Stock Movers ASML Extends the AI Bid; Seagate Gains on ‘Terrific’ Results; Starbucks’ Big Sales Beat
Jan 28, 2026
ASML’s record order surge and cost cuts fuel fresh AI optimism. Seagate posts stronger-than-expected results and raises its outlook. Starbucks shows surprising same-store sales growth as a turnaround plan and in-store changes revive traffic.
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ASML Validates AI Investment Cycle
- ASML's record Q4 orders signal renewed capital deployment into AI-related chip equipment.
- The surge reinforces the broader AI trade and lifts related semiconductor stocks.
Storage Demand Looks Structural
- Seagate's Q2 beat and positive outlook reflect durable demand for mass storage infrastructure.
- Analysts call the shift structural, driven by cloud and AI providers expanding storage needs.
Position For AI Infrastructure Growth
- Investors should consider exposure to companies enabling AI infrastructure, like storage and chip equipment.
- Positive earnings beats plus forward guidance can indicate sustained secular demand.