The Zacks Analyst Blog Highlights Micron, Sandisk, Seagate, Dell and Comfort Systems
AI infrastructure demand is expanding beyond chips, and these five stocks are positioned to benefit from growth in memory, storage, servers and data centers.
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Buy These 5 Growth Stocks in June Amid Massive AI Infrastructure Boost
MU, SNDK, STX, DELL and FIX are five large AI-centric growth stocks benefiting from massive AI infrastructure spending.
Zacks
Can Silicon Motion's Latest SSD Controller for AI PCs Stoke Growth?
SIMO launches SM2524XT PCIe Gen5 DRAMless SSD controller for AI PCs, touting up to 14 GB/s reads, low latency and better efficiency.
Zacks
STX Stock Gains Over 6% — Company Settles Huawei Lawsuit For $175M
Seagate agreed to pay $175 million to settle claims that it failed to disclose hard drive sales to Huawei that allegedly violated U.S. export restrictions.
Stocktwits
Seagate Technology Holdings plc (STX): Leopold Aschenbrenner Sells Stake
Seagate Technology Holdings plc (STX): Leopold Aschenbrenner Sells Stake...
Yahoo! Finance: News
Can Western Digital Deliver Continued Gross Margin Improvement?
WDC's Q3 FY26 gross margin jumps to 50.5% on higher-capacity drives, pricing and cost controls, with revenues up 45% to $3.3B; Q4 guide: 51%-52%.
P beats Q1 FY27 estimates as AI infrastructure demand, enterprise wins and subscription growth fueled a 35% revenue surge.
Zacks
Why Is Seagate (STX) Up 35.3% Since Last Earnings Report?
Seagate (STX) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.
Zacks
Seagate Announces Closing of Exchanges with Holders of $185.908 Million Principal Amount of Exchangeable Notes
Seagate Technology Holdings plc (NASDAQ: STX) (Seagate or Company) and Seagate HDD Cayman, a subsidiary of Seagate (Seagate HDD) today announced that on May 27, 2026, the Company closed the previously announced privately negotiated exchanges (the exchanges) of $185.908 million principal amount of...
Business Wire
Seagate vs. NetApp: Which Data Management Stock is the Better Bet?
STX's AI-driven storage boom, strong cash flow and HAMR innovation are boosting growth as NTAP faces slower IT spending and cloud pressures.