SIMO launches SM2524XT PCIe Gen5 DRAMless SSD controller for AI PCs, touting up to 14 GB/s reads, low latency and better efficiency.
Micron Technology, Inc.'s MU NAND business is likely to see further upside as artificial intelligence spending drives strong demand for solid-state drives (SSDs). AI data centers need faster and larger storage systems to handle training data, inference workloads and growing use of real-time applications.
Simpson Manufacturing Co., Inc. (SSD) Q1 2026 Earnings Call Transcript
Simpson Manufacturing (SSD) came out with quarterly earnings of $2.13 per share, beating the Zacks Consensus Estimate of $1.84 per share. This compares to earnings of $1.85 per share a year ago.
Micron Technology, Inc. MU is seeing strong momentum in its NAND business, largely driven by robust demand for its solid-state drive (SSD) solutions. This growth momentum is largely driven by rising data center demand, where artificial intelligence (AI) workloads are pushing the need for faster and higher-capacity storage solutions.
Simpson Manufacturing (SSD) could produce exceptional returns because of its solid growth attributes.
SNDK benefits from AI reshaping data center storage priorities, driving a stronger mix and enterprise traction.
Simpson Manufacturing NYSE: SSD is a mid-cap stock in rally mode and on track to set fresh all-time highs this year. While 2026 growth is expected to be tepid, the company's earnings quality is improving, cash flow is healthy, and capital returns are flowing.
Simpson Manufacturing Co., Inc. (SSD) Q4 2025 Earnings Call Transcript
MU's NAND rebound takes shape as AI-driven data center SSD demand lifts the segment's Q1 FY26 revenues by 22%.
Simpson Manufacturing (SSD) trades at $187.78 after a 16.5% surge to start 2026, putting it within striking distance of its 52-week high of $197.12.
Simpson Manufacturing Co., Inc. (SSD) Presents at CJS Securities 26th Annual "New Ideas for the New Year" Investor Conference Transcript