Notícias
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Shares dip after Sandisk and Western Digital fail to deliver the sort of knockout guidance investors are used to.
Western Digital Corp. (NASDAQ:WDC) stock traded lower Thursday despite reporting fiscal fourth-quarter earnings and revenue that beat Wall Street estimates. Despite the earnings beat, Western Digital’s outlook fell short of elevated investor expectations, triggering a sector-wide pullback in AI memory and storage stocks. Peers including Seagate Technology Holdings plc (NASDAQ:STX) and Sandisk Corp. (NASDAQ:SNDK) also traded lower Thursday. Read Also: Bigger Earnings, Bigger Drop: The Sandisk Sel
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.
Five momentum stocks stand out for August after a mixed July, backed by strong growth drivers, rising earnings estimates and favorable momentum ratings.
SNDK's fiscal Q4 top line may gain from surging AI data center demand and stronger edge sales tied to AI PCs and premium smartphones.
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.
Seagate Technology Holdings is scheduled to present at the Future of Memory and Storage 2026 conference. Company technology leaders are featured speakers at the event, which focuses on memory and storage trends. The conference appearance gives Seagate an opportunity to outline its vision and upcoming technology focus areas. Seagate Technology Holdings, listed on NasdaqGS:STX, enters the FMS 2026 conference with a share price of $831.06 and very large gains over the past year. The stock is...
Long-term orders are giving a cyclical business unusual visibility
SNDK heads into fiscal Q4 results with AI-fueled SSD demand, firmer NAND pricing and rising TLC and QLC adoption.
Memory stocks are taking a sharp hit Monday after an extraordinary run, but Wall Street analysts and a major insider are already treating the selloff as something very different from what the price action suggests.
WDC enters fiscal Q4 2026 earnings with strong AI storage demand, rising HDD pricing and expanding margins. Will those trends fuel another quarterly beat?
Analysts have been setting new price targets for data-storage stocks, with most pointing to upside.
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?
8.31am: AstraZeneca talks suggest 'reduced confidence' in outlook AstraZeneca's reported talks with Bristol Myers about creating a $400 billion company appear to make "limited strategic sense for Astra and would likely be subject to antitrust scrutiny, given the overlaps of their oncology...
Seagate recently reported a beat on both revenue and earnings, along with guidance that came in above estimates.
Seagate (STX) could produce exceptional returns because of its solid growth attributes.
Seagate (STX) could produce exceptional returns because of its solid growth attributes.
After a solid Q4 result, analysts have turned more bullish on Seagate. Should investors follow suit?
STX's AI storage growth is backed by persistent data reuse, nearline supply allocated through 2028 and Mozaic drives reaching up to 44TB.
Seagate's earnings surge and fiscal 2027 outlook support the bull case, but its premium valuation leaves little room for execution missteps.
STX enters fiscal 2027 with rare demand visibility as AI data growth, allocated nearline supply and HAMR adoption strengthen earnings and cash flow.
Memory stocks are surging across the board today, with some names posting gains that dwarf the broader tech rally. Here is what is pushing the entire sector into overdrive at once.
The S&P 500 Index ($SPX ) (SPY ) today is up +1.12%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.69%. September E-mini S&P futures (ESU26 ) are up +1.09%, and September E-mini Nasdaq futures...