Technology Hardware, Storage and Peripherals

Seagate Tech

Micron

Deep Research

TECH

NVDA

SSNGY

Jensen Huang's keynote at CES 2026 reignited market enthusiasm for memory. In the Rubin architecture, higher DDR and NAND content vs. Blackwell is fueling another rally in memory stocks.Investor focus has broadened beyond HBM to more traditional categories such as DDR and NAND. Shifting supply-demand dynamics are driving a broad-based rise in memory pricing. Our previous article mapped the roles of each memory tier in AI servers and reviewed the HBM market...

Micron Tech

Bio-Techne

Mirae Asset Global Investments Co., Ltd.

NVIDIA

Hudbay Minerals

Samsung Electronics 

Western Digital

Simpson MFG

99% compute idle? In the inference era, storage beats compute!

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

AlphaCore Capital Increases Stake in Seagate by 150.7% in Q4; Analysts Bullish on AI Demand

Loop Capital Raises Seagate Target Price to $1,140, Maintains Buy Rating

Donoghue Forlines LLC Cuts Seagate Stake by 33.3%, Analysts Raise Price Target

Seagate Executive VP Ban Seng Teh Sells 15,560 Shares for Approximately $12.69 Million

Evercore Raises Seagate's Target Price to $1000

Seagate CFO Gianluca Romano Sells Company Shares

Seagate Director Stephanie Tilenius' Sale of Shares Led to Price Drop

Seagate Tech Reports Strong Q3 FY2026 Earnings

Barchart Ranks Storage Stocks

Seagate Technology Stock Reaches 52-Week High as Analysts Raise Price Targets

Seagate Tech released FY2026 Q3 earnings on April 28 After-Market EST, actual revenue USD 3.112 B (forecast USD 2.963 B), actual EPS USD 3.27 (forecast USD 3.2683)

Seagate Tech released FY2026 9 Months Earnings on April 28 After-Market EST, Actual Revenue: USD 8.566 B, Actual EPS: USD 8.3

Seagate Technology Announces Fourth Quarter Earnings Guidance

Seagate Exceeds Expectations in Q3 Revenue

US Bank Raises Seagate's Price Target to $700

Seagate Unveils New Generation of Consumer and Prosumer Storage Products

China Oceanwide Capital Invested in Seagate in Q4

Defiance ETFs Launches STXL ETF Targeting Seagate Technology

Seagate Introduces New Consumer Storage Solutions

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

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

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

Pinned News

置顶新闻

Stock Market: Will S&P 500 Open Up Or Down Today?

Seagate Technology Holdings plc (STX.US) Q3 Fiscal Year 2026 Earnings Conference Call

Seagate Technology Holdings plc (STX.US) Q2 Fiscal Year 2026 Earnings Conference Call

Seagate Technology Holdings plc (STX.US) Q4 2025 Earnings Conference Call

FTXL

SOXX

SOXQ

Polymarket traders are bearish on the S&P 500 following a tech selloff, with a 40% chance of an upward opening on Tuesday. The index fell 0.07% to 7,403.05 on Monday, pressured by AI-related stocks after Seagate's CEO warned of supply constraints. Despite this, Wall Street remains near record highs, supported by strong earnings and easing geopolitical tensions after Trump canceled a planned attack on Iran. S&P 500 futures are down 0.23% in early trading.

- The S&P 500 declined 0.07% to 7,403.05 on Monday due to weakness in artificial intelligence-linked technology stocks.  
- Polymarket indicated a 40% chance of the index opening higher on Tuesday, amid concerns over supply constraints and geopolitical developments following President Trump's recent comments on Iran.  
- Despite the pullback, the market remains close to record levels, with investors focusing on earnings reports and home sales data before the next trading session.

benzinga_article

SPDR S&P Semicon

VanEck Semiconductor ETF

VG S&P 500

iShares Core S&P 500

First Trust Nasdaq Food & Semicon

Spdr Select Tech

SPDR S&P 500

iShares Semiconductor ETF

Invesco PHLX Semiconductor ETF

S&P 500

NASDAQ Composite Index

JPMorgan Chase

Home Depot

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

GOOGL

GOOG

SNDK

GGLS

Billionaire Stanley Druckenmiller has sold his entire stake in Alphabet and invested heavily in memory and storage stocks, including Sandisk, Micron Technology, and Seagate Technology. His decision follows a significant profit from Alphabet, which appreciated over 50% during his holding period. Druckenmiller's shift reflects skepticism about AI stocks while capitalizing on the growing demand for memory and storage solutions amid AI infrastructure expansion.

- On May 15, institutional investors were required to file Form 13F, marking a significant date in the financial calendar.  
- Stanley Druckenmiller sold his entire stake in Alphabet and invested heavily in memory and storage stocks like Sandisk, Micron Technology, and Seagate Technology, indicating a shift in focus from AI-related investments.  
- This move aligns with his strategy of capitalizing on short-term opportunities, driven by strong demand for data storage solutions amidst AI infrastructure expansion.

Motley Fool

Alphabet

Alphabet - C

Sandisk

Direxion Daily Googl Bear 1x Shares

Sandisk - WI

Billionaire Stanley Druckenmiller Dumped Google Parent Alphabet and Piled Into a Trio of Skyrocketing Memory and Storage Stocks

Seagate Technology's stock (STX) fell 8% after CEO Dave Mosley expressed concerns about expanding manufacturing capacity, stating it would take too long and lead to excess capacity. Despite this decline, STX is up 152% this year and has a consensus Strong Buy rating among analysts, with an average price target suggesting a 7% upside.

Tip Ranks

Seagate Technology Stock (STX) Falls 8% After CEO Pours Cold Water on Expansion Plans

.IXIC

SOXL

DRAM

US stock futures remained stable on Tuesday following two days of losses, primarily due to declines in technology stocks. The S&P 500 and Nasdaq Composite fell 0.07% and 0.51%, respectively, influenced by a selloff in memory chip makers like Seagate and Micron Technology. Investors are now focused on upcoming corporate earnings reports and pending home sales data for economic insights.

- US stock futures remained stable after major indexes experienced a second day of losses, primarily influenced by weakness in technology shares.  
- The S&P 500 and Nasdaq Composite fell 0.07% and 0.51%, respectively, due to a selloff in memory chip makers following a significant drop in Seagate shares.  
- Investors are now focused on upcoming corporate earnings reports and pending home sales data for additional insights into the US economy.

Trading Economics

Invesco Nasdaq 100 ETF

Invesco QQQ Trust

Fidelity Nasdaq Composite Index ETF

Direxion Semicon Bull 3X

First Trust NASDAQ-100 Equal Weighted

GraniteShares 2x Long MU Daily ETF

Invesco Semiconductors ETF

Proshares UltraPro QQQ

Roundhill Memory ETF

Keysight Tech

Toll Brothers

US Futures Flat After Two-Day Slide

ISRG

CRWD

ServiceNow(NOW) rose 8.78%, with a trading turnover 5.2 Billion USD, and a year-to-date fell 32.5%. Accenture(ACN) rose 5.17%, with a trading turnover 940.2 Million USD, and a year-to-date fell 32.9%. Vertiv(VRT) fell 8.41%, with a trading turnover 2.7 Billion USD, and a year-to-date rose 109.7%. Corning(GLW) fell 6.91%, with a trading turnover 3.0 Billion USD, and a year-to-date rose 104.3%.

- The Nasdaq Composite Index fell by 0.51%, with a year-to-date gain of 12.3%.  
- The S&P 500 decreased by 0.07%, accumulating an 8.1% increase this year, while the Dow Jones rose by 0.32% with a 3.4% year-to-date gain.  
- Notable stock movements include NOW up 8.78% but down 32.5% year-to-date, while Accenture rose by 5.17% yet remains down 32.9% for the year, and Vertiv and Corning saw declines in daily trading but substantial yearly gains.

Top Gainers&Losers

ServiceNow

Accenture

Intuitive Surgical

CrowdStrike

Abbott Laboratories

Vertiv

Corning

Quanta Services

Top 5 US Stock Gainers/Losers (>100B) (5.18)

Stocks closed mixed with the Dow gaining while the Nasdaq fell due to a selloff in technology stocks, particularly Seagate and Micron. Investors are monitoring oil prices and Treasury yields amid rising Middle East tensions. Oil prices increased by 3.1% to $108.66 per barrel, while gold prices slightly decreased. Notable events include Elon Musk's lawsuit loss against OpenAI and NextEra's merger with Dominion Energy.

- Stocks closed mixed Monday, influenced by weakness in the technology sector, particularly with notable declines in chip stocks like Seagate and Micron.  
- Investors monitored rising oil prices and elevated Treasury yields amid escalating Middle East tensions, with West Texas Intermediate crude rising 3.1% to $108.66 per barrel.  
- Additionally, gold prices fell slightly as geopolitical tensions contributed to inflation concerns, dropping to $4,558 per ounce.

Schaeffers

Dow Jones Industrial Average

Nextera Energy

OpenAI

Dominion Energy

NEXTERA ENERGY CAPITAL HLDGS INC 5.65%JNR SUBORD DEB 01/03/2079 SER N

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 15/04/86 USD1000

Nextera Energy Partners LP

NEXTERA ENERGY INC 6.926% CORPORATE UNITS 01/09/2025

NEXTERA ENERGY INC CORP UNIT 01/11/2029

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 01/06/85 USD25

NEXTERA ENERGY INC CORP UNIT 01/06/2027

NEXTERA ENERGY INC CORP UNIT

Dow Climbs as Profit-Taking Pressures Nasdaq

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.

Invezz

Broadcom

Intel

Evercore

Samsung Electronics Co., Ltd. Sponsored GDR

NVIDIA Corporation

Seagate stock slides 7% as AI demand sparks capacity fears

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

Western Digital - WI

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

BIDU

Tech stocks declined on Monday, with the State Street Technology Select Sector SPDR ETF falling 1.6% and the Philadelphia Semiconductor index down 3%. Seagate Technology shares dropped over 9% due to factory expansion delays. Equinix faced opposition for its data center plans in Cape Town, while LiveRamp shares surged 27% after being acquired by Publicis Groupe. Baidu's shares rose 2.5% following strong Q1 results driven by its AI business.

- Tech stocks experienced declines, with notable losses in ETFs like the State Street Technology Select Sector SPDR ETF falling 1.6%.  
- Seagate Technology shares dropped over 9% due to CEO comments on slow factory expansions, while Equinix faced opposition regarding its Cape Town data center plans.  
- In contrast, LiveRamp saw a share increase of 27% following its acquisition announcement, and Baidu's shares rose 2.5% on positive Q1 results.

Seagate Tech(STX.US)