Amid AI-driven storage demand, Morgan Stanley hands the baton to Seagate, citing stronger margins and upside, edging out ...
AI demand is supercharging hard disk drive pricing. But why is that fueling Seagate’s rise as Wall Street’s top hardware bet?
Seagate (STX) surges to all-time high of $460 after Morgan Stanley raises price target to $582, replacing Western Digital as ...
Morgan Stanley says Seagate Technology and Western Digital remain underappreciated AI plays—but sees one clear favorite as ...
Seagate Technology (STX) was in focus on Monday as Morgan Stanley named it the top pick in the IT Hardware space, replacing ...
Seagate has reinvented itself, benefiting from renewed hyperscaler HDD demand and technological advances, like HAMR. Read why ...
Bernstein upgrades Western Digital and raises targets on Seagate and Sandisk after Google's TurboQuant algorithm sparked a ...
With the acquisition of Lyve from Seagate, Wasabi takes out a small competitor while upping its customer count and expanding ...
Wall Street analysts are offering positive commentary on the HDD market after a rare down month for STX and WDC.
Seagate Technology shares rose 9.5% to $470, marking a four-day gain of 30%. As AI demand increases, memory stocks like ...
Seagate stock dips after rally, JPMorgan initiates with overweight rating. AI-driven data center demand boosts outlook for high-capacity drives. Oligopoly structure and pricing discipline support long ...
Jim Cramer has a shopping list ready. He just needs oil to hand him the sale. "Western Digital, Seagate, SanDisk, and Micron could all be bought on a big move down because of oil. If we see $120 oil, ...