Seagate Technology ( NASDAQ:STX ) reported its fiscal second-quarter 2026 earnings yesterday, and the results beat Wall Street expectations on both revenue and earnings per share. ...

Welcome back to Morning Trade Live. It's time now for the big picture. So, let's welcome in the team from Charles Schwab.We've got Nathan Peterson, director of derivatives analysis, Schwab Center for Financial Research, and Mike Townsen, managing director, legislative and regulatory affairs at Charles Schwab. Nate, we've got to start with you. Uh, what a busy day.Obviously with the FOMC, we kind of know what they're going to do. Very earnings driven day. We've had Trump out this morning saying America is ba ...

Core Viewpoint - The surge in demand for artificial intelligence data center hardware has led to a rebound in chip manufacturers' stock prices, with Texas Instruments and other manufacturers showing optimistic performance, indicating that this momentum is expanding beyond Nvidia's high-end processors [1][3]. Group 1: Company Performance - Texas Instruments reported a positive quarterly forecast, highlighting that the booming demand for AI data centers is driving chip demand beyond Nvidia's advanced processors [2][4]. - Texas Instruments' stock price increased by approximately 8.5%, while Seagate's stock surged by 17.7%. In contrast, ASML's stock fell by 2.3% after earlier gains of 7.5% [1][3]. - Other AI-related chip manufacturers, including Nvidia, Micron, AMD, and Intel, also saw their stock prices rise, continuing the upward trend across the industry [1][3]. Group 2: Industry Trends - The Philadelphia Semiconductor Index rose by 1.7%, reflecting the overall positive sentiment in the semiconductor sector [2][4]. - LSEG data indicates that the technology sector's earnings are driven by the AI boom and overall growth in U.S. companies, with an expected growth of about 27%, compared to 9.2% for S&P 500 companies [5]. - The revenue growth rate for the technology sector is approximately 18%, while the overall growth rate for the S&P 500 is 7.3% [5]. Group 3: Market Challenges - A global shortage of memory chips casts a shadow over the demand for personal electronic products, with expectations that sales of smartphones and personal computers (Texas Instruments' primary market) will be affected [5]. - Morgan Stanley believes that Texas Instruments is unlikely to face supply shortages due to low global factory utilization, although geopolitical risks remain unpredictable, and U.S.-centered production may expose Texas Instruments to overseas tariffs [5].

【导读】存储芯片暴涨，四大巨头齐创新高，日元跳水 中国基金报记者 泰勒 大家好，今晚继续关注海外市场的表现。 存储芯片全线暴涨 1月28日晚间，美股三大指数上涨，标普500指数首次触及7000点，再创新高，但随后 涨幅较开盘时候 有所收窄。 23842.64 +25.54 +0.11% 35.17 万球友关注 交易中 01-28 10:59:41 美东时间 今开: 23965.11 量比: 1.54 最高:23988.26 52周最高: 24019.99 最低:23839.89 昨收:23817.10 52周最低: 14784.03 振幅:0.62% 成交量:30.28亿股 分时 五日 日K 周K 月K 季K 年K 120分 60分 30分 15分 5分 1分 区间统计 全屏显示 最新:23842.88+25.78+0.11% 0.72% 13988.26 0.54% 23902.68 0.36% 23859.89 0.18% 23817.10 0.00% 23774.31 -0.18% 23731.51 -0.36% 23688.72 -0.54% 23645.93 -0.72% 成交量: 30.28亿股 ...

大家好，今晚继续关注海外市场的表现。 存储芯片全线暴涨 1月28日晚间，美股三大指数上涨，标普500指数首次触及7000点，再创新高，但随后涨幅较开盘时候有所收窄。 | 了 筛选 | 最新价 ÷ | 涨跌幅 ⇒ □* | | --- | --- | --- | | 希捷科技 | 437.76 | +17.75% | | us STX | | | | 西部数据 | 274.66 | +8.71% | | us WDC | | | | 美光科技 | 430.05 | +4.83% | | us MU | | | | Sandisk Corporation \ | 507.97 | +5.51% | | us SNDK | | | | 了 筛选 | 最新价 = | 涨跌幅 = □' | | --- | --- | --- | | 英特尔 | 47.84 | +8.90% | | US INTC | | | | Sandisk Corporation | 507.33 | +5.38% | | us SNDK | | | | 美光科技 | 430.05 | +4.83% | | us MU | | | | Applo ...

Seagate Stock Soars As Earnings Show Huge AI Demand For Hard-Drives | Investor's Business DailyANALYSIS: [AI Bubble Or Boom? Wall Street Weighs In]Investors.com will undergo scheduled maintenance from 10:00 PM ET to 2:00 AM ET and some features may be unavailable. We apologize for any inconvenience.---Seagate Technology (STX) stock rocketed higher Wednesday after the data storage company reported fiscal second-quarter results ahead of expectations. The gains add to a massive run for Seagate, which is benefi ...

Micron and other chip stocks are seeing a big boost after these comments - MarketWatch# Micron and other chip stocks are seeing a big boost after these comments## Seagate says prices could go higher for its storage products as supply remains tight due to AIPublished: Jan. 28, 2026 at 10:14 a.m. ETShareResizeSeagate's stock was up more than 15% on Wednesday. Photo: Getty ImagesMemory stocks were seeing a further boost on Wednesday, as upbeat commentary from two industry players suggested that booming demand ...

Bryson特别强调，希捷披露其HAMR(热辅助磁记录)技术已在所有美国客户中完成认证，这有效缓解了 市场对公司在新一代高容量平台执行力的担忧。他认为，这一成果为希捷持续推进HAMR产能爬坡奠定 基础，同时也提升了其Mozaic 4平台放量的确定性。随着2026年下半年出货规模扩大，高端产品组合改 善可能推动价格与利润率出现进一步跃升。 智通财经APP获悉，存储设备巨头希捷科技(STX.US)周三股价大涨近17%，此次强劲拉升主要源于公司 最新公布的季度业绩显著超出市场预期，同时给出的下一财季盈利与营收指引也大幅高于华尔街预测。 财报发布后，多家华尔街机构迅速上调目标价并重申看多观点。Wedbush分析师Matt Bryson维持对希 捷"跑赢大盘"评级，并将目标价从380美元上调至430美元。他表示，随着营收与利润率提升趋势有望持 续，公司前景依旧具备吸引力。 展望2026财年第三季度，希捷预计调整后每股收益将在3.2至3.6美元之间，中值为3.4美元，显著高于分 析师普遍预测的2.99美元。同时，公司预计季度营收将在28亿至30亿美元之间，同样高于市场预期的 27.9亿美元。 在截至1月2日的最新季度中， ...

Western Digital, Micron Technology, and Seagate Technology finish as the top three performers in the S&P 500 on its road to 7000. ...

Group 1 - The U.S. stock market opened with all three major indices rising, with the Dow Jones up 0.21%, the Nasdaq up 0.65%, and the S&P 500 surpassing the 7000-point mark for the first time, setting a new record high [1] - The semiconductor sector led the gains, with Intel rising over 9%, and storage companies also saw significant increases: Seagate Technology up over 16%, Western Digital up over 10%, SanDisk up over 8%, and Micron Technology up nearly 5% [1][2] - Other sectors such as telecommunications services, electrical equipment, and non-ferrous metals also experienced notable gains [2] Group 2 - Texas Instruments rose 5%, with Q1 earnings guidance exceeding market expectations [4] - Starbucks increased by 6.5%, reporting a 4% growth in same-store sales in the U.S. for the first quarter, which was above market expectations [4]