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Seagate Technology shares continued to advance as demand for high-capacity storage tied to AI data-center buildouts supported further positive earnings revisions. On balance, the Fund's artificial intelligence positioning was a net positive contributor to relative performance during the quarter. We added the Humana position on the view that earnings are at a cyclical trough, with MA margins currently depressed, in some cases negative, as elevated medical cost trends have outpaced premium growth across the industry.
Why investors should use the Zacks Earnings ESP tool to help find stocks that are poised to top quarterly earnings estimates.
Andra AP fonden acquired a new position in shares of Seagate Technology Holdings PLC (NASDAQ: STX) in the undefined quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 32,687 shares of the data storage provider's stock, valued at approximately $12,805,000. A number of other institutional investors
Sandisk currently holds a clearly stronger revenue position, having recently overtaken Seagate Technology in total quarterly sales after trailing it in earlier periods. Over roughly the last eight quarters, Sandisk saw flat quarter-over-quarter results before accelerating sharply, while Seagate Technology maintained a highly consistent, gradual upward trend.
Seagate (STX) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Stock futures are rising after three straight days of declines for major indexes; chip stocks are leading the rebound as volatility in the AI trade persists; several big-name companies reported earnings this morning ahead of Big Tech results tomorrow; Nebius shares are surging on news Nvidia as increased its stake in the Dutch AI infrastructure company; and SpaceX shares are rising after closing lower for the seventh consecutive sessions. Here's what you need to know today.
Morgan Stanley has identified seven semiconductor and AI infrastructure stocks as attractive buying opportunities following the recent selloff in memory-related equities.
SanDisk (NASDAQ: SNDK | SNDK Price Prediction) and Seagate Technology (NASDAQ: STX) just delivered blockbuster March quarter results, and both credit the same force: AI data creation.
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Transcripts source: company-published earnings calls. Speaker attribution and formatting are processed in-app.