Hardware & networking

12 covered stocks · 9 with direct model links · 12 with model news links

• WDCWestern Digital289.77 -6.89%
  6 direct12 2nd-order
  ▼Can Micron Survive a 40% Drop in Memory Prices?
• AAPLApple358.26 +0.95%
  89 direct22 2nd-order
  ▼Apple Lost About $140 Billion After Hours as Its New CEO Calls Memory Prices “Unprecedented”
• COHRCoherent210.88 -9.13%
  9 direct10 2nd-order
  ▲Coherent: The AI Premium Is Gone, The Earnings Aren't (Rating Upgrade)
• STXSeagate514.15 -5.68%
  1 direct8 2nd-order
  ▲Micron: Buy The Panic Before The Market Wakes Up
• LITELumentum580.92 -7.00%
  6 direct9 2nd-order
  ▲Wall Street Lunch: Big Tech Earnings Take Center Stage
• ANETArista Networks197.2 -4.56%
  25 direct97 2nd-order
  ▲The Ethernet Tollbooth: Arista Rides Broadcom Silicon to Break Nvidia's InfiniBand Monopoly
• DELLDell Technologies333.32 -10.20%
  2 direct67 2nd-order
  ▼The AI Selloff Is Getting Worse. Nvidia, Dell and Data Center Stocks Are Plunging Hard.
• IBMIBM246.4 +0.71%
  2 direct7 2nd-order
  ▲IBM Fixed Its Plumbing; Intel Became Big Tech's Real Structural Trap
• HPEHewlett Packard Enterprise47.49 -5.32%
  1 direct26 2nd-order
  ▼The AI Selloff Is Getting Worse. Nvidia, Dell and Data Center Stocks Are Plunging Hard.
• CSCOCisco96.2 -5.70%
  8 2nd-order
  ▲Oracle Targets $225B Revenue by 2030 as AI Cloud Build-Out Accelerates
• AAOIApplied Optoelectronics48.35 -8.52%
  8 2nd-order
  ▲Tesla Makes Bullish Move, But These Five AI Stocks Lead The S&P 500
• HPQHP Inc.29.18 +1.02%
  19 2nd-order
  ▼Intel Plunges 29% on Weak Outlook as Tech Selloff Deepens | Closing Bell

Quotes are delayed. News links are model classifications, not verified article mentions; older records without a link type are grouped as direct. Ranking uses time-decayed model scores and preset analysis windows, not observed price effects or expected returns. A window ending does not establish that the market impact has ended.

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