Seagate Technology Holdings plc (NASDAQ:STX) is included in the list of the best performing S&P 500 stocks in the last five years. Citi Remains Bullish on Seagate Technology Holdings (STX) Amid Stable Demand Photo by Possessed Photography on Unsplash On February 6, 2026, Citi reaffirmed its ‘Buy’ rating on Seagate Technology Holdings plc (NASDAQ:STX), raising its price target from $460 to $480 in response to recent investor meetings with management. According to the firm, conversations highlighted a dur ...

消息面上，美光表示，新NAND闪存晶圆厂正按计划推进，预计将于2028年下半年实现首批晶圆出货； HBM4客户出货量也正在按计划于2028年第一季度逐步提升，比原计划提前了一个季度。美光首席财务 官还指出，市场需求远超供应，预计供应紧张的局面将持续到2026年以后。 此外，三星电子首席技术官Song Jai-hyuk预计，市场对内存芯片的强劲需求不仅将持续今年全年，而且 还将持续到明年，因为人工智能推动了强劲的需求。(格隆汇) 存储概念股集体走强，闪迪涨超9%，美光科技涨超7%，西部数据涨近4%，希捷科技涨超3%。 ...

Group 1 - The core viewpoint of the article highlights a significant increase in memory prices since the beginning of 2026, with prices rising by 80% to 90% compared to the end of Q4 2025, driven by demand in the AI data center construction sector [1] - Major storage stocks, including Micron Technology (MU.US), Western Digital (WDC.US), SanDisk (SNDK.US), and Seagate Technology (STX.US), experienced pre-market gains of over 5% and 4% respectively, reflecting positive market sentiment [1] - UBS analysts predict that meaningful supply relief in the global storage industry will not occur until around 2028, indicating a prolonged period of strong demand and pricing power for the memory industry [1] Group 2 - The report from Counterpoint Research indicates that all categories of memory prices, including DRAM, NAND, and HBM, have reached historical highs, with general server DRAM being a key driver of the current price surge [1] - In the short term, UBS recommends focusing on the two nearly monopolistic HDD manufacturers, Seagate and Western Digital, as they are expected to benefit from the ongoing demand in the memory sector [1]

Group 1 - SanDisk shares increased by 3.2% in pre-market trading [1] - Micron Technology shares rose by 2.9% [1] - Seagate Technology shares gained 2.2% [1] - Western Digital shares went up by 1.9% [1]

Market Performance - The three major U.S. stock indices closed mixed, with the Dow Jones Industrial Average rising by 0.1%, while the Nasdaq Composite fell by 0.59% and the S&P 500 declined by 0.33% [2] - Large technology stocks showed varied performance, with Oracle increasing by over 2%, while Google and Broadcom both dropped by over 1% [2] Sector Performance - Storage and cryptocurrency-related stocks experienced significant declines, with Western Digital falling by over 8%, SanDisk down by over 7%, and Seagate Technology decreasing by over 6% [2] - The Nasdaq China Golden Dragon Index rose by 0.88%, with notable gains from companies such as Autohome, which increased by over 4%, Tencent Music rising by over 3%, Li Auto gaining nearly 3%, and Alibaba up by over 2% [2]

Core Viewpoint - The U.S. stock market showed mixed results with the Dow Jones increasing by 0.1%, while the Nasdaq and S&P 500 indices decreased by 0.59% and 0.33% respectively [1] Group 1: Stock Performance - Major technology stocks experienced varied performance, with Oracle rising over 2% and Tesla increasing more than 1%, while Google and Broadcom fell over 1% [1] - The residential construction, railway transportation, and tourism sectors saw significant gains, with Marriott Hotels rising over 8%, Hilton Hotels increasing over 3%, and Union Pacific up over 2% [1] - Storage and cryptocurrency-related stocks faced notable declines, with Western Digital dropping over 8%, SanDisk down over 7%, and Seagate Technology falling over 6% [1] Group 2: Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 0.87%, with popular Chinese stocks such as Li Auto increasing by 2.9%, and BYD and Alibaba both rising over 2% [1] - Other Chinese companies like NIO, Xpeng, New Oriental, and JD.com saw increases of over 1%, while Tencent fell by 1.4% and Meituan dropped by 2.8% [1]

Economic Indicators - Nonfarm payrolls are expected to increase by +68,000 in January, with the unemployment rate remaining unchanged at 4.4% [1] - Average hourly earnings are projected to rise by +0.3% month-over-month and +3.7% year-over-year in January [1] - Initial weekly unemployment claims are anticipated to decrease by -7,000 to 224,000 [1] - Existing home sales in January are expected to decline by -4.3% month-over-month to 4.16 million [1] - January CPI is expected to rise by +2.5% year-over-year, with core CPI also expected to increase by +2.5% year-over-year [1] Retail Sales and Employment Costs - US December retail sales were unchanged month-over-month, falling short of expectations of +0.4% [2] - The employment cost index for Q4 rose by +0.7% quarter-over-quarter, which is the smallest increase in 4.5 years and below the expected +0.8% [2] Stock Market Performance - Stock indexes experienced mixed trading, with the Dow Jones reaching a new all-time high while the S&P 500 closed down -0.33% and the Nasdaq down -0.56% [6][5] - The broader market initially found support from weaker-than-expected retail sales and employment cost index reports, which lowered bond yields [5] Earnings Season Insights - Over half of the S&P 500 companies have reported earnings, with 78% beating expectations [7] - S&P earnings growth is expected to rise by +8.4% in Q4, marking the tenth consecutive quarter of year-over-year growth [7] - Excluding the Magnificent Seven tech stocks, Q4 earnings are projected to increase by +4.6% [7] Interest Rates and Bond Market - The markets are pricing in a 23% chance of a -25 basis point rate cut at the next Federal Reserve meeting [8] - The 10-year T-note yield fell to a 3.5-week low of 4.13%, supported by weaker-than-expected economic reports [9] Sector Performance - AI-infrastructure stocks faced pressure, with Western Digital down more than -7% and other tech stocks also declining [12] - Wealth-management stocks dropped significantly, with Raymond James Financial down more than -8% due to concerns over AI disruption [13] - Homebuilding stocks rose after the drop in mortgage rates, with Toll Brothers up more than +6% [14] Company-Specific Developments - Goodyear Tire & Rubber Co reported Q4 adjusted EPS of 39 cents, below the consensus of 49 cents, leading to a decline of more than -14% [15] - Incyte forecasted dull-year total net product revenue of $4.77 billion to $4.94 billion, causing a drop of more than -8% [16] - Spotify reported a record 38 million monthly active users in Q4, leading to a rise of more than +17% [17]

Group 1 - The stock prices of American memory chip manufacturers have declined in early trading, with SanDisk's stock down by 3.8% and Seagate Technology's stock down by 1.8% [1]

Core Viewpoint - Memory chip manufacturers experienced a decline in stock prices during pre-market trading, indicating potential market concerns regarding the sector's performance [1] Company Summaries - Micron Technology's stock fell by 3.3%, reflecting investor apprehension about its future prospects [1] - Western Digital's stock decreased by 1.6%, suggesting a negative sentiment towards its market position [1] - SanDisk's stock dropped by 1.3%, indicating challenges within the flash memory segment [1] - Seagate Technology's stock declined by 1.2%, highlighting ongoing issues in the storage solutions market [1]

Core Viewpoint - The U.S. stock market for storage concept stocks experienced a broad increase, with notable gains in several companies within the sector [1]. Group 1: Company Performance - Pure Storage (PSTG) saw a rise of 7.67%, with a total market capitalization of 22.851 billion and a year-to-date increase of 3.28% [2]. - Western Digital (WDC) increased by 4.07%, boasting a market cap of 91.801 billion and a year-to-date gain of 57.18% [2]. - Rambus (RMBS) rose by 3.78%, with a market value of 10.96 billion and a year-to-date increase of 10.80% [2]. - Seagate Technology (STX) experienced a 3.52% increase, with a market capitalization of 91.527 billion and a year-to-date rise of 52.41% [2]. - Silicon Motion (SIMO) grew by 2.15%, with a market cap of 4.38 billion and a year-to-date increase of 39.04% [2]. - SanDisk (SNDK) saw a 1.21% rise, with a market value of 86.054 billion and a year-to-date increase of 145.66% [2]. - Micron Technology (MU) increased by 1.25%, with a market capitalization of 436.324 billion and a year-to-date gain of 35.83% [2].