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Western Digital stock has posted a very large 3 year gain while the broader valuation checks still lean cheap, so the recent share price strength and the current multiples are pointing in different directions for investors to weigh. With the stock back in focus after trade and policy headlines, the question is how much of that move is already reflected in today’s price. Over the past 3 years Western Digital has returned about 13x. This puts extra pressure on today’s buyers to be clear about...

A number of stocks jumped in the afternoon session after investors shrugged off interest rate hike expectations following the August jobs report and unwound defensive positioning in beaten-down chip designers, according to Bloomberg. The U.S. Bureau of Labor Statistics reported that employers added 162,000 nonfarm payroll jobs in August, easily beating estimates of a 56,000 increase from economists polled by FactSet. The agency also reported that the national unemployment rate held steady at 4.1

(Updates with market moves at the end of the day, and other changes, if any.) US stocks fell Frid

A broad memory bid swept through storage stocks Friday afternoon while the rest of the market softened, and the divergence between one sector ETF and the S&P 500 tells a story that goes well beyond a pair of NAND names catching a bid.

(Updates with latest market prices and developments.) US benchmark equity indexes fell intraday a

The AI trade is bucking the trend Friday.

Western Digital (WDC) reported earnings 30 days ago. What's next for the stock? We take a look at earnings estimates for some clues.

The S&P 500 Index ($SPX ) (SPY ) is down by -0.46% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.68%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up by +0.03%. E-mini S&P futures (ESU26 ) are down -0.51%, and September E-mini...

Memory and storage names are catching a strong bid Friday morning even as the broader market softens. The Roundhill Memory ETF (CBOE:DRAM) is up 4% to $58.45, and the SPDR S&P 500 ETF Trust (NYSEARCA:SPY) is down 0.45% to $769.66. This puts the memory/storage segment in a lonely leadership spot on a tape that’s otherwise […]

Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.

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.

Despite China's memory chip advances and recent stock declines, Micron and Western Digital have capacity sold out for years under binding contracts, insulating margins from near-term competition.

A brand best known for memory cards now gets its fastest growth from data centers -- and increasingly under multiyear contracts.

The memory chip maker's recent tear has investors chasing, but its real value lies in how it moves on its own.

Bond market volatility has pushed government yields in major economies to multi year highs, which keeps borrowing costs in focus for every sector. At the same time, the physical plumbing of artificial intelligence is still being built out, from power hungry data centers to high grade connectivity. This creates a targeted way for you to focus on AI’s “picks and shovels.” This article highlights three stocks from that infrastructure theme. The three stocks in this article are just a starting...

STX's AI-driven storage demand, HAMR advances and stronger cash flow fuel its rally, but elevated valuation and execution risks remain.

The memory cycle that crushed Micron shareholders for three decades may have just broken permanently, and the market still seems to be pricing the stock like nothing changed.

QMCO's strong Q1 growth, expanding margins and debt-free balance sheet signal a sharp financial turnaround as AI drives storage demand.

A rising share of the company's output is already sold under multiyear agreements whose pricing carries an upper bound, at a moment it says demand is outrunning its supply.

Sandisk will join the MSCI World Index on Aug. 31.

Memory stocks quietly powered one of the steepest AI trades of the cycle, but Micron now sits at a crossroads where a blowout quarter and a $100 billion sales backlog collide with surging capex and insiders selling at a decade-high pace.

The take-or-pay agreements that bears read as a cap on upside are the same ones that put a priced floor under Micron's worst case.

Western Digital (NasdaqGS:WDC) is assessing potential effects of new semiconductor tariffs that could target technology hardware and data center supply chains. The proposed measures focus on a wider range of chip related products, which may affect costs and sourcing for data center servers and storage equipment. Western Digital supplies data storage hardware to global hyperscale and AI customers, so any tariff shift could influence its supply chain planning and customer demand patterns. The...

Investing.com -- Artificial intelligence is creating a growing memory bottleneck, with Bernstein analysts saying demand is spreading beyond high-bandwidth memory into conventional DRAM, NAND flash and storage.

Western Digital has surged 168% this year while peers in flash and DRAM keep climbing, yet WDC stock just shed 13% without a single company-specific headline to explain it. Something inside the storage market is shifting, and the answer changes whether this dip is a gift or a warning.

Take shares of optical networking companies Lumentum and Coherent which are slipping after Marvell Technology reported earnings. The company, which designs custom chips and supplies optical networking technology, did everything right. Marvell is at the heart of the great AI date-center buildout.

Trump praised Micron as one of the world's hottest companies the day after Nvidia revealed a staggering jump in memory purchase commitments, and the timing raises questions about who stands to benefit most from an AI-driven memory squeeze that insiders say will not ease for years.

NVDA's strong second-quarter and AI demand could fuel further gains for MU, SNDK, STX and WDC.

Optical networking companies Lumentum and Coherent are doing just that ahead of the open Friday, slipping alongside Marvell Technology  Memory names  Sandisk Micron and Western Digital were also down. Marvell is at the heart of the great AI date-center buildout. Its data center revenue jumped 46% in the second quarter and CEO Matt Murphy said he expects revenue growth to accelerate further through the rest of the year.

Digital, Sandisk and Super Micro Computer have been highlighted in this Industry Outlook article.