RJ Hamster
GOLD ALERT
Gold has shattered records, soaring past $3,800 an ounce…
His research shows it could be triggered by a major event, eerily similar to what happened in the 1970s.
It’s NOT inflation, fed rate cut expectations, escalating geopolitical tensions, or anything you’re likely expecting.
And Doc believes you MUST own shares of his top gold stock.
He says you could 10x your money without touching a risky miner or a boring exchange-traded fund.
It’s the centerpiece of Doc’s full gameplan for this wild market, with extraordinary upside potential.
Click here for the full details on this developing gold story.
Regards,
Matt Weinschenk
Director of Research, Stansberry Research
Additional Reading from MarketBeat
How These 2 Stocks Won 2025’s AI Race—And What’s In Store for 2026
Author: Jordan Chussler. Published: 12/17/2025.
Quick Look
- As 2025 winds down, the tech sector is leading the S&P 500 sectors and the AI race continues.
- Shares of semiconductor maker Micron are up nearly 166% this year, while shares of Seagate Technology have surged nearly 233%.
- But after a year of stellar returns, analysts are issuing caution about the potential performance of those stocks in the year ahead.
As 2025 comes to a close, the technology sectoris once again outperforming all 11 S&P 500 sectors, thanks largely to the ongoing AI boom. The sector has climbed more than 24% this year, fueled by surging demand for artificial intelligence.
Zoomed in, a handful of pure-play AI-related companies not only outperformed the broader market but also the sector, delivering monstrous gains.
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Semiconductor manufacturer Micron Technology (NASDAQ: MU) and AI and cloud computing data storage provider Seagate Technology (NASDAQ: STX) emerged as two of the biggest AI winners in 2025.
As the calendar turns to 2026, investors looking to tap the AI-fueled rally via these two stocks should proceed with caution.
Micron Was 2025’s Answer to Soaring Chip Demand
Shares of semiconductor maker Micron rose nearly 166% in 2025. Much of that gain is attributable to skyrocketing demand for critical AI infrastructure—specifically, high-bandwidth memory, which Micron provides.
Companies have developed an insatiable appetite for Micron’s product portfolio, which includes dynamic random-access memory (DRAM), NAND flash memory, solid-state drives (SSDs), memory modules, and embedded memory solutions for a wide range of computing and electronic devices.
Micron supplies components used in data centers, enterprise and cloud infrastructure, client computing, mobile devices, automotive systems, and industrial applications, while also marketing consumer-facing products under its Crucial brand.
Notably, the company’s HBM3E and new HBM4 products—marketed as “the fastest, highest-capacity high-bandwidth memory to advance AI innovation”—have seen such strong demand that inventories are sold out into 2026.
That gives the semiconductor firm significant pricing power.
In addition to heightened AI-driven demand, Micron has benefited from supply constraints and subsequent price increases. Its quarterly net income climbed from $1.87 billion in fiscal Q1 to $3.201 billion in FQ4—an increase of more than 71%—contributing to 10 consecutive quarterly earnings beats.
At the same time, earnings per share (EPS) grew from $1.68 in FQ1 to $2.86 in FQ4. Micron was expected to report its Q1 earnings for fiscal 2026 on Dec. 17 after the market close.
Seagate Has Benefitted From Unquenchable AI Data Storage Needs
Shares of data storage provider Seagate Technology surged nearly 233% in 2025. Like Micron, much of that performance is rooted in AI-driven demand.
The company saw a sharp increase in demand for high-capacity storage from AI, cloud computing, and data center operators. Seagate’s advanced heat-assisted magnetic recording (HAMR) technology gave it a competitive edge this year, supporting strong revenue and earnings growth.
Seagate has beaten expectations on earnings in seven of the past eight quarters, while the company’s quarterly revenue growth averaged nearly 33% in 2025.
Much of that momentum came from ramping HAMR drives for cloud providers and capitalizing on rapidly increasing enterprise data volumes.
Strategic partnerships with firms like Acronis, which specializes in cybersecurity, also helped expand Seagate’s reach into AI-driven data environments. The explosion in data creation from generative AI applications made Seagate a key supplier of enterprise-level storage solutions, enabling the company to capture significant market share and drive strong results throughout 2025.
Wall Street’s Tempered Expectations for MU and STX in 2026
While Micron and Seagate posted eye-catching performances in 2025, those gains are largely in the rearview mirror. Looking ahead, Wall Street is more reserved in its expectations for both stocks.
On Dec. 3, Micron announced it will exit its consumer business, Crucial. The plan calls for selling Crucial consumer-branded products through key retailers, e-tailers, and distributors worldwide, while continuing Crucial product shipments through the end of fiscal Q2 (February 2026).
Micron still carries a consensus Buy rating, with 34 of 37 analysts covering the company assigning a Buy and the remaining three assigning a Hold. But the average 12-month price target of $242.79 suggests just about 4.35% potential upside over the next year.
The situation is similar for Seagate, which carries a consensus Moderate Buy rating. Of the 26 analysts covering the stock, 20 assign a Buy, five assign a Hold, and one assigns a Sell.
Analysts are more reserved about STX’s upside than MU’s: Seagate’s average 12-month price target is $290.22—roughly 0.22% above current trading levels.
Current short interest for Seagate stands at nearly 6% of the float—about $3.51 billion—indicating that bearish traders are expecting some degree of correction. That dollar amount represents an increase of more than 197% in shorted shares compared with the same period a year ago.
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Dear Reader,
Gold has shattered records, soaring past $3,800 an ounce…
His research shows it could be triggered by a major event, eerily similar to what happened in the 1970s.
It’s NOT inflation, fed rate cut expectations, escalating geopolitical tensions, or anything you’re likely expecting.
And Doc believes you MUST own shares of his top gold stock.
He says you could 10x your money without touching a risky miner or a boring exchange-traded fund.
It’s the centerpiece of Doc’s full gameplan for this wild market, with extraordinary upside potential.
Click here for the full details on this developing gold story.
Regards,
Matt Weinschenk
Director of Research, Stansberry Research
Additional Reading from MarketBeat
How These 2 Stocks Won 2025’s AI Race—And What’s In Store for 2026
Author: Jordan Chussler. Published: 12/17/2025.
Quick Look
- As 2025 winds down, the tech sector is leading the S&P 500 sectors and the AI race continues.
- Shares of semiconductor maker Micron are up nearly 166% this year, while shares of Seagate Technology have surged nearly 233%.
- But after a year of stellar returns, analysts are issuing caution about the potential performance of those stocks in the year ahead.
As 2025 comes to a close, the technology sectoris once again outperforming all 11 S&P 500 sectors, thanks largely to the ongoing AI boom. The sector has climbed more than 24% this year, fueled by surging demand for artificial intelligence.
Zoomed in, a handful of pure-play AI-related companies not only outperformed the broader market but also the sector, delivering monstrous gains.
Executive Order 14330: Trump’s Biggest Yet (Ad)
While President Trump’s official salary is $400,000 per year… his tax returns reveal he’s been collecting up to $250,000 PER MONTH from one hidden source. Until recently, most Americans couldn’t touch the type of investment that makes up this investment. But thanks to Executive Order 14330, that just changed. If you love investing in disruptive new companies…Discover how to invest in the fund Trump uses to collect this income >>
Semiconductor manufacturer Micron Technology (NASDAQ: MU) and AI and cloud computing data storage provider Seagate Technology (NASDAQ: STX) emerged as two of the biggest AI winners in 2025.
As the calendar turns to 2026, investors looking to tap the AI-fueled rally via these two stocks should proceed with caution.
Micron Was 2025’s Answer to Soaring Chip Demand
Shares of semiconductor maker Micron rose nearly 166% in 2025. Much of that gain is attributable to skyrocketing demand for critical AI infrastructure—specifically, high-bandwidth memory, which Micron provides.
Companies have developed an insatiable appetite for Micron’s product portfolio, which includes dynamic random-access memory (DRAM), NAND flash memory, solid-state drives (SSDs), memory modules, and embedded memory solutions for a wide range of computing and electronic devices.
Micron supplies components used in data centers, enterprise and cloud infrastructure, client computing, mobile devices, automotive systems, and industrial applications, while also marketing consumer-facing products under its Crucial brand.
Notably, the company’s HBM3E and new HBM4 products—marketed as “the fastest, highest-capacity high-bandwidth memory to advance AI innovation”—have seen such strong demand that inventories are sold out into 2026.
That gives the semiconductor firm significant pricing power.
In addition to heightened AI-driven demand, Micron has benefited from supply constraints and subsequent price increases. Its quarterly net income climbed from $1.87 billion in fiscal Q1 to $3.201 billion in FQ4—an increase of more than 71%—contributing to 10 consecutive quarterly earnings beats.
At the same time, earnings per share (EPS) grew from $1.68 in FQ1 to $2.86 in FQ4. Micron was expected to report its Q1 earnings for fiscal 2026 on Dec. 17 after the market close.
Seagate Has Benefitted From Unquenchable AI Data Storage Needs
Shares of data storage provider Seagate Technology surged nearly 233% in 2025. Like Micron, much of that performance is rooted in AI-driven demand.
The company saw a sharp increase in demand for high-capacity storage from AI, cloud computing, and data center operators. Seagate’s advanced heat-assisted magnetic recording (HAMR) technology gave it a competitive edge this year, supporting strong revenue and earnings growth.
Seagate has beaten expectations on earnings in seven of the past eight quarters, while the company’s quarterly revenue growth averaged nearly 33% in 2025.
Much of that momentum came from ramping HAMR drives for cloud providers and capitalizing on rapidly increasing enterprise data volumes.
Strategic partnerships with firms like Acronis, which specializes in cybersecurity, also helped expand Seagate’s reach into AI-driven data environments. The explosion in data creation from generative AI applications made Seagate a key supplier of enterprise-level storage solutions, enabling the company to capture significant market share and drive strong results throughout 2025.
Wall Street’s Tempered Expectations for MU and STX in 2026
While Micron and Seagate posted eye-catching performances in 2025, those gains are largely in the rearview mirror. Looking ahead, Wall Street is more reserved in its expectations for both stocks.
On Dec. 3, Micron announced it will exit its consumer business, Crucial. The plan calls for selling Crucial consumer-branded products through key retailers, e-tailers, and distributors worldwide, while continuing Crucial product shipments through the end of fiscal Q2 (February 2026).
Micron still carries a consensus Buy rating, with 34 of 37 analysts covering the company assigning a Buy and the remaining three assigning a Hold. But the average 12-month price target of $242.79 suggests just about 4.35% potential upside over the next year.
The situation is similar for Seagate, which carries a consensus Moderate Buy rating. Of the 26 analysts covering the stock, 20 assign a Buy, five assign a Hold, and one assigns a Sell.
Analysts are more reserved about STX’s upside than MU’s: Seagate’s average 12-month price target is $290.22—roughly 0.22% above current trading levels.
Current short interest for Seagate stands at nearly 6% of the float—about $3.51 billion—indicating that bearish traders are expecting some degree of correction. That dollar amount represents an increase of more than 197% in shorted shares compared with the same period a year ago.
Thank you for subscribing to Earnings360, a morning newsletter that summarizes quarterly earnings for public companies that trade on U.S. markets.
This message is a paid sponsorship from Stansberry Research, a third-party advertiser of Earnings360 and MarketBeat.
This ad is sent on behalf of Stansberry Research, 1125 N Charles St, Baltimore, MD 21201. If you would like to optout from receiving offers from Stansberry Research please click here.
If you have questions about your subscription, please contact MarketBeat’s South Dakota based support team at contact@marketbeat.com.
If you no longer wish to receive email from Earnings360, you can unsubscribe.
© 2006-2025 MarketBeat Media, LLC. All rights protected.
345 North Reid Place, Suite 620, Sioux Falls, SD 57103. USA..
Today’s Bonus Content: The Pre-IPO Window Investors Miss(Click to Opt-In)
