STX·Seagate Technology Holdings PLC Ordinary Shares (Ireland)

BNP Paribas has identified Seagate Technology Holdings (NasdaqGS:STX) as a top AI supply chain pick. The bank highlighted Seagate alongside Arista Networks and…

FEATURE Tech was hit again on Friday by the worsening selloff in chip makers and other AI stocks. Advanced Micro Devices advanced 1% and Intel dropped 2%. Appl…

The PHLX Semiconductor Index on Friday was just below the flatline, climbing from a session low of -5.7%—and even briefly traded in the green. The index, which…

AI Chip Stocks Under Pressure as China's Moonshot Challenges U.S. AI Leaders

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

Micron just locked in five-year supply deals at historically high DRAM prices while a major AI cloud buyer quietly bets those same prices are about to fall. On…

WDC sees AI-driven data growth fueling long-term HDD demand as new storage technologies and its focused strategy target hyperscale opportunities.

Western Digital and Seagate are highlighted as smaller AI plays, with strong storage demand, revenue growth and margins fueling expansion beyond NVIDIA's gains.