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Seagate Technology Holdings plc (NASDAQ:STX) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer commented on the company’s valuation, as he remarked: Seagate, again, too pricey, nearly 50 times next year’s earnings estimates. These are commodity companies. Seagate Technology Holdings plc (NASDAQ:STX) makes hard drives, solid-state […]
Western Digital Corporation (NASDAQ:WDC) was among the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation. Cramer mentioned the stock during the episode and said: Western Digital’s down nearly 5%. It’s a memory stock that trades at 46 times earnings. That seems too rich to me. Western Digital Corporation (NASDAQ:WDC) […]
A number of stocks fell in the afternoon session after a former Samsung executive warned of a potential downturn in memory chip prices due to expanding production capacity in China.
Western Digital (WDC) is back on investor radars after another active stretch in the stock, with recent returns over the past month and past 3 months prompting closer attention to its data storage business profile. See our latest analysis for Western Digital. At a share price of $455.8, Western Digital has cooled off slightly in the past week, with the 7 day share price return down 6.74%, yet its 30 day and year to date share price returns of 22.36% and 142.83% hint that momentum has been...
As AI data demands surge, memory fabricators are capitalizing on a structural supply shortage, leading to a historic pricing supercycle.
A number of stocks fell in the afternoon session after a broad-based sell-off hit the semiconductor sector following news of a potential strike at Samsung and a stake sale by Taiwan Semiconductor Manufacturing (TSMC), which rattled global chip supply chains.
Shares of Micron Technology (NASDAQ:MU) are up 6% in midday trading on Tuesday, leading the memory complex higher after a brutal week. SanDisk (NASDAQ:SNDK) is climbing 4%, while Western Digital (NASDAQ:WDC) is basically flat for the day. The bounce follows a sharp correction across the entire memory and storage group. Heading into today, MU stock ... Micron Is Up 6% Today: Is It Outperforming Other Memory Stocks Like SanDisk and Western Digital?
Sandisk (NasdaqGS:SNDK) has recorded an annual stock gain that is well above 3,000%, lifting its market value above former parent Western Digital. The move comes alongside what the company describes as AI driven demand for NAND memory, record revenue and earnings, and multiyear, multibillion dollar supply agreements. Sandisk has adopted a capital light, debt free structure and announced a US$6b buyback that together aim to limit downside through future memory cycles. For you as an investor,...
Seagate stock is tracking toward its worst week since early March as AI stocks pull back ahead of Nvidia's earnings.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.68%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.34%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.95%. June E-mini S&P futures (ESM26 ) are down -0.75%, and June E-mini Nasdaq futures...
Few stories in the 2026 market rival the SanDisk (NASDAQ:SNDK) run. The stock has gone from a sleepy Western Digital spinoff to a pure-play AI memory supercycle bet, posting a 3,460.95% gain over the past year. With the stock now trading near $1,380.93, the question is whether the move has more runway or the easy ... Prediction: SanDisk’s Epic Run Has Limited Upside Ahead
The S&P 500 Index ($SPX ) (SPY ) today is down -0.35%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.19%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.45%. June E-mini S&P futures (ESM26 ) are down -0.40%, and June E-mini Nasdaq futures...
By Ragini Mathur and Utkarsh Hathi May 19 (Reuters) - U.S. indexes were on track to extend declines and open lower on Tuesday, weighed by a drop in chip stocks and persistent inflation worries despite
Western Digital is embedding post-quantum cryptography into Ultrastar drives as hyperscalers qualify quantum-ready storage security.
Wall Street futures were heading deeper into the red ahead of Tuesday's opening bell, as investors remained unconvinced about reports on the latest US-Iran diplomacy efforts. Futures tracking the Nasdaq 100 pointed to an 0.8% drop, while S&P 500 futures were down 0.4% and those for the...
Citi reiterates a Buy rating on the flash memory supplier and boosts its price target to $2,025 from $1,300.
Western Digital Corporation (NASDAQ:WDC) is among the 10 Stocks That Will Make You Rich Over the Next Decade. On May 14, the company announced its inclusion in the 2026 S&P Dow Jones Best-in-Class Index North America, effective May 1. This is the first instance that it has been included in the index. The company described […]
Western Digital sits at the center of a fast changing analyst story, with one updated framework lifting fair value estimates from about US$371.70 to roughly US$507.61 per share. Much of this reset is tied to fresh research where several firms have raised their price targets by US$70 to US$175, leaning on revised expectations for earnings power and demand for storage tied to AI related workloads. As you read on, you will see how these shifting targets and narratives can shape the way you track...
The S&P 500 Index ($SPX ) (SPY ) on Monday closed down -0.07%, the Dow Jones Industrial Average ($DOWI ) (DIA ) closed up +0.32%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) closed down -0.45%. June E-mini S&P futures (ESM26 ) fell -0.12%, and June E-mini Nasdaq futures...
Sandisk ride in AI storage trade faces May 20 mini-tender deadline as investors stay focused on tight NAND and soaring data-center demand.
There may be bad news for Micron today, but if so, it lies far in the future.
Western Digital sees a bright future for HDD.
The S&P 500 Index ($SPX ) (SPY ) today is down -0.20%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down -0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.57%. June E-mini S&P futures (ESM26 ) are down -0.28%, and June E-mini Nasdaq futures...
STX rides the AI storage boom as demand for mass-capacity drives and Mozaic HAMR adoption fuel growth and margin expansion.
US stocks have been predicted to start Monday trading in the red, as they ended last week, with investors continuing to worry about rising bond yields, stubborn inflation and the economic fallout from higher oil prices. Dow Jones futures were down around 262 points or 0.4%, while S&P 500...
In recent weeks, Western Digital reported a strong fiscal third-quarter with earnings surpassing analyst expectations, supported by robust AI-driven demand for high-capacity storage and an announced 20% increase in its quarterly dividend. These results highlight how the company’s mix of advanced HDD technologies and expanding role in AI infrastructure is reshaping its earnings profile and capital return priorities. We’ll now examine how Western Digital’s stronger earnings and higher dividend...
Introduction Artificial Intelligence (“AI”) and generative AI such as ChatGPT necessitate the need for substantial memory and storage capabilities for the storage of extensive datasets, training intricate models, and handling vast volumes of data processing. Nvidia (NVDA) is the poster child of AI and generative AI through its GPU (graphical processing units) chips. GPUs are ... Seagate and Western Digital: AI Storage Demand Is Now Showing Up in Pricing Power
The market’s appetite for memory chip makers is feverish, but this subset of the semiconductor industry might be looking a bit too hot. Memory companies have been the latest beneficiaries of the artificial-intelligence investing craze, a boom that has lifted the entire semiconductor sector. The reason is its focus on memory chips and its heavy concentration on three companies in particular: Micron Technology and South Korea’s SK Hynix and Samsung Electronics.
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