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The artificial intelligence boom is entering a new phase. For the past two years, investors obsessed over GPUs, data centers, and power consumption. But agentic AI — systems that can reason, plan, and act independently — is changing the equation. These models don’t just need compute. They need enormous amounts of fast memory constantly available ... The AI Gold Rush Just Hit a New Layer: Here’s Why Sandisk Is Printing Money

NVIDIA and peers stand to gain as Big Tech boosts AI spending to $725B, fueling demand for chips, memory, storage and data center infrastructure.

Seagate is rising after its blockbuster Q3 earnings. Should you consider buying the stock now?