← Back

Hardware & networking

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

WDCWestern Digital291.76 -6.25%
6 direct12 2nd-order
▼Can Micron Survive a 40% Drop in Memory Prices?
AAPLApple358.59 +1.05%
89 direct22 2nd-order
▼Apple Lost About $140 Billion After Hours as Its New CEO Calls Memory Prices “Unprecedented”
COHRCoherent214.19 -7.71%
9 direct10 2nd-order
▲Coherent: The AI Premium Is Gone, The Earnings Aren't (Rating Upgrade)
STXSeagate519.33 -4.74%
1 direct8 2nd-order
▲Micron: Buy The Panic Before The Market Wakes Up
LITELumentum591.01 -5.39%
6 direct9 2nd-order
▲Wall Street Lunch: Big Tech Earnings Take Center Stage
ANETArista Networks198 -4.18%
25 direct97 2nd-order
▲The Ethernet Tollbooth: Arista Rides Broadcom Silicon to Break Nvidia's InfiniBand Monopoly
DELLDell Technologies339.22 -8.61%
2 direct67 2nd-order
▼The AI Selloff Is Getting Worse. Nvidia, Dell and Data Center Stocks Are Plunging Hard.
IBMIBM246.87 +0.90%
2 direct7 2nd-order
▲IBM Fixed Its Plumbing; Intel Became Big Tech's Real Structural Trap
HPEHewlett Packard Enterprise47.88 -4.55%
1 direct26 2nd-order
▼The AI Selloff Is Getting Worse. Nvidia, Dell and Data Center Stocks Are Plunging Hard.
CSCOCisco96.06 -5.83%
8 2nd-order
▲Oracle Targets $225B Revenue by 2030 as AI Cloud Build-Out Accelerates
AAOIApplied Optoelectronics49.2 -6.91%
8 2nd-order
▲Tesla Makes Bullish Move, But These Five AI Stocks Lead The S&P 500
HPQHP Inc.29.21 +1.13%
19 2nd-order
▼Intel Plunges 29% on Weak Outlook as Tech Selloff Deepens | Closing Bell

Stock	Delayed quote	Model news links	Top-ranked story (model)
WDC Western Digital	291.76 -6.25%	6 direct12 2nd-order	▼Can Micron Survive a 40% Drop in Memory Prices?
AAPL Apple	358.59 +1.05%	89 direct22 2nd-order	▼Apple Lost About $140 Billion After Hours as Its New CEO Calls Memory Prices “Unprecedented”
COHR Coherent	214.19 -7.71%	9 direct10 2nd-order	▲Coherent: The AI Premium Is Gone, The Earnings Aren't (Rating Upgrade)
STX Seagate	519.33 -4.74%	1 direct8 2nd-order	▲Micron: Buy The Panic Before The Market Wakes Up
LITE Lumentum	591.01 -5.39%	6 direct9 2nd-order	▲Wall Street Lunch: Big Tech Earnings Take Center Stage
ANET Arista Networks	198 -4.18%	25 direct97 2nd-order	▲The Ethernet Tollbooth: Arista Rides Broadcom Silicon to Break Nvidia's InfiniBand Monopoly
DELL Dell Technologies	339.22 -8.61%	2 direct67 2nd-order	▼The AI Selloff Is Getting Worse. Nvidia, Dell and Data Center Stocks Are Plunging Hard.
IBM IBM	246.87 +0.90%	2 direct7 2nd-order	▲IBM Fixed Its Plumbing; Intel Became Big Tech's Real Structural Trap
HPE Hewlett Packard Enterprise	47.88 -4.55%	1 direct26 2nd-order	▼The AI Selloff Is Getting Worse. Nvidia, Dell and Data Center Stocks Are Plunging Hard.
CSCO Cisco	96.06 -5.83%	8 2nd-order	▲Oracle Targets $225B Revenue by 2030 as AI Cloud Build-Out Accelerates
AAOI Applied Optoelectronics	49.2 -6.91%	8 2nd-order	▲Tesla Makes Bullish Move, But These Five AI Stocks Lead The S&P 500
HPQ HP Inc.	29.21 +1.13%	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.

← All industries