Seagate Technology

Mentioned in 7 analyzed podcast episodes across 5 shows

Mentioned On

Vital Dawn WSJ Tech News Briefing The Compound and Friends Best Stocks Now with Bill Gunderson Mad Money w/ Jim Cramer

Episode Mentions

Vital Dawn · Jul 28, 2026

Vital Dawn Podcast for Tuesday July 28

“Storage solutions company reporting earnings after market close”

US Equity Futures PerformanceEuropean Market Outperformance in Autos and IndustrialsAsian Semiconductor Stock Declines

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WSJ Tech News Briefing · Jul 20, 2026

TNB Tech Minute: Alibaba Claims New AI Model Is Second Only to Anthropic’s Fable 5

“Storage company stock that recovered with broader chip sector rally amid earnings season optimism”

AI Model CompetitionChina-U.S. Technological DominanceEU Digital Services Act Enforcement

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The Compound and Friends · May 12, 2026

Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

“Storage company analyzed for cyclical valuation and margin volatility patterns alongside memory peers”

Bubble identification and risk management frameworksSemiconductor and memory chip market dynamicsAI infrastructure investment and CapEx bubble risks

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Best Stocks Now with Bill Gunderson · May 5, 2026

Tuesday May 5, 2026

“Storage infrastructure stock benefiting from AI data center buildout and ancillary semiconductor demand”

Memory Chip Stock Performance and ValuationAI Infrastructure Investment ThesisSemiconductor Supply Chain and Earnings Growth

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Mad Money w/ Jim Cramer · Apr 29, 2026

Mad Money w/ Jim Cramer 4/29/26

“Disk drive manufacturer rallied 11% due to inability to produce fast enough to meet AI data center demand”

Tech Earnings and Supply Chain ConstraintsSmall Modular Reactor (SMR) Technology and Licensing ModelsRestaurant Operational Excellence and Same-Store Sales Growth

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Mad Money w/ Jim Cramer · Apr 1, 2026

Mad Money w/ Jim Cramer 4/1/26

“Storage vendor riding AI-driven data center demand but lacking pricing power beyond raising prices on existing capacity”

AI Data Center Infrastructure InvestmentAI Displacement Risk in Enterprise SoftwareMemory and Storage Semiconductor Supply Constraints

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Mad Money w/ Jim Cramer · Feb 25, 2026

Mad Money w/ Jim Cramer 2/24/26

“Storage manufacturer in high-demand AI infrastructure market with limited supply and strong pricing power”

AI Disruption of Enterprise SoftwareMemory and Storage Supply ShortageSemiconductor Capital Equipment Demand

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