Seagate Technology Holdings plc ( STX) Bernstein Insights: What's next in tech? - 4th Annual Tech, Media, Telecom Forum February 25, 2026 2:00 PM EST ...
Seagate transitioned from a cyclical PC stock to a structurally scarce asset, underpinned by AI-driven data center storage demand. Read why STX is a Strong Buy.
Hard drive manufacturers have already sold all the units they will make this year, and it looks like the AI infrastructure boom is to blame, with hyperscalers soaking up all the high-capacity storage.
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