3 Nasdaq 100 Stocks to Research Further

Yahoo FinanceMar 12 23:31

U.S. Stock Movement | Collective Decline in Memory Concept Stocks: SanDisk (SNDK.US) Falls Nearly 5%

On Thursday, the storage-related concept stocks collectively declined.

Zhitong FinanceMar 12 23:26

Cramer: Buy Western Digital, Micron, Seagate on Oil-driven Dips

Yahoo FinanceMar 12 20:47

Express News | Seagate: Helium Supply Disruption May Worsen Memory Shortage

BreakingsMar 12 18:10

Seagate executives have stated that the Middle East conflict will not disrupt the storage supply chain in the short term.

① The conflict between the United States and Iran has resulted in the blockade of the Strait of Hormuz, causing critical materials such as helium to face supply disruptions, which may impact the artificial intelligence supply chain; ② Seagate's Chief Commercial Officer stated that its supply chain is resilient, and the conflict will not cause significant obstacles in the short term; ③ however, he added that if the helium supply disruption persists for several weeks, chip manufacturers may be forced to adjust their production capacity, thereby exacerbating the shortage of general memory.

cls.cnMar 12 14:51

Will AI-powered storage overturn cyclical logic? Industry executives unanimously predict that price hikes may become the norm in the coming years!

① Massive spending in the artificial intelligence (AI) sector has driven structural changes in the memory industry, rendering cyclical logic obsolete; ② Prices of memory chip stocks show no signs of decline, and rising memory prices may become the new normal. Customers tend to sign long-term supply agreements to secure availability.

cls.cnMar 12 10:51