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AI is driving demand for Seagate, Western Digital, and Micron Technology. Can the boom last?
The big three memory makers have long suffered from booms and busts. Now they’re recipients of one of the biggest surges in ...
WDC looks more balanced than STX as AI and cloud fuel storage demand, with lower valuation, rising margins and multi-year HDD contracts despite risks.
Seagate has surged 220% YTD, fueled by AI inference-driven demand for high-capacity data storage from hyperscalers and OEMs. STX’s Mass Capacity business now generates ~80% of revenues, with Mozaic ...
Recent discussions on X about Seagate Technology (STX) have centered around the company's advancements in storage technology and analyst upgrades. Posts on the platform highlight excitement over ...
St. Louis – November 12, 2025 — Data storage company Seagate Technology Holdings plc introduced its new Seagate Exos 4U100 and 4U74 JBOD systems for enterprise storage ahead of the SuperComputing ...
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