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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...

STX highlights AI-driven storage demand, HAMR advances, margin expansion and strong cash generation as fiscal 2027 growth plans take shape.

Seagate surpassed Q4 fiscal 2026 earnings and revenue as AI-driven cloud storage demand, record margins and a strong outlook fuel growth.

Stock Market Today: The Dow Jones index dropped Wednesday ahead of the Fed decision and Fed Chair Warsh's comments. SK Hynix sold off.

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

According to TheFly, several brokerages raised their price targets following Seagate’s Q4 results, with Rosenblatt describing the quarter as a “clean beat-and-raise.”

Seagate Technology PLC (NASDAQ:STX) shares gained nearly 3% in pre-market trading on Wednesday after the data storage company reported stronger-than-expected fourth-quarter earnings and revenue while issuing first-quarter guidance that significantly exceeded Wall Street forecasts. The company reported adjusted earnings of $5.