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Western Digital shares decline Friday after the hard-drive maker beats fiscal third-quarter earnings and revenue estimates.

Shares of Sandisk and Western Digital pared losses Friday after the industry peers posted solid results for their latest quarters.

Western Digital (NASDAQ:WDC) stock just received its most aggressive price target raise of the cycle. Citi lifted its price target to $500 from $405, maintaining a Buy rating, citing a beat-and-raise quarter and improving visibility into AI-driven hard disk drive (HDD) demand. The move arrives alongside fresh revisions from Barclays and UBS, sharpening the debate ... Citi Raises Western Digital Price Target to $500: Is the HDD Bull Case Just Getting Stronger?

The artificial intelligence boom is entering a new phase. For the past two years, investors obsessed over GPUs, data centers, and power consumption. But agentic AI — systems that can reason, plan, and act independently — is changing the equation. These models don’t just need compute. They need enormous amounts of fast memory constantly available ... The AI Gold Rush Just Hit a New Layer: Here’s Why Sandisk Is Printing Money

NVIDIA and peers stand to gain as Big Tech boosts AI spending to $725B, fueling demand for chips, memory, storage and data center infrastructure.

Seagate is rising after its blockbuster Q3 earnings. Should you consider buying the stock now?