Geopolitics Alpha

Seagate (STX) Q1 Earnings Ride Record Cash Flow And AI Demand

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Seagate (STX) Q1 Earnings Ride Record Cash Flow And AI Demand

Seagate Technology came into this earnings print with its share price roughly flat over the past week and down over the last one and three months. Expectations were high after a strong run in earnings over the past year. Instead of a euphoric spike, the stock only edged up about

Directly affected

  • STX Seagate Technology Holdings-13.1% 30d

    Named in this report.

Indirectly affected

  • QQQ Invesco QQQ+2.3% 19d

    Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.

  • AIQ Global X Artificial Intelligence & Technology ETF-1.6% 30d

    Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story.

  • MSFT Microsoft+6.8% 30d

    Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • GOOGL Alphabet-6.3% 30d

    Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • AMZN Amazon.com+1.4% 30d

    Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

  • META Meta Platforms-10.2% 30d

    Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story.

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
STXNo price data for this ticker———————
QQQ-1.57%+0.81%baseafter closeafter closeafter closeafter close
AIQ-1.03%+1.19%baseafter closeafter closeafter closeafter close
MSFT-1.13%+0.22%baseafter closeafter closeafter closeafter close
GOOGL+12.93%+13.06%baseafter closeafter closeafter closeafter close
AMZN+1.73%+3.85%baseafter closeafter closeafter closeafter close
META+2.84%-0.70%baseafter closeafter closeafter closeafter close

Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.

Market Call

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Seagate (STX) Q1 Earnings Ride Record Cash Flow And AI Demand Yahoo Finance

Source: Yahoo Finance

Price since this story was published: Invesco Qqq Trust, Series 1 (QQQ)

CompanyWhenMoveStatus
Global X Fds (AIQ)three days earlier+1.19%final price
Global X Fds (AIQ)five days earlier-1.03%final price
Amazon Com (AMZN)three days earlier+3.85%final price
Amazon Com (AMZN)five days earlier+1.73%final price
Alphabet (GOOGL)three days earlier+13.06%final price
Alphabet (GOOGL)five days earlier+12.93%final price
Meta Platforms (META)three days earlier-0.70%final price
Meta Platforms (META)five days earlier+2.84%final price
Microsoft (MSFT)three days earlier+0.22%final price
Microsoft (MSFT)five days earlier-1.13%final price
Invesco Qqq Trust, Series 1 (QQQ)three days earlier+0.81%final price
Invesco Qqq Trust, Series 1 (QQQ)five days earlier-1.57%final price

Trades by members of Congress and officials in the stocks in this story

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Invesco Qqq Trust, Series 1 (QQQ)

Companies tied to this story

  • QQQ Invesco Qqq Trust, Series 1

    Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Seagate (STX) Q1 Earnings Ride Record Cash Flow And AI Demand.” Reason on file: Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story

  • AIQ Global X Fds

    In “Seagate (STX) Q1 Earnings Ride Record Cash Flow And AI Demand,” Global X Fds (AIQ) is linked, with no stored direction, medium confidence. Reason on file: Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story

  • MSFT Microsoft

    Microsoft (MSFT) is linked, with no stored direction, medium confidence in the 29 Oct 2026 story “Seagate (STX) Q1 Earnings Ride Record Cash Flow And AI Demand.” Reason on file: Microsoft (prepackaged software): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

  • GOOGL Alphabet

    In “Seagate (STX) Q1 Earnings Ride Record Cash Flow And AI Demand,” Alphabet (GOOGL) is linked, with no stored direction, medium confidence. Reason on file: Alphabet (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

  • AMZN Amazon Com

    For “Seagate (STX) Q1 Earnings Ride Record Cash Flow And AI Demand,” Amazon Com (AMZN) is linked, with no stored direction, medium confidence. Reason on file: Amazon.com (catalog and mail-order houses): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

  • META Meta Platforms

    In “Seagate (STX) Q1 Earnings Ride Record Cash Flow And AI Demand,” Meta Platforms (META) is linked, with no stored direction, medium confidence. Reason on file: Meta Platforms (computer programming, data processing, etc.): big tech's AI spending and demand drive its shares. Linked by “ai” (AI and big tech) in this story

Invesco Qqq Trust, Series 1 (QQQ)

The 29 Oct 2026 story “Seagate (STX) Q1 Earnings Ride Record Cash Flow And AI Demand” names Invesco Qqq Trust, Series 1 (QQQ) because of this story.

Invesco Qqq Trust, Series 1 (QQQ) is on the page because Invesco QQQ: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story

Also listed, Global X Fds (AIQ): Global X Artificial Intelligence & Technology ETF: it holds the big tech and AI names. Linked by “ai” (AI and big tech) in this story

Dates in the story, and the Invesco Qqq Trust, Series 1 (QQQ) price range

AIQ traded between 61.70 and 67.40 across 18 sessions. The latest close on file is 62.94. MSFT traded between 512.19 and 551.08 across 20 sessions. The latest close on file is 531.56. QQQ traded between 701.18 and 762.84 across 18 sessions. The latest close on file is 725.59.

How strong the case is around Invesco Qqq Trust, Series 1 (QQQ)

46 out of 100

“Seagate (STX) Q1 Earnings Ride Record Cash Flow And AI Demand” scores 46 out of 100. The score uses 1 sources, and 6 linked companies.