Western Digital CorporationToshiba plans to nearly double AI data center HDD capacity, threatening Western Digital's HDD market position.
E-mini S&P 500 futures climbed about 0.7% as investors weighed cooler job growth against firmer factory and price signals. The September non-farm payrolls report showed only 29,000 new jobs and unemployment at 4.2%, with annual wage growth at 3%, while the ISM Manufacturing PMI stood at 54.5 and the S&P Global manufacturing gauge at 55.9, both pointing to busy factories and rising costs tied to tariffs and Middle East conflict. Among individual movers, Teradyne jumped 8.00% on upbeat AI data center and HDD supply commentary, Hewlett Packard Enterprise rose 7.36% after analysts raised targets on a bullish networking event and Helios AI order, and Space Exploration Technologies gained 7.35% on Starship cadence, Grok pricing and large AI compute deals. Western Digital fell 10.22% and Seagate Technology Holdings declined 10.21% after Toshiba outlined plans to nearly double AI data center HDD capacity, while Accenture slipped 6.31% as investors locked in gains after a sharp post-earnings rally. On the radar this week are the ISM Services PMI on Monday, Constellation Brands earnings on Tuesday, a Fed Williams speech on Tuesday, FOMC Minutes on Wednesday and Initial Jobless Claims on Thursday.
Western Digital CorporationToshiba plans to nearly double AI data center HDD capacity, threatening Western Digital's HDD market position.
Seagate Technology PLCSeagate fell 10.21% after Toshiba outlined plans to nearly double AI data center HDD capacity.
Accenture plcAccenture slipped 6.31% as investors locked in gains after a sharp post-earnings rally.
Hewlett Packard Enterprise CoHewlett Packard Enterprise rose 7.36% after analysts raised targets on a bullish networking event and Helios AI order.
Space Exploration Technologies Corp. Class A Common StockSpaceX gained 7.35% on Starship cadence, Grok pricing and large AI compute deals.
Teradyne IncTeradyne jumped 8.00% on upbeat AI data center and HDD supply commentary.
China Lesso Group Holdings Ltd
Constellation Brands Inc Class A