Actualités

A number of stocks jumped in the morning session after semiconductor stocks rebounded amid dip buying following a recent selloff, as reports revealed that China may ease restrictions on advanced Nvidia AI chip imports.

Silicon Motion Technology is expanding in enterprise SSDs with its MonTitan controller platform, targeting AI, cloud and hyperscale demand with advanced storage solutions.

WDC is accelerating its HAMR roadmap with higher-capacity HDDs and long-term customer deals to meet surging AI-driven storage demand.

Memory chips, optical technology, semiconductor equipment makers, oh my! The three themes within the AI trade have emerged as investors' favorites, sending related stocks skyrocketing this year. They're also leading today's session.

Seagate is riding AI-driven storage demand with HAMR innovation, stronger margins and rising revenue targets. Can the rally continue?

Memory and storage stocks are rebounding sharply Thursday morning, reversing a bruising start to the week. Western Digital (NASDAQ:WDC) shares are up 7% to $589 and Seagate Technology (NASDAQ:STX) stock is up 7% to $921 in early trading, while Micron Technology (NASDAQ:MU) shares are up 6% to $1,010 and SanDisk (NASDAQ:SNDK) stock is up 6% ... Western Digital and Seagate Surge 7%, Micron and SanDisk Climb 6% as Memory Selloff Reverses

The memory-chip complex has sold off hard from recent peaks. In light of this, investors are asking which of Micron Technology (NASDAQ:MU), SanDisk (NASDAQ:SNDK), or Applied Materials (NASDAQ:AMAT) they should actually own after the drawdown. According to Carson Group chief market strategist Ryan Detrick, from recent highs Micron stock is down 22%, Applied Materials stock ... Every Memory Stock Is Now in a Bear Market: Is Micron, SanDisk, or Applied Materials the Best Buy?

Seagate Technology Holdings plc (NASDAQ:STX) is one of the 15 Best Stocks to Buy for the Second Half of 2026. On June 29, Melius Research started coverage of Seagate Technology Holdings plc (NASDAQ:STX) with a Buy rating and a $1,600 price target. The firm noted the recent pullback created an attractive entry point. Describing himself […]

WDC rides AI-driven storage demand, pricing gains and a streamlined business, but can its restructuring and growth drivers keep the rally going?

Few stocks have run as hard as this one. Seagate Technology (NASDAQ:STX) is up 485.78% over the past year and 216.08% year to date, riding a hyperscaler storage cycle that has turned a legacy hard drive maker into one of the loudest AI infrastructure trades in the market. The question now is whether the setup ... Seagate’s 485% Run Isn’t Over and Our Target Proves It

AI Stocks Tumble as Middle East Fears Rattle Wall Street

Stock Market Today: The Dow Jones index dropped Wednesday after Trump declared the ceasefire is "over." Micron and Sandisk dived.

MU, STX and SNX screen as momentum picks for July, backed by strong one-year gains, earnings surprises and robust growth projections.

The company is telling a powerful story about leaving its volatile past behind, but one figure reveals just how much of the business is still exposed to the old risks.

MU, STX and SNX screened as top momentum stocks, combining strong price trends, earnings surprises and growth expectations for July.

Seagate Technology Holdings has delivered an extremely strong share price run over the past three years, yet its Discounted Cash Flow (DCF) intrinsic value estimate still points to meaningful upside while the broader valuation checks suggest the stock is not an obvious bargain. Seagate has returned about 14x over the past three years, which puts extra focus on whether today’s price already builds in much of the good news. Expectations that Seagate can benefit from AI driven demand for high...

Seagate (STX) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

Memory and storage stocks are selling off sharply in early trading Tuesday, reversing Monday’s rebound. Micron Technology (NASDAQ:MU) shares are down 7% to $917, SanDisk (NASDAQ:SNDK) stock is off 7% to $1,616, and Western Digital (NASDAQ:WDC) shares are dropping 7% to $537. The selling extends across the group. Seagate Technology (NASDAQ:STX) stock is down 5% ... Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff

Wall Street closed higher on Monday as the artificial intelligence (AI) trade regained momentum.

MU is among four technology solutions stocks highlighted as industry tailwinds in AI, cloud and integrated systems support growth despite ongoing supply challenges.

A number of stocks jumped in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bullish Wall Street updates.

A $137 billion memory-stock sell-off sparked AI supply glut fears, but sold-out HBM capacity at Micron and margin gains at SanDisk, Western Digital and Seagate suggest tight supply persists.

Seagate Technology Holdings Plc (NASDAQ:STX) is one of the best long-term growth stocks to invest in now. Melius Research initiated coverage of Seagate Technology Holdings Plc (NASDAQ:STX) with a Buy rating on June 29, setting a price target of $1,600 on the stock. Previously, Seagate Technology Holdings Plc (NASDAQ:STX) was downgraded by Fox Advisors to Equal-Weight […]

The S&P 500 Index ($SPX ) (SPY ) today is up +0.43%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +1.17%. September E-mini S&P futures (ESU26 ) are up +0.46%, and September E-mini Nasdaq futures...

Memory names are ripping higher in early Monday trading. SanDisk (NASDAQ:SNDK) stock is up 5% to $1,836, Western Digital (NASDAQ:WDC) shares are up 5% to $565.33, and Micron Technology (NASDAQ:MU) stock is up 3% to $1,008.77. The bounce comes after a brutal Thursday session, when SanDisk shares fell 14%, Western Digital shares dropped 10%, and ... SanDisk Rebounds 5%, Western Digital Gains 5%, Micron Climbs 3% as UBS, Citi, BofA Turn Bullish on Memory

Stock Market Today: The Dow Jones index fell Monday, while tech futures rallied. Micron stock and Sandisk rebounded in premarket trading.

US stocks are predicted to see a mixed start on Monday, with investors rotating back into technology shares after a softer-than-expected jobs report last week eased concerns that the Federal Reserve could raise interest rates again. Nasdaq futures were 1.1% higher ahead of the first trading...

AI Demand and Pricing Outlook Lift Sector SentimentMemory and storage stocks moved higher in premarket trading on Monday after several analysts pointed to improving pricing trends and continued artificial intelligence demand as reasons for renewed optimism across the sector. Micron (NASDAQ:MU) rose 2.

Investing.com -- Memory and storage stocks are climbing in premarket trading on Monday, with Micron up 2.2%, SanDisk gaining 3.6%, Western Digital rising 3.4% and Seagate adding 1.8%, as bullish analyst notes pointed to pricing upside and durable AI-driven demand.