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Western Digital (WDC) is in focus ahead of its fiscal fourth quarter earnings report on August 5, with investors watching how AI driven data center demand and high capacity hard disk drives are feeding into recent stock moves. See our latest analysis for Western Digital. Western Digital has seen strong momentum ahead of earnings, with a 7 day share price return of 18.73% and a 90 day share price return of 18.25%. Its 1 year total shareholder return is very large and reflects intense interest...

Hard drive makers Sandisk and Western Digital are due to report earnings after the closing bell Wednesday.

Western Digital will report results for its fiscal fourth quarter after the closing bell on Wednesday, August 5, giving investors another important read on enterprise storage demand and the ongoing AI infrastructure buildout.

ROKU heads into Q2 earnings with Platform growth expected to offset device weakness as ad trends and the pending Fox acquisition remain in focus.

FOXA heads into fiscal Q4 earnings with World Cup-driven sports momentum, ad demand and streaming growth in focus as investors watch quarterly results.

Today Earnings (a.m.): Merck, Pfizer, McDonald's, Caterpillar, Spotify, Apollo, TPG, Marathon Petroleum, Archer-Daniels-Midland, DuPont, Kimberly-Clark Earnings (p.m.): SpaceX, Advanced Micro Devices, ...

SNDK heads into fiscal Q4 results with AI-fueled SSD demand, firmer NAND pricing and rising TLC and QLC adoption.

TEAM is set to report Q4 earnings on Aug. 6, with cloud, AI and enterprise demand in focus as investors watch whether growth can offset spending pressures.

Western Digital (WDC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

MACOM Technology heads into Q3 earnings with strong data center growth, record I&D momentum and margin expansion supporting upbeat forecasts.

WDC enters fiscal Q4 2026 earnings with strong AI storage demand, rising HDD pricing and expanding margins. Will those trends fuel another quarterly beat?

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?

Seagate recently reported a beat on both revenue and earnings, along with guidance that came in above estimates.

The S&P 500 Index ($SPX ) (SPY ) today is up +1.12%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.64%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +2.69%. September E-mini S&P futures (ESU26 ) are up +1.09%, and September E-mini Nasdaq futures...

Western Digital (WDC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Seagate Technology stock jumped late Tuesday after the hard-disk drive maker reported quarterly results that beat expectations. A recent pullback for top performing AI stocks was weighing on Seagate's shares coming into the report. The results represent Seagate's fiscal fourth quarter.

Seagate Technology topped Wall Street’s earnings and revenue estimates and issued stronger-than-expected guidance as demand for AI-related data storage continued to surge.

South Korea's Kospi fell 10% and Nasdaq-100 futures dropped more than 1% as semiconductor names slid for a fourth session

SIMO is set to report Q2 earnings with rising estimates, a modest surprise track record and growing enterprise and embedded storage momentum.

American Superconductor heads into Q1 results with revenue growth expected, driven by Grid demand, data centers and Comtrafo business integration gains.

Seagate's hyperscaler contracts stretch well beyond this year, its free cash flow just posted a triple-digit surge, and Q4 earnings land July 28. Whether that combination justifies the current price is a question the numbers answer in a surprising way.

Western Digital stock has delivered very large gains over the past three years, yet the current share price still sits at a steep discount to an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach. This creates a clear valuation tension for anyone looking at the recent rally. Western Digital has returned about 18x over the past three years, which places the current valuation squarely in the spotlight after such an extreme move. Investor expectations around AI driven...

The S&P 500 reclaimed key support as Sandisk, Micron and AI stocks led a broad rally. Google, Tesla earnings loom.

Sandisk stock is up 3,810% since it was spun off last year.

The rebound comes after weeks of intense selling, partly due to concerns that hyperscalers would continue investing the massive sums in AI development they had committed at the start of the year.

Sandisk is up by about 500% so far this year.

Micron just posted one of the most explosive quarters in semiconductor history, yet the stock has cratered nearly 14% in a single week as three distinct threats converge on the memory giant. Whether this selloff is a gift or a warning depends entirely on which scenario plays out next.

Fred Alger Management, an investment management company, released its “Alger Capital Appreciation Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. US equities strongly rebounded in the second quarter, with the S&P 500 Index rising 15.2%. Easing geopolitical tensions and technological advancements fueled market optimism, propelling the Information Technology and […]

July 16 (Reuters) - U.S. stock index futures were subdued on Thursday as investors paused after a two-day rally, while chip stocks remained under pressure ahead of fresh economic reports and another

Dell, Sandisk and Micron led an AI sell-off, masked by megacaps such as Apple. SpaceX undercut its IPO price. Taiwan Semi, GE Aerospace earnings are due.