Seagate has agreed to a $175 million settlement to resolve a shareholder class-action lawsuit alleging the company violated US export controls by selling over $1.1 billion in hard drives to Huawei. The settlement, filed in San Francisco federal court, still requires judicial approval.
Seagate shares dropped over 8% after CEO Dave Mosley expressed concerns about meeting AI-driven demand. Other memory chip stocks also fell, reflecting investor worries about production capacity and long-term demand capture.
Lockheed Martin hat sich einer Partnerschaft angeschlossen, die darauf abzielt, künftig Raketen von See aus ins All fliegen zu lassen.
Three stocks recommended by top Wall Street analysts: Seagate Technology (rated by TD Cowen's Krish Sankar, PT $850), Marvell Technology (rated by RBC's Srini Pajjuri, PT $170), and Amazon (rated by TD Cowen's John Blackledge, PT $350). Seagate benefits from AI-driven storage demand with strong Q3 FY26 results. Marvell is positioned to gain from Amazon's $100B Anthropic deal. Amazon reported strong Q1 with AWS revenue up 20%.
Seagate führt erstmals seit 2016 wieder 3,5-Zoll-Festplatten ein, die ohne externes Netzteil auskommen. Die neuen Serien Firecuda X Vault und One Touch nutzen USB-C für Strom und Daten, wobei Kapazitäten von bis zu 24 TByte erreicht werden.
