Western Digital Corporation
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Track Western Digital Corporation in real time with a live news feed covering Western Digital Corporation stock news, official press releases, company announcements, and an archive of historical Western Digital Corporation news. ...more
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11:53 AM | Friday | Sep 4, 2026
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Western Digital's AI-driven storage growth, rising HDD pricing and expanding margins strengthen its case, but lofty expectations make the stock a closer call.
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Western Digital's AI-driven storage growth, rising HDD pricing and expanding margins strengthen its case, but lofty expectations make the stock a closer call.
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Investors watching the semiconductor sector are seeing headlines about China's latest breakthroughs in memory chips. ChangXin Memory Technologies (CXMT) recently initiated small-batch production of high-bandwidth memory and plans to mass-produce LPDDR6 silicon later this year.
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The memory industry remains in focus as investors weigh strong pricing, rapid market growth and shifting competitive positions across major players including Samsung Electronics Co. Ltd. (OTC:SSNLF), SK Hynix Inc. (NASDAQ:SKHY), Micron Technology Inc. (NASDAQ:MU), Kioxia, Sandisk Corp.
(NASDAQ:SNDK) and YMTC.
Western Digital (NASDAQ: WDC - Get Free Report) and TDK (OTCMKTS:TTDKY - Get Free Report) are both large-cap technology companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, risk, earnings, dividends, analyst recommendations, institutional ownership and profitability. Profitability This table compares Western Digital and TDK's
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Jessica Inskip (@jessicainskip) turns to three stocks she sees becoming more tied to the AI trade. She notes GE Vernova (GEV) seeing the benefits of an expanding data center buildout, BlackRock (BLK) as a compelling stock with several arms for growth in the debt markets, and points to strong EPS upwards revisions in Western Digital (WDC).
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NVDA's strong second-quarter and AI demand could fuel further gains for MU, SNDK, STX and WDC.
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Algert Global LLC purchased a new position in Western Digital Corporation (NASDAQ: WDC) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 7,875 shares of the data storage provider's stock, valued at approximately $5,030,000. Other institutional investors and hedge
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Digital, Sandisk and Super Micro Computer have been highlighted in this Industry Outlook article.
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Momentum in cloud computing, IoT, auto and AI is expected to drive the prospects of Zacks Computer-Storage Devices industry players like SNDK, WDC and SMCI.
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The recommendations of Wall Street analysts are often relied on by investors when deciding whether to buy, sell, or hold a stock. Media reports about these brokerage-firm-employed (or sell-side) analysts changing their ratings often affect a stock's price.
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