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

Storage stocks jump as Seagate's upbeat forecast fuels confidence in AI spending reut.rs/4t4KVxJ

Western Digital forecasts quarterly revenue above estimates on AI storage demand reut.rs/4tPeLra

Applied Materials sees quarterly revenue above estimates on sustained AI spending reut.rs/4uTHvzk

Strong ASML, TSMC forecasts signal AI spending boom is intact reut.rs/4myC71r

TSMC likely to book fourth straight quarter of record profit on insatiable AI demand reut.rs/4vpg3tZ

Dell lifts forecasts as AI data center buildout fuels demand, shares soar reut.rs/4vgUz1N

Memory maker Kioxia sees $8.2 billion Q1 profit on AI boom reut.rs/4dek3a0

Dell shares gain after strong AI server demand boosts annual forecast reut.rs/4qTtZuD