Dec 31, 2025 • ts2.tech
SOMEWHAT-BEARISH
Deere stock slips ahead of ex-dividend day as Fed minutes hit year-end trade
Deere & Company (DE) stock experienced a slight dip ahead of its ex-dividend date, influenced by thin year-end trading and cautious investor sentiment following the release of Federal Reserve minutes. Investors are also considering rate expectations and Deere's upcoming February earnings call. The stock's performance reflects broader market trends and specific concerns related to farm income and financing conditions, which impact demand for big-ticket agricultural machinery.
Dec 31, 2025 • ts2.tech
NEUTRAL
Seagate (STX) stock slips as 2025 AI-storage rally cools — what investors watch next
Seagate (STX) stock fell 0.4% as investors reassess the AI-driven data storage rally. The company has been a major beneficiary of AI demand for data centers, leading to significant stock growth in 2025. Attention is now shifting to Seagate's upcoming quarterly update in late January for insights into future demand and pricing.
Dec 31, 2025 • ts2.tech
SOMEWHAT-BEARISH
Western Digital (WDC) stock slides after hours as year-end AI storage rally cools
Western Digital (WDC) shares dropped about 2% in after-hours trading, settling at $176.06, following a year of significant gains driven by AI-related data-center demand. The late-day softness reflects potential rebalancing and profit-taking by investors as the year closes, despite the company's strong performance in 2025. The upcoming earnings season will be crucial for assessing whether AI infrastructure spending continues to boost enterprise storage shipments and pricing for Western Digital.
Dec 30, 2025 • ts2.tech
NEUTRAL
Seagate stock edges lower as year-end AI trade cools; STX turns to January earnings
Seagate Technology Holdings plc shares declined slightly as the year-end AI trade cools, following a year where the company was a significant beneficiary of AI-linked data-center spending. Investors are now looking towards Seagate's January earnings report and dividend payment as upcoming catalysts for the stock, particularly to confirm sustained demand and pricing power for high-capacity enterprise drives. The stock's recent softness comes amid broader profit-taking as 2025 closes, despite Seagate being a top performer in the S&P 500 this year.
Dec 30, 2025 • ts2.tech
SOMEWHAT-BEARISH
Why Western Digital stock is down today: WDC slides as year-end rotation cools AI-hardware trades
Western Digital shares fell 1.7% in afternoon trading on December 30, 2025, as investors rotated within tech amid thin year-end volumes. Despite a year of significant gains for the data-storage maker, the stock's recent performance reflects market repositioning and watchfulness for Fed policy signals and Western Digital’s next quarterly update. The company's projections for strong demand driven by cloud storage growth and AI-driven data creation remain key areas of interest for investors.
Dec 30, 2025 • Insider Monkey
SOMEWHAT-BULLISH
12 Unstoppable Technology Stocks to Buy
Seagate Technology Holdings plc (NASDAQ:STX) is highlighted as one of the unstoppable technology stocks to buy, with strong performance and bullish analyst ratings. Mizuho Securities and Benchmark have both reiterated Buy ratings and raised price targets for STX, citing expectations for exceeding gross margin targets and sustained demand for HDDs. Morgan Stanley also raised its price target, recommending an overweight position on cloud capex winners.