JFK, 9/11... And Now This?

Jim Rickards says we'll never forget April 11, 2025. Jim outlines a crash so terrible it may even have the power to wipe out the checking and savings accounts at your bank... Along with 40% of the market. Jim is one of America's best geopolitical analysts... All you need to know is in a quick summary of his latest book.

DeepSeek News Plunges IT Hardware Stocks, But Analyst Sees 5 Bright Spots Among Tech Giants

Nabaparna Bhattacharya
January 28, 2025

IT hardware stocks have dropped following the DeepSeek news.

Despite the plunge, BofA Securities analyst Wamsi Mohan likes stocks such as Corning Inc (NYSE:GLW), Hewlett Packard Enterprise Co (NYSE:HPE), Western Digital Corp (NASDAQ:WDC), Seagate Technology Holdings PLC (NASDAQ:STX), IBM (NYSE:IBM) and Apple Inc. (NASDAQ:AAPL) for various idiosyncratic reasons.

The analyst focused largely on non-AI-themed stocks that have specific catalysts.

Corning: The analyst noted that Corning's key drivers include a cyclical recovery in its optical business, growth in Lumen/BEAD programs, solar opportunities, stable display profitability and its upcoming Investor Day on March 18.

See Also: Amazon Prime Video Shifts Focus To Live Sports, Looks To Become Profitable By End Of 2025

Hewlett Packard: The company's key drivers are the Juniper Networks, Inc. (NYSE:JNPR) acquisition and synergies, IT spending recovery and cost-cutting initiatives, with AI server exposure not factored into the valuation.

The analyst anticipates Hewlett Packard will experience a pro-forma EPS increase of 8% for 2026, excluding synergies, and 18% with $350 million in cost synergies.

Western Digital: The company's key driver is the upcoming spin-off, which is expected to unlock value between $5-$10 billion.

Seagate Technology: The firm's key drivers include the ramp-up of HAMR, higher gross margins from high-capacity drives, and sustained data center spending.

Apple: The tech behemoth's key drivers include the iPhone SE launch, insourcing the modem for higher margins, WWDC with AI use cases, and iPhone 17 in Sept 2025.

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  • OpenAI's Sam Altman Flip Flops On Trump After $500 Billion Stargate AI Project, Says ‘I Wish I Had Done More Of My Own Thinking'

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