Buy case: booming cloud/AI demand, HAMR Mozaic adoption, surging margins & beats. Click here to read my most recent analysis ...

CFO Gianluca Romano said demand for mass storage is being supported by the early stages of artificial intelligence infrastructure investment, with growth extending from large public-cloud customers to ...

Seagate Technology Holdings (STX) is back in focus as investors track rising demand for memory and storage tied to AI ...

CFO Gianluca Romano said the hard-disk-drive maker expects demand for data storage to continue outpacing supply, supported by public-cloud spending, enterprise demand and emerging artificial ...

Seagate was showing storage with physical AI and some 44TB HAMR drives and WD talked about their HDD roadmap at the 2026 AI ...

Quick ReadSeagate's 44TB HAMR drives already ship to 75% of top cloud customers, while Western Digital's competing drive won't reach hyperscalers until 2027.Seagate expanded gross margin to 52% from ...

I reaffirm my positive outlook on Seagate Technology (STX), given the HAMR ramp-up strategy into 2026. HAMR will position Seagate as a leader and unlock multiple opportunities for the company in 2026.

Seagate Technology (STX) stock has exploded this year, climbing 174% and outperforming the broader market by a wide margin. But now the question is: what happens next if the company turns the AI data ...

Seagate Technology Holdings plc’s STX technology roadmap is key to its ability to capitalize on rising storage demand. STX’s expertise in materials science, precision manufacturing, photonics and ...

Seagate announces a key March 25 dividend date, backed by strong Q2 results, a bullish outlook, and the profitable rollout of its high-capacity HAMR technology. Investors in Seagate Technology have a ...

Forward-looking: The massive surge in new data center projects fueling the AI craze is making a handful of IT companies extremely wealthy. Seagate is one of the few manufacturers still designing and ...