La Demanda de AI y su Impacto en…

La demanda de inteligencia artificial (AI) ha crecido exponencialmente en los últimos años, impulsada por la necesidad de procesar grandes volúmenes de datos y mejorar la eficiencia operativa.

https://norvik.tech/news/analisis-demandas-ai-western-digital-sandisk

#Technology #WesternDigital #Sandisk #Ai #Demanda #NorvikTech #DesarrolloSoftware #TechInnovation

US Top News and Analysis | Stocks making the biggest moves premarket: Seagate, Robinhood, Humana, Generac & more

AI generated summary, Read the full article for complete information.

The pre‑market roundup highlighted a wave of earnings‑driven moves, with Seagate Technology soaring nearly 18% after forecasting fiscal Q4 revenue of about $3.45 billion and adjusted earnings of $5 per share—outpacing LSEG estimates and lifting other memory stocks such as Western Digital (+10%), SanDisk (+7.5%) and Micron (+4%). Booking Holdings slipped 4.5% as it trimmed its full‑year EPS growth outlook, while its rival Expedia fell 3%; Mondelez International rose 1.5% on a first‑quarter beat (67 cents per share on $10.08 billion revenue). Humana’s shares dropped 4.5% despite an earnings beat, and Robinhood tumbled nearly 10% after missing forecasts (38 cents per share on $1.07 billion revenue). Starbucks jumped 4% on an upgraded full‑year outlook, whereas Enphase Energy fell 7% after a modest beat. Teradyne declined 6% despite beating estimates, while NXP Semiconductors surged 18.5% on strong earnings and revenue. Visa rose 5% on a Q2 beat, Generac climbed 10% on a robust Q1, and O‑I Glass plunged 20% after cutting guidance. Rush Street Interactive surged 16% on a beat and raised guidance, Bloom Energy jumped 19% on a beat, and Brown‑Forman fell 5% after terminating merger talks. Avis Budget dropped 13% on a weak EBITDA, UBS rose 5% after an 80% profit jump, Evercore gained 2% on earnings and revenue beats, Yum Brands rose 1% on same‑store sales growth, SoFi fell 8% despite in‑line results, and Etsy climbed nearly 8% after beating EBITDA and revenue estimates.

Read more: https://www.cnbc.com/2026/04/29/stocks-making-the-biggest-moves-premarket-stx-hum-gnrc.html

#Seagate #Robinhood #Humana #Generac #WesternDigital

TIL that someone made a utility to unlock WD MyBook harddrives on Linux.

https://github.com/TitasDas/wd-hdd-unlocker

#linux #westerndigital

GitHub - TitasDas/wd-hdd-unlocker: Linux desktop utility to unlock and mount compatible WD hard drives

Linux desktop utility to unlock and mount compatible WD hard drives - TitasDas/wd-hdd-unlocker

GitHub
Bir Kablo Yüzünden 4 TB Arşivimden Oluyordum - Tek Bir Kablo...

Tek Bir Kablo Yüzünden Neredeyse 4 TB Verimi Nasıl Kaybettim. Her şey nasıl başladı? 4 TB'lık bir Western Digital HDD'ye sahibim. Bunu çoğunlukla depolama için kullandım: filmler, arşivler, önemli dosyalar; her şey orada sessizce duruyordu....

Türkiye'nin Teknoloji Sosyal Ağ Forum Sitesi
Bir Kablo Yüzünden 4 TB Arşivimden Oluyordum - Tek Bir Kablo...

Tek Bir Kablo Yüzünden Neredeyse 4 TB Verimi Nasıl Kaybettim. Her şey nasıl başladı? 4 TB'lık bir Western Digital HDD'ye sahibim. Bunu çoğunlukla depolama için kullandım: filmler, arşivler, önemli dosyalar; her şey orada sessizce duruyordu....

Türkiye'nin Teknoloji Sosyal Ağ Forum Sitesi
Bir Kablo Yüzünden 4 TB Arşivimden Oluyordum - Tek Bir Kablo...

Tek Bir Kablo Yüzünden Neredeyse 4 TB Verimi Nasıl Kaybettim. Her şey nasıl başladı? 4 TB'lık bir Western Digital HDD'ye sahibim. Bunu çoğunlukla depolama için kullandım: filmler, arşivler, önemli dosyalar; her şey orada sessizce duruyordu....

Türkiye'nin Teknoloji Sosyal Ağ Forum Sitesi
Bir Kablo Yüzünden 4 TB Arşivimden Oluyordum - Tek Bir Kablo...

Tek Bir Kablo Yüzünden Neredeyse 4 TB Verimi Nasıl Kaybettim. Her şey nasıl başladı? 4 TB'lık bir Western Digital HDD'ye sahibim. Bunu çoğunlukla depolama için kullandım: filmler, arşivler, önemli dosyalar; her şey orada sessizce duruyordu....

Türkiye'nin Teknoloji Sosyal Ağ Forum Sitesi
The prices that #Samsung and #WesternDigital are charging for their m.2 SSDs is criminal. Even if the prices come back down I'd rather buy from another company. This is ridiculous.

undefined | Earnings season kicks off next week. Morgan Stanley sees these stocks surprising to the upside

Earnings season begins next week, and investors will soon shift their attention to corporate results for the first quarter that ended March 31. In a Friday note, Morgan Stanley’s quantitative equity research team identified three companies—Western Digital, Citigroup and RTX—as the most likely to post earnings surprises to the upside, outpacing Wall Street consensus estimates.

Western Digital tops the list with a 96th‑percentile score in Morgan Stanley’s Earnings Surprise Composite model, driven by a tight memory‑storage‑chip market tied to the AI build‑out. The stock has surged nearly 900 % over the past year and climbed 77 % so far in 2026. The company is slated to release its quarterly results on April 23; analysts expect earnings of $2.36 per share on revenue of $3.23 billion, following a prior beat that briefly sent the shares down more than 10 % before a 16 % rebound.

Citigroup ranks in the 93rd percentile, having rallied 158 % (excluding reinvested dividends) over the past three years, though its price remains relatively flat in 2026. For the April 14 earnings release, FactSet forecasts $2.67 per share on $23.34 billion of revenue. RTX, the defense contractor behind Pratt & Whitney, Raytheon and Collins Aerospace, lands in the 81st percentile. After an initial rise at the start of the U.S.–Iran conflict, the stock is now slightly lower; analysts project $1.50 per share on $21.39 billion of revenue for its April 21 filing.

Read more: undefined

#morganstanley #westerndigital #citigroup #rtx

US Top News and Analysis | Stocks making the biggest moves midday: Lucid, AppLovin, Western Digital, Invesco & more

Here are some of the companies seeing the biggest moves in midday trading. AppLovin — The mobile app marketing services saw shares jump 5% on the heels of a couple bullish Wall Street reports. BTIG raised its first-quarter estimates for AppLovin to above consensus, citing "healthier sequential performance from non-gaming marketers." The firm now sees first-quarter revenue coming in at $1.82 billion, versus its earlier estimate of $1.773 billion and AppLovin's guidance of $1.745 billion to $1.775 billion. Wedbush also reiterated its outperform rating on AppLovin, highlighting the company's generative artificial intelligence advertising suite as an upcoming catalyst. Invesco — The asset manager dropped nearly 5% after BlackRock filed with the Securities and Exchange Commission to create an alternative to Invesco's lucrative QQQ Trust, an exchange-traded fund that tracks the performance of the Nasdaq-100 index. Encompass Health — The provider of post-acute healthcare services jumped more than 6% after the Centers for Medicare & Medicaid Services proposed a 2.4% rate increase for the government's fiscal year 2027 under the Inpatient Rehabilitation Facility (IRF) Prospective Payment System (PPS). Kratos Defense & Security — The defense contractor rallied 8% after Jefferies upgraded Kratos to buy from hold and instituted an $85, 12-month price target. Kratos has a $14 billion "opportunity pipeline" in weapons such as Prometheus and Hypersonics in its government solutions subsidiary, Jefferies analysts wrote, adding that the business unit "could drive > 30%" compound annual growth in 2028 earnings estimates. Boot Barn — The maker of Western-style apparel, boots and accessories rallied nearly 8% after Jefferies upgraded Boot Barn to buy from hold with a $195, 12-month price target. "Valuation has meaningfully reset (from ~24x to ~16x), while execution and underlying demand trends remain intact," analysts wrote. Elbit Systems — The defense contractor saw shares jump almost 4%. Elbit announced that it was awarded $750 million to supply its PULS rocket artillery systems to the Hellenic Armed Forces. Lucid Group — Shares of the electric vehicle company dropped more than 5%. Lucid announced late Friday that the company delivered 3,093 vehicles in the first quarter, noting that deliveries of the Lucid Gravity SUV were interrupted for 29 days because of a supplier quality issue with the second-row seats. Soleno Therapeutics — Shares surged 32% after Neurocrine Biosciences announced an agreement to acquire the company for $53 per share in cash, valuing the deal at around $2.9 billion. Neurocrine said Soleno will help expand its medicine portfolio and strengthen its position as a leader in endocrinology and rare disease. Mara, Strategy, Coinbase — Bitcoin prices were up almost 4% above $69,000 in Monday trading, bringing names with exposure to the cryptocurrency up with it. Digital asset and crypto mining company Mara was up more than 3%, while bitcoin treasury company Strategy jumped 6%. Trading platform Coinbase also rose more than 3%. Dow, LyondellBasell Industries — Downgrades by Bank of America to underperform from neutral on both companies sent their stocks lower. The bank said the chemical companies had experienced too strong performances year to date from unsustainable tailwinds due to the war in Iran. Dow and LyondellBasell declined nearly 3%. Memory stocks — A slew of names continued to rebound following a sharp sell-off that ended last week in one of the best performing groups in 2026. Sandisk added 2%, while Micron jumped nearly 4%. Western Digital was up more than 4%. Seagate Technology was up about 6% off the rally and a boost from being named a top pick by Morgan Stanley. —CNBC's Scott Schnipper and Darla Mercado contributed reporting. Markets shift and headlines fade, but the core principles of building long-term wealth remain constant. Join us for our third CNBC Pro LIVE, where investors of all backgrounds - from fi

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Read more: https://www.cnbc.com/2026/04/06/stocks-making-the-biggest-moves-midday-lcid-app-wdc-ivz.html

#lucid #applovin #westerndigital #invesco #kratosdefense