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LSEG and Broadcom Sign Five-Year Agreement to Deepen VMware Cloud Partnership

Liquid cooling technology company Yixintong completes Series B+ financing amid surging demand for chip cooling

Abacus FCF Advisors Adds Nvidia Shares to Become Largest Holding

NVIDIA CEO Jensen Huang states that AI infrastructure build-out is still in its earliest stages and will continue for at least a decade

Nvidia Stock Faces Bearish Risk Ahead of Earnings, Support at $219

HSBC raises Micron Technology (MU.O) price target from $750 to $1100

UBS Raises Broadcom Price Target to $490, Maintains Buy Rating

Nvidia CEO Huang Renxu Optimistic About China Allowing AI Chip Imports

China Mobile's 2 billion yuan AI server procurement order excludes NVIDIA, with Huawei as the sole supplier

Palo Alto Networks Launches Next-Gen Identity Security Platform Idira

Dell and NVIDIA Deepen Partnership to Jointly Advance the Construction of AI Factories

CrowdStrike CEO George Kurtz Sells 2,497 Shares, Raising $1.66 Million

Nvidia announces its new generation Vera CPU has been delivered to four major AI labs

Nvidia CEO Jensen Huang says he believes the China market will open over time

Nvidia and Dell CEOs Discuss Distributed Computing: Launching New AI Platform and High-Performance CPU

Seagate Stock Falls 7% as CEO's Concerns on AI Storage Capacity Spook Investors

Nvidia and Dell CEOs conclude remarks on Bloomberg TV

Nvidia CEO Huang: Supply Chain Must Be Prepared

Dell and NVIDIA Launch OpenShell and AI-Q 2.0 Reference Architecture

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

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Seagate Technology's shares fell 7% after CEO Dave Mosley expressed concerns about the company's ability to meet rising AI-related data storage demand. Investors reacted negatively to his comments on delaying manufacturing capacity expansion, despite optimism for long-term AI-driven demand. Broader market pressures, including rising Treasury yields and geopolitical tensions, also impacted tech stocks. Analysts remain optimistic about Seagate's growth, with Evercore raising its price target to $1,000.

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JPMorgan Chase & Co.

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NVIDIA Corporation

Seagate stock slides 7% as AI demand sparks capacity fears

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Micron Technology's shares fell over 7% amid concerns about potential labor disruptions at Samsung Electronics and uncertainty in memory-chip demand driven by AI. This decline follows a 6.6% drop on Friday, marking three consecutive down days after a significant rally. Analysts suggest that any production interruptions at Samsung could tighten supply and support elevated memory pricing. Meanwhile, discussions continue regarding the structural changes in the memory market, with expectations of sustained high pricing conditions until at least late 2027.

- Shares of Micron Technology fell over 7% amidst concerns over potential labor disruptions at Samsung Electronics and the future of memory-chip demand linked to AI.  
- Samsung workers are demanding profit-sharing bonuses and have threatened a strike, potentially disrupting 3% of global memory-chip production, which could impact supply conditions.  
- Analysts suggest the memory industry may experience favorable pricing conditions until 2027, amidst discussions on structural changes and ongoing strong demand for storage solutions in AI applications.

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Direxion Daily MU Bear 1X Shares

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Western Digital - WI

Why is Micron stock falling 7% today?

SNDK

Seagate's shares fell over 8% following CEO Dave Mosley's comments at a JPMorgan conference, indicating that building new factories to meet rising AI-driven demand would take too long. This led to a sell-off in memory chip stocks, with Micron down 5% and both SanDisk and Western Digital down about 7%. Mosley emphasized the challenges of production cycles and maintaining client predictability amidst soaring demand.

- Shares of Seagate fell over 8% amid concerns raised by CEO Dave Mosley regarding the company's ability to meet the increasing demand for memory chips driven by AI investments.  
- Mosley indicated that expanding production capacity would take too long, which could hinder the growth rate of new technology.  
- As a response to rising demand and long lead times, CME Group announced a new futures market for semiconductors to help traders hedge against price increases in computing power.

CNBC

Sandisk

Sandisk - WI

Seagate leads memory sell-off as CEO says it would 'take too long' to build new factories

INTC

Micron Tech pre-market rose 3.64%; Intel pre-market rose 3.59%; Sunshine Biopharma pre-market rose 526.50%; GeoVax Labs pre-market rose 143.01%; Virax Biolabs pre-market rose 125.80%

- Micron Technology shares increased by 3.64% amid strong earnings forecasts and potential supply benefits from Samsung's management change affecting DRAM production.  
- Intel's stock rose by 3.59%, encouraged by President Trump's comments on government investments and Citi's upgrade of its target price, alongside a new agreement with Apple for chip production.  
- GeoVax Labs saw a 143% rise after emphasizing its strategic focus on the GEO-MVA project, while Virax Biolabs increased by 125.80%, with notable market activity despite no major news.

Price Alert

Pre-market hot trades in US stocks: Micron Tech up 3.64% pre-market; Intel up 3.59% pre-market

Memory stocks, including Seagate, Micron, Sandisk, and Western Digital, are experiencing significant declines after Seagate's CEO warned about the challenges of increasing capacity to meet AI-driven demand. He emphasized that technological improvements are preferable to expanding capacity, which could slow growth. This caution comes amid a broader selloff in momentum stocks linked to rising bond yields, raising concerns about competition from companies like Changxin Memory Technologies, which is preparing for an IPO.

- Memory stocks are declining following Seagate Technology CEO Dave Mosley's comments at a JPMorgan conference about the challenges of increasing capacity to meet AI-driven demand.  
- He emphasized that focusing on technology transitions, rather than constructing new factories, would better support growth, targeting a compound annual growth rate in the mid-20s percent.  
- While cautious capital expenditure may safeguard profitability, it also provides room for competitors like Changxin Memory Technologies to capture market demand.

Sherwoodnews

Memory stocks tumble after Seagate warns on difficulty of meeting demand, bond yields edge higher

Billionaire investor Israel Englander has increased his stake in Micron Technology (MU) by 47%, favoring it over SanDisk (SNDK) amid a surge in AI-driven demand for memory products. Micron's strong performance, with a 591% share price increase over the past year, is attributed to constrained supply and high demand for advanced memory solutions. Analysts believe AI is creating a longer memory cycle, with a Buy rating and a price target of $1,000 for MU shares, indicating potential upside.

- Israel Englander, a renowned billionaire investor, has increased his stake in Micron Technology by 47%, now holding over 1.1 million shares worth approximately $778 million.  
- The surge in demand for high-bandwidth memory driven by AI advancements has led to record sales and profits for Micron, resulting in a significant share price increase of 591% over the past year.  
- Analysts believe that the current demand cycle for memory products may be structurally different due to AI, with positive pricing and demand environments, although some caution exists regarding future price projections.

Tip Ranks

Micron or SanDisk: Billionaire Israel Englander Picks One AI Memory Stock Over the Other

SNPX

SNPS

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AMI has launched a 'Shift Left' initiative in collaboration with Arm and Synopsys to enhance the Arm Total Design process. This initiative allows for earlier verification of firmware, reducing design costs and time-to-market while mitigating risks. By integrating AMI OnSil and Aptio V firmware validation into the RTL stage, the initiative aims to deliver high-quality silicon faster, addressing the growing demand for specialized compute solutions.

- AMI has announced an accelerated "Shift Left" initiative in collaboration with Arm and Synopsys to enhance the ASIC design flow.  
- This initiative allows verification of AMI firmware earlier in the process, significantly lowering design costs, reducing time-to-market, and mitigating risks.  
- By integrating pre-silicon firmware validation into the RTL stage, the initiative supports the Arm Total Design ecosystem, enabling faster, higher-quality silicon production.

prnewswire

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Synopsys

Roundhill ARM WeeklyPay ETF

T-Rex 2X Long ARM Daily Target ETF

11:34 ETAMI Announces a Shift-Left Initiative to De-Risk SoC Development for Arm Total Design in Collaboration with Arm and Synopsys

Are Wall Street Analysts Bullish on Seagate Technology Stock??

Barchart Option

Are Wall Street Analysts Bullish on Seagate Technology Stock??

Jim Cramer advises investors to use market pullbacks as opportunities to buy quality stocks instead of chasing short-term rallies. He suggests focusing on top losers in the S&P 500 and gradually building positions in high-quality stocks. Cramer highlights Micron as a standout buy due to its reasonable valuation and role in AI, recommending a cautious approach to purchasing.

- Jim Cramer advises investors to view market pullbacks as buying opportunities instead of chasing fleeting rallies.  
- He highlights the mixed performance of major indexes, with software stocks like Salesforce and ServiceNow gaining, while AI hardware firms like Nvidia fell.  
- Cramer recommends gradually building positions in high-quality stocks, specifically citing Micron as a valuable opportunity due to its reasonable valuation in the AI sector.

S&P 500

Salesforce

ServiceNow

Jim Cramer says this is how to play a market rotation — and one stock he’d buy

AlphaCore Capital LLC increased its stake in Seagate Technology Holdings PLC (NASDAQ:STX) by 150.7% in Q4, owning 5,532 shares valued at $1.53 million. Other institutional investors also raised their positions. Seagate's stock is positively viewed due to strong earnings and AI-driven demand, with analysts upgrading ratings and target prices. However, insider selling and governance changes may create some uncertainty.

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Seagate Technology Holdings PLC $STX Shares Acquired by AlphaCore Capital LLC

How is he doing for money this March?

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- U.S. stock index futures rose significantly after President Donald Trump announced a postponement of military strikes against Iranian energy infrastructure.  
- As of 07:10 a.m., Dow E-minis increased by 1,246 points, or 2.72%, S&P 500 E-minis rose by 156.75 points, or 2.39%, and Nasdaq 100 E-minis gained 489 points, or 2.03%.  
- The announcement positively impacted investor sentiment, contributing to the increases in futures.

Reuters

US STOCKS SNAPSHOT-Futures jump after Trump postpones military strikes on Iranian power plants

This is semi-official bad news for all.

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UBS has downgraded its rating on US stocks to neutral allocation while maintaining an overweight on emerging market equities. The bank pointed out that the US market faces multiple risks, including low operating leverage, downside risks for the dollar, lackluster buyback yields, and high valuations. The strategy team stated that the drawdown of the US market relative to the global market is the largest in nearly 15 years

Wallstreetcn

UBS downgrades US stock ratings, warning of multiple risks including policy and valuation

For all the trillions poured into AI, pls let humanity progress in all areas faster. An save Gaia!

Dow Jones Utility Average

May this rise also help other bourses worldwide.

I've gotta say this. The indices edged upwards, but before long, something, somewhere happens, and they roll back again. The Only constant is the change. There are so many factors. Already, the next factor is the Consumer Price Index. A lot of real and perceived 'noise', some amplified beyond its true impact.

First Trust NASDAQ-100 Equal Weighted(QQEW.US)

Seagate stock slides 7% as AI demand sparks capacity fears

Why is Micron stock falling 7% today?

Seagate leads memory sell-off as CEO says it would 'take too long' to build new factories

Pre-market hot trades in US stocks: Micron Tech up 3.64% pre-market; Intel up 3.59% pre-market

Memory stocks tumble after Seagate warns on difficulty of meeting demand, bond yields edge higher