Nearly 29 points of spread separated the top and bottom of the board at Monday's close, with Ciena up 14.29% to $445.37 and Tempus AI down 14.21% to $71.68. Four of the five leaders sit in AI infrastructure names.
Latest Activity
Constellation Energy opened 12.1% higher at $300, the biggest move across 385 priority names, with NuScale Power close behind. Storage is on the other side of the ledger: Seagate down 6.3%, SanDisk and Micron also lower.
The storage names took the worst of Friday's close, with Western Digital down 10.07% and Seagate off 9.96%. Teradyne led the whole 379-name board at +7.98%.
Storage names are taking the brunt of the open, with Seagate down 14.8%. On the other side, ON Semiconductor leads the gainers, leaving the spread across this stock universe at roughly 21 points in a single session.
STX Coverage
SanDisk Drops 6% in Memory Selloff on China’s DRAM Progress; Seagate Slides 4%
Memory and storage shares are slipping as news of a Chinese rival’s chip work spreads across the group. SanDisk (NASDAQ:SNDK | SNDK Price Prediction) stock is down 6% to $1,484.21 in early…
If You Invest $1,000 in Seagate Today, Here’s What It Could Be Worth by 2030
Seagate's hard drives quietly power the AI boom without a single chip, and the stock already rewarded patient investors with a 261% gain in one year alone. Whether that momentum still has…
HP, Merck, and Seagate Just Paid Their Shareholders. Here’s What Landed in Their Accounts.
On October 7, three companies with nothing in common sent cash to their shareholders, but the differences in what each paid, how fast each raised it, and what the stock price does…
The Hard Drive Maker That Quietly Turned $1,000 Into $31,680 Over Ten Years
A storage company that most investors wrote off as a dying PC supplier did something unexpected over the last decade, and dividends played a stranger role in the outcome than almost anyone…
Western Digital Fell Nearly 20% Over The Last 3 Months: A Respected Wall Street Analyst Says 140% To Come
Western Digital shares sit nearly 45% below their peak while analyst estimates keep climbing, leaving investors to decide whether a supply scare just created a rare buying opportunity or a warning sign…
Western Digital Sinks 6% as Toshiba’s Drive Expansion Hits the Group; Seagate Drops 8%, Micron Holds Flat
Toshiba’s plan to build more hard disk drives is landing on its two U.S.-listed rivals and not hurting the memory chip stocks around them. Western Digital (NASDAQ:WDC | WDC Price Prediction) stock…
Seagate Is Riding One of AI’s Most Important Trends
Seagate just shed billions in market cap on a single Toshiba headline, yet its nearline drives are locked into contracts stretching deep into 2027. Whether Friday's selloff was a warning shot or…
Western Digital Jumps 7%, Seagate Climbs 5% as Bernstein Calls Toshiba Selloff a Storm in a Teacup; SanDisk Inches Higher
A weekend of research notes is pulling hard disk drive (HDD) stocks out of a selloff tied to Toshiba. Both stocks are leading the rebound. Shares of Western Digital (NASDAQ:WDC | WDC…
Seagate Tumbles 10%, Western Digital Drops 7% as Toshiba Moves to Double Hard Disk Output
One capacity announcement from Toshiba is splitting the storage trade in two, hitting the hard disk drive (HDD) makers heavily while the broader memory group barely moves. Seagate Technology Holdings (NASDAQ:STX |…
AI Needs Massive Storage. Seagate Is Ready
Seagate has already surged over 230% this year on the back of record margins and nearly sold-out capacity, but the real question now is whether the stock still has room to run…
Micron Slips 3% Despite Record Quarter and Above-Consensus Guidance; Western Digital Dips, SK Hynix Drifts
A record quarter and an upbeat outlook are drawing sellers into Micron Technology (NASDAQ:MU | MU Price Prediction) stock, and the pullback carries the familiar shape of profit taking after a powerful…
SK Hynix Climbs 3%, Outpaces U.S. Rivals Micron and Seagate as Traders Weigh Memory Demand
Memory stocks have a clear leader in SK Hynix (NASDAQ:SKHY), and the fund built around that corner of the chip market is moving right along with it. SK Hynix stock is up…
SanDisk Could Have a Much Bigger Opportunity Than Investors Expect
SanDisk has already surged hundreds of percent this year on record earnings and massive long-term contracts, yet one critical risk lurking inside its revenue breakdown raises questions about whether the rally can…
Is Seagate Stock a Buy, Hold, or Sell Above $900?
Seagate shares have surged more than 300% in a year and Wall Street still sees room to run, but a beta above two and a fiscal 2028 EPS range that spans from…
Seagate Stock Has a Bigger AI Connection Than You Might Think
Seagate shares have already tripled in a year, yet analysts tracking hyperscaler storage contracts believe the real move is still ahead. Here is what the capacity allocation data reveals about where this…