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A number of stocks jumped in the afternoon session after a wave of upbeat earnings reports and bullish forecasts from key industry players signaled robust and sustained demand for artificial intelligence technology.
J.P. Morgan resumes coverage of Sandisk stock while Citi doubles down on its bullish call on the heels of the storage provider’s investor day.
Shares of Sandisk (NASDAQ:SNDK) are up 7% to $1,630 in early Friday trading, extending Thursday’s blowout session. The rally spans the memory complex, with Western Digital (NASDAQ:WDC) stock up 4% to $505 and Micron Technology (NASDAQ:MU) shares up 3% to $978. SK Hynix (NASDAQ:SKHY) is up 2% to $169, Seagate Technology (NASDAQ:STX) shares are up ... Sandisk Jumps 7%, Western Digital Gains 4%, Micron Climbs 3% as the Kospi Returns to a Bull Market
Investor Day targets 50% free-cash-flow margins.
Sandisk stock jumped after the memory-chip maker gave an upbeat presentation at an analyst meeting in New York City.
In August 2026, Seagate Technology Holdings reported a strong finish to fiscal 2026 with revenue and profitability exceeding expectations, expanding non-GAAP gross margin for the 13th consecutive quarter and delivering its strongest quarterly free cash flow in over a decade. The company highlighted long-term AI-driven storage demand, secured supply agreements extending beyond 2028, and emphasized its HAMR-based Mozaic platform as a core enabler of planned mid-20% exabyte growth. We’ll now...
Memory and storage names are ripping higher into Wednesday’s close. SanDisk (NASDAQ:SNDK) is up 6% to $1,344, while Micron Technology (NASDAQ:MU) has gained 5% to $911. South Korea’s SK Hynix (Nasdaq: SKHY) rallied alongside the group, closing the day up 9%, extending a global bid for memory. Neocloud Demand Signal Ignites the Group The primary ... Memory Stocks Rally Wednesday: SK Hynix, SanDisk, Micron All Jump. Here’s Why
The hard-drive maker reports better-than-expected earnings for its fiscal fourth quarter, but guidance disappoints.
Western Digital stock slid late Wednesday despite the hard-disk drive maker reporting fiscal fourth-quarter results ahead of estimates. Western Digital said its earnings climbed 109%, to $3.56 per share, for the June quarter. Western Digital and its rival Seagate Technology dominate the hard-disk drive market.
Micron's 9.4% monthly slide contrasts with surging AI memory demand, sold-out 2026 HBM output, soaring profits and a discounted valuation.
Memory stocks are staging a violent reversal after their worst month in years, and a brand-new industry standard from rival chipmakers may have just changed the rules of the AI storage race.
FIX, GS, VRT, STX and TRV are five momentum stocks for August as AI infrastructure, financial strength and earnings growth support their outlooks.
SNDK heads into fiscal Q4 results with AI-fueled SSD demand, firmer NAND pricing and rising TLC and QLC adoption.
WDC enters fiscal Q4 2026 earnings with strong AI storage demand, rising HDD pricing and expanding margins. Will those trends fuel another quarterly beat?
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?
Seagate recently reported a beat on both revenue and earnings, along with guidance that came in above estimates.
Seagate's earnings surge and fiscal 2027 outlook support the bull case, but its premium valuation leaves little room for execution missteps.
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.
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...
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.
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.
Seagate's Q4 beat and strong guidance push back against growing doubts about the AI infrastructure trade falling flat.
Seagate crushed Q4 estimates with record profits and issued strong guidance fueled by surging AI and hyperscale cloud storage demand.
