---
title: "📢【Live Stream Reservation】The Golden Age of Storage is Here: Will the Earnings Reports of the Big Three Ignite a New 'Storage Power' Rally?"
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40250553.md"
description: "The US stock AI infrastructure boom is entering deep waters, with storage giants Seagate Technology, Western Digital, and SanDisk set to release their Q3 2026 fiscal year earnings reports in succession this week. Against the backdrop of sold-out production capacity and orders scheduled until 2027, can the storage sector make a glamorous transformation from a 'cyclical stock' to the 'core of AI infrastructure'? Here's a sneak peek at the key points: • $Seagate Tech(STX.US) ： Surging demand from AI data centers. What's the progress on HAMR technology mass production? Wall Street collectively raises target prices..."
datetime: "2026-04-28T08:04:08.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40250553.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40250553.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40250553.md)
author: "[直播君](https://longbridge.com/en/profiles/3749227.md)"
---

# 📢【Live Stream Reservation】The Golden Age of Storage is Here: Will the Earnings Reports of the Big Three Ignite a New 'Storage Power' Rally?

The U.S. stock AI infrastructure boom is entering deep waters. Storage giants Seagate Technology, Western Digital, and SanDisk will release their FY2026 Q3 earnings reports this week. Against the backdrop of sold-out capacity and orders scheduled through 2027, can the storage sector transform from a 'cyclical stock' into the 'core of AI infrastructure'?

Key Highlights to Watch First:

• $Seagate Tech(STX.US) ： The demand for AI data centers is exploding. What's the progress on HAMR technology mass production? Wall Street collectively raised price targets. Where's the focus?

Live Stream Link🔗 \[ [Seagate Technology Company (STX.US) FY2026 Q3 Earnings Call](https://longbridge.cn/lives/345026?channel=SH000001&invite-code=ZJ279A&app_id=longbridge&utm_source=longbridge_app_share&locale=zh-HK&share_track_id=1785713b-65e2-4db4-abed-89b84e85cfcc) \]

• $Western Digital(WDC.US) ： The Davis Double Play is underway! Orders are full, profit margins are soaring. Can its gross margin hit the expected 48% high-profit level?

Live Stream Link🔗\[ [Western Digital Company (WDC.US) FY2026 Q3 Earnings Call](https://longbridge.cn/lives/345005?channel=SH000001&invite-code=ZJ279A&app_id=longbridge&utm_source=longbridge_app_share&locale=zh-HK&share_track_id=2ac2fc63-7841-4ab8-9a04-6bfa1d1965d8) \]

• $Sandisk(SNDK.US) :  As the most scalable link in the AI architecture, can SanDisk significantly exceed expectations again with the pricing power from 'sold-out capacity'?

Live Stream Link🔗 \[[SanDisk Corp (SNDK.US) FY2026 Q3 Earnings Call](https://longbridge.cn/lives/344995?channel=SH000001&invite-code=ZJ279A&app_id=longbridge&utm_source=longbridge_app_share&locale=zh-HK&share_track_id=e9ccb957-dab0-4bd8-a641-789184517acf) \]

Is the storage capacity track truly hot or just valuation overload? How are the storage giants coping with the seemingly endless data demand? What growth signals are hidden in those unconventional 'multi-year contracts'? Book the live stream now to capture the instant volatility and investment opportunities after the earnings release!

### Related Stocks

- [SNDK.US](https://longbridge.com/en/quote/SNDK.US.md)
- [WDC.US](https://longbridge.com/en/quote/WDC.US.md)
- [STX.US](https://longbridge.com/en/quote/STX.US.md)