The AI Trade Isn't Slowing

Alphabet blows past earnings

InvestorPlace • 16 hours ago

Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now

Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.

Zacks Investment Research • Jul 22, 2026

Nomura Core Equity Fund Q2 2026 Portfolio Review

Seagate Technology shares continued to advance as demand for high-capacity storage tied to AI data-center buildouts supported further positive earnings revisions. On balance, the Fund's artificial intelligence positioning was a net positive contributor to relative performance during the quarter. We added the Humana position on the view that earnings are at a cyclical trough, with MA margins currently depressed, in some cases negative, as elevated medical cost trends have outpaced premium growth across the industry.

Seeking Alpha • Jul 22, 2026

Seagate (STX) Earnings Expected to Grow: Should You Buy?

Seagate (STX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Zacks Investment Research • Jul 21, 2026

Sandisk vs. Seagate Technology: What Do Their Revenue Trends Tell Investors About Their Roles in the Artificial Intelligence Ecosystem?

Sandisk currently holds a clearly stronger revenue position, having recently overtaken Seagate Technology in total quarterly sales after trailing it in earlier periods. Over roughly the last eight quarters, Sandisk saw flat quarter-over-quarter results before accelerating sharply, while Seagate Technology maintained a highly consistent, gradual upward trend.

The Motley Fool • Jul 21, 2026

Stock Market Rally Defies Rising Oil, Bond Yields; Chips Lead As Seagate, Micron Make Bullish Moves

The stock market closed sharply higher Tuesday as Wall Street looked past rising bond yields and oil near $85 a barrel.

Investors Business Daily • Jul 21, 2026

Banking giant names 7 stocks to buy after memory equities sell-off

Morgan Stanley has identified seven semiconductor and AI infrastructure stocks as attractive buying opportunities following the recent selloff in memory-related equities.

Finbold • Jul 20, 2026

SanDisk vs Seagate: Two Divergent Paths Through the AI Storage Boom, One Winner

SanDisk (NASDAQ: SNDK | SNDK Price Prediction) and Seagate Technology (NASDAQ: STX) just delivered blockbuster March quarter results, and both credit the same force: AI data creation.

24/7 Wall Street • Jul 19, 2026

This New ETF Targets AI Memory Leaders and Weekly Cash Payouts

XFUNDS expanded its actively managed ETF lineup with the launch of the XFUNDS Memory Income ETF (NYSE:DRMY) , a fund designed to provide investors with exposure to the fast-growing memory semiconductor industry while generating income through an options-based strategy.

Benzinga • Jul 17, 2026

4 Top-Ranked Memory Stocks to Buy as AI Infrastructure Expands Globally

Micron, Sandisk, Seagate and Western Digital are positioned to benefit as AI infrastructure drives rising demand for advanced memory and storage.

Zacks Investment Research • Jul 17, 2026