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Investment Value Analysis of Seagate Technology and Western Digital in the AI Era","url":"https://stock-news.laohu8.com/highlight/detail?id=2672747429","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672747429?lang=en_us&edition=fundamental","pubTime":"2026-10-03 12:00","pubTimestamp":1791000000,"startTime":"0","endTime":"0","summary":"TradingKey - The investment thesis for Seagate Technology (STX) and Western Digital (WDC) has not disappeared with the adoption of SSDs; instead, it is shifting from the traditional PC HDD cycle toward high-capacity storage demand in AI data centers.","market":"other","thumbnail":"https://resource.tradingkey.com/uploads/20260429/stx-bcbfe882d8a94d22a5b49d27301d4cbc.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260429/stx-bcbfe882d8a94d22a5b49d27301d4cbc.jpg"],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/analysis/stocks/us-stocks/262198690-ssds-replace-hdds-analysis-seagate-western-digital-ai-era-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["WDCX","LU0444971666.USD","LU0072461881.USD","LU1642822529.SGD","LU0240877869.USD","STX","BK4588","DISK","LU1670628061.USD","STXU","BK4585","IE00B894F039.SGD","LU1670627923.USD","LU1815336760.USD","LU0203345920.USD","COWG","LU1046421795.USD","STXL","WLDR","CGGO","LU0154236417.USD","LU0240878834.USD","LU0957808578.USD","WDCC","STXX","QQQA","LU0162691827.USD","CNEQ","LU0476273544.USD","CNAV","IE00B19Z9P08.USD","WDC","EGGY","LU0006061336.USD","RULE","BK4512","IE00B19Z9Z06.USD","LU1235294995.USD","PTF","FCUS","QQQG","LU0444973449.USD","LU1035773651.USD","DRMY","LU0081259029.USD","FDTX","GB00BDT5M118.USD","LU1823568750.SGD","LU1983260115.SGD","LU0203347892.USD","BK4170","LU1069347547.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2672747943","title":"GoalVest Advisory LLC boosts Nvidia stake by 111,496 shares","url":"https://stock-news.laohu8.com/highlight/detail?id=2672747943","media":"TIPRANKS","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672747943?lang=en_us&edition=fundamental","pubTime":"2026-10-03 11:00","pubTimestamp":1790996424,"startTime":"0","endTime":"0","summary":"GoalVest Advisory LLC, managed by Aly St Pierre, recently executed a significant transaction involving Nvidia Corporation (($NVDA)). 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Trader: the Market Looks Ahead to Earnings Season","url":"https://stock-news.laohu8.com/highlight/detail?id=2672742947","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672742947?lang=en_us&edition=fundamental","pubTime":"2026-10-03 09:30","pubTimestamp":1790991000,"startTime":"0","endTime":"0","summary":"Get out your trust rope and harness. Investors are once again climbing the proverbial wall of worry-and earnings season could provide the piton that supports the stock market's next move higher.Really, the stock market shouldn't be holding up as well as it is. Oil prices remain persistently high, bond yields keep rising, and the Federal Reserve's next interest-rate hike remains a question of when, not if.And yet the Nasdaq Composite has gained 0.5% this week, while the S&P 500 index dipped 0.2%. Only the Dow Jones Industrial Average, off 1.3%, suffered a healthy drop.The market found reasons to hold up in the economic data-a weaker-than-expected September jobs report, particularly slowing wage growth, helped soothe some investor concerns about inflation and interest rates, as the chance of the Fed raising rates in October and December tumbled Friday. But optimism about corporate profits is lifting Wall Street's mood too.\"We're clearly in a higher inflationary environment,\" says Marc 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Jobs Report Curbs Rate Hike Bets, US Stocks Extend Gains, Nvidia Hits Intraday Record, Treasury Yields Reverse Higher as G7 Reserve Release Crushes Crude, Gold and Silver Plunge for the Week","url":"https://stock-news.laohu8.com/highlight/detail?id=1125288776","media":"Deep News","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1125288776?lang=en_us&edition=fundamental","pubTime":"2026-10-03 08:15","pubTimestamp":1790986550,"startTime":"0","endTime":"0","summary":"An unexpectedly sharp cooling in the September US nonfarm payrolls report further reduced market expectations for near-term Federal Reserve rate hikes. US stocks advanced and the dollar weakened 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Most Active Issues","url":"https://stock-news.laohu8.com/highlight/detail?id=2672741159","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672741159?lang=en_us&edition=fundamental","pubTime":"2026-10-03 05:43","pubTimestamp":1790977380,"startTime":"0","endTime":"0","summary":"Direxion TSLA Bull 2X       TSLL    86,185,861      9.80     0.83      9.25. 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Stocks-Equities Close Higher as Softer Jobs Data Quiets Rate-Hike Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=2672746219","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672746219?lang=en_us&edition=fundamental","pubTime":"2026-10-03 04:00","pubTimestamp":1790971248,"startTime":"0","endTime":"0","summary":"US STOCKS-Equities close higher as softer jobs data quiets rate-hike expectationsNEW YORK, Oct 2 -US stocks advanced on Friday to close out the trading week after weaker-than-expected jobs data dampened expectations for a rate hike from the Federal Reserve at its policy meeting this month.The Labor Department saidnonfarm payrolls increasedby 29,000 jobs last month, with the count for the prior two months also revised sharply lower, and well below the 90,000 estimate of economists polled by Reuters.The weaker-than-anticipated data pulled down expectations for a rate hike of at least 25 basis points from the Fed 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