Story thread · 5 reports / 5 sources
BofA sees more upside in Seagate’s AI storage trade
thestreet.com · 12d
How the coverage leans
Across 5 sources · syndicated copies counted once
Seagate’s margins and cloud demand beat expectations, prompting BofA to raise its fiscal 2027 estimates.
First report: Seagate’s earnings are welcome news for the battered AI trade — marketwatch.com, 13d
The coverage
- AI storage boom is keeping Seagate's hard drives spinning
theregister.com · 13d
- Analysis: What Seagate's blowout quarter signals about the next two years of AI infrastructure demand
digitimes.com · 13d
The conversation · 0
Sign in to join the conversation.
No comments yet — start the thread.