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NVDA's strong second-quarter and AI demand could fuel further gains for MU, SNDK, STX and WDC.

Optical networking companies Lumentum and Coherent are doing just that ahead of the open Friday, slipping alongside Marvell Technology  Memory names  Sandisk Micron and Western Digital were also down. Marvell is at the heart of the great AI date-center buildout. Its data center revenue jumped 46% in the second quarter and CEO Matt Murphy said he expects revenue growth to accelerate further through the rest of the year.

Digital, Sandisk and Super Micro Computer have been highlighted in this Industry Outlook article.

Sandisk stock has witnessed a breakout over the last year, but its rally might be far from over.

SanDisk is outperforming its rivals on key metrics, yet the market gives it one of the group's cheaper price tags. Is Wall Street seeing a risk others are missing, or is this a simple miscalculation.

The rising values of artificial intelligence stocks and their outperformance compared to other S&P 500 stocks in 2026 has former hedge fund manager Whitney Tilson sending a bubble warning. Here’s why. Whitney Tilson Smells a Bubble Tilson draws a parallel...

NVIDIA just disclosed a memory commitment that nearly tripled in a single quarter, yet the stocks of its named suppliers are falling hard on Thursday. One name in the group is bucking the selloff, and the reason points to a fault line running through the entire memory trade.

Momentum in cloud computing, IoT, auto and AI is expected to drive the prospects of Zacks Computer-Storage Devices industry players like SNDK, WDC and SMCI.

NTAP's Public Cloud business is gaining momentum as hyperscaler storage demand drives growth, while strong margins support earnings leverage.

Rising memory prices explain the earnings; the multiyear contracts Micron signed on the back of them are what the price now depends on.

According to the average brokerage recommendation (ABR), one should invest in Western Digital (WDC). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Nvidia stock rises and tech stocks advance in the wake of the company’s better-than-expected earnings.

Micron just posted numbers that made Wall Street scramble to rewrite its models, and a handful of deals locked in with its biggest customers suggest the memory cycle everyone expected to crack may not behave the way it always has before.

The artificial-intelligence trade roared back to life on Thursday after Nvidia's medium-term guidance signaled that demand for chips should remain robust next year. Shares of Marvell Technology jumped 4% in premarket trading.

Seagate and Western Digital both ride the AI storage boom and show strong growth, but differ in valuation, dividends, and analyst upside potential.

US equity indexes ended lower Wednesday as most government bond yields rose after the Federal Reserv

While WDC stock has lost substantial value, its fundamentals remain strong, and the decline has improved the risk-reward profile.

While investors chase flashy AI chip stocks, a quiet storage giant has been compounding record revenues and locking in hyperscaler contracts through 2027. Whether that run still has legs depends on one critical technology bet.

Western Digital (WDC) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.

Its new memory contracts were built to steady the earnings swing, and the options market still prices a range running from about half today's price to roughly twice it.

Stock Market Today: The Dow Jones index rises Wednesday ahead of key inflation data. Nvidia earnings are due after the close.

Seagate Technology, Western Digital and Dell have been highlighted in this Screen of The Week article.

Western Digital (NasdaqGS:WDC) is assessing potential effects on its global operations following new U.S. sanctions targeting countries that trade with Iran, announced in August 2026. The measures focus on technology exports and financial dealings with Iran's trading partners, which could affect cross border supply chains and component sourcing. Investors are watching for any impact on Western Digital's compliance costs, shipment routes, and relationships with contract manufacturers in...

The memory chip maker's history of deep, prolonged drawdowns is the real risk for shareholders today.

Jim Cramer says Tim Cook told him directly that iPhone prices are heading up, and the only fix runs straight through a supplier U.S. trade policy is working hard to cut off.

The memory chip maker is rewriting its own rulebook, and for investors eyeing the recent pullback, that's the real decision to weigh.

A number of stocks jumped in the morning session after easing selling pressure, lower Treasury yields, and positive momentum from Asian markets boosted investor sentiment ahead of Nvidia's quarterly earnings and key inflation data.

Seagate, Western Digital and Dell emerge as top momentum stocks as the Driehaus strategy highlights strong earnings and upward trends.

Jane Street increased its AI stock stake by more than 500%, making it one of its biggest holdings.

These two data storage device specialists are similar companies, but there are a few key differences.