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NASDAQ:STX 29 April 2026 - 30 June 2026

Micron faces $20 billion data center test as Korean supply risk grows

Micron faces $20 billion data center test as Korean supply risk grows

Nasdaq is open for trading Tuesday. The 2026 calendar shows the next market holiday is July 3 for Independence Day. Premarket runs 4 a.m. to 9:30 a.m. Eastern, with regular hours from 9:30 a.m. to 4 p.m. Eastern. Micron traded at $1,145.28, up $14.43 or 1.3%. But the best gains in the memory space didn’t go to Micron. The semiconductor ETF rose 4.0%, Western Digital jumped 11.2%, and Seagate added 7.6%.
Micron, Qualcomm move up while Apple, Nvidia slide in mixed AI trade

Micron, Qualcomm move up while Apple, Nvidia slide in mixed AI trade

U.S. cash markets traded Thursday during normal hours on the New York Stock Exchange, from 9:30 a.m. to 4:00 p.m. ET. It wasn’t just AI stocks bouncing. Some investors picked up shares in chipmakers with limited memory supply, dumping others with higher AI expenses or steeper input costs. By late morning, Micron Technology, SanDisk, Western Digital and Seagate Technology had picked up roughly $239 billion in market cap based on last prices and capitalisations. With Qualcomm included, the gain was near $247 billion. Apple, Nvidia, Microsoft, Alphabet and Oracle had shed around $417 billion using the same method.
Western Digital falls after AI-storage rally, investors look to Micron

Western Digital falls after AI-storage rally, investors look to Micron

Western Digital Corporation shares dropped Wednesday, giving back some gains from earlier this month. The stock was down roughly 4% in the session after opening close to $658, according to Google Finance. Volume stayed above its recent average. The market is still watching artificial intelligence infrastructure and enterprise storage demand. Western Digital shares slipped less than two weeks after a run that put it near the top of the S&P 500. Analysts had upgraded the stock on bets that supply for hard-disk drives can’t keep up with rising demand as cloud firms roll out more AI data centers.
Seagate shares finish week close to 52-week high as AI storage gains hold

Seagate shares finish week close to 52-week high as AI storage gains hold

• Seagate shares finished at $1,070.23 on June 18, rising 0.39% for the day and up almost 15% since the previous Friday’s close at $931.04.• U.S. equity markets didn’t open Friday for Juneteenth. Nasdaq's calendar puts June 19, 2026, as another market holiday.• AI storage demand and a lack of hard disk drives fueled the week’s rally, alongside new Wall Street target bumps for Seagate and Western Digital. Seagate Technology Holdings plc starts the week trading close to its 52-week high, coming off four strong sessions. Investors remain willing to pay a premium for the stock, which some see as one of the steadier storage names tied to AI infrastructure.
Sandisk stock hits record as AI memory rally faces long weekend and Micron test

Sandisk stock hits record as AI memory rally faces long weekend and Micron test

Sandisk Corp’s stock entered the weekend at a record, capping a sharp holiday-shortened advance as investors crowded into memory-chip names tied to the build-out of artificial-intelligence data centers. The shares were shown at $2,184.75, with pricing history showing a June 18 close at that level, up $225.95, or 11.54%, before U.S. trading paused for Juneteenth. That pause matters. Nasdaq’s 2026 calendar lists June 19 as closed for Juneteenth, and regular Nasdaq trading runs Monday to Friday from 9:30 a.m. to 4 p.m. Eastern time, leaving investors to carry the Sandisk move into Monday’s reopen without a Friday cash session to reset prices.
Nasdaq steady in late trading as oil eases, Fed up next

Dow Marks Record High; S&P 500, Nasdaq Slip Ahead of Fed Decision

New York, June 16, 2026, 11:02 a.m. ET U.S. stocks showed a split late Tuesday morning. The Dow hit another record high, up 354.56 points, or 0.69%, at 52,025.59. But some investors sold out of Big Tech, sending the S&P 500 down 14.16 points, or 0.19%, to 7,540.13. The Nasdaq Composite lost 109.15 points, or 0.41%, to 26,574.79. Losses were sharper in the Nasdaq 100, which dropped 0.91% as traders pulled back from the biggest growth and tech names.
Nasdaq Tech Stocks Climb, QQQ Gains After U.S.-Iran Deal Hopes

Nasdaq Tech Stocks Climb, QQQ Gains After U.S.-Iran Deal Hopes

Invesco QQQ Trust jumped Monday as buyers returned to big tech after the U.S. and Iran reached a tentative deal meant to end the Middle East war and reopen the Strait of Hormuz. QQQ was last at $743.54, up $22.20, or 3.1%, hitting an intraday high of $744.71, based on recent prices. Reuters said the Dow set an intraday high and the S&P 500 and Nasdaq gained as the agreement sent crude lower. The rally had another driver besides geopolitics. Cheaper oil fed right into the rates trade as lower energy prices can ease inflation and give the Fed less reason to keep tightening. Reuters said crude dropped 5%, the lowest since March. “For markets, the Strait is the only thing that matters because its blockage was most pernicious for the global economy,” Macquarie Group global forex and rates strategist Thierry Wizman told Reuters.
Morgan Stanley Lifts Western Digital Price Target to $650 on AI Demand

Morgan Stanley Lifts Western Digital Price Target to $650 on AI Demand

New York, June 15, 2026, 10:12 EDT. Morgan Stanley lifted its price target on Western Digital to $650, saying demand for AI storage solutions is picking up. Western Digital jumped Monday as traders kept piling into storage names tied to AI. WDC traded at $637.00, up 13% from Friday’s close, after briefly reaching $657.40 earlier in the session. Seagate was moving higher too, last at $999.78, as hard-drive stocks drew more buyers on hopes for AI-fueled demand.
Dow Edges Up, Nasdaq Slips From Highs; Oil Drops

Dow Edges Up, Nasdaq Slips From Highs; Oil Drops

U.S. stocks traded mixed late Wednesday morning. The Dow gained, the S&P 500 hovered near flat, and the Nasdaq dipped as investors paused after setting new highs. Cheaper oil and uncertainty in the Middle East factored in. Reuters data from LSEG showed the S&P 500 at 7,521.43, up 0.03%, the Dow at 50,718.64, up 0.51%, and the Nasdaq at 26,638.26, down 0.07%. All values were delayed at least 15 minutes. Wall Street took a breather after the S&P 500 and Nasdaq set new records on Tuesday. AI demand and a surge in chip stocks drove those gains, with Micron hitting $1 trillion in market cap after UBS raised its price target. The market had been stretched, but not broken.
Seagate Shares Dip Again as AI Storage Demand Pinches Supply

Seagate Shares Dip Again as AI Storage Demand Pinches Supply

Seagate Technology shares dropped for a second day Tuesday, after a sharp fall Monday. CEO Dave Mosley said new factories would “take too long,” raising doubts about how quickly the company can meet AI demand. The stock was down about 2.3% at $723.81 on Nasdaq, following Monday’s close at $740.84. Supply is now the question, not demand. Hard-disk drive makers are seeing AI boost demand for their lower-cost storage tech in data centers. But with investors worried about whether these companies can meet that demand, stocks are taking a hit when capacity looks tight.
Seagate Stock Rides AI Storage Boom as STX Rally Faces a Valuation Test

Seagate Stock Rides AI Storage Boom as STX Rally Faces a Valuation Test

Singapore—May 9, 2026, 22:04 SGT Seagate Technology Holdings plc wrapped up Friday’s session with gains, leaving the hard-drive maker hovering near its recent peaks as traders factored in a more limited supply of data storage driven by artificial intelligence demand. On the Nasdaq, Seagate closed at $782.64. Western Digital finished at $480, and NetApp remained at $118.
Micron Stock Gets $740 AI Call as Mizuho Lifts Western Digital, SanDisk Bets

Micron Stock Gets $740 AI Call as Mizuho Lifts Western Digital, SanDisk Bets

Mizuho Securities bumped up its price targets for a slate of AI-driven memory and storage names, boosting Micron Technology to $740 from $545 and moving Western Digital to $550 from $470. Wall Street’s appetite for data-center memory plays continues, with the firm maintaining its bullish stance on Micron, Western Digital, and SanDisk, the note shows. Timing is key here. Investors have started viewing memory not just as another cyclical chip segment, but as a critical chokepoint in the AI ramp-up. AI inference—using models after training—relies on having speedy memory close to the processors. There’s also this agentic AI, software that can operate and plan with minimal human guidance, and it’s likely to push up demand for DRAM, NAND, and high-bandwidth memory.
Forget Big Tech: Data Storage Stocks Are Becoming AI’s Quiet Market Dark Horse

Forget Big Tech: Data Storage Stocks Are Becoming AI’s Quiet Market Dark Horse

Data-storage hardware stocks made notable moves as the week wrapped. Seagate rallied 7.9% in U.S. trading, Sandisk notched up 8.3%, but Western Digital edged down 0.6%, paring gains after a strong advance. The action pushed a usually overlooked tech segment—companies handling AI’s data—back into focus. The focus isn’t just on chips and cloud spend anymore. Storage companies are tossing out numbers that suggest AI’s appetite now extends deeper, right into hard drives and flash. That means the hardware actually holding data—files, code, video, customer info for AI models—is getting swept up, too.
QQQ Rises Today as Big Tech Earnings Put the Nasdaq 100 Rally on the Line

QQQ Rises Today as Big Tech Earnings Put the Nasdaq 100 Rally on the Line

Invesco QQQ Trust edged higher Wednesday, adding $3.99 to $661.57 in the latest trade as investors rotated back into the Nasdaq 100 both ahead of and following a fresh round of megacap tech earnings. Shares shifted between $655.78 and $663.32, with turnover topping 30 million. The clock was key here. Microsoft, Alphabet, Amazon, and Meta all rolled out their numbers after the bell—giving Wall Street a rapid-fire read on whether the AI investment surge is still driving the big Nasdaq players. Reuters called it a mixed session overall: Nasdaq Composite edged up just 0.04%, S&P 500 slipped 0.04%, and the Dow dropped 0.57%. Investors, according to Matthew Keator of the Keator Group, are zeroed in on what’s next for capital spending and AI.
Seagate Stock Surges as AI Storage Demand Gives Wall Street a Fresh Signal

Seagate Stock Surges as AI Storage Demand Gives Wall Street a Fresh Signal

Seagate Technology Holdings plc jumped in premarket trading Wednesday, with shares rallying after the data-storage firm projected a better-than-anticipated fiscal fourth-quarter. Bullish guidance from Seagate is fueling confidence that artificial intelligence investments keep reaching deeper tech infrastructure. It's a notable shift: AI isn't just hungry for chips; it devours storage, too. Training and running models takes massive troves of text, images, video—big, cheap, dense. That’s pushed hard-disk-drive makers like Seagate back onto investors’ radar, reversing a period when the sector seemed to have settled into slow growth.
Best Stocks to Buy Today: 5 Earnings Stocks Wall Street Is Watching Before the Fed Decision

Best Stocks to Buy Today: 5 Earnings Stocks Wall Street Is Watching Before the Fed Decision

Those on the hunt for top stocks today are facing a slimmer field than the label implies. Earnings, not just general artificial intelligence hype, are driving the action. Early Wednesday, U.S. stock futures ticked higher, as investors juggled a stream of corporate results, the Federal Reserve’s looming decision, and a fresh batch of megacap tech earnings. The question on traders’ minds: does April’s rally have legs left? “For us, earnings are the most important part of the story right now,” said Kate Moore, chief investment officer at Citi Wealth, in an interview with Reuters. She noted analysts are upping their numbers this season, not cutting them.
US Stock Market Today After Hours: Nasdaq Hit by AI Worries as Visa, Starbucks and Chip Stocks Jump

US Stock Market Today After Hours: Nasdaq Hit by AI Worries as Visa, Starbucks and Chip Stocks Jump

• U.S. equities slipped off record territory, dragged down by declines in AI-related stocks ahead of a wave of Big Tech earnings.• In after-hours moves, Visa, Starbucks, Seagate and NXP all saw gains following their reports or guidance.• Oil prices and the upcoming Fed rate call stand out as the key concerns heading into Wednesday. U.S. stocks fell on Tuesday, led by steeper losses in the Nasdaq, as investors pulled back from artificial intelligence-related names ahead of earnings from major tech players. After hours, action narrowed to a handful of earnings-driven moves: payment firms, coffee stocks, and chipmakers all posted notable swings once regular trading wrapped up.
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Stock Market Today

  • Tandem Diabetes (TNDM) Slides as Founder’s Modular Medical Launches Insulin Patch Pump
    June 30, 2026, 8:44 PM EDT. Tandem Diabetes Care (NASDAQ:TNDM) shares fell 2.5% after Modular Medical-run by Tandem's original founder Paul DiPerna-said it has started patient use for its Pivot tubeless insulin patch pump. The launch pushes Modular into a crowded field and targets insulin users who still rely on daily injections, raising worries about fresh competition. Tandem later clawed back some of the loss, finishing at $15.43. The stock is down 28.4% in 2024 and still trades well off its 52-week peak, down 45.4%. Analysts have ticked the name higher recently, pointing to better pharmacy channel trends and signs of sales recovery. The market is taking the new threat seriously, but not seeing it as a game-changer yet.
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