Core Insights - Recent earnings reports from major technology companies have raised investor concerns regarding returns on increased artificial intelligence (AI) spending, with mixed results across different firms [1] - Some companies have successfully leveraged growth opportunities from the ongoing AI boom, while others have not impressed investors [1] Company Summaries Apple (AAPL) - Evercore analyst Amit Daryanani maintains a buy rating on Apple with a price target of $330, while TipRanks' AI Analyst has an "outperform" rating with a target of $289 [3] - January App Store revenue increased by 7% year-over-year, but Gaming revenues fell by 3% for the third consecutive month due to tougher comparisons [4] - Other App Store categories saw double-digit growth, with Music up 21%, Other up 21%, Photo and Video up 18%, Social Networking up 11%, and Entertainment up 10% [5] - Services revenue grew by 14% in the December quarter, surpassing App Store growth of 6.5%, with better-than-expected revenue and EPS reported [6] - Daryanani expects continued benefits from faster-growing areas like Apple Pay and iCloud, despite less than 10% growth in App Store revenues [7] MongoDB (MDB) - Bank of America analyst Koji Ikeda reaffirms a buy rating on MongoDB with a price target raised to $500 from $480, while TipRanks' AI Analyst has an "outperform" rating with a target of $380 [8] - Ikeda expresses optimism about MongoDB's Atlas revenue growth, supported by a successful enterprise and product-led growth strategy, as well as an expanding AI product lineup [9] - MongoDB's database is noted for its speed, scalability, and document-based structure, differentiating it from traditional relational databases [10] - Despite a higher valuation compared to peers, Ikeda believes the premium is justified due to MongoDB's 30% Atlas growth versus 11% for competitors [11] Western Digital (WDC) - Western Digital reported better-than-expected fiscal second-quarter results, driven by strong demand for hard drives and flash storage amid the AI wave [13] - Bank of America analyst Wamsi Mohan maintains a buy rating with a price target of $345, while TipRanks' AI Analyst has an "outperform" rating with a target of $285 [13] - The company anticipates the AI and cloud storage market to grow at a CAGR of over 25% through 2030, with HDDs expected to gain market share [14] - Mohan highlights long-term growth targets, aiming for mid-20% CAGR in nearline exabytes and overall revenue growth above 20% CAGR [15] - Western Digital plans capital spending at 4% to 6% of annual revenue and aims for a free cash flow margin exceeding 30% [16]

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Key Takeaways OWLT delivers an average four-quarter positive earnings surprise of 87.8% after passing the efficiency screen.TCBI posts a 15.1% average four-quarter earnings surprise while serving major Texas metro clients.WDC develops NAND flash and HDD storage solutions and shows an 11.2% average four-quarter earnings surprise.The efficiency ratio is an indication of a company’s financial health. It analyzes how efficiently a company uses its assets and liabilities internally.However, at times, it becomes ...

Western Digital (WDC) has quietly staged a strong comeback over the past few months as investor enthusiasm around AI infrastructure and cloud storage continues to build. The data-storage specialist has benefited from rising demand for high-capacity drives, with Wall Street warming up to the idea that AI-driven data growth could fuel a multi-year upgrade cycle for hard disk technology. Now the stock has another catalyst. On the heels of these announcements, Morgan Stanley lifted its price target to a Stre ...

Key Takeaways Market volatility has pushed investors toward stocks with relative price strength.A screening strategy highlights companies outperforming the S&P 500 across 12-, 4- and 1-week periods.AROC, LUV, F, STX and TCBI passed all screens.Investor mood has turned cautious recently as worries about stretched valuations hit technology and healthcare stocks, sparking a sharp sell-off led by software names. Concerns grew that heavy AI spending was no longer matching near-term returns, especially with inter ...

Data center demand alone is proving to be a powerful driver for SanDisk’s business, and in fiscal 2Q26, which was reported on January 29, the company reported a 64% sequential gain in its data center business, and a year-over-year increase of 76%. The company’s data center segment generated revenue of $440 million in the fiscal second quarter.In addition to USB drives, SanDisk is also a major supplier of solid state drives (SSDs) for both external and internal use, as well as embedded form factors. The comp ...

Additionally, Pure Storage is scheduled to participate at the following investor conferences: Bernstein 4th Annual TMT Forum Date: Thursday, February 26, 2026 Time: 3:30 p.m. PT / 6:30 p.m. ET Chief Executive Officer Charlie Giancarlo Susquehanna 15th Annual Technology Virtual Conference SANTA CLARA, Calif., Feb. 4, 2026 /PRNewswire/ -- Pure Storage (NYSE: PSTG), the IT pioneer that delivers the world's most advanced data storage technology and services, today announced it will host a conference call on Wed ...

Western Digital Corporation (NASDAQ:WDC) is one of the noteworthy S&P 500 stocks Jim Cramer highlighted. Cramer highlighted the company’s earnings and the following market reaction, as he said: Western Digital, the company that spun off Sandisk about a year ago, was in fifth place, up 45%. Micron is run by Sanjay Mehrotra, one of the founders of Sandisk. Strong bloodlines there… Wow, up big. Seagate was in third, up 48%, and Micron was in fourth, up 45%. Now, all these memory and data storage plays more t ...

After Western Digital (WDC) announced a hefty $4 billion share buyback program and delivered remarkable fiscal second-quarter results, WDX stock is worth buying for growth investors, given the tech firm's rapid expansion, strong leverage to the AI Revolution, and relatively low valuation.  Also importantly, its share buybacks can thwart short sellers, potentially igniting a short-covering rally in the name over the medium-to-long term. About WDC Stock One of the largest markers of hard disk drives (HDDs ...