Prat Bhatt

October 16, 2026

Seagate eyes TDK HDD head deal amid AI storage demand. Seagate said it is evaluating a potential agreement with TDK for HDD heads as AI‑related storage demand rises. The discussion occurs while the company and Western Digital face supply‑chain concerns tied to rapid AI capacity expansion. Recent market sentiment has been negative, with shares falling amid broader worries about Toshiba and a slide in memory stocks. The stock is currently near its 52‑week low, providing context for the price movement.

October 9, 2026

RingCentral Q2 Earnings Review Highlights Video Conferencing Sector. Recent coverage reviewed RingCentral's second-quarter performance, noting its role in leading the video conferencing stock category. This news provides context for the company's current valuation, which sits at a trailing P/E of 59.3. The stock trades within a wide 52-week range, with analysts maintaining a broad target spread.

October 16, 2026

Cisco Supports 400G Optical Standard for AI Data Centers. Cisco announced it will support a new 400G optical standard aimed at AI data centers, underscoring its push into high‑speed networking for AI workloads. The move comes as analysts note that software renewals could outlast traditional networking upgrade cycles, giving Cisco a steady revenue stream. Industry observers also point to Cisco’s quiet role in wiring data centers for AI, positioning it as a key infrastructure player.