関連ニュース

Western Digital has secured multi-year hard drive sales contracts through 2027-2028, driving structural demand and supporting its bullish investment thesis. WDC's revenue is now 89% cloud-driven, with

Western Digital NASDAQ: WDC CFO Kris Sennesael said the hard-disk-drive market has become more structurally tied to cloud and artificial-intelligence infrastructure spending, arguing that the company

Western Digital is now a pure-play HDD leader, capitalizing on surging data storage demand, especially from hyperscale cloud and AI-driven workloads. WDC delivered 44% YoY Q4 revenue growth and 22% ex

Shares of Western Digital Corp. (NASDAQ:WDC) are trading lower Friday afternoon as storage and semiconductor equities faced broad-based selling following a software efficiency breakthrough from AI dev

Western Digital Corporation (WDC) Presents at Citi's 2026 Global TMT Conference Transcript

U.S. equities staged a powerful recovery in the second quarter of 2026, with the S&P 500 Index returning 15.2% - its strongest quarter since 2020. Nebius Group, Western Digital Corporation and Astera

CNBC's Jim Cramer said the AI boom has transformed the historically cyclical memory industry, as soaring demand and greater supply discipline support stronger profits. Despite massive rallies in Sandi

I'm reiterating Western Digital as a Strong Buy with a raised price target of $1250. WDC's Q4 2026 results and Q1 2027 guidance validate sustained earnings power, with annualized non-GAAP EPS now trac

Western Digital is now a pure-play HDD storage provider post-Sandisk spin-off, with cloud representing 89% of revenue and driving recent explosive growth. I initiate coverage with a Sell rating and a

Western Digital delivered strong Q4 2026 results, beating earnings and revenue expectations but faced a sharp post-earnings sell-off due to valuation concerns. WDC's pure-play HDD focus exposes it to

Wall Street was predicted to see a mixed open on Thursday, as another batch of technology earnings undermines confidence and apparent progress towards an Iran deal raises fears of yet another false da

Western Digital Corporation (WDC) Q4 2026 Earnings Call Transcript

Western Digital remains a high-conviction AI storage play, delivering 114% returns since March and outperforming on Q3 FY26 results. WDC's balance sheet is now net cash positive, following significant

Western Digital Corporation (NASDAQ:WDC) experienced a significant Power Inflow alert, a key bullish indicator that is closely tracked by traders who value order flow analytics, specifically instituti

CNBC's Jim Cramer said investors are rotating out of some of the market's biggest AI infrastructure winners and into companies with growth drivers outside the data center buildout. He highlighted Cost

Western Digital TodayWDCWestern Digital$456.22 -41.71 (-8.38%) As of 12:40 PM Eastern This is a fair market value price provided by Massive. Learn more.52-Week Range$69.30▼$799.87Dividend Yield0.13%P/

Class A shares of the Alger Spectra Fund outperformed the Russell 3000 Growth Index during the second quarter of 2026. Nebius Group N.V., Astera Labs and Western Digital Corporation were among the top

Deepwater Management Managing Partner Gene Munster predicts a major enterprise and consumer hardware refresh cycle beginning in 2027, driven by resource-intensive artificial intelligence applications

Morgan Stanley has identified seven semiconductor and AI infrastructure stocks as attractive buying opportunities following the recent selloff in memory-related equities.

Wall Street's major averages declined this week after a continuous sell-off in semiconductor stocks rattled the markets, while tensions in the Middle East persisted