Key Points AI data centers require massive amounts of high-performance storage capacity. Seagate is a supplier of choice for hyperscalers. 10 stocks we like better than Seagate Technology Plc › Shares of Seagate Technology (NASDAQ: STX) popped on Wednesday after the hard disk drive maker's fast-growing profits highlighted the shocking demand for its data storage products. By the close of trading, ...
Key Points AI data centers require massive amounts of high-performance storage capacity. Seagate is a supplier of choice for hyperscalers. 10 stocks we like better than Seagate Technology Plc › Shares of Seagate Technology (NASDAQ: STX) popped on Wednesday after the hard disk drive maker's fast-growing profits highlighted the shocking demand for its data storage products. By the close of trading, Seagate's stock price was up more than 19%. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » The data storage industry is booming Seagate's revenue jumped 22% year over year to $2.83 billion in its fiscal 2026 second quarter, which ended on Jan. 2. "As AI applications amplify the creation and economic value of data, modern data centers increasingly need storage solutions that combine performance and cost-efficiency at exabyte-scale," CEO Dave Mosley said in a press release. An exabyte is an enormous amount of digital information, equal to one billion gigabytes. With demand skyrocketing and supply limited, Seagate is enjoying strong pricing power. The mass-capacity data storage leader's profits are surging in turn. Seagate's adjusted gross margin improved by 6.7 percentage points to 42.2%, while its operating margin increased by 8.8 percentage points to 31.9%. All told, Seagate's adjusted earnings per share leaped 53% to $3.11. A long runway for further growth Looking ahead to Seagate's fiscal third quarter, management guided for revenue of roughly $2.9 billion and adjusted earnings of $3.40 per share. "In the December quarter, we saw sustained demand growth for our high-capacity nearline drives across global cloud data centers as well as continued improvement from the enterprise edge," Mosley said during a conference call with analysts. "Based on our build-to-order pipeline, we anticipate these positive demand trends will continue for some time." Should you buy stock in Seagate Technology ...
Fernando Genzor/iStock via Getty Images After reviewing the performance track record, portfolio composition, as well as such aspects as liquidity and expenses, I believe the Counterpoint Quantitative Equity ETF ( CPAI ), an actively managed exchange-traded fund leveraging AI-driven models in its investment process, is an excellent candidate for an ETF investor's short list of vehicles worth consid...
Fernando Genzor/iStock via Getty Images After reviewing the performance track record, portfolio composition, as well as such aspects as liquidity and expenses, I believe the Counterpoint Quantitative Equity ETF ( CPAI ), an actively managed exchange-traded fund leveraging AI-driven models in its investment process, is an excellent candidate for an ETF investor's short list of vehicles worth considering. Nevertheless, while I am impressed by its returns, there are a few issues that persuaded me to stop short of a Buy rating for now, so I initiate coverage with a Hold rating. First, CPAI's risk-adjusted returns look quite soft owing to high volatility. In this regard, I believe it is not suitable for investors seeking not just to maximize returns but also to, ideally, keep volatility around market-like levels. Second, despite a quite healthy, almost linear growth trend, its AUM is still relatively small at just $173.14 million (as of January 27). The direct consequence here is that liquidity overall is far from perfect, with its 30-day median bid/ask spread of 0.2042% being an issue. Third, its turnover of 324% is clearly elevated. Fourth, the expense ratio of 75 bps is rather high. Of course, given the stock selection mastery, the high fee looks justified. Yet it nonetheless a factor that eats into the total returns. And finally, incepted in November 2023, the ETF was not tested by a bear market. I will address these aspects with all necessary attention below in the note. CPAI Strategy And Portfolio As described on its website , incepted on November 28, 2023, CPAI ...invests in individual stocks that have exposure to multiple factors and are among the highest-ranking stocks to hold as determined by quantitative models and artificial intelligence to seek outperformance relative to the market. As explained in the summary prospectus, machine learning is at the core of the process: The quantitative models use machine learning technology to rank stocks of companies of U.S...
阿甲｜河床主場2比0擊敗甘拿斯亞 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】阿根廷甲組足球聯賽，河床主場2比0擊敗甘拿斯亞。 紅白衫河床，法斯度韋拉被班拿路鏟跌，球證初時給黃牌，慢鏡見到鞋底踩下去，河床球員當...
阿甲｜河床主場2比0擊敗甘拿斯亞 To view this video please enable JavaScript, and consider upgrading to a web browser that supports HTML5 video 【有線新聞】阿根廷甲組足球聯賽，河床主場2比0擊敗甘拿斯亞。 紅白衫河床，法斯度韋拉被班拿路鏟跌，球證初時給黃牌，慢鏡見到鞋底踩下去，河床球員當然不滿。球證翻看後升級成紅牌，甘拿斯亞13分鐘踢少一人。河床把握人數優勢，堅迪路41分鐘射開缺口，罰球直射，貼著柱入。 全場71%控球率，17射8中，50分鐘找到第二球。杜利奧斯漏了，還有堅迪路，第一時間射近柱。之後變收牌時間，河床的馬迪亞斯雲拿飛鏟，兩黃一紅，56分鐘十打十。 補時4分鐘臨近尾聲，甘拿斯亞的迪艾錫斯落鏟，太過勇猛，今場第3張紅牌。河床贏2比0，開季兩戰全勝，得失球較好排榜首，甘拿斯亞就一勝一負。
The stock market witnessed a mixed performance today as the S&P 500 and the Nasdaq indices showed varied results. The Federal Reserve’s decision to maintain the federal funds rate at 3.5%–3.75% has kept investors on their toes. The economic activity continues to expand at a solid pace, with inflation remaining somewhat elevated, according to the Federal Open Market Committee’s latest statement. As...
The stock market witnessed a mixed performance today as the S&P 500 and the Nasdaq indices showed varied results. The Federal Reserve’s decision to maintain the federal funds rate at 3.5%–3.75% has kept investors on their toes. The economic activity continues to expand at a solid pace, with inflation remaining somewhat elevated, according to the Federal Open Market Committee’s latest statement. As investors await Fed Chair Jerome Powell‘s press conference, the market remains cautious amid political pressures on the central bank. The Department of Justice’s subpoenas related to Powell’s testimony have added to the tension. The Dow was little changed, up 0.02% at 49,015.60, as the Nasdaq added 0.17% to 23,857.44 and the S&P 500 dipped 0.01% to 6,978.03. These are the top stocks that gained the attention of retail traders and investors through the day: Meta Platforms Inc. (NASDAQ:META) Meta Platforms’ stock declined by 0.63%, closing at $668.73. The stock hit an intraday high of $677.68 and a low of $666.10, with a 52-week range of $796.25 to $479.80. In the after-hours trading, the stock shot up 6.6% to $713.06. Meta Platforms reported fourth-quarter revenue of $59.89 billion, beating estimates of $58.30 billion, while adjusted EPS came in at $8.88, above expectations of $8.16. Revenue rose 24% year over year, driven by a 7% increase in daily active people to 3.58 billion, with ad impressions up 18% and ad pricing up 6%. For guidance, Meta projected first-quarter revenue of $53.5 billion to $56.5 billion and forecast full-year 2026 expenses of $162 billion to $169 billion, alongside capital expenditures of $115 billion to $135 billion, reflecting continued investment in infrastructure and AI initiatives. IBM’s stock saw a slight increase of 0.13%, closing at $294.16. The stock reached an intraday high of $295.95 and a low of $291.26, with a 52-week range of $324.90 to $214.50. IBM stock bounced up 7.7% to $316.85 in extended trading. IBM reported fourth-quarter revenu...
It may be delayed for some of us, but the AI jobs destruction apocalypse is hitting the tech industry hard, including Pinterest. Of the 244,851 global layoffs in 2025, nearly 70,000, or about 30%, were AI-related, according to Digital Journal, citing information from forex broker data firm ...
It may be delayed for some of us, but the AI jobs destruction apocalypse is hitting the tech industry hard, including Pinterest. Of the 244,851 global layoffs in 2025, nearly 70,000, or about 30%, were AI-related, according to Digital Journal, citing information from forex broker data firm ...
Employees move semiconductor testers on the assembly line of the Advantest Corp. plant in Ora, Japan on Aug. 10, 2012. Tomohiro Ohsumi | Bloomberg | Getty Images Shares of Japanese semiconductor equipment maker Advantest jumped over 7% after the company posted record quarterly sales in the October-December period , with operating profit surging 64% year on year to 113.6 billion yen ($741.8 million...
Employees move semiconductor testers on the assembly line of the Advantest Corp. plant in Ora, Japan on Aug. 10, 2012. Tomohiro Ohsumi | Bloomberg | Getty Images Shares of Japanese semiconductor equipment maker Advantest jumped over 7% after the company posted record quarterly sales in the October-December period , with operating profit surging 64% year on year to 113.6 billion yen ($741.8 million). The company also raised its operating profit forecast for the year ending March 2026 by 21.4% to 454 billion yen on Wednesday. Growth was driven primarily by its Test System Business, where sales surged 51.1% to ¥723.1 billion as demand surged for system-on-a-chip testers used in high-performance and AI semiconductors. Stock Chart Icon Stock chart icon Advantest also cited continued strength in memory testers for high-performance dynamic random-access memory. Its core business is semiconductor test systems, which verify that chips function properly and meet performance and durability standards before they are shipped. As chips used in artificial intelligence and high-performance computing become more complex, demand has grown for more advanced testing equipment to ensure quality and reliability. While Advantest's management said it does not currently expect tariffs to have a major impact, it flagged ongoing risks from geopolitical uncertainty and currency volatility, even as it sees strong tester demand to persist into the fourth quarter.