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  • Seagate's strong Q1 results and HAMR drive ramp drive growth, with cloud-focused high-capacity production under contract through 2026.
  • The UK faces risks of AI power deficit due to reliance on foreign technology, prompting calls for government support to develop domestic computing capabilities and reduce dependency.
  • UHS Q3 beats estimates, raises 2025 guidance, and authorizes $1.5 billion share buyback program.
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  • Seagate's strong Q1 results and HAMR drive ramp drive growth, with cloud-focused high-capacity production under contract through 2026.
  • The UK faces risks of AI power deficit due to reliance on foreign technology, prompting calls for government support to develop domestic computing capabilities and reduce dependency.
  • UHS Q3 beats estimates, raises 2025 guidance, and authorizes $1.5 billion share buyback program.
20 days
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