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The rally for memory stocks is back on, with Micron leading the way after its earnings blew past expectations on booming AI demand.

Memory-chip maker Micron underlines its status as a market bellwether as stellar earnings revive the stuttering AI trade.

Western Digital stock and shares of hard-disk drive rival Seagate Technology rallied after Micron's results.

Ross Stores and Lennar have been highlighted as Zacks Bull and Bear of the Day

June 25 (Reuters) - Nasdaq futures jumped 2% on Thursday after upbeat forecasts from chipmakers Micron and Qualcomm pointed to strong demand for artificial intelligence infrastructure, lifting

Micron blew past expectations for third-quarter revenue and profit on Wednesday.

In recent days, Seagate Technology Holdings has been thrust into the spotlight as a core AI infrastructure provider, with media, analysts, and major investors highlighting its key role in handling AI-driven data growth and its strong recent revenue and margin performance. Behind the headlines, Seagate’s shift toward higher-value nearline storage contracts, tight supply conditions, and long-term customer commitments appears to be giving the company unusual pricing power and earnings...

Shares of data storage manufacturer Seagate (NASDAQ:STX) fell 7.1% in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish repricing of Fed rate expectations hit the year's most crowded trade, leaving the whole complex hostage to Micron's earnings after the close.

Shares of chipmakers surged late on Wednesday, adding over $400 billion in market ‌value after strong forecasts from Micron Technology and Qualcomm ‌breathed fresh life into Wall Street's recently waning AI stock rally. Micron surged ​12% in extended trade after forecasting quarterly earnings above analysts' estimates, signaling that heavy investments in AI-related infrastructure will drive strong demand for its memory chips. Also after the bell, Qualcomm ‌said it expects $15 billion ⁠in sales from its data center business by 2029 as it moves beyond its core smartphone ⁠chip business and shifts its focus to AI.

The company's revenue exploded, but the physical volume it shipped barely budged, revealing a pricing power the market may still be underestimating.

Even before its explosive growth, the company was already so swamped by demand it was warning investors it couldn't keep up.

AMD Steady, Nvidia Higher: Semis Try to Shake Off Selloff Ahead of Micron

STX has outperformed NVDA over the past year as AI-driven data center storage demand fuels strong revenue growth and profitability.

CNBC’s Dominic Chu opened Tuesday’s market coverage with a familiar tape pattern that has not shown up much in 2026. “The tech sell-off that began Monday building momentum this morning after memory chip related shares tanked on Asian markets overnight,” Chu told viewers, and damage in U.S. premarket concentrated exactly where expected. The NASDAQ-100 proxy ... The NASDAQ Dropped 3% as Micron, Intel, and AMD Tumble, but One Tech Name Is Bucking the Trend

Despite a sharp AI stock selloff, TSM's reported 5% to 10% price hike on advanced chip production suggests demand remains strong. Companies don't pay more for scarce capacity if growth is fading.

Before the data storage giant's stock price multiplied, the company was openly describing a fundamental change in how its biggest customers were buying.

Billionaire investor Stanley Druckenmiller has filed positions in three AI infrastructure semiconductor stocks, but the real question is whether the valuations still make sense after one of them surged over 600% in a single year.

Micron’s results, due after market hours, would shape the view on the red-hot memory rally.

(Bloomberg) -- Micron Technology Inc.’s earnings report on Wednesday afternoon is shaping up to be one of the most important in months as investors find themselves suddenly on edge over the sustainability of the AI rally.Most Read from BloombergStocks Slide as Wall Street Gets AI Wake-Up Call: Markets WrapOracle Cut 21,000 Jobs in 12 Months, Says AI Replaced Some Roles‘FOMO Really Got Me’: Taiwanese Go Deep Into Debt to Amp 100% Stock RallySpaceX Falls for Third Day, Erases $600 Billion in Marke

Seagate Technology Holdings (NasdaqGS:STX) has been spotlighted as a key AI infrastructure beneficiary as attention on AI-driven data storage grows. Kiplinger's recently included Seagate among its top stocks to buy, citing its role in supporting AI data growth. Morgan Stanley analysts highlighted Seagate's position in cloud storage and demand tied to AI applications. Seagate's CEO described the current phase as a new era for the company focused on AI-led data storage. Seagate Technology...

Shares of data storage manufacturer Seagate (NASDAQ:STX) fell 6% in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex.

Seagate Technology (NASDAQ:STX) has delivered one of the market’s most remarkable runs of 2026, with the stock up 297.98% year to date as AI-driven storage demand rewrites the narrative around legacy hard drive makers. After a parabolic move from $274.90 on December 31, 2025 to $1,094.04 on June 22, 2026, the question is how much ... Up 290% YTD, How High Can Seagate Rally?

AI drives big gains for some tech stocks, prompting insiders to sell, but investors should think twice before exiting these lucrative trades

Tech stocks shriveled up Tuesday as fears about an AI bubble sapped market momentum.

(Updates with economic data, recent oil price movement, world markets' overview, and corporate stock

Chip stocks led losses from South Korea to Europe, while oil prices steadied after the U.S. waived sanctions on Iranian crude

AI-linked stocks dropped in the U.S. premarket and across Asian markets on Tuesday.

Seagate and Western Digital have been highlighted in this Screen of The Week article.

Asian shares were mixed in subdued trading early Tuesday, as recent enthusiasm cooled and markets faced uncertainty about efforts to end the war in Iran. Japan's benchmark Nikkei 225 lost 0.9% in morning trading to 71,681.29. Australia's S&P/ASX 200 was up less than 0.1% in morning trading at 8,822.10.

At $1,031.34, Seagate Technology (NASDAQ:STX) looks fully valued, with a more attractive risk/reward profile only emerging on a macro-driven pullback toward $850. The stock just hit a fresh 52-week high on analyst target hikes, even as Wall Street braces for tighter Fed policy that could compress high-multiple tech names. Seagate leads in nearline hard disk ... Buy, Hold, or Sell: Wall Street Fears Tech Compression, but This AI Storage Monster Has a Hidden Weapon