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…
Western Digital WDC shares surged 7% on Monday as investors increased bets on companies positioned to benefit from the accelerating AI-driven memory and storage boom. The rally in Western Digital comes amid growing optimism around demand for high-capacity data center storage, with investors viewing the company as a key beneficiary of expanding AI infrastructure spending….
Memory and storage stocks are surging in mid-morning Friday trading as the AI memory supercycle thesis goes fully mainstream. Micron Technology (NASDAQ:MU | MU Price Prediction) stock is up 11%, SanDisk (NASDAQ:SNDK) stock is also up 11%, and Western Digital (NASDAQ:WDC) stock is up 3%. The synchronized move extends a parabolic stretch for the group….
Digital storage company Western Digital beats on both fronts in its latest quarter. Western Digital (WDC), the manufacturer of popular storage devices for PC and Mac, is out with earnings. Q3 2026 saw the company beat expectations for earnings and revenue, though the stock is still down on the news. Western Digital published its…
(OPINION) Iranians are trapped in a digital iron cage as the state continues to deprive citizens of internet access, largely thanks to Chinese and Russian technology. When the war broke out on Feb. 28, Iran’s digital isolation intensified, leaving millions disconnected from the global internet and unable to communicate freely with the outside world. As Iranians are silenced…
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Western Digital has been named one of the World’s Most Ethical Companies for 2026 by Ethisphere. The company has secured long term HDD supply agreements, with capacity reportedly booked through 2026. Following the spinoff of…
Monday was a strong day, to say the least, for memory and storage stocks. Shares of SanDisk (NASDAQ:SNDK), Micron Technology (NASDAQ:MU), and Western Digital (NASDAQ:WDC) all closed sharply higher, delivering a meaningful rebound after a volatile stretch for the sector. Following last week’s memory stock selloff, SNDK stock was down 4.9% for the week, MU…
© CAESARstock / Getty Images Western Digital (NASDAQ:WDC) shares have surged 65% year-to-date as the company transformed from an overlooked storage provider into an AI infrastructure powerhouse. The stock has grown significantly as investors recognized the company’s pivot from consumer storage to AI infrastructure, reflecting a complete business reinvention driven by insatiable demand from hyperscale…
Quick Read Western Digital (WDC) surged 63% year-to-date on AI storage demand. Western Digital unveiled plans for drives exceeding 100TB capacity by 2029. The broader memory and storage space is booming right now, Micron Technology (MU) is also up 44% year-to-date. Western Digital guided Q3 revenue to $3.2B, representing roughly 40% year-over-year growth. Western Digital’s board authorized…
© Ian Tuttle / Getty Images Entertainment via Getty Images Western Digital (NASDAQ:WDC) has delivered an exceptional start to 2026, with shares climbing 64.9% year-to-date through yesterday’s close. The broader tech sector, measured by the Technology Select Sector SPDR (NYSEARCA:XLK), has slipped 0.68% in the same period. Best of all, Western Digital is now the…
