Seagate

STX

Market cap $60.3B

The greatest beneficiaries of a Santa rally tend to be the year's dominant themes. December seasonality gives investors another timely opening to lean into three stocks that focus on the market's strongest theme of 2025 – AI infrastructure boom. The economic backdrop consists of moderating growth combined with softening data supporting lower interest rates and the potential for strong seasonal returns.

Seagate (STX) reported earnings 30 days ago. What's next for the stock?

Soaring AI-driven storage demand lifts both Seagate and Micron. However, MU's valuation keeps it in the spotlight.

“Valuations by no stretch are cheap…this is not going to be a value market,” Rob Luna says, but adds that “that doesn't mean anything” for market strength. He likes Micron (MU) and Seagate (STX) as the “picks and shovels” of the A.I. trade. He also likes nuclear energy, saying it is critical for the A.I. trade, but warns investors that most names in the space are pre-revenue. Rob also reflects on whether the entire market is a bubble, rather than just an A.I. bubble.

Seagate's revamped model and surging data center demand fuel stronger growth prospects as Mozaic drive adoption accelerates.

Even as the investing world continues to debate whether we are or are not in an “AI bubble,” there shouldn't be any question whether AI-driven dividend stocks are still enjoying a moment.

STX, HOOD and ECG stand out in a momentum screen, posting big yearly gains even as short-term market swings trigger sharp pullbacks.

Seagate Technologies' NASDAQ: STX stock can move a lot higher because it can deliver AI-capable hard drives at scale for the data center industry like no other company in the business. This is important for memory storage infrastructure, necessary for training models and inference.

SINGAPORE--(BUSINESS WIRE)--Seagate Technology Holdings plc (NASDAQ: STX), a leading innovator of mass-capacity data storage, announced that management is scheduled to participate in the following investor events: Event: UBS Global Technology and AI Conference on Monday, December 1, 2025 Details: Presentation at 3:15 PM PT / 6:15 PM ET Event: Nasdaq 53rd Annual Investor Conference on Tuesday, December 9, 2025 Details: Presentation at 6:30 AM PT / 9:30 AM ET Management will be hosting investor m.

STX posts record margins as demand for its high-capacity Mozaic HAMR drives surges, raising the stakes as cloud and AI workloads drive storage expansion.