Core Insights - Seagate Technology is showcasing advanced storage solutions at Intersec 2026, focusing on AI-driven video analytics that transform data into actionable intelligence [1] - The company emphasizes the importance of mass-capacity storage to support the growing demand for video data analytics across various industries [4] Industry Trends - AI applications in video image analytics are leading to significant data growth, with over 75% of organizations expecting their video data to double in the next five years [2] - New use cases for video data are emerging, including investigations, automated alerts, compliance, and operational insights [2] Company Developments - Seagate is introducing its 32TB hard drives across its Exos®, SkyHawk® AI, and IronWolf® Pro portfolios to meet the increasing demand for data storage [3] - The company’s hard drives are designed to deliver high capacity, performance, and scalability, enabling efficient storage and processing of large data volumes [3] Product Information - The 32TB hard drives are available starting January 14, with recommended retail prices of $699.99 for SkyHawk AI, $729.99 for Exos, and $849.99 for IronWolf Pro [5] - Key features of the drives include support for extensive video storage, high workload ratings, and reliability enhancements such as health management and data recovery services [10]

Market Overview - Investors should not overreact to uneventful unemployment data, as it allows for a focus on broader market trends and rallies beyond last year's winners [1] - Money is aggressively rotating into overlooked sectors, particularly data storage stocks, which have seen significant rallies while former market leaders struggle [2] Company Insights - Apple and Nvidia have not performed well despite strong underlying businesses, as they have become sources of funds for investors seeking new opportunities [3] - Upcoming earnings season is expected to start strong with JPMorgan Chase, although caution is advised regarding CEO Jamie Dimon's potential risk emphasis [6] - Delta Air Lines is anticipated to report strong results, with banks like Citigroup, Wells Fargo, Bank of America, Goldman Sachs, and Morgan Stanley also expected to perform well [7] Economic Indicators - The December consumer price index will be more significant than recent labor data, with signs of persistent inflation impacting consumer sentiment and presidential policies [5] - The JPMorgan Healthcare Conference is expected to generate merger-and-acquisition activity, with interviews of pharmaceutical executives planned [4] Sector Focus - Attention is on Taiwan Semiconductor Manufacturing Company, which may influence Nvidia's stock performance [8] - Transport stocks are also in focus, with expectations that a solid report from J.B. Hunt will support a bullish outlook on FedEx [9]

Economic Indicators - US housing starts unexpectedly fell by 4.6% month-over-month to a 5.5-year low of 1.246 million, weaker than expectations of 1.330 million [1] - US building permits fell by 0.2% to 1.412 million, which was stronger than expectations of 1.350 million [1] - US nonfarm payrolls rose by 50,000 in December, weaker than expectations of 70,000, while November's payrolls were revised lower to 56,000 from 64,000 [2] - The December unemployment rate fell by 0.1% to 4.4%, better than expectations of 4.5% [2] Stock Market Performance - The S&P 500 Index closed up by 0.65%, reaching a new all-time high, supported by a resilient US labor market [5][6] - Chipmakers and data storage companies saw significant gains, with Sandisk closing up more than 12% and Intel up more than 10% [15] - Home builders and suppliers rallied after President Trump announced plans for Fannie Mae and Freddie Mac to purchase $200 billion in mortgage bonds, with Builders FirstSource closing up more than 12% [16] - Power producers also experienced gains, with Vistra closing up more than 10% following electricity deals with Meta Platforms [17] Consumer Sentiment and Inflation Expectations - The University of Michigan's US January consumer sentiment index rose by 1.1 to 54.0, stronger than expectations of 53.5 [6] - January 1-year inflation expectations remained unchanged at 4.2%, while 5-10 year inflation expectations rose to 3.4% from 3.2% in December [7] Interest Rates and Federal Reserve Commentary - The 10-year T-note yield rose to a 4-week high of 4.203%, influenced by rising inflation expectations and hawkish comments from Atlanta Fed President Raphael Bostic [10][11] - The markets are currently discounting a 5% chance of a 25 basis point rate cut at the upcoming FOMC meeting [8] International Market Trends - European stock markets, including the Euro Stoxx 50, reached new record highs, with a 1.58% increase [9] - China's Shanghai Composite climbed to a 10.5-year high, closing up by 0.92% [9]

Core Insights - Western Digital Corporation (NASDAQ:WDC) triggered a significant Power Inflow alert, indicating a bullish trend in trading activity, particularly among institutional and retail investors [3][5]. Group 1: Power Inflow Signal - The Power Inflow signal was triggered at a price of $187.86 on January 9 at 10:17 AM EST, following a nearly 3% decline in stock price prior to the alert [4]. - After the alert, both retail and institutional trading interest shifted towards buying, resulting in a stock price increase to a post-alert high of $197.90 by 2:45 PM EST, reflecting a gain of 5.34% [5][8]. Group 2: Understanding Order Flow Analytics - The Power Inflow alert is a proprietary signal from TradePulse, issued within the first two hours of trading, highlighting significant shifts in order flow towards buying activity, suggesting a high probability of bullish price movement for the day [6]. - Order flow analytics provide insights into real-time buying and selling trends by examining volume, timing, and order size, enabling traders to make informed decisions based on market sentiment [7]. Group 3: WDC Performance Analysis - At the time of the Power Inflow alert, WDC was priced at $187.86, and the subsequent price increase demonstrates the effectiveness of the Power Inflow signal in identifying bullish momentum, especially during price declines [8]. - Traders who acted on the Power Inflow signal could have realized immediate and significant intraday gains, showcasing the value of monitoring order flow data for potential buying opportunities [8].

Group 1 - Palantir Technologies experienced a significant stock increase of 135% in 2025, driven by heightened demand for its AI software solutions from both government and enterprise sectors [1] - Despite the impressive growth, Palantir's stock is currently trading at a high valuation of 417 times earnings and 117 times sales, with analysts projecting only an 11% upside in the next year [2] - Only 25% of analysts recommend buying Palantir stock at this time, indicating a cautious outlook among market experts [2] Group 2 - Western Digital outperformed Palantir with a remarkable stock increase of 282% in 2025, attributed to its focus on data storage solutions [3] - The company generates nearly 90% of its revenue from the cloud segment, reflecting strong demand for storage solutions in AI data centers [5] - The global data generation is expected to triple from 2023 to 2028, with AI driving a 131% increase in HDD shipments between 2024 and 2028, expanding Western Digital's addressable market significantly [8]

Western Digital Corporation (NASDAQ:WDC) is one of the Best Unstoppable Growth Stocks to Buy Right Now. Western Digital Corporation (NASDAQ:WDC) has gained more than 9% since the start of 2026. The stock was among the unstoppable technology stocks with 278% gains last year. On December 31, CEO of Grasso Global, Steve Grasso, appeared on a CNBC Television interview to discuss the company’s performance and whether Western Digital can sustain its gains. Grasso noted that the gains are impressive, and after t ...

Group 1 - SanDisk Corporation (NASDAQ:SNDK) is gaining attention as a promising tech stock, with Bank of America raising its price target from $300 to $390 and maintaining a Buy rating [1] - Analysts are optimistic about the role of NAND technology in AI infrastructure, particularly following Nvidia's presentation at CES 2026 [1][2] - The introduction of the Inference Context Memory Storage tier, powered by the BlueField-4 DPU, is expected to enhance the performance of flash memory, making it critical for AI applications [2] Group 2 - JPMorgan initiated coverage of SanDisk with a Neutral rating and a price target of $235, highlighting the company's strategic position to benefit from the AI-driven supercycle in enterprise solid-state drives [3] - SanDisk's competitive advantage stems from its lower cost base, achieved through a long-standing manufacturing joint venture with Kioxia [3] - The company develops and sells data storage devices using NAND flash technology across various global markets [4]

Economic Indicators - The number of Americans filing for initial jobless claims rose by 8,000 to 208,000, compared to the expected 213,000 [1] - U.S. Q3 nonfarm productivity increased by 4.9% quarter-over-quarter, aligning with expectations, while unit labor costs fell by 1.9% quarter-over-quarter, which was weaker than the expected no change [1] - The U.S. trade deficit for October unexpectedly narrowed to $29.4 billion, significantly better than the expected $58.1 billion, marking the lowest monthly level since 2009 [1] - U.S. consumer credit rose by $4.23 billion in November, falling short of the expected $10.1 billion [1] Stock Market Performance - Wall Street's major indices closed mixed, with data storage companies like Seagate Technology and Western Digital experiencing declines of over 7% and 6% respectively [2] - Software stocks also retreated, with Datadog dropping over 7% and Autodesk slipping more than 5% [2] - Defense stocks saw gains after President Trump proposed increasing U.S. military spending to $1.5 trillion by 2027, with AeroVironment rising over 8% and Huntington Ingalls Industries gaining over 6% [2] Corporate News - Asml Holding rose more than 4% after HSBC raised its price target on the stock [10] - Rocket Companies and UWM Holdings advanced over 7% and 5% respectively in pre-market trading due to President Trump's plan to buy $200 billion in mortgage bonds [17] - Revolution Medicines surged over 15% in pre-market trading following reports of Merck's interest in acquiring the company [17] International Market Developments - The Euro Stoxx 50 Index increased by 0.93%, reaching a new record high, driven by strong fourth-quarter revenue from TSMC [9] - German exports unexpectedly fell by 2.5% month-over-month, while imports rose by 0.8% month-over-month [11] - Japan's Nikkei 225 Stock Index closed sharply higher, boosted by strong earnings from Fast Retailing and a weaker yen [13]

Core Viewpoint - Sandisk Corporation (NASDAQ:SNDK) is identified as a strong growth stock, experiencing a significant price increase of over 17.8% on January 2, driven by positive market sentiment and strategic company developments [1]. Group 1: Market Sentiment and Stock Performance - The stock's price movement is linked to a broader rally in the AI sector, with increased investor interest in AI stocks due to rising demand for memory and chips as 2026 begins [2]. - Benchmark maintained a Buy rating on Sandisk with a price target of $260, citing strong demand for High Bandwidth Memory (HBM) and rising prices for NAND flash memory as key factors for its bullish outlook [4]. Group 2: Company Developments - Sandisk announced the appointment of Alexander R. Bradley to its board, who brings financial expertise and industry insights, which is seen as a strategic move to navigate the high-demand market for Hard Disk Drives [3]. - The CEO and Chairman of the Board, David Goeckeler, emphasized that Bradley's experience will help ensure long-term returns for shareholders amid increased market demand [3].

Seagate Technology Holdings plc (NASDAQ:STX) is one of the Best Unstoppable Growth Stocks to Buy Right Now. Seagate Technology Holdings plc (NASDAQ:STX) has risen more than 4.90% since the start of 2026. The recent gain marks the continuation of a more than 225% increase in the share price of the company in 2025. On January 5, Reuters reported that the shares of memory chip providers rose on January 2 as investors continued to bet on further price gains due to the increasing demand from AI infrastructure ...