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12.03.26 - 13:48
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Cramer: Buy Western Digital, Micron, Seagate on oil-driven dips (24/7 Wall St.)
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Jim Cramer has a shopping list ready. He just needs oil to hand him the sale. “Western Digital, Seagate, SanDisk, and Micron could all be bought on a big move down because of oil. If we see $120 oil, those are the four stocks you've got to reach for.” That's the thesis: these aren't buys ... Cramer: Buy Western Digital, Micron, Seagate on oil-driven dips
The post Cramer: Buy Western Digital, Micron, Seagate on oil-driven dips appeared first on 24/7 Wall St.....
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12.03.26 - 03:48
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Seagate Tech′s Teh on MidEast Impact (Bloomberg)
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Ban Seng Teh, EVP and Chief Commercial Officer at Seagate Technology says that the Middle East conflict won't significantly hamper chipmaking in the short run, and he sees resiliency in their supply chain that could buffer the data storage company from any short term impact. He speaks exclusively with Avril Hong and Haidi Stroud-Watts on 'Bloomberg: The Asia Trade". (Source: Bloomberg)...
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10.03.26 - 15:30
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Memory price hikes ′the new normal′ as AI boom fuels storage demand, Seagate says (SCMP)
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Memory price hikes are likely to become “the new normal” for the next few years, according to an executive at storage giant Seagate Technology, as the artificial intelligence boom of the past two to three years pushes the industry into what he described as a supercycle.
“It's hard to tell if it will last forever,” Ban-Seng Teh, Seagate's chief commercial officer, told the South China Morning Post. The current cycle was “very unusual because in the past we went through cycles of shortage and......
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05.03.26 - 15:18
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Western Digital vs Seagate After the Sell-Off: One Storage Rival Is a Clear Winner (24/7 Wall St.)
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Western Digital (NASDAQ: WDC) and Seagate Technology (NASDAQ: STX) both got hit in the March 3, 2026, sell-off as Iran conflict fears rattled semiconductor markets and rippled into U.S. storage names. Both stocks bounced back the following day but are still off their recent peaks. Retirement-focused investors face a direct choice: which one deserves a ... Western Digital vs Seagate After the Sell-Off: One Storage Rival Is a Clear Winner
The post Western Digital vs Seagate After the Sell-Off: One Storage Rival Is a Clear Winner appeared first on 24/7 Wall St.....
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