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Matt Phillips
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Western Digital slips despite posting strong quarterly results
Here’s what the other half of the hard disk drive duopoly —along with Seagate Technology — reported.
Sandisk crushes expectations for quarterly EPS and sales, but stock drops anyway
The maker of data storage devices has become one of biggest beneficiaries of the AI data center boom.
Disk drive duopoly darts higher after Seagate earnings
We’ll say it: hard disk drives are hot.
Enphase drops as guidance and results fail to impress investors
A retail favorite of the Covid era, Enphase shares have been battered almost continuously for the last three years, making them a favorite target of…
Bloom Energy surges after reporting huge Q1 revenue beat, big guidance hike
Solid-oxide fuel cell maker Bloom Energy has been on a tear thanks to the data center boom.
Seagate soars on strong quarterly numbers, guidance far above expectations
The maker of hard disk drives has cashed in on surging AI-related demand for data storage.
Memory stocks shine in messy day for markets
Sandisk and Micron hit new record highs in intraday trading.
Intel soars by the most in decades after crushing Q1 earnings
A pretty good day.
Analysts applaud Intel’s massive Q1
Wall Street was caught off guard, but there’s still plenty of skepticism out there.
Intel crushes Q1 earnings expectations, forecasts strong Q2 revenue, shares soar
The numbers are a significant coda to what has been one of the best periods of share price performance for the company in decades.
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