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Technology 15 February 2026 - 16 February 2026

Western Digital stock set for Tuesday spotlight after CEO says 2026 HDD output is “pretty much sold out”

Western Digital stock set for Tuesday spotlight after CEO says 2026 HDD output is “pretty much sold out”

Western Digital could grab attention when U.S. markets open Tuesday, after a tech report over the weekend spotlighted CEO Irving Tan’s remarks to investors that the company is “pretty much sold out” of hard drives for 2026. The report noted Tan pointed to solid purchase commitments from Western Digital’s top seven customers, along with longer-term deals running through 2028.
16 February 2026
Arista Networks stock price: ANET set for Tuesday trade after CEO flags “horrendous” memory costs

Arista Networks stock price: ANET set for Tuesday trade after CEO flags “horrendous” memory costs

Arista Networks Inc CEO Jayshree Ullal didn’t mince words, calling memory component prices “horrendous” and warning that shortages are getting worse—driven by the ongoing scramble for AI data center gear and the resulting squeeze on parts and lead times. William Blair’s Sebastien Naji noted that Arista plans to “mitigate any negative impacts to its gross margins.” The company currently holds $6.8 billion in purchase commitments and is chasing $3.25 billion in AI networking revenue by 2026.
16 February 2026
AMD stock set for post-holiday test after ‘Helios’ AI tie-up with Tata Consultancy Services in India

AMD stock set for post-holiday test after ‘Helios’ AI tie-up with Tata Consultancy Services in India

Advanced Micro Devices on Monday said it’s deepening its partnership with Tata Consultancy Services, rolling out its so-called “Helios” rack-scale AI architecture in India—complete with a blueprint capable of backing up to 200 megawatts of capacity. “AI adoption is accelerating from pilots to large-scale deployments,” AMD CEO Lisa Su said. TCS CEO K. Krithivasan described the move as “the foundation for AMD’s first ‘Helios’ powered AI infrastructure in India.”
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AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

Xylem

NYSE: XYL 95 / 100
#2 BUY

AerCap

NYSE: AER 93 / 100
#3 BUY ON WEAKNESS

Visa

NYSE: V 90 / 100
#4 TACTICAL BUY

Chevron

NYSE: CVX 87 / 100
#5 ACCUMULATE

UPS

NYSE: UPS 84 / 100
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Editorial model selection. Not personalised advice.