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Western Digital (WDC) Stock Looks Cheap On Cash Flow But Rich On Earnings
Simply Wall St.38d agoneutral
Western Digital (WDC) Stock Looks Cheap On Cash Flow But Rich On Earnings

Western Digital has delivered a very large 3 year share price return while valuation checks suggest the stock may still trade below its intrinsic value. This creates a clear tension between past gains and what the numbers imply today. Over the past 3 years, Western Digital has returned about 17x. This puts extra focus on whether today’s price still leaves a margin between market value and fundamentals. Rising expectations for AI related storage demand can support the current valuation...

Every Memory Stock Is Now in a Bear Market: Is Micron, SanDisk, or Applied Materials the Best Buy?
24/7 Wall St.38d agobullish
Every Memory Stock Is Now in a Bear Market: Is Micron, SanDisk, or Applied Materials the Best Buy?

The memory-chip complex has sold off hard from recent peaks. In light of this, investors are asking which of Micron Technology (NASDAQ:MU), SanDisk (NASDAQ:SNDK), or Applied Materials (NASDAQ:AMAT) they should actually own after the drawdown. According to Carson Group chief market strategist Ryan Detrick, from recent highs Micron stock is down 22%, Applied Materials stock ... Every Memory Stock Is Now in a Bear Market: Is Micron, SanDisk, or Applied Materials the Best Buy?

Melius Research is Bullish on Western Digital Corporation (WDC)
Insider Monkey38d agoneutral
Melius Research is Bullish on Western Digital Corporation (WDC)

Western Digital Corporation (NASDAQ:WDC) is one of the 15 Best Stocks to Buy for the Second Half of 2026. On June 29, Melius Research initiated coverage of Western Digital Corporation (NASDAQ:WDC) with a “Buy” rating and a $1,050 price target. The firm said the recent pullback created an attractive entry point. Analyst Ben Reitzes, calling […]

Trump accounts’ Palantir sale hides a bigger AI shift
TheStreet39d agoneutral
Trump accounts’ Palantir sale hides a bigger AI shift

President Donald Trump’s investment accounts just put a familiar artificial intelligence trade next to a less obvious one. That doesn’t mean Trump himself did the trading. According to the source, external parties handled the accounts, and outside managers made the buying and selling choices. ...

Is Western Digital (WDC) Cheap Following Its AI Driven Index Shift?
Simply Wall St.39d agoneutral
Is Western Digital (WDC) Cheap Following Its AI Driven Index Shift?

Western Digital (WDC) just shifted across multiple Russell indexes, moving out of several value and midcap benchmarks and into large cap growth indexes that emphasize companies tied to AI infrastructure spending. See our latest analysis for Western Digital. Western Digital’s recent index moves come after a volatile stretch where the stock logged a 1 day share price return of 7.14%, a 30 day share price return of 12.85%, and an 85.11% 90 day share price return. The 1 year total shareholder...

Stock Indexes Fall as Chipmakers Retreat
Barchart39d agobearish
Stock Indexes Fall as Chipmakers Retreat

The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff
24/7 Wall St.39d agobearish
Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff

Memory and storage stocks are selling off sharply in early trading Tuesday, reversing Monday’s rebound. Micron Technology (NASDAQ:MU) shares are down 7% to $917, SanDisk (NASDAQ:SNDK) stock is off 7% to $1,616, and Western Digital (NASDAQ:WDC) shares are dropping 7% to $537. The selling extends across the group. Seagate Technology (NASDAQ:STX) stock is down 5% ... Micron, SanDisk, and Western Digital Sink 7% as Samsung Earnings Spark a Memory Selloff