Bernstein highlights SanDisk and Seagate as its top picks for 2026. The firm raised its SanDisk target price to $580, citing “unprecedented NAND shortages and price increases,” while calling Seagate ...
Bernstein says memory suppliers like SanDisk and Seagate will win from AI data growth while HP, Dell, and SMCI face earnings ...
The “rapid explosion” of large load users looking to connect onto Texas’ electric grid are being built faster than traditional transmission planning can manage, according to the Electricity ...
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