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SanDisk, Seagate, Micron Decline In Tuesday Pre-Market: What's Going On? - Intel (NASDAQ:INTC), Micron Te

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

Raccontata dacnbc.combenzinga.com

Confronto fonti

2 prospettive sulla stessa storia
AI · summaries
benzinga.comStai leggendo1 mesi fa

SanDisk, Seagate, Micron Decline In Tuesday Pre-Market: What's Going On? - Intel (NASDAQ:INTC), Micron Te

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

originale
cnbc.com1 mesi fa

Seagate leads memory sell-off as CEO says it would 'take too long' to build new factories

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

Leggi questa versione → originale

Timeline cronologica

  1. lunedì 18 maggio 2026·cnbc.com

    Seagate leads memory sell-off as CEO says it would 'take too long' to build new factories

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

  2. martedì 19 maggio 2026·benzinga.com

    Micron, Intel And SanDisk Could Have More Room To Run Amid AI Frenzy, Analyst Says: 'Just Took Our Target

    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…

  3. martedì 19 maggio 2026·benzinga.com

    Micron, Seagate, Western Digital Sink On Capacity Crunch Fears - Micron Technology (NASDAQ:MU)

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

  4. martedì 19 maggio 2026·benzinga.com

    SanDisk, Seagate, Micron Decline In Tuesday Pre-Market: What's Going On? - Intel (NASDAQ:INTC), Micron Te

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

  5. martedì 19 maggio 2026·benzinga.com

    What Is Going On With SanDisk Stock On Tuesday? - SanDisk (NASDAQ:SNDK)

    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.