Strong results from "pick-and-shovel" AI plays Sandisk, Western Digital, and Seagate, could add fuel to the stocks' recent ...

By Zaheer Kachwala April 29 (Reuters) - Shares of data-storage companies jumped on Wednesday, a day after strong revenue and ...

Storage costs are hiking for the first time in years, fueled by AI aspirations. Komrpise COO and Co-founder Krishna ...

April 28 (Reuters) - Seagate Technology forecast fourth-quarter revenue and profit above Wall Street expectations on Tuesday, ...

Shares of Micron and Sandisk jumped after Melius Research said in a report that demand for memory will remain strong through ...

SanDisk and Western Digital have crushed the market over the past year, but one of them looks more suited to extend its rally ...

Seagate Technology, Western Digital and Sandisk were among the S&P's top gainers Wednesday as AI investors plowed into data ...

AI-driven data-center buildout is lifting both DRAM and NAND demand, and Seagate’s strong print plus guidance is a direct ...

Sandisk represents a high-conviction AI re-rate candidate based on the emerging memory bottleneck in NAND storage. Click here ...

While PC makers have raised prices and struggled to meet demand due to exploding memory costs, Apple has leveraged its ...

Charles Giancarlo, chairman and CEO of Everpure (formerly Pure Storage), has defended the vendor’s price increases, ...

Samsung is expected to outearn Apple, Microsoft and Alphabet, while two other memory giants are projected to enter top-10 ...