Bernstein says memory suppliers like SanDisk and Seagate will win from AI data growth while HP, Dell, and SMCI face earnings ...
Bernstein highlights SanDisk and Seagate as its top picks for 2026. The firm raised its SanDisk target price to $580, citing “unprecedented NAND shortages and price increases,” while calling Seagate ...
The ginormous LED screen flashed as dignitaries celebrated inside a bare industrial warehouse serving as New Albany's latest data center. "Water is for streams, not streaming," it beamed to those ...
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