Will AI-Fueled Demand for HAMR Drives Rewrite Seagate Technology Holdings' (STX) Earnings Narrative?

In recent months, Seagate Technology Holdings has reported stronger demand from AI-driven data centers and social media video ...

AI is driving demand for Seagate, Western Digital, and Micron Technology. Can the boom last?

The big three memory makers have long suffered from booms and busts. Now they’re recipients of one of the biggest surges in ...

Seagate drops a 32TB hard drive into retail without warning

Seagate quietly places its highest-capacity hard drive into normal retail circulationA 32TB hard drive is now sold outside ...

Seagate Technology's New Cycle May Be Sustainable Now

AI data centers boost HDD demand; HAMR lifts capacity/margins with 44% upside. Read here for more details on STX stock.
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Seagate vs. Western Digital: Which Storage Stock is the Better Buy Now?

WDC looks more balanced than STX as AI and cloud fuel storage demand, with lower valuation, rising margins and multi-year HDD contracts despite risks.