This new AI trade is leaving Nvidia and Micron in the dust
Nvidia (NVDA) and Micron (MU) have become two of the defining stocks of the AI boom. But a…
Seagate leads data-storage stock rally as AI boom powers upbeat profit outlook
(Reuters) – Seagate Technology (STX) forecast fourth-quarter revenue and profit above Wall Street expectations on Tuesday, betting on…
Storage stocks jump as Seagate’s upbeat forecast fuels confidence in AI spending
By Zaheer Kachwala April 28 (Reuters) – Shares of storage companies jumped in extended trading on Tuesday, after…
1 Artificial Intelligence (AI) Stock Will Quietly Double While the Market Panics Over TurboQuant
Every so often, the stock market has a way of manufacturing a crisis. This time, it’s Alphabet’s (NASDAQ:…
Western Digital Trim And Fund Exit Reframe Sandisk AI Valuation Story
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WD unifies creator storage range under G-DRIVE brand
WD has relaunched the G-DRIVE brand as the single identity for its external storage products aimed at professional…
Micron Is Suddenly at the Center of AI Spending As Shares Keep Soaring
Micron (MU) posted 57% year-over-year revenue growth and 28.1% profit margins as AI demand and supply shortages pushed…
The AI Memory Crunch Is Creating Winners and Losers. Here Are the Stocks to Buy
There’s a bottleneck in the AI boom that won’t be solved anytime soon. AI workloads require immense amounts…
This Artificial Intelligence (AI) Stock Is Going to Crush Palantir Once Again in 2026
The booming demand for data center storage has proven to be a significant tailwind for this company over…
Nvidia and AMD Brace for Surging AI Demand in 2026
This article first appeared on GuruFocus. A broad group of semiconductor companies remain optimistic about supply and demand…
Seagate Shows 6.9TB Per Disk And Discusses Ferroelectric Recording
There has been a fair amount of coverage in the last couple of days related to a presentation…