Everything on Earnings Analysis

Seagate's strong earnings beat and raised guidance indicate robust demand for mass storage, challenging the narrative of a collapsing AI investment cycle. This suggests that AI infrastructure spending is still growing, albeit with increased scrutiny.

Impact: Positive earnings from hardware suppliers may stabilize the semiconductor sector and reduce panic selling among investors.

— from Chip Crisis, ASML Resilience, and Value Rotation · Alles auf Aktien – Die täglichen Finanzen-News· Jul 29, 2026