Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

Core Insights - Seagate Technology Holdings plc (STX) is experiencing growth with its next-generation Heat-Assisted Magnetic Recording (HAMR)-based Mozaic 3+ platform, driven by demand from global cloud service providers (CSPs) [1][2] - The transition to high-capacity, energy-efficient drives is yielding positive technological and financial results, as highlighted in the latest earnings call [1][4] Company Performance - Seagate's Mozaic 3+ products represent a significant engineering achievement, providing advantages in areal density and total cost of ownership (TCO) [2] - The company has qualified three major CSPs for Mozaic 3+, with additional qualifications underway, leading to increased shipments to cloud customers [2] - Nearline shipments surged 52% year-over-year to 137 exabytes in the June quarter, with record sales for 24TB and 28TB PMR platforms [3] - Non-GAAP gross margins reached a record 37.9% and operating margins were 26.2% in the fourth quarter, reflecting the margin-accretive nature of the Mozaic ramp [4][10] Future Outlook - Seagate plans to qualify its Mozaic 4+ drives, which will have capacities up to 44TB, in the first half of fiscal 2026, further solidifying its leadership in high-capacity storage [5] - The combination of Mozaic 3+ and 4+ is expected to help global CSPs manage exponential data growth efficiently and sustainably [5] Competitive Landscape - Seagate faces competition from HDD and SSD manufacturers like Western Digital Corporation (WDC) and Pure Storage, which are also focusing on high-capacity storage solutions [6] - WDC reported strong demand for its high-capacity drives, shipping over 1.7 million units of 26TB and 32TB drives in the fourth quarter of fiscal 2025 [7] - Pure Storage achieved 13% year-over-year revenue growth in the second quarter of fiscal 2026, driven by its all-flash, software-driven data storage solutions [8] Stock Performance and Valuation - Seagate's shares have increased by 123.5% over the past year, outperforming the Zacks Computer Integrated Systems industry's growth of 53.6% [11] - The forward price/earnings ratio for STX is 21.76X, which is lower than the industry's 24.09X [12] - The Zacks Consensus Estimate for STX's earnings for fiscal 2026 has been revised up by 2.04% to $10.51 over the past 60 days [13]

中概股集体上涨，纳斯达克中国金龙指数收涨1.66%。迅雷涨超7%，阿里巴巴、禾赛、世纪互联、好未 来涨超3%，百度、文远知行涨近3%，京东、搜狐、万国数据涨超2%，理想汽车、小鹏汽车、知乎、爱 奇艺、微博、网易涨超1%，蔚来涨0.73%，极氪跌0.8%。 "双普会"新进展，普京称"更像改期" 昨夜，美股、中概股和黄金齐涨。 当地时间10月23日（周四），美股三大指数全线上涨，截至收盘，道琼斯工业平均指数涨幅0.31%，标 普500指数涨幅为0.58%，纳斯达克综合指数涨幅为0.89%。中概股多数上涨，纳斯达克中国金龙指数涨 1.66%。 科技股上涨，中概股反攻 当地时间周四，美股大型科技股多数上涨，英特尔涨超3%，特斯拉涨超2%，亚马逊和英伟达涨超1%， 苹果、谷歌、Meta、微软均小幅上涨，而奈飞小幅下跌0.25%。存储概念股普涨，闪迪涨超13%，股价 创下历史新高；西部数据涨超5%，希捷科技和美光科技涨超4%。 超威电脑股价大跌8.72%。消息面上，公司下调了2026财年首季营收指引，最新预计营收将达50亿美 元，远低于早前预测的60亿至70亿美元，原因是大型人工智能项目的客户交付计划发生变化。此外，公 ...

Core Viewpoint - The memory storage sector in the U.S. stock market is experiencing a significant surge, driven by an "AI-induced memory supercycle" that is leading to substantial price increases and long-term supply agreements among major suppliers [1] Group 1: Stock Performance - SanDisk Corp (SNDK.US) saw a rise of over 12.5%, reaching an all-time high [1] - Seagate Technology (STX.US) increased by more than 4.4% [1] - Western Digital (WDC.US) rose nearly 4.8% [1] - Micron Technology (MU.US) experienced an increase of over 2.8% [1] Group 2: Market Dynamics - The AI-driven demand is causing a "super cycle" in memory products, prompting major suppliers to raise prices significantly [1] - Samsung Electronics and SK Hynix have increased their DRAM and NAND flash prices by up to 30% in the fourth quarter [1] - This price adjustment reflects a direct response to the current supply-demand imbalance in the memory market [1]

Seagate Technology (NASDAQ: STX ) manufactures storage devices. Historically, it has mostly manufactured hard drives and solid-state drives (SSDs) for consumer applications like PCs and gaming devices. However, it has recently shifted to manufacturing mass-capacity data storage solutions for data centers. It tookI have been a Merchant Seaman that has traveled the world for over 30 years. Within the last 15 years, I developed a very intense interest in investing. I learned a lot of what I know about investin ...

Seagate (STX) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended September 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The earnings report, which is expected to be released on October 28, might help the stock move higher if these key numbers are better than expectat ...

Group 1 - Seagate Technology Holdings PLC (NASDAQ:STX) is identified as a trending stock benefiting from the AI boom due to rising demand for storage solutions [1] - The company has experienced a significant stock price increase of 96% over the past year [2] - Analysts highlight that video content requires substantially more storage than text, indicating a growing market for storage solutions like hard drives and solid-state disks [1] Group 2 - There is a belief that while Seagate has potential, other AI stocks may offer higher returns with limited downside risk [2] - The report suggests that Seagate could be a major beneficiary of trends such as Trump tariffs and onshoring, making it an attractive investment option [2]

Notably, Evercore ISI has assigned STX stock a high price estimate of $330 and an “Outperform” rating. Evercore stated that Seagate's improved pricing discipline and technical advancements, such as Heat-Assisted Magnetic Recording (HAMR), are altering the competitive landscape and paving the way for a multi-year upcycle. Analysts at the firm say the HDD sector is now "on a path to transformation," with expanding margins, improved supply dynamics, and increased significance in the AI-driven data economy all ...

Core Insights - Regional bank stocks experienced significant declines following Zions Bancorporation's announcement of a $50 million charge-off for bad loans, raising concerns about loan quality in the sector [1][3][8] - The broader U.S. equity markets closed lower amid ongoing U.S.-China trade tensions and the release of various earnings reports, with the Nasdaq down 0.5%, S&P 500 down 0.6%, and Dow down 0.7% [2] Regional Banks - Fifth Third Bancorp and Regions Financial were among the largest decliners in the S&P 500, each dropping nearly 6% after Zions Bancorporation's warning about charge-offs [3][8] - Western Alliance's shares fell approximately 11% due to issues with a fraudulent borrower, contributing to the negative sentiment in the regional banking sector [3][8] Data Storage and Memory Chip Sector - Companies in the data storage and memory chip sectors saw gains, driven by analyst upgrades and strong demand linked to AI growth [2][8] - Micron Technology's shares rose nearly 6% following price-target increases from Citi and UBS, citing expected benefits from supply shortages amid rising AI demand [9] - Western Digital and Seagate Technology also experienced stock price increases of about 5% and 3%, respectively, due to raised targets from Wedbush, indicating a tight supply outlook for data storage [9] Cybersecurity Sector - F5, a cybersecurity firm, saw its shares plummet nearly 11% after disclosing it was targeted by a significant cyberattack attributed to a nation-state actor [5] Logistics Sector - J.B. Hunt Transport Services' shares surged 22% after exceeding third-quarter sales and profit estimates, driven by improvements in efficiency and network balance in its intermodal business [6] Legal Issues - Kenvue's shares fell about 13% following a lawsuit in the UK alleging that its baby powder caused cancer, which echoes similar claims against its former parent company, Johnson & Johnson [4]

Core Insights - Micron Technology's stock has more than doubled in value this year, driven by increasing demand for artificial intelligence (AI) and ongoing shortages in memory and data storage solutions [1][9] - Analysts from Citi and UBS have raised their price targets for Micron, indicating strong future potential due to its role in supplying memory solutions for leading AI chip manufacturers [4][2] Company Performance - Micron Technology's stock reached an all-time high, with Citi raising its target to $240 from $200 and UBS increasing it to $245, citing potential contracts with AI companies like OpenAI [4][2] - Western Digital and Seagate Technology also saw stock price increases following target hikes from Wedbush, with Western Digital's target raised to $135 from $90 and Seagate's to $260 from $175 [5][2] Market Context - The tech sector experienced a downturn, yet Micron, Western Digital, and Seagate were among the leading gainers in the S&P 500, highlighting their resilience amid broader market concerns [2][8] - Wall Street analysts are broadly bullish on these stocks, with a majority issuing "buy" ratings, reflecting confidence in their growth prospects due to AI demand and supply shortages [6][8] Industry Trends - The demand for AI technology has significantly benefited hardware providers, with Micron positioned as a key supplier for AI chip leaders like Nvidia and AMD [3][4] - Persistent shortages in memory and data storage hardware are expected to continue, potentially leading to higher pricing and margins for these companies through 2026 and beyond [5][4]