WDC Western Digital Corporation

Seagate has already surged over 230% this year on the back of record margins and nearly sold-out capacity, but the real question now is whether the stock still has room to run or has simply gotten too far ahead of itself.

Bond yields are surging to levels not seen in decades, which makes borrowing more expensive for companies that depend on heavy spending. That shifts attention toward businesses already wired into the physical buildout of artificial intelligence, from power-hungry data centers to high-capacity fiber links. This piece explains why that could matter for your portfolio and highlights 3 stocks from a specialist AI infrastructure screener that may warrant a closer look. The three stocks in this...

Sandisk has surged over 600% this year on AI-driven storage demand and record margins, but the contracts protecting its downside may also be capping its ceiling. Whether this stock can push higher depends on one thing investors are watching very closely.

Zacks.com users have recently been watching Western Digital (WDC) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Government bond yields have climbed to their highest levels in decades, which is putting pressure on expensive software stocks and pulling market attention toward businesses tied to real assets. Capital is getting a higher hurdle rate. Investors are hunting for cash generative ways to play AI that look more grounded. This article walks through three AI infrastructure picks and shovels stocks from our screener that directly support this shift. The three stocks highlighted below are a small...

SanDisk has already surged hundreds of percent this year on record earnings and massive long-term contracts, yet one critical risk lurking inside its revenue breakdown raises questions about whether the rally can survive what comes next in the NAND cycle.

Sandisk just expanded its buyback by $14 billion after a 1,663% one-year run, but the same pricing cycle that fueled the rally could just as easily unwind it. Before you chase the headline, there are a few things worth examining closely.

STX, WDC, MU and SNDK stand to benefit from AI-driven memory and storage demand, supply constraints and rising enterprise data needs.

On September 24, Newegg Commerce, Inc. (NASDAQ:NEGG) announced that Newegg Business is collaborating with Western Digital Corporation (NASDAQ:WDC) to help IT teams select and scale high-performance storage solutions. As part of this effort, Newegg Business will host a live webinar titled “Realize the Full Power of Your AI NAS with WD Red Pro” on September […]

A number of stocks fell in the morning session after OpenAI paused training of its frontier artificial intelligence models following a security breach, raising concerns over near-term hardware demand.

Looking back on semiconductors stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Western Digital (NASDAQ:WDC) and its peers.

Micron Technology (MU) stock trades near $1,082. Options expiring in roughly a year price a likely range from about $597 to about $1,963, with roughly two-in-three odds of finishing inside it. That is a huge band. Yet options expect Micron to trade calmer than it has, and the supply contracts behind management's case for steadier results cover a minority of its memory volume.

A Bloomberg report on a potential Solidigm IPO sent shockwaves through memory stocks Monday morning, but the selloff raises a deeper question about whether spinning out SK Hynix's storage unit actually destroys value for existing shareholders or quietly unlocks it.

AI demand is reshaping the memory market, with Seagate, Western Digital, Micron and Sandisk expanding high-performance storage.

The AI boom is now reshaping bond markets, with long term yields hitting levels last seen in the mid 2000s as heavy spending on AI infrastructure meets higher interest rates. That mix is draining cheap capital from speculation and pushing attention toward businesses that turn AI demand into hard cash. This article highlights three picks and shovel stocks powering that physical backbone, drawn from our AI infrastructure screener. The three stocks covered below are just a small sample of the...

Record foreign capital flows into US stocks, with US$942b in net purchases over 12 months, show how strongly global investors are hunting for the next wave of technology winners. Quantum computing sits at the frontier of that search, where breakthroughs in hardware and software could reshape entire industries. This article highlights three quantum computing stocks from our screener that capture very different angles of that opportunity. The three quantum computing stocks below are just a...

Remarkably, the data storage company is priced at close to value-stock levels.

In recent days, S&P Global Ratings revised its outlook on Western Digital to positive while affirming a BBB- credit rating, citing accelerating cash flow, low leverage and strong AI-related storage demand, even as rising Treasury yields and macro worries pressured technology and semiconductor names. At the same time, Western Digital has moved to redeem its remaining 3% convertible notes and is actively highlighting AI-focused NAS and cloud storage solutions, underscoring how balance sheet...

You own Micron Technology (MU) for its memory boom, and the worry is competition. The boom itself shows in the numbers. Micron's revenue over the last twelve months was $90.3 billion, against $33.8 billion a year earlier. The company is now valued at about $1.09 trillion, so a dent in those sales would matter to you. Which memory rivals should you watch, and how close are they.

Sandisk can still make investors richer despite multiplying exponentially over the past year and a half.

Quantum Corp. (QMCO) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

A number of stocks fell in the afternoon session after the 10-year Treasury yield climbed to 5.14% following strong September business activity data that raised expectations for tighter Federal Reserve interest rate policy.

Investing.com -- S&P Global Ratings has revised its outlook on Western Digital Corporation (NASDAQ:WDC) to positive from stable while affirming its 'BBB-' issuer credit rating, pointing to accelerating cash flow generation and sustained low leverage. The revision signals potential upward mobility for the data storage manufacturer's credit profile as booming demand for artificial intelligence infrastructure fuels rapid top-line growth.

A number of stocks fell in the morning session after benchmark 10-year U.S. Treasury yields rose above 5.1%, renewing pressure on high-multiple technology valuations. The pullback follows a six-session climb that had lifted the Philadelphia Semiconductor Index by 14% since the start of the week, according to Nasdaq index data.

Micron surged to lead the AI memory trade while the broader market barely moved, and that kind of outlier performance sets up a genuine fork in the road for investors holding a position right now.

Seagate shares have already tripled in a year, yet analysts tracking hyperscaler storage contracts believe the real move is still ahead. Here is what the capacity allocation data reveals about where this stock could go next.

SNDK's AI-driven datacenter growth and multi-year deals bolster visibility, but weak consumer demand, rising costs and premium valuation pose risks.

Micron Technology (MU) stock has returned 552% over the past twelve months. At near $1,070 a share, has the price run ahead of the business? On the last twelve months of adjusted earnings, meaning normalized net income with stock-based compensation added back, Micron trades at about 23.5 times. That number looks backward, and memory prices have moved too fast for it to show what Micron earns today.

Sandisk is a tech stock that has stunned Wall Street in the last 12 months. Yesterday, it picked up another believer.

ON Semiconductor (ON) and Micron Technology (MU) are owned for the same reason. AI data centers need more silicon than the industry can make, and both sell into that shortage. The resemblance stops there. Micron has signed part of its peak pricing into multiyear contracts. ON Semiconductor is climbing out of a trough, still rationing parts between its AI customers and its car customers. Same shortage, opposite ends of a cycle.

Micron Technology (NASDAQ:MU) and Western Digital Corporation (NASDAQ:WDC) have both been transformed by the AI buildout, and both are effectively sold out. Micron has signed long-term supply agreements that run to the end of the decade, with customers putting down deposits to hold their place in the queue. Western Digital said on its August earnings […]

SanDisk (SNDK) has run up 23.3% over the last five trading days, while the S&P 500 added 2.4%. A move like that in a NAND maker pulls money in. But next week's price is not the question. What matters is what owning the stock does to your money when the market moves, because SanDisk travels much further than the index in both directions.

One analyst's initiation on SanDisk sent shockwaves through every memory stock at once, and the reason why suggests this may be a very different kind of NAND cycle than anything the market has seen before.

Sandisk joined the S&P 100 this week, but analysts say the rally stems more from strong NAND demand and record earnings than index inclusion, even as valuation suggests peak earnings cycle.

Micron Technology (MU) has returned about 575% over the past twelve months, against 17% for the S&P 500. The past three months added about 4%, so the run has flattened. At a price near $1,100, you would be buying the record profit that boom produced, and contracts that will cap the price of much of Micron's memory once its planned deals are signed.

Western Digital (WDC) heads into an upcoming earnings release that has drawn fresh attention, as recent commentary highlights expectations for year-over-year gains in both profit and revenue, alongside a Zacks Rank of #2. Western Digital’s recent share price action has been punchy, with a 3.67% 1-day share price return and 12.78% 7-day share price return at a last close of US$464.60. This comes even though the 90-day share price return declined 27.84%, while the 1-year total shareholder...

Sandisk Corporation (NASDAQ:SNDK) has locked in buyers for roughly half of its output this fiscal year and two-thirds of next year’s. The long-term contracts carry floor prices, and the company says its margins stay attractive even at the floor. That is meant to protect it when the next memory downturn comes. The shares have gained […]

SanDisk (SNDK) stock has risen nearly 1,700% over the past year, even after falling 18% over the past three months to about 24% below its 52-week high. At a price near $1,770, it trades at about 22.7 times trailing adjusted earnings. That is normalized net income with stock-based compensation added back. Analysts' forecast earnings are defined differently. On forecast earnings, it looks far cheaper, if those earnings last.

Micron slid for three months while the S&P 500 climbed, reopening a price-to-target gap that one prominent analyst now believes is far larger than the Street consensus suggests. Whether that gap represents a generational opportunity or a familiar cycle trap depends entirely on a single question about memory.

FEATURE Stock futures were sliding on Tuesday as investors opted to lock in some profit following the previous session’s record-breaking tech rally. Artificial-intelligence stocks slipped, having surged on Monday.

↗️ Alibaba (HK:9988), (BABA): The tech giant rolled out its most powerful chip yet, doubling down on its bid to control the software and hardware that power its AI ambitions. Shares rose about 2% in Hong Kong.

In the closing of the recent trading day, Western Digital (WDC) stood at $448.17, denoting a +1.54% move from the preceding trading day.

If you own NVIDIA (NVDA) or Micron Technology (MU), you own the same idea: AI data centers want more chips and memory than the industry can supply. The two split from there. NVIDIA is putting its own balance sheet behind some of its biggest buyers. Micron's buyers are posting cash deposits to secure its memory, so the money flows in opposite directions.

Once every planned deal is signed, Micron Technology (MU) expects about 40% of its revenue to sit under fixed prices or price ceilings near calendar Q2 2026 market levels. That matters because higher pricing drove most of the jump to a record gross margin in fiscal Q3 2026. The contracts typically run five years, and the largest also lock in a floor. But the ceiling is the number a holder should worry about most.

Every name in the memory complex is trading green Monday except one, and the stock sitting in the red happens to be the sector's biggest winner of the year. What that kind of lone divergence usually signals about positioning is worth understanding before the session closes.

Micron's order book is locked, its customers are desperate, and its margins are breaking records, yet the same forces that made memory a graveyard for investors for four decades have not disappeared.

WDC sees sovereign customers, neoclouds and physical AI broadening HDD demand, with tighter supply creating added pricing leverage.

The Nasdaq 100 (^NDX) is home to some of the biggest success stories in tech and growth investing. However, certain stocks in the index face challenges like profitability concerns, rising costs, or shifts in market trends.

Higher rates, sticky inflation and a 10-year Treasury around 5% are squeezing lofty valuations, yet AI infrastructure spending keeps pulling fresh capital into data centers and chips. That mix of pressure and promise is where opportunity often hides. This article explains how those crosscurrents affect AI Infrastructure and Data Center Builders, then highlights three stocks from the screener that appear positively exposed to the latest Fed-driven reset. The stocks highlighted below are only a...

Key TakeawaysIndex Bid: SanDisk stock jumped 11% on Thursday after joining the S&P 100. Street Split: TIKR tracks 25 analysts on SanDisk stock, splitting 16 buys, 4 outperforms, 3 holds, 1 underperform and 1 sell, while the $2,125 mean target sits 19% above Thursday’s $1,792 close.