Wall Street May Be Mispricing Seagate's AI Storage Opportunity

Seagate (STX 1.15%) has become one of the most surprising AI infrastructure winners, with surging revenue, record margins, and long-term hyperscale demand changing how investors may value the business. But after a massive run, the upside now depends on whether Mozaic 4+ can keep winning before solid-state drive competition becomes a bigger threat.

The Motley Fool • 10 hours ago

Seagate and Western Digital: AI Storage Demand Is Now Showing Up in Pricing Power

Chart 1 Revenue Recovery Reflects Different Operating Models According to Chart 2, HDD revenues recovered sharply through 2024 and stabilized above $6 billion per quarter into early 2026.

24/7 Wall Street • May 16, 2026

STX Soars 197% YTD: Buy the Stock Amid Booming AI-Led Storage Demand?

Seagate is riding the AI storage boom as cloud demand, HAMR adoption and strong cash flow fuel growth despite valuation concerns.

Zacks Investment Research • May 14, 2026

Forget Nvidia: New Memory-Focused ETF Soars 90% As CEO Calls Chips AI's 'Biggest Bottleneck'

The explosive growth of artificial intelligence (AI) infrastructure has hit a critical constraint—memory chips—driving a newly launched ETF to staggering gains and pushing top semiconductor stocks to record heights.

Benzinga • May 13, 2026

20 stocks in the S&P 500 of companies with soaring sales and improving profit margins

This earnings season's big winners include makers of AI-oriented hardware, but the list also includes some surprises.

Market Watch • May 13, 2026

Chip stocks pull back: Here's what you need to know

Chip stocks dropped on Tuesday, pulling back from a massive rally that broadened the AI trade beyond Nvidia and propelled the sector to new highs. CNBC's Kristina Partsinevelos reports.

CNBC Television • May 12, 2026

Massive Demand for Memory Fund: DRAM ETF Is Now Up 100% in 2026

Shares of the Roundhill Memory ETF (CBOE:DRAM) are extending a parabolic run, trading near $55.80 in Monday midday action and up about 6% on the day.

24/7 Wall Street • May 11, 2026

These are the top 3 best-performing S&P500 stock of 2026

While the benchmark S&P 500 index is overall almost 8% in the green in 2026 and close to its all-time highs (ATH), there has been significant divergence between the performance of the various stocks contained within.

Finbold • May 8, 2026

Grab These 5 Large-Cap Growth Stocks in May to Tap Wall Street Rally

MU, CIEN, STX, FIVE and MUSA are large-cap growth stocks riding on AI demand, strong earnings growth and market momentum into May.

Zacks Investment Research • May 7, 2026

Seagate Announces the Retirement of Michael R. Cannon, Lead Independent Director, After a 40 Year History in the Disk Drive Industry

SINGAPORE--(BUSINESS WIRE)--Seagate Technology Holdings plc (NASDAQ: STX) (the “Company” or “Seagate”), a leading innovator of mass-capacity data storage, announced today that Mike Cannon, Lead Independent Director, has informed the company of his decision to retire from Seagate's Board of Directors at the conclusion of his current term in October 2026. Cannon has served on the Board since February 2011, including five years as Lead Independent Director and five years as Board Chair. "It has be.

Business Wire • May 6, 2026