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   <title>Form  4          Seagate Technology Holdi  For: Jul 22  Filed by: Lee James CI</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Seagate+Technology+Holdi++For%3A+Jul+22++Filed+by%3A+Lee+James+CI/26813749.html</link>
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   <pubDate>Fri, 24 Jul 2026 16:18:00 -0400</pubDate>
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   	   	<category domain="http://rss.financialcontent.com/stocksymbol">STX</category>
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   <title>Form  4          Seagate Technology Holdi  For: Jul 22  Filed by: Lee James CI</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++4++++++++++Seagate+Technology+Holdi++For%3A+Jul+22++Filed+by%3A+Lee+James+CI/26813749.html</link>
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   <pubDate>Fri, 24 Jul 2026 16:18:00 -0400</pubDate>
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   <title>Seagate Technology (STX) call put ratio 1 call to 1 put into quarter results </title>
   <link>http://www.streetinsider.com/Options/Seagate+Technology+%28STX%29+call+put+ratio+1+call+to+1+put+into+quarter+results+/26811911.html</link>
   <description>&lt;p&gt;Seagate Technology (NASDAQ: STX) July 31 weekly call option implied volatility is at 139, August is at 112; compared to its 52-week range of 34 to 115.  Call put ratio 1 call to 1 put into the expected release of quarter results after the bell on July 28.&lt;/p&gt;</description>
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   <pubDate>Fri, 24 Jul 2026 10:34:32 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">STX</category>
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   <title>Seagate Technology (STX) call put ratio 1 call to 1 put into quarter results </title>
   <link>http://www.streetinsider.com/Option+EPS+Action/Seagate+Technology+%28STX%29+call+put+ratio+1+call+to+1+put+into+quarter+results+/26811911.html</link>
   <description>&lt;p&gt;Seagate Technology (NASDAQ: STX) July 31 weekly call option implied volatility is at 139, August is at 112; compared to its 52-week range of 34 to 115.  Call put ratio 1 call to 1 put into the expected release of quarter results after the bell on July 28.&lt;/p&gt;</description>
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   <pubDate>Fri, 24 Jul 2026 10:34:32 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">STX</category>
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   <title>Seagate Technology (STX) call put ratio 1 call to 1.1 puts into quarter results</title>
   <link>http://www.streetinsider.com/Options/Seagate+Technology+%28STX%29+call+put+ratio+1+call+to+1.1+puts+into+quarter+results/26809870.html</link>
   <description>&lt;p&gt;Seagate Technology (NASDAQ: STX) July 31 weekly 912.50 straddle priced for a move of 17.5%. Call put ratio 1 call to 1.1 puts into the expected release of quarter results after the bell on July 28.&lt;/p&gt;</description>
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   <pubDate>Fri, 24 Jul 2026 05:42:20 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">STX</category>
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   <title>Seagate Technology (STX) call put ratio 1 call to 1.1 puts into quarter results</title>
   <link>http://www.streetinsider.com/Option+EPS+Action/Seagate+Technology+%28STX%29+call+put+ratio+1+call+to+1.1+puts+into+quarter+results/26809870.html</link>
   <description>&lt;p&gt;Seagate Technology (NASDAQ: STX) July 31 weekly 912.50 straddle priced for a move of 17.5%. Call put ratio 1 call to 1.1 puts into the expected release of quarter results after the bell on July 28.&lt;/p&gt;</description>
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   <pubDate>Fri, 24 Jul 2026 05:42:20 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">STX</category>
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   <title>Form  144        Seagate Technology Holdi               Filed by: Lee James CI</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++144++++++++Seagate+Technology+Holdi+++++++++++++++Filed+by%3A+Lee+James+CI/26809225.html</link>
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   <pubDate>Thu, 23 Jul 2026 17:51:00 -0400</pubDate>
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   	   	<category domain="http://rss.financialcontent.com/stocksymbol">STX</category>
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   <title>Form  144        Seagate Technology Holdi               Filed by: Lee James CI</title>
   <link>http://www.streetinsider.com/SEC+Filings/Form++144++++++++Seagate+Technology+Holdi+++++++++++++++Filed+by%3A+Lee+James+CI/26809225.html</link>
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   <pubDate>Thu, 23 Jul 2026 17:51:00 -0400</pubDate>
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   <title>Selloff of U.S. memory stocks creates a compelling entry point: analyst</title>
   <link>http://www.streetinsider.com/General+News/Selloff+of+U.S.+memory+stocks+creates+a+compelling+entry+point%3A+analyst/26787123.html</link>
   <description>&lt;p&gt;Investing.com -- Morgan Stanley told investors in a note Monday that it believes the recent selloff in U.S. memory stocks presents a buying opportunity, arguing that data center memory shortages continue to intensify even as mixed signals emerge elsewhere in the market.&lt;/p&gt;&lt;p&gt;Analyst Joseph Moore described the current memory cycle as unusual, noting that &quot;data center strength is the only cause&quot; behind it, which means mixed signals in other areas &quot;may be a false flag.&quot; &lt;/p&gt;&lt;p dir=&quot;ltr&quot;&gt;Moore said memory isn't the best risk-reward in its coverage, which it views as Nvidia and Broadcom, &quot;but it's catching up fast.&quot;&lt;/p&gt;&lt;p dir=&quot;ltr&quot;&gt;He added that</description>
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   <pubDate>Mon, 20 Jul 2026 07:39:30 -0400</pubDate>
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   <title>Selloff of U.S. memory stocks creates a compelling entry point: analyst</title>
   <link>http://www.streetinsider.com/General+News/Selloff+of+U.S.+memory+stocks+creates+a+compelling+entry+point%3A+analyst/26787123.html</link>
   <description>&lt;p&gt;Investing.com -- Morgan Stanley told investors in a note Monday that it believes the recent selloff in U.S. memory stocks presents a buying opportunity, arguing that data center memory shortages continue to intensify even as mixed signals emerge elsewhere in the market.&lt;/p&gt;&lt;p&gt;Analyst Joseph Moore described the current memory cycle as unusual, noting that &quot;data center strength is the only cause&quot; behind it, which means mixed signals in other areas &quot;may be a false flag.&quot; &lt;/p&gt;&lt;p dir=&quot;ltr&quot;&gt;Moore said memory isn't the best risk-reward in its coverage, which it views as Nvidia and Broadcom, &quot;but it's catching up fast.&quot;&lt;/p&gt;&lt;p dir=&quot;ltr&quot;&gt;He added that</description>
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   <pubDate>Mon, 20 Jul 2026 07:39:30 -0400</pubDate>
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   <title>Selloff of U.S. memory stocks creates a compelling entry point: analyst</title>
   <link>http://www.streetinsider.com/General+News/Selloff+of+U.S.+memory+stocks+creates+a+compelling+entry+point%3A+analyst/26787123.html</link>
   <description>&lt;p&gt;Investing.com -- Morgan Stanley told investors in a note Monday that it believes the recent selloff in U.S. memory stocks presents a buying opportunity, arguing that data center memory shortages continue to intensify even as mixed signals emerge elsewhere in the market.&lt;/p&gt;&lt;p&gt;Analyst Joseph Moore described the current memory cycle as unusual, noting that &quot;data center strength is the only cause&quot; behind it, which means mixed signals in other areas &quot;may be a false flag.&quot; &lt;/p&gt;&lt;p dir=&quot;ltr&quot;&gt;Moore said memory isn't the best risk-reward in its coverage, which it views as Nvidia and Broadcom, &quot;but it's catching up fast.&quot;&lt;/p&gt;&lt;p dir=&quot;ltr&quot;&gt;He added that</description>
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   <pubDate>Mon, 20 Jul 2026 07:39:30 -0400</pubDate>
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   <title>Selloff of U.S. memory stocks creates a compelling entry point: analyst</title>
   <link>http://www.streetinsider.com/Investing/Selloff+of+U.S.+memory+stocks+creates+a+compelling+entry+point%3A+analyst/26787123.html</link>
   <description>&lt;p&gt;Investing.com -- Morgan Stanley told investors in a note Monday that it believes the recent selloff in U.S. memory stocks presents a buying opportunity, arguing that data center memory shortages continue to intensify even as mixed signals emerge elsewhere in the market.&lt;/p&gt;&lt;p&gt;Analyst Joseph Moore described the current memory cycle as unusual, noting that &quot;data center strength is the only cause&quot; behind it, which means mixed signals in other areas &quot;may be a false flag.&quot; &lt;/p&gt;&lt;p dir=&quot;ltr&quot;&gt;Moore said memory isn't the best risk-reward in its coverage, which it views as Nvidia and Broadcom, &quot;but it's catching up fast.&quot;&lt;/p&gt;&lt;p dir=&quot;ltr&quot;&gt;He added that</description>
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   <pubDate>Mon, 20 Jul 2026 07:39:30 -0400</pubDate>
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   <title>Selloff of U.S. memory stocks creates a compelling entry point: analyst</title>
   <link>http://www.streetinsider.com/Investing/Selloff+of+U.S.+memory+stocks+creates+a+compelling+entry+point%3A+analyst/26787123.html</link>
   <description>&lt;p&gt;Investing.com -- Morgan Stanley told investors in a note Monday that it believes the recent selloff in U.S. memory stocks presents a buying opportunity, arguing that data center memory shortages continue to intensify even as mixed signals emerge elsewhere in the market.&lt;/p&gt;&lt;p&gt;Analyst Joseph Moore described the current memory cycle as unusual, noting that &quot;data center strength is the only cause&quot; behind it, which means mixed signals in other areas &quot;may be a false flag.&quot; &lt;/p&gt;&lt;p dir=&quot;ltr&quot;&gt;Moore said memory isn't the best risk-reward in its coverage, which it views as Nvidia and Broadcom, &quot;but it's catching up fast.&quot;&lt;/p&gt;&lt;p dir=&quot;ltr&quot;&gt;He added that</description>
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   <title>Selloff of U.S. memory stocks creates a compelling entry point: analyst</title>
   <link>http://www.streetinsider.com/Investing/Selloff+of+U.S.+memory+stocks+creates+a+compelling+entry+point%3A+analyst/26787123.html</link>
   <description>&lt;p&gt;Investing.com -- Morgan Stanley told investors in a note Monday that it believes the recent selloff in U.S. memory stocks presents a buying opportunity, arguing that data center memory shortages continue to intensify even as mixed signals emerge elsewhere in the market.&lt;/p&gt;&lt;p&gt;Analyst Joseph Moore described the current memory cycle as unusual, noting that &quot;data center strength is the only cause&quot; behind it, which means mixed signals in other areas &quot;may be a false flag.&quot; &lt;/p&gt;&lt;p dir=&quot;ltr&quot;&gt;Moore said memory isn't the best risk-reward in its coverage, which it views as Nvidia and Broadcom, &quot;but it's catching up fast.&quot;&lt;/p&gt;&lt;p dir=&quot;ltr&quot;&gt;He added that</description>
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   <pubDate>Mon, 20 Jul 2026 07:39:30 -0400</pubDate>
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   <title>Why Moonshot AI's Kimi K3 is actually bullish for memory stocks</title>
   <link>http://www.streetinsider.com/General+News/Why+Moonshot+AI%27s+Kimi+K3+is+actually+bullish+for+memory+stocks/26786746.html</link>
   <description>&lt;p&gt;Investing.com -- The release of Kimi K3 by Chinese startup Moonshot AI has rattled markets and reignited comparisons to last year's DeepSeek moment, but beneath the surface volatility, the model's technical characteristics point to memory chip makers as a clear winner, according to Bloomberg.&lt;/p&gt;&lt;p&gt;Kimi K3, which Moonshot claims rivals top-tier offerings from OpenAI and Anthropic at a fraction of the cost, is said to feature 2.8 trillion parameters and a one-million-token context window.&lt;/p&gt;&lt;p dir=&quot;ltr&quot;&gt;According to Bloomberg, those specifications require far more memory capacity than earlier model generations, pointing to sustained demand in a market dominated by a handful of suppliers,</description>
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   <pubDate>Mon, 20 Jul 2026 06:55:37 -0400</pubDate>
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   <title>Why Moonshot AI's Kimi K3 is actually bullish for memory stocks</title>
   <link>http://www.streetinsider.com/General+News/Why+Moonshot+AI%27s+Kimi+K3+is+actually+bullish+for+memory+stocks/26786746.html</link>
   <description>&lt;p&gt;Investing.com -- The release of Kimi K3 by Chinese startup Moonshot AI has rattled markets and reignited comparisons to last year's DeepSeek moment, but beneath the surface volatility, the model's technical characteristics point to memory chip makers as a clear winner, according to Bloomberg.&lt;/p&gt;&lt;p&gt;Kimi K3, which Moonshot claims rivals top-tier offerings from OpenAI and Anthropic at a fraction of the cost, is said to feature 2.8 trillion parameters and a one-million-token context window.&lt;/p&gt;&lt;p dir=&quot;ltr&quot;&gt;According to Bloomberg, those specifications require far more memory capacity than earlier model generations, pointing to sustained demand in a market dominated by a handful of suppliers,</description>
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   <title>Why Moonshot AI's Kimi K3 is actually bullish for memory stocks</title>
   <link>http://www.streetinsider.com/General+News/Why+Moonshot+AI%27s+Kimi+K3+is+actually+bullish+for+memory+stocks/26786746.html</link>
   <description>&lt;p&gt;Investing.com -- The release of Kimi K3 by Chinese startup Moonshot AI has rattled markets and reignited comparisons to last year's DeepSeek moment, but beneath the surface volatility, the model's technical characteristics point to memory chip makers as a clear winner, according to Bloomberg.&lt;/p&gt;&lt;p&gt;Kimi K3, which Moonshot claims rivals top-tier offerings from OpenAI and Anthropic at a fraction of the cost, is said to feature 2.8 trillion parameters and a one-million-token context window.&lt;/p&gt;&lt;p dir=&quot;ltr&quot;&gt;According to Bloomberg, those specifications require far more memory capacity than earlier model generations, pointing to sustained demand in a market dominated by a handful of suppliers,</description>
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   <title>Why Moonshot AI's Kimi K3 is actually bullish for memory stocks</title>
   <link>http://www.streetinsider.com/Investing/Why+Moonshot+AI%27s+Kimi+K3+is+actually+bullish+for+memory+stocks/26786746.html</link>
   <description>&lt;p&gt;Investing.com -- The release of Kimi K3 by Chinese startup Moonshot AI has rattled markets and reignited comparisons to last year's DeepSeek moment, but beneath the surface volatility, the model's technical characteristics point to memory chip makers as a clear winner, according to Bloomberg.&lt;/p&gt;&lt;p&gt;Kimi K3, which Moonshot claims rivals top-tier offerings from OpenAI and Anthropic at a fraction of the cost, is said to feature 2.8 trillion parameters and a one-million-token context window.&lt;/p&gt;&lt;p dir=&quot;ltr&quot;&gt;According to Bloomberg, those specifications require far more memory capacity than earlier model generations, pointing to sustained demand in a market dominated by a handful of suppliers,</description>
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   <title>Why Moonshot AI's Kimi K3 is actually bullish for memory stocks</title>
   <link>http://www.streetinsider.com/Investing/Why+Moonshot+AI%27s+Kimi+K3+is+actually+bullish+for+memory+stocks/26786746.html</link>
   <description>&lt;p&gt;Investing.com -- The release of Kimi K3 by Chinese startup Moonshot AI has rattled markets and reignited comparisons to last year's DeepSeek moment, but beneath the surface volatility, the model's technical characteristics point to memory chip makers as a clear winner, according to Bloomberg.&lt;/p&gt;&lt;p&gt;Kimi K3, which Moonshot claims rivals top-tier offerings from OpenAI and Anthropic at a fraction of the cost, is said to feature 2.8 trillion parameters and a one-million-token context window.&lt;/p&gt;&lt;p dir=&quot;ltr&quot;&gt;According to Bloomberg, those specifications require far more memory capacity than earlier model generations, pointing to sustained demand in a market dominated by a handful of suppliers,</description>
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   <title>Why Moonshot AI's Kimi K3 is actually bullish for memory stocks</title>
   <link>http://www.streetinsider.com/Investing/Why+Moonshot+AI%27s+Kimi+K3+is+actually+bullish+for+memory+stocks/26786746.html</link>
   <description>&lt;p&gt;Investing.com -- The release of Kimi K3 by Chinese startup Moonshot AI has rattled markets and reignited comparisons to last year's DeepSeek moment, but beneath the surface volatility, the model's technical characteristics point to memory chip makers as a clear winner, according to Bloomberg.&lt;/p&gt;&lt;p&gt;Kimi K3, which Moonshot claims rivals top-tier offerings from OpenAI and Anthropic at a fraction of the cost, is said to feature 2.8 trillion parameters and a one-million-token context window.&lt;/p&gt;&lt;p dir=&quot;ltr&quot;&gt;According to Bloomberg, those specifications require far more memory capacity than earlier model generations, pointing to sustained demand in a market dominated by a handful of suppliers,</description>
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   <pubDate>Mon, 20 Jul 2026 06:55:37 -0400</pubDate>
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   	   	<category domain="http://rss.financialcontent.com/stocksymbol">STX</category>
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   <title>Evercore sees strong June quarter for IT hardware amid AI demand</title>
   <link>http://www.streetinsider.com/AI/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html</link>
   <description>&lt;p&gt;Investing.com -- Evercore said the outlook for IT hardware and networking companies remains positive heading into June quarter earnings, with strong demand but attention on how long the strength will last and the effect of component pricing.&lt;/p&gt;&lt;p&gt;The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.&lt;/p&gt;&lt;p&gt;On component pricing, memory costs continue to rise and original equipment manufacturers have been passing most of that through to customers via pricing. The focus will be on whether this creates a gross margin pressure for</description>
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   <pubDate>Thu, 16 Jul 2026 06:06:36 -0400</pubDate>
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   <title>Evercore sees strong June quarter for IT hardware amid AI demand</title>
   <link>http://www.streetinsider.com/AI/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html</link>
   <description>&lt;p&gt;Investing.com -- Evercore said the outlook for IT hardware and networking companies remains positive heading into June quarter earnings, with strong demand but attention on how long the strength will last and the effect of component pricing.&lt;/p&gt;&lt;p&gt;The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.&lt;/p&gt;&lt;p&gt;On component pricing, memory costs continue to rise and original equipment manufacturers have been passing most of that through to customers via pricing. The focus will be on whether this creates a gross margin pressure for</description>
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   <pubDate>Thu, 16 Jul 2026 06:06:36 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">AAPL</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">ANET</category>
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   	   	<category domain="http://rss.financialcontent.com/stocksymbol">STX</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">VRT</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">WDC</category>
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  <item>
   <title>Evercore sees strong June quarter for IT hardware amid AI demand</title>
   <link>http://www.streetinsider.com/AI/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html</link>
   <description>&lt;p&gt;Investing.com -- Evercore said the outlook for IT hardware and networking companies remains positive heading into June quarter earnings, with strong demand but attention on how long the strength will last and the effect of component pricing.&lt;/p&gt;&lt;p&gt;The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.&lt;/p&gt;&lt;p&gt;On component pricing, memory costs continue to rise and original equipment manufacturers have been passing most of that through to customers via pricing. The focus will be on whether this creates a gross margin pressure for</description>
   <guid isPermaLink="true">http://www.streetinsider.com/AI/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html</guid>
   <pubDate>Thu, 16 Jul 2026 06:06:36 -0400</pubDate>
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   	   	<category domain="http://rss.financialcontent.com/stocksymbol">WDC</category>
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  <item>
   <title>Evercore sees strong June quarter for IT hardware amid AI demand</title>
   <link>http://www.streetinsider.com/AI/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html</link>
   <description>&lt;p&gt;Investing.com -- Evercore said the outlook for IT hardware and networking companies remains positive heading into June quarter earnings, with strong demand but attention on how long the strength will last and the effect of component pricing.&lt;/p&gt;&lt;p&gt;The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.&lt;/p&gt;&lt;p&gt;On component pricing, memory costs continue to rise and original equipment manufacturers have been passing most of that through to customers via pricing. The focus will be on whether this creates a gross margin pressure for</description>
   <guid isPermaLink="true">http://www.streetinsider.com/AI/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html</guid>
   <pubDate>Thu, 16 Jul 2026 06:06:36 -0400</pubDate>
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   	   	<category domain="http://rss.financialcontent.com/stocksymbol">WDC</category>
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  <item>
   <title>Evercore sees strong June quarter for IT hardware amid AI demand</title>
   <link>http://www.streetinsider.com/AI/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html</link>
   <description>&lt;p&gt;Investing.com -- Evercore said the outlook for IT hardware and networking companies remains positive heading into June quarter earnings, with strong demand but attention on how long the strength will last and the effect of component pricing.&lt;/p&gt;&lt;p&gt;The firm said the main factors driving performance are stronger demand and better visibility into AI infrastructure buildouts. Most companies are expected to build backlog as demand exceeds supply.&lt;/p&gt;&lt;p&gt;On component pricing, memory costs continue to rise and original equipment manufacturers have been passing most of that through to customers via pricing. The focus will be on whether this creates a gross margin pressure for</description>
   <guid isPermaLink="true">http://www.streetinsider.com/AI/Evercore+sees+strong+June+quarter+for+IT+hardware+amid+AI+demand/26776086.html</guid>
   <pubDate>Thu, 16 Jul 2026 06:06:36 -0400</pubDate>
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