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30.04.26 - 21:36
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The HDD Trade Just Crushed Everything in April: WDC and STX Lead the Picks-and-Shovels Rotation (24/7 Wall St.)
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Shares of Seagate Technology (NASDAQ:STX) and Western Digital (NASDAQ:WDC) capped a blockbuster April with another leg higher Thursday afternoon. WDC stock added 5% midday, trading near $434, while STX stock rose 1% to trade near $650. Impressively, STX gained 65% in April while WDC ascended 60%. Both names crushed the broader semiconductor and AI infrastructure ... The HDD Trade Just Crushed Everything in April: WDC and STX Lead the Picks-and-Shovels Rotation...
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30.04.26 - 17:18
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Forget STX’s 13% Pop — Alphabet Is Where AI Infrastructure Investors Should Actually Be (24/7 Wall St.)
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Seagate Technology (NASDAQ:STX) is the name lighting up screens this morning after a 17.13% earnings beat sent shares up roughly 13% after the close. The setup deserves a closer look. The Seagate story has the shape every contrarian recognizes. The stock is up 613.7% over the past year and 110.63% year to date, with a ... Forget STX's 13% Pop — Alphabet Is Where AI Infrastructure Investors Should Actually Be...
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29.04.26 - 16:48
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Futures Flat Ahead Of Fed, Mag 7 Earnings Avalanche (ZeroHedge)
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Futures Flat Ahead Of Fed, Mag 7 Earnings Avalanche
S&P futures are flat with Nasdaq outperforming ahead of a huge day for tech. Alphabet, Amazon, Meta and Microsoft, representing nearly 20% of S&P market cap, report after the close, with traders focused on capex. The group has a combined options implied move of more than $750 billion of market cap in either direction. As of 8:00am ET, S&P futures are unchanged; Nasdaq futures rise 0.3% amid dip buying following strong results from Seagate, after the index slipped more than 1% in the previous session, and the sector outperformed in Europe and Asia. In premarket trading, semis are again seeing a strong bid post-earnings, Mag7 names are flat to down, Cyclicals are leading Defensives driven by Energy / Industrials / Materials. Treasury yields rose along with the dollar ahead of the Fed's latest interest-rate announcement at what is likely Jerome Powell's final meeting as chair and where the Fed will keep rates unchanged. WTI crude rose $103 ...
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29.04.26 - 16:42
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Rosenblatt Sets a $1,000 Seagate Price Target: Is This the Most Bullish HDD Call of 2026? (24/7 Wall St.)
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Seagate Technology (NASDAQ:STX) has received Wall Street's boldest hard disk drive (HDD) call of 2026. Rosenblatt raised its price target on Seagate stock to $1,000 from $500 while keeping a Buy rating, towering over every competing target on the Street. The upgrade arrives alongside fresh target hikes from BofA, Citi, Goldman Sachs, and Barclays after ... Rosenblatt Sets a $1,000 Seagate Price Target: Is This the Most Bullish HDD Call of 2026?...
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