As the Q1 earnings season comes to a close, it’s time to take stock of this quarter’s best and worst performers in the semiconductors industry, including Seagate (NASDAQ:STX) and its peers.
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SIMO launches SM2524XT PCIe Gen5 DRAMless SSD controller for AI PCs, touting up to 14 GB/s reads, low latency and better efficiency.
Sandisk has outperformed the S&P 500 Index over the past year, and analysts remain highly bullish about the stock’s growth potential.
Seagate agreed to pay $175 million to settle claims that it failed to disclose hard drive sales to Huawei that allegedly violated U.S. export restrictions.
Micron Technology, Inc. (NASDAQ:MU) was one of the stocks on Jim Cramer’s radar on Mad Money as he explained that many investors might be missing out on the market’s biggest winners. Cramer discussed the “bubble” concerns around the stock and its peers, as he said: I think it’s an insult to group this market’s winners […]
When a stock goes vertical, climbing 167% in three months and a staggering 669% in six, it is easy to assume the move is driven by pure momentum. But if you look closely at SanDisk (NASDAQ: SNDK) as it hovers near $1,700, the reality is far more calculated than a typical trend. While institutional allocators have spent weeks confirming management's latest guidance raise, buying at these levels requires balancing that fundamental execution against two looming structural traps. The strategic wager
The United States market has experienced a notable upswing, climbing 1.6% in the last week and rising 28% over the past year, with earnings expected to grow by 17% annually. In such an environment, identifying stocks that may be trading below their estimated value can offer potential opportunities for investors seeking to capitalize on undervalued assets.
Seagate Technology Holdings (NASDAQ:STX) is one of the best future tech stocks to buy according to billionaires. On May 28, Seagate Technology closed the privately negotiated exchange of $185.908 million in aggregate principal amount of its 3.50% Exchangeable Senior Notes due 2028. The company settled this transaction using a combination of $185.908 million in cash […]
We just covered the From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and Seagate Technology Holdings plc (NASDAQ:STX) ranks 40th on this list. Latest filings show that Situational Awareness LP has sold off the stake it held in Seagate Technology Holdings plc (NASDAQ:STX). The stock had first appeared […]
Seagate Technology Holdings plc (NASDAQ:STX) is one of the 10 Best Data Center Stocks with Huge Upside Potential. On May 27, 2026, Barclays analyst Tom O’Malley raised the firm’s price target on Seagate Technology Holdings plc (NASDAQ:STX) to $1,000 from $750 and maintained an Overweight rating on the shares. O’Malley said memory and storage remain […]
Sandisk Corporation (NASDAQ:SNDK) was among the stocks Jim Cramer discussed in this changing market. Cramer mentioned the stock during the episode and said: Look, there’s just too much opportunity out there to hold on to stocks that refuse to budge. So the lesson here is that if you think a stock’s headed higher, don’t use […]
WDC's Q3 FY26 gross margin jumps to 50.5% on higher-capacity drives, pricing and cost controls, with revenues up 45% to $3.3B; Q4 guide: 51%-52%.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.21%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.65%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.25%. June E-mini S&P futures (ESM26 ) are up +0.20%, and June E-mini Nasdaq futures...
Seagate Technology Holdings (STX) recently reported fiscal third quarter results that topped expectations, pointing to firm demand from data center customers tied to AI and multimodal workloads, as well as progress with its Mozaic HAMR platform. See our latest analysis for Seagate Technology Holdings. The strong fiscal Q3 update, upbeat AI storage commentary and recent debt exchanges have arrived alongside intense share price momentum. The 30 day share price return is 52.10% and the year to...
Shares of Sandisk have been on a massive run this year as investors continue piling into artificial intelligence-related memory and storage names. Sandisk stock is up 591% year to date and closed at $1,641 on May 28, according to Yahoo Finance data. The rally accelerated this week after Micron ...
The S&P 500 Index ($SPX ) (SPY ) on Thursday closed up +0.58%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed up +0.84%. June E-mini S&P futures (ESM26 ) rose +0.59%, and June E-mini Nasdaq futures...
Seagate (STX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
The S&P 500 Index ($SPX ) (SPY ) today is up +0.44%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.01%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.62%. June E-mini S&P futures (ESM26 ) are up +0.33%, and June E-mini Nasdaq futures...
With a five-year EPS forecast of 69.11%, Seagate Technology Holdings plc (NASDAQ:STX) is among the 12 Best Future Stocks to Buy Right Now. On May 12, Evercore ISI raised its price target on Seagate Technology Holdings plc (NASDAQ:STX) to $1,000 from $750 while maintaining an Outperform rating on the shares. The firm cited efficient supply management, […]
Most people think of Artificial Intelligence (AI) as a computing story. Chips, GPUs, data centers. The hardware that processes the intelligence. Seagate CEO Dave Mosley wants investors to think about what comes after the processing. All that AI activity — every model trained, every inference ...
Investing.com -- Barclays analyst Tom O’Malley upgraded Sandisk to Overweight in a note on Wednesday, lifting the stock’s price target to $2,300, arguing that the memory and storage sector is entering a fundamentally different phase driven by long-term contracts, tighter supply, and unprecedented pricing visibility.
STX's AI-driven storage boom, strong cash flow and HAMR innovation are boosting growth as NTAP faces slower IT spending and cloud pressures.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.05%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.23%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.15%. June E-mini S&P futures (ESM26 ) are down -0.05%, and June E-mini Nasdaq futures...
Stock Market Today: The Dow Jones index rose Wednesday as oil prices continued to tumble. Micron stock surged in premarket trading.
MU tops a $1T valuation as booming AI demand and chip shortages lift memory and storage stocks like WDC, SNDK and STX.
In recent weeks, Seagate Technology Holdings plc entered privately negotiated exchange agreements to retire US$185.91 million of 3.50% Exchangeable Senior Notes due 2028 using a mix of cash and ordinary shares, while insiders, including the CEO, sold shares under pre‑arranged plans amid rising AI‑related storage demand. This combination of balance sheet reshaping, insider selling, and enthusiasm around AI‑driven data center storage needs raises important questions about how sustainable the...