cnbc.com · 22h ago
bullishRising yields rattled the market, but we’re sticking with our favorite AI and retail stocks
Stocks took their cue from the bond market this week.
Memory & Semi Equipment · AI storage demand.
Western Digital sells the hard drives and flash storage that catch AI's exhaust. Training-data lakes, model artifacts, inference caches. The HDD spin-off is the corporate story.
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Market cap $22.0B
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cnbc.com · 22h ago
bullishStocks took their cue from the bond market this week.
economictimes.indiatimes.com · 1d ago
bullishMemory stocks showed initial promise but are now faltering, weighed down by anxiety surrounding the artificial intelligence market. Sandisk and Western Digital reported declines, while Micron and Seagate experienced modest increases. Despite solid fundamentals and last years booming AI infrastructure demand, investors focusing on momentum are shifting their attention to different sectors for potential gains.
financefeeds.com · 2d ago
neutralSuper Micro at $36.50 after 17.5% margins and $65-72bn FY2027 guidance. Why FY26 burned $6.81bn of cash, and our $64 bull / $19 bear cases.
WDC · price · 3M