one of the best quarters in memory chip history, yet he still wants you out of the stock before Monday. The reason has nothing to do with earnings and everything to do with who is actually controlling the price right now.
July 17 (Reuters) - U.S. stock index futures slid on Friday as a selloff in chip stocks deepened, forcing investors to reassess the staying power of this year's AI-fueled rally, while a weak forecast
A number of stocks fell in the afternoon session after TSMC paired topline strength with a free cash flow-compressing capital expenditure reset, compounding a sector-wide selloff that began with ASML the day before.
Janus Henderson Investors, an investment management company, released its second-quarter 2026 investor letter for the “Global Sustainable Equity Fund”. A copy of the letter can be downloaded here. Global equities experienced a robust quarter, with the Fund returning 16.17%, outperforming the Index’s 13.16% gain and the Peer Group’s 12.98% return. An overweight in information technology, particularly AI […]
The S&P 500 Index ($SPX ) (SPY ) today is down -0.46%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.28%. September E-mini S&P futures (ESU26 ) are down -0.40%, and September E-mini Nasdaq futures...
The Nasdaq composite is down more than 1% this morning. Here are the stocks on the index that are getting hit hard: 💾 Chips, memory makers: Sandisk, Micron, AMD, SK Hynix's ADRs, Intel, Western Digital, Seagate, Arm, Broadcom, Nvidia and Marvell are all deep in the red.
Wall Street looked set for a mixed open Thursday with further yo-yoing in technology stocks amidst a fresh batch of corporate earnings. Futures pointed to the Dow Jones opening 0.2%, while the S&P 500 was called down 0.2% and the Nasdaq looked set to bear the brunt of the selling, with...
Stocks were poised for a mostly lower open on a busy earnings Thursday, as shares of chipmakers extended losses but those of UnitedHealth Group lifted Dow Jones Industrial Average futures.
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