Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% Instead

Stanley Druckenmiller’s Duquesne Family Office exited its entire Alphabet position in the first quarter of 2026 and rotated the capital into three AI hardware “picks-and-shovels” names: SanDisk, Micron Technology, and Seagate Technology, according to recently reported 13F filings. For an investor whose track record predates most of today’s hedge fund managers, walking away from a ... Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% In

Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% Instead

Stanley Druckenmiller’s Duquesne Family Office exited its entire Alphabet position in the first quarter of 2026 and rotated the capital into three AI hardware “picks-and-shovels” names: SanDisk, Micron Technology, and Seagate Technology, according to recently reported 13F filings. For an investor whose track record predates most of today’s hedge fund managers, walking away from a ... Billionaire Stanley Druckenmiller Dumped Every Share of Alphabet. He Bought AI Memory Stocks Up 581% to 3,467% In...

Seagate Technology Aktie fällt trotz KI-Wachstum - Vorsichtige Produktionsstrategie belastet Anleger

Frankfurt (www.aktiencheck.de) - Seagate Technology-Aktienanalyse von XTB:Die Experten von XTB nehmen die Aktie von Seagate Technology Holdings plc (ISIN: IE00BKVD2N49, WKN: A3CQU7, Ticker-Symbol: 847, NASDAQ-Symbol: STX) in einer aktuellen Marktanalyse unter die Lupe.Die Aktien News und Seagate Technology Aktie stünden aktuell im Fokus vieler Anleger. [mehr]

The Zacks Analyst Blog Highlights Micron Technology, Ciena, Seagate Technology, Five Below and Murphy USA

MU, CIEN, STX, FIVE and MUSA are highlighted as large-cap growth stocks benefiting from AI demand, retail momentum and expansion strategies.

Seagate adds $15B in market cap on surprise news

Seagate Technology (STX) is on another tear. The stock jumped 11% today on third-quarter results, adding about $15 billion in market value, and is now up roughly 130% this year alone. Investors are starting to price in a much bigger shift, where Seagate plays a direct role in AI infrastructure ...

Market movers: SoFi Technologies, Bloom Energy, Robinhood, Seagate Technology…

Seagate Technology shares climb as AI-driven demand drive Q3 beat

Seagate Technology Holdings PLC (NASDAQ:STX) reported stronger-than-expected fiscal third quarter 2026 results on April 28, driven by sustained demand for...

Seagate (STX) Q3 2026 Earnings Transcript

Image source: The Motley Fool.DATETuesday, April 28, 2026 at 5 p.m. ETCALL PARTICIPANTSChair and Chief Executive Officer — William MosleyChief Financial Officer — Gianluca RomanoVice President, Investor Relations — Shanye HudsonNeed a quote from a Motley Fool analyst? Email [email protected] -- $3.1 billion, reflecting a 10% sequential increase and a 44% year-over-year rise.Non-GAAP Gross Margin -- 47%, up 180 basis points sequentially, and 4.8 percentage points higher year over y...

Storage stocks jump as Seagates upbeat forecast fuels confidence in AI spending

Shares of storage companies jumped in extended trading on Tuesday, after strong revenue and profit forecasts from Seagate Technology signaled that spending by enterprises on artificial intelligence equipment will remain strong.

Seagate forecasts upbeat quarter as AI boom powers strong data-storage demand

Seagate Technology forecast fourth-quarter revenue and profit above Wall Street expectations on Tuesday, betting on strong demand for its data-storage hardware as enterprises ramp up ?adoption of artificial intelligence.

Seagate Technology stock hits all-time high, reaching 553.77 USD

Seagate Technology stock hits all-time high, reaching 553.77 USD

Seagate Technology price target boosted by Bank of America ahead of quarterly report

Bank of America analysts have raised their price target on Seagate Technology Holdings PLC (NASDAQ:STX) to $605 from $450, citing stronger confidence in...

Wasabi Technologies übernimmt Lyve Cloud-Geschäft von Seagate

BOSTON & FRANKFURT, Deutschland--(BUSINESS WIRE)--Das Hot-Cloud-Storage-Unternehmen Wasabi übernimmt das Cloud-Geschäft von Seagate Technology LLC, einem Anbieter von Massenspeicherlösungen. Im Rahmen der Vereinbarung erhält Seagate eine Beteiligung an Wasabi und wird damit Anteilseigner des Unternehmens. Weitere finanzielle Details wurden nicht veröffentlicht. „Mit der Übernahme bauen wir unsere Position im Markt für Cloud Storage weiter aus“, sagt David Friend, Mitgründer und CEO von Wasabi T

Why Seagate Technology Stock Raced Nearly 6% Higher Today

It was the subject of a very substantial price target raise from an analyst.

Seagate Techs Teh on MidEast Impact

Ban Seng Teh, EVP and Chief Commercial Officer at Seagate Technology says that the Middle East conflict won’t significantly hamper chipmaking in the short run, and he sees resiliency in their supply chain that could buffer the data storage company from any short term impact. He speaks exclusively with Avril Hong and Haidi Stroud-Watts on Bloomberg: The Asia Trade". (Source: Bloomberg)

Can Pure Storages Hyperscaler Strategy Drive Long-Term Growth?

Detailed price information for Seagate Technology Hldgs Plc (STX-Q) from The Globe and Mail including charting and trades.

STXs HDDs vs. PSTGs Flash Bet: Which Storage Play is Better?

The explosion of data from AI, cloud computing and digital transformation has driven demand for data storage stocks. But not all storage is created equal. Two very different companies — Seagate Technology Holdings plc STX and Pure Storage Inc. PSTG — represent opposing ends of the storage spectrum…

Seagate Technology Holdings plc (STX) Q2 2026 Earnings Call Transcript

Stocks making the biggest moves after hours: Texas Instruments, Seagate Technology, Qorvo and more

These are some of the stocks posting the largest moves in extended trading.

Seagate forecasts quarterly results above estimates on strong data storage demand

Seagate Technology forecast third-quarter revenue and profit above Wall Street expectations on Tuesday, benefiting from strong demand for its data storage devices as enterprises scale up their use of artificial intelligence.

Pure Storages Shareholder Return Strategy Signals Business Confidence

Detailed price information for Seagate Technology Hldgs Plc (STX-Q) from The Globe and Mail including charting and trades.

Seagate Technology poised for strong Q2 on data center demand, Bank of America says

Seagate Technology Holdings PLC (NASDAQ:STX) is expected to report robust results for its second fiscal quarter, driven by continued strength in data center...

Seagates 32TB HDDs Launch Expands Its Reach in AI Video Analytics

Seagate Technology Holdings plc (STX) is rolling out new edge-to-cloud storage solutions, comprising 32TB hard disk drives (“HDD”) across the Exos, SkyHawk AI and IronWolf Pro portfolios. The company will be demonstrating these mass-capacity storage solutions at Intersec 2026, highlighting its role…

This Artificial Intelligence (AI) Stock Quietly Outperformed Nvidia in 2025. It Can Continue Soaring in 2026.

Investors looking for attractive AI stock picks should take a closer look at Seagate Technology.

Earnings Preview: Spotlight on Nvidia, Palantir, and Data Center Growth

Market Analysis by covering: NVIDIA Corporation, Kinross Gold Corp, Seagate Technology PLC, Palantir Technologies Inc. Read s Market Analysis on Investing.com

Zacks.com featured highlights include NVIDIA, Micron Technology and Seagate Technology

NVIDIA tops a screen of profitable S&P 500 stocks, with Micron Technology and Seagate Technology also standing out for strong net income ratios.

Zacks.com featured highlights include Seagate Technology, Robinhood Markets and Everus Construction

Seagates sharp one-year surge and recent pullback anchor a Zacks screen spotlighting momentum names built to ride shifting market trends.

Seagate: Speicher-Riese verdoppelt & neue TSI-USA-Signale

Seagate Technology, einer der führenden Anbieter von Datenspeicherlösungen, präsentierte starke Zahlen für das erste Quartal. Börsenexperte Tim Temp erkannte das Potenzial des Unternehmens früh: Ge...

Seagate: Speicher-Riese verdoppelt & neue TSI-USA-Signale

Seagate Technology, einer der führenden Anbieter von Datenspeicherlösungen, präsentierte starke Zahlen für das erste Quartal. Börsenexperte Tim Temp erkannte das Potenzial des Unternehmens früh: Gestützt auf ein starkes TSI-Kaufsignal von 95,7 Prozent erfolgte der Einstieg bei dem Titel bereits am 26.

Seagate Technology (STX) Q1 2026 Earnings Call Transcript

Image source: The Motley Fool.DATETuesday, Oct. 28, 2025, at 5 p.m. ETCALL PARTICIPANTSChair and Chief Executive Officer — Dave MosleyChief Financial Officer — Gianimpact of traditional seasonality expectedluca RomanoNeed a quote from a Motley Fool analyst? Email [email protected] -- $2.63 billion in revenue for September.Non-GAAP Gross Margin -- Non-GAAP gross margin reached a record 40.1% in September 2025, increasing 220 basis points from the prior quarter.Non-GAAP Operating Ma...