9/21/2025

For bulls, the wild rally in a bunch of typically quiet companies that were founded before Mark Zuckerberg and Sam Altman were even born, demonstrates how unrelenting demand for AI computing gear is benefiting a broad range of businesses. To bears, however, it’s the latest sign that the stock market has been swallowed by a bubble that’s destined to pop.

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9/19/2025

Bulk storage is an exciting industry once again.

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9/19/2025

Nvidia may be the biggest name in the artificial-intelligence boom, but the stock has lagged behind peers over the past few months. “Since ChatGPT was released on November 30, 2022, it’s hard to find a stronger performer than Nvidia ” Bespoke Investment Group wrote on Wednesday. The market research group noted that Nvidia shares were up 982% from that date through their record close on Aug. 12.

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9/19/2025

Seagate's shares have been soaring so far in 2025.

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9/19/2025

In an AI boom that has made investor darlings out of chip makers like Nvidia and software developers like OpenAI, the lowly hard drive is enjoying a resurgence that investors are only starting to reward. Hard-drive makers Western Digital and Seagate Technology Holdings, the two largest players in the industry, both reported around 30% higher revenue in their latest quarters. Underpinning the boost is artificial intelligence’s voracious consumption of digital storage and rising prices for higher-capacity drives.

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9/19/2025

Exciting developments are taking place for the stocks in this article. They’ve all surged ahead of the broader market over the last month as catalysts such as new products and positive media coverage have propelled their returns.

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9/18/2025

Western Digital Corporation (NASDAQ:WDC) is one of the AI Stocks Making Headlines This Week. On September 16, Bernstein SocGen Group initiated coverage on the stock with a Market Perform rating and a price target of $96.00. The research firm has cited WDC’s inexpensive valuation both in absolute terms and relative to competitor Seagate Technology (STX). It believes […]

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9/18/2025

MU's G9 NAND SSD lineup, including the PCIe Gen6 and 122TB models, is powering NAND growth and fueling AI storage demand.

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9/18/2025

Seagate Technology has observed a significant surge in stock prices in 2025 and outperformed the S&P 500 by a huge margin, and analysts remain bullish on the stock’s prospects.

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9/17/2025

The most talked about and market moving research calls around Wall Street are now in one place. Here are today’s research calls that investors need to know, as compiled by The Fly. Top 5 Upgrades: Arete upgraded Baidu (BIDU) to Buy from Sell with a $143 price target. AI chips remain under-supplied within China and Baidu’s Kunlun chip venture has the potential to more than offset the struggling online advertising business, the firm tells investors. Citizens JMP upgraded CoreWeave (CRWV) to Outper

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9/16/2025

Investing.com -- Bernstein has initiated coverage on U.S. IT hardware, arguing that the sector is entering what it calls the “Intelligence Revolution.”

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9/16/2025

Apple initiated, Hershey upgraded: Wall Street's top analyst calls

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9/16/2025

Source: SeekingAlpha

9/16/2025

Western Digital's shares have soared 128.8% in six months as AI demand, high-capacity drives and debt reduction fuel momentum near 52-week highs.

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9/16/2025

Seagate Technology Holdings (STX): A Fresh Spotlight Amid Soaring Gains Seagate Technology Holdings (STX) is attracting more investor attention lately and for good reason. The company’s stock has surged 128% year-to-date, redefining how the market views this computer hardware giant. Fueling the conversation is a recent shift in analyst sentiment. Where prominent market-watchers once leaned toward rivals or alternative tech picks, momentum now appears to be favoring Seagate, thanks to robust...

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9/16/2025

Seagate (STX) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock suggests that there could be more strength down the road.

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9/16/2025

September S&P 500 E-Mini futures (ESU25) are trending up +0.23% this morning as investors brace for the start of the Federal Reserve’s two-day policy meeting, where it is widely expected to cut interest rates, while also awaiting U.S. retail sales data.

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9/16/2025

BigBear.ai has big problems scaling its AI business.

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9/15/2025

AI demand and planned price hikes helped lift data storage stocks on Monday, Sept. 15, 2025, while an analyst downgrade pressured a packaged food player.

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9/15/2025

It’s Fed week, and the market is feeling good about the prospects of a rate cut. The S&P 500 added 0.5% today, while the Nasdaq Composite rose 0.9%. Meanwhile, the Nasdaq is enjoying its best September in 15 years—so much for the month’s scary reputation.

Source: Yahoo