Seagate Technology CEO, Dave Mosley warns AI-driven memory demand is outpacing production capacity growth.

Micron (MU) stock climbs 2.5% in premarket trading. Inside the AI demand, China exposure, and massive analyst price target hikes.

Seagate CEO Dave Mosley's comment sent shares sinking, along with those of Micron, SanDisk and Western Digital.

Micron stock fell 13% in two days, the worst stretch since April 2025. Citi and Melius hiked price targets to $840 and $1,100 on the same day.

Ben Reitzes raised price targets on Micron, SanDisk and Intel, arguing that long-term supply agreements tied to AI infrastructure demand are making earnings more predictable for…

Micron, Seagate, and Western Digital drop premarket. AI supply chain worries and capacity fears trigger a memory chip stock selloff.

Seagate Technology CEO, Dave Mosley warns AI-driven memory demand is outpacing production capacity growth.

Seagate Technology is trading lower Tuesday after the CEO raised capacity concerns on meeting AI-driven memory demand, pressuring peers.

SanDisk (SNDK) stock dips slightly on broader tech capacity fears. See why Citi targets a $2,025 as AI demand drives a 186% flash memory price explosion in 2026.