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SOLD OUT: Why Data Centers are Buying Every Seagate Drive Through 2027

(STX) is seeing a resurgence thanks to the AI data center boom. Despite years of secular decline, Q2 2026 highlights show a 22% year-over-year revenue jump and the highest free cash flow in 8 years. In this video, we dive into the HAMR time transition, the Exos Mozaic 3+ platform ... Show more

. 11min 29sec

Intel’s Multi-Year Turnaround: Why They Can’t Make Enough Chips

Intel has stabilized its balance sheet under CEO Lip-Bu Tan, using cash from the U.S. government and Nvidia to reach free cash flow profitability. However, achieving this required aggressive cuts to capital expenditures, creating a CapEx trap where Intel now lacks the manufacturi ... Show more

. 20min 50sec

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