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SNDK's fiscal Q4 top line may gain from surging AI data center demand and stronger edge sales tied to AI PCs and premium smartphones.

Memory stocks are staging a violent reversal after their worst month in years, and a brand-new industry standard from rival chipmakers may have just changed the rules of the AI storage race.

FIX, GS, VRT, STX and TRV are five momentum stocks for August as AI infrastructure, financial strength and earnings growth support their outlooks.

The company is trying to shed its cyclical past, and the options market is pricing a vast range of outcomes for whether it will succeed.

Seagate Technology Holdings is scheduled to present at the Future of Memory and Storage 2026 conference. Company technology leaders are featured speakers at the event, which focuses on memory and storage trends. The conference appearance gives Seagate an opportunity to outline its vision and upcoming technology focus areas. Seagate Technology Holdings, listed on NasdaqGS:STX, enters the FMS 2026 conference with a share price of $831.06 and very large gains over the past year. The stock is...

Long-term orders are giving a cyclical business unusual visibility

SNDK heads into fiscal Q4 results with AI-fueled SSD demand, firmer NAND pricing and rising TLC and QLC adoption.

Memory stocks are taking a sharp hit Monday after an extraordinary run, but Wall Street analysts and a major insider are already treating the selloff as something very different from what the price action suggests.

WDC enters fiscal Q4 2026 earnings with strong AI storage demand, rising HDD pricing and expanding margins. Will those trends fuel another quarterly beat?

Analysts have been setting new price targets for data-storage stocks, with most pointing to upside.

Seagate Technology's shares surged after a strong earnings report. Can you expect competitor Western Digital to do the same when it reports earnings on Aug. 5?

Big Tech's AI spending plans top $750B for 2026, boosting demand for AI infrastructure. Discover five stocks positioned to benefit as valuations ease.

8.31am: AstraZeneca talks suggest 'reduced confidence' in outlook AstraZeneca's reported talks with Bristol Myers about creating a $400 billion company appear to make "limited strategic sense for Astra and would likely be subject to antitrust scrutiny, given the overlaps of their oncology...

Seagate recently reported a beat on both revenue and earnings, along with guidance that came in above estimates.

Seagate (STX) could produce exceptional returns because of its solid growth attributes.

Seagate (STX) could produce exceptional returns because of its solid growth attributes.

Big Tech's AI spending plans top $750B for 2026, boosting demand for AI infrastructure. MU, STX, WDC, SNDK and VRT could benefit as valuations remain attractive.

After a solid Q4 result, analysts have turned more bullish on Seagate. Should investors follow suit?

STX's AI storage growth is backed by persistent data reuse, nearline supply allocated through 2028 and Mozaic drives reaching up to 44TB.

Seagate's earnings surge and fiscal 2027 outlook support the bull case, but its premium valuation leaves little room for execution missteps.

STX enters fiscal 2027 with rare demand visibility as AI data growth, allocated nearline supply and HAMR adoption strengthen earnings and cash flow.

Memory stocks are surging across the board today, with some names posting gains that dwarf the broader tech rally. Here is what is pushing the entire sector into overdrive at once.

The S&P 500 Index ($SPX ) (SPY ) today is up +1.12%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.69%. September E-mini S&P futures (ESU26 ) are up +1.09%, and September E-mini Nasdaq futures...

Seagate Technology (STX) makes high-capacity hard drives used by cloud providers and large corporate data centers. Those drives store training files, model outputs, videos, customer records, and other data created by artificial intelligence applications. Cloud customers have been reserving ...

The sell-off is treating four very different businesses as one trade. Sorting them apart is where the opportunity is.

Scarce supply is transforming an overlooked AI infrastructure trade

Individual investors just recorded “their largest net selling of single stocks since the COVID crash,” according to Vanda Research.

After a brutal 47% monthly collapse, SanDisk sits at a crossroads where one analyst sees a 200% recovery while bears argue the worst multiple contraction is still ahead.

A record-breaking earnings print from the world's top memory chip maker just triggered a brutal sector selloff, yet two storage giants are quietly trading green. Here is what the split reveals about where the AI hardware trade goes next.

Seagate Technology Holdings PLC (NASDAQ:STX) shares rose about 2% on Wednesday after the data storage company reported fiscal fourth quarter results that exceeded Wall Street expectations on both earnings and revenue and issued guidance that pointed to continued momentum. For the quarter...