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SNDK expands into high-performance NAS with new SATA and NVMe SSDs, targeting private-cloud and local-storage demand while challenging Micron and Seagate.
The S&P 500 Index ($SPX ) (SPY ) is up by +0.38% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up by +0.69%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.09%. E-mini S&P futures (ESU26 ) are up +0.37%, and September E-mini...
STX's storage-focused AI strategy, HAMR roadmap and valuation give it an edge over AMD in the race to capitalize on AI infrastructure.
After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.
Salesforce, Seagate Technology and AT&T offer contrasting growth stories, with AI, data center demand and network expansion shaping their outlooks.
Today's Research Daily features new research reports on 16 major stocks, including Salesforce, Inc. (CRM), Seagate Technology Holdings PLC (STX) and AT&T Inc. (T), as well as a micro-cap stock, Daily Journal Corporation (DJCO).
Seagate defied every prediction that solid-state storage would kill the hard drive, and cloud AI demand has since sent shares on a historic run. Whether that momentum carries into 2027 depends on factors most investors are not yet watching closely.
Memory chips are currently the ‘bottleneck’ for AI infrastructure. But that doesn’t ensure the stocks will continue to outperform forever.
The Morning Bull - US Market Morning Update Thursday, Aug, 20 2026 US stock futures are slightly higher this morning, with E mini S&P 500 contracts up about 0.1% and Nasdaq 100 futures ahead around 0.1% to 0.2%. The key driver is the US 10 year Treasury yield holding near 4.75%, which means borrowing costs for mortgages, car loans and corporate debt remain relatively high. At the same time, US housing data is mixed, with building permits rising 5% in July while housing starts fell 12.4%,...
Analyst estimates compress the forward multiple into single digits, yet a midpoint re-rating leaves a holder barely ahead of today's price, so the question is whether the committed supply, not the multiple, is what that holder is actually buying.
One faces a $1.8 billion accumulated deficit and 36% revenue decline; the other just posted $3.2 billion in net income on 34% growth.
A number of stocks fell in the morning session after the 30-year U.S. Treasury yield hit a 19-year high and oil stayed elevated as a window for a U.S.–Iran deal closed without a breakthrough, a CNBC report revealed.
The S&P 500 Index ($SPX ) (SPY ) closed down by -0.69% on Tuesday, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed down by -0.22%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down by -1.68%. E-mini S&P futures (ESU26 ) fell -0.69%, and September E-mini...
Rising Treasury yields just punched a hole in one of the hottest trades in the entire semiconductor sector, and the selloff has nothing to do with memory fundamentals.
STX's AI-driven storage boom rests on strong demand, HAMR innovation and disciplined execution, fueling growth, margins and cash flow.
Stock Market Today: Tech futures slide Tuesday as Treasury yields jump. Nvidia stock, Micron and Sandisk sell off in morning trade.
The Mad Money host argues Micron, SanDisk, Seagate, and Western Digital have broken their historical boom-and-bust pattern
Jim Cramer is making one of his most aggressive calls of the year on a red-hot corner of the market, but his entire thesis hinges on a single assumption about AI demand that not everyone shares.
Jim Cramer says Micron, SanDisk, Seagate, and Western Digital could keep climbing as AI memory demand persists.
Seagate Technology Holdings (NasdaqGS: STX) is in focus after a recent US policy shift aimed at discouraging domestic tech companies from buying conventional memory chips from Chinese suppliers. The policy change has supported a rally in US based memory and storage chipmakers as investors reassess the competitive outlook for these companies. Analysts are watching how this regulatory move may affect Seagate's future market share, pricing power, and supply relationships with large US...
Seagate Stock Gains as AI Storage Demand Fuels Record Cash Flow