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Western Digital is pitching AI storage at a major conference this week, but the market is voting with sell orders instead. Whether today's slide is a buying opportunity or a warning about stretched valuations depends on one critical gap between marketing and signed contracts.
Fidelity Investments, an investment management company, recently released its second-quarter 2026 investor letter for the “Fidelity Dividend Growth Fund”. The letter can be downloaded here. The Fidelity Dividend Growth Fund is a diversified large-cap equity strategy focused on capital appreciation through investments in large- and mid-cap stocks with strong dividend growth prospects. The fund returned […]
SanDisk (SNDK) has fallen about 13% from its mid-August high, and the question is whether to buy. Its own record says buying a dip here has paid, though that record is one completed event. The catch: this fall is smaller than the ones the record measures. And SanDisk now sells much of its memory under multiyear contracts.
Sandisk rides on surging AI-driven Edge storage demand as device content rises, but Micron and Seagate pose formidable competitive threats.
Seagate Technology Holdings has seen its share price move sharply over recent years, which puts a spotlight on whether the current valuation can still be explained by the cash the business is expected to generate. With that backdrop, the key issue for you is whether the price you see on screen today lines up with the stock's cash flow profile. Over the past 3 years the stock has returned about 12x, which raises the question of how much future cash generation is already reflected in the...
A number of stocks fell in the afternoon session after the chief executives of Anthropic, OpenAI, and SpaceX publicly united to call for a deliberate slowdown in the development of frontier AI models over escalating safety risks. According to CNBC, the sell-off was triggered by an essay published over the weekend by Anthropic CEO Dario Amodei, who urged a more cautious approach to frontier model advancement and called for independent safety monitoring. In a rare show of unity among competitors,
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at semiconductors stocks, starting with Seagate (NASDAQ:STX).
SanDisk (SNDK) shares have surged from below $80 to over $1,650 over the past twelve months—a more than twentyfold run—and while they have given back about 13% over the past three months, they remain roughly 30% below their $2,354 peak. The argument against them is about a ceiling on margins. The number that complicates it is the share count.
The S&P 500 Index ($SPX ) (SPY ) is down by -0.83% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.53%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down by -1.39%. E-mini S&P futures (ESU26 ) are down -0.80%, and September E-mini...
The AI hardware supply chain remains in rude health, with almost every corner flashing green, according to Wedbush analysts fresh from a week of meetings with companies across Asia. The US broker said inputs from the chain were nearly all positive, echoing a pattern that has held for some...
Seagate and Western Digital both posted blockbuster quarters with nearly identical revenue guidance, yet one is shipping next-generation HAMR drives into hyperscale contracts right now while the other bets its future on timing the market perfectly.
Seagate's AI storage business is firing on all cylinders, nearline capacity is spoken for through 2027, and analysts keep raising targets. So why are the CEO, CFO, and CTO quietly selling shares at these prices?
STX's Edge IoT revenues jump 20% year over year in fiscal Q4, but seasonality, SSD displacement and competition could test momentum.
Seagate Technology (NASDAQ:STX) CFO Gianluca Romano said the hard-disk-drive maker expects demand for data storage to continue outpacing supply, supported by public-cloud spending, enterprise demand and emerging artificial intelligence applications. Speaking at a Citi technology conference, Romano
Seagate Technology (NASDAQ:STX) CFO Gianluca Romano said demand for mass storage is being supported by the early stages of artificial intelligence infrastructure investment, with growth extending from large public-cloud customers to enterprise original equipment manufacturers and on-premises data ce
Seagate just gave back a chunk of its monster year-to-date run with no news attached, and the reason Micron is doing the opposite tells you everything about where the smart money actually sits in memory right now.
Generating $500 a month from dividends sounds straightforward until you see how wildly the required capital swings depending on which stocks you pick and which trade-offs you are willing to accept.
STX expects fiscal 2027 revenue growth to exceed fiscal 2026 as cloud demand, AI adoption and HAMR expansion support mass-capacity storage.
Vertiv and Seagate both crushed earnings on the same AI tailwind, but their strategies run in opposite directions, and only one of them has capacity left to sell.
SanDisk (SNDK) shares changed hands at $70.50 a year ago. They now sit at $1,737.99. Flash prices rose over that stretch, and the whole memory group rose with them, so part of this is the cycle. The rest is what SanDisk did while it held the leverage, and that part comes with a bill.
Seagate has already handed investors a fourfold return in a year, and Wall Street still sees room to run, but the path to four digits depends on three things going right at exactly the right time.
Seagate Technology's AI-driven storage demand, rising earnings estimates and breakout setup support a bullish outlook despite recent volatility.
The best-performing stocks typically have robust sales growth, increasing margins, and rising returns on capital, and those that can maintain this trifecta year in and year out often become the legends of the investing world.
STX's HAMR and Mozaic roadmap is boosting storage capacity, exabyte growth and efficiency as demand for higher-capacity drives rises.
September S&P 500 E-Mini futures (ESU26) are down -0.27% this morning as escalating hostilities in the Middle East pushed oil prices higher, fueling inflation concerns and sapping risk appetite.
Shares of Seagate Technology have appreciated significantly over the last year, with evidence pointing to more upside ahead.
SanDisk (SNDK) finished fiscal 2026 with $20.2 billion in revenue, and its stock has returned roughly 2,700% over the past twelve months, while the shares still sit about 25% below their 52-week high. Anyone buying now is asking one question. What powers the next leg, when the company has already said it can only make so many more bits.
Nearly every drive the hard drive maker can build this year is already spoken for. Which storage stock does all that locked-in demand reward most?
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