Why China’s Memory Chip Breakthrough Won't Crash the Market
Despite China's memory chip advances and recent stock declines, Micron and Western Digital have capacity sold out for years under binding contracts, insulating margins from near-term competition.
YahooyesterdayWDC
Why This Analyst Says Memory Stock Valuations ‘Make a Lot of Sense’
Memory stocks stabilize as analyst Drew Pettit sees secular growth driving the industry toward 3x revenue expansion by 2030.
BenzingayesterdayWDC
Data Centers Now Deliver a Third of Sandisk's Revenue -- $2.98 Billion in a Single Quarter
A brand best known for memory cards now gets its fastest growth from data centers -- and increasingly under multiyear contracts.
YahooyesterdayWDC
Seagate's YTD Gains are Double the Industry: Is the Stock Still a Buy?
STX's AI-driven storage demand, HAMR advances and stronger cash flow fuel its rally, but elevated valuation and execution risks remain.
Yahoo3 days agoWDC
Will Quantum's Cost Discipline Keep Margins on an Upward Trajectory?
QMCO's strong Q1 growth, expanding margins and debt-free balance sheet signal a sharp financial turnaround as AI drives storage demand.
Yahoo3 days agoWDC
DRAM: Final Call Before The Recovery Takes Off Without You
Upgrade Roundhill Memory ETF (DRAM) to Buy: 6x earnings, supply constraints support pricing, dip-buyers accumulate.
SeekingAlpha3 days agoWDC
Dear Sandisk Stock Fans, Mark Your Calendars for August 31
Sandisk will join the MSCI World Index on Aug. 31.
Yahoo3 days agoWDC
The Overlooked AI Bet That Could Outperform NVIDIA by 2027
Memory stocks quietly powered one of the steepest AI trades of the cycle, but Micron now sits at a crossroads where a blowout quarter and a $100 billion sales backlog collide with surging capex and insiders selling at a decade-high pace.
Yahoo4 days agoWDC
The Floor Under Micron's Worst Case Is Written Into Its Contracts, Not Memory Prices
The take-or-pay agreements that bears read as a cap on upside are the same ones that put a priced floor under Micron's worst case.
Yahoo4 days agoWDC
What's Going on With Western Digital Stock on Wednesday?
Western Digital Corporation (NASDAQ: WDC) filed a Form 8-K on Wednesday disclosing exchange agreements for $191 million in convertible senior notes.
Benzinga9 days agoWDC
Alger Mid Cap 40 ETF Q2 2026 Portfolio Review
Astera Labs, Nebius Group, and Western Digital Corporation were among the top contributors to performance. Read more here.
SeekingAlpha10 days agoWDC
What's Going On With Western Digital Stock Tuesday?
WDC stock rebounds over 3% in premarket trading. Read key technical levels and moving averages for Western Digital.
Benzinga10 days agoWDC
Micron Fell 7% on Tuesday. Is This an Opportunity to Buy?
A semiconductor sell-off hit Micron hard, but investors shouldn't be too nervous.
Yahoo13 days agoWDC
Western Digital (WDC) Stock May Be Reasonable After Fresh AI Storage News
Western Digital stock has delivered an exceptionally strong run over the past three years, yet the current valuation checks still lean toward the shares looking inexpensive on several measures. After such a sharp move higher, investors are weighing whether that apparent discount is still meaningful or already reflects the optimism in the story. Western Digital has returned about 14.6x over the past three years, which puts recent pullbacks in a much longer period of very strong gains. AI...
Yahoo14 days agoWDC
This Stock Could Be a Major AI Winner Through 2027. What’s It Worth?
Micron has turned memory into one of the purest AI plays on the market, with revenues exploding and $100 billion in locked-in contracts, but whether the stock still has room to run or has already priced in the boom is a question worth answering before the next move.
Yahoo14 days agoWDC
Micron Technology Stock Has Become A Bet On Memory Prices
Micron's record revenue arrived on shipments that barely grew, which leaves the price of memory carrying the entire case.
Yahoo14 days agoWDC
Memory Stocks Struggle for Momentum With ‘Smart Money’ Moving On
After ripping through the first half of the year, memory stocks are struggling to regain momentum as growing concerns about the state of the artificial intelligence trade overshadow their strong fundamental backdrop.
Yahoo14 days agoWDC
$1000 Invested In Western Digital 20 Years Ago Would Be Worth This Much Today
Western Digital (NASDAQ:WDC) has outperformed the market over the past 20 years by 10.17% on an annualized basis producing an average annual return of 19.45%. Currently, Western Digital has a market capitalization of
Benzinga16 days agoWDC
Western Digital, Tohoku University Form AI Data Infrastructure Lab In Sendai, Japan
https://www.westerndigital.com/company/newsroom/press-releases/2026/2026-08-19-wd-and-tohoku-university-launch-ai-data-infrastructure-lab
Benzinga16 days agoWDC
Why Is Western Digital Stock Surging Friday?
Western Digital (WDC) surges following Sandisk's outlook. Get key technical levels, analyst price targets, and ETF holdings breakdown.
Benzinga21 days agoWDC
The Price of Reinvention for SanDisk Stock
The company is trying to shed its cyclical past, and the options market is pricing a vast range of outcomes for whether it will succeed.
Yahoolast monthWDC
Amazon, Apple, Boeing, Micron, Bristol Myers, GameStop, SpaceX, and More Stocks That Explain Today’s Market
FEATURE Stocks rallied Monday. The hit a record after President Donald Trump said he would restart talks with Iran, which bolstered investors’ hopes of a cease-fire in the Middle East. Micron advanced 0.
Yahoolast monthWDC
If You Invested $100 In Western Digital Stock 10 Years Ago, You Would Have This Much Today
Western Digital (NASDAQ:WDC) has outperformed the market over the past 10 years by 18.2% on an annualized basis producing an average annual return of 31.46%. Currently, Western Digital has a market capitalization of
Benzingalast monthWDC
Explore the top gainers and losers within the S&P500 index in today's session.
Curious about the S&P500 stocks that are in motion on Monday? Join us as we explore the top movers within the S&P500 index during today's session.
ChartMilllast monthWDC
These S&P500 stocks are gapping in today's session
Curious about the market action on Monday? Dive into the US markets to explore the gap up and gap down stocks in the S&P500 index during today's session.
ChartMilllast monthWDC
Seagate Technology Is Soaring After Its Strong Earnings Report. Should You Buy Western Digital Before Its Earnings Report?
Seagate Technology's shares surged after a strong earnings report. Can you expect competitor Western Digital to do the same when it reports earnings on Aug. 5?
Yahoolast monthWDC
Falling Oil Boosts Wall Street Pre-Bell; Asia Mixed, Europe Up
Wall Street futures pointed moderately higher pre-bell Monday after President Donald Trump, over the
Yahoolast monthWDC
Down 45%, is SanDisk stock a bargain buy or value trap?
SanDisk has taken investors on a wild ride in recent months. For instance, SanDisk (SNDK) stock is up roughly 2,240% over the past 12 months, a return that turned a sleepy chipmaker into one of the most talked-about stocks on Wall Street. Then came the drop. The chip stock has fallen 45% from its ...
Yahoolast monthWDC
Western Digital Shares Rise 4% After Key Trading Signal
A key trading signal flashed for Western Digital shares at a price of $537.47, after which WDC rose 4% to an intraday high, reversing steep earlier losses.
Benzingalast monthWDC
Get insights into the top movers in the S&P500 index of Friday's pre-market session.
Discover the top S&P500 movers in Friday's pre-market session and stay informed about market dynamics.
ChartMilllast monthWDC
Buy 5 AI Infrastructure Stocks as Big Techs Assure Lasting AI Frenzy
Big Tech's AI spending plans top $750B for 2026, boosting demand for AI infrastructure. MU, STX, WDC, SNDK and VRT could benefit as valuations remain attractive.
Yahoolast monthWDC
MU, SKHY, NVDA, AMD, INTC Extend Rally Premarket, But Chip Stocks Still On Track For Worst Month Since 2002
The gains in U.S. chip stocks on Thursday and Friday mark a dramatic reversal of the selloff this month.
Yahoolast monthWDC
MU, SNDK, WDC, SKHY Stock Jump After-Hours — Memory Chipmakers Soar After Amazon, Apple Management Flag Soaring Costs, Supply Crunch
Most memory chipmakers extended Thursday’s gain after-hours as tech bigwigs flag continued rise in memory prices.
Yahoolast monthWDC
Which S&P500 stocks are moving after the closing bell on Thursday?
The regular session of the US market on Thursday is now over, but let's get a preview of the after-hours session and explore the top S&P500 gainers and losers driving the post-market movements.
ChartMilllast monthWDC