Seagate and Western Digital both reported strong Q4 2026 results with similar revenue guidance for Q1 2027. Seagate is already shipping next-gen HAMR Mozaic drives to major cloud customers, betting on long-term demand for high-capacity storage. Western Digital, meanwhile, is extending its current ePMR technology and plans to launch its HAMR drives in early 2027, taking a more cautious approach. Seagate's early move has boosted its margins and cash flow, while Western Digital focuses on disciplined execution and cost management. Investors will watch how quickly Seagate can scale HAMR adoption and how Western Digital's new drives perform with hyperscalers next year.
Seagate Technology has locked in nearline hard drive orders with set pricing and configurations through the end of 2027, signaling strong demand visibility. The company expects its HAMR technology to support at least 25% annual growth in data capacit...
Seagate and SanDisk stocks dropped 4% and 3% respectively due to profit taking after strong gains this year, with no new company news to explain the decline. Seagate shares have surged 201% year-to-date, while SanDisk rose 29% in the past month. In c...
Vertiv and Seagate both reported strong earnings driven by AI infrastructure demand, but their approaches differ significantly. Vertiv focuses on power and cooling solutions for AI data centers, expanding capacity and acquisitions to support growth, ...
In Q2 2026, the Janus Henderson Global Sustainable Equity fund delivered a 14.19% gross return, slightly outperforming the MSCI World Gross TR index's 13.90% return. The fund's overweight position in the IT sector, the best-performing sector in the i...
