Entities / Company
Western Digital.
American computer storage corporation
- Reports this week
- 6
- Active events
- 0
- Connections
- 143
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Earlier this month
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Insider sales of Western Digital stock by director Martin I. Cole were reported by Sandra Garcia.Some support1 report
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SanDisk has spun off from Western Digital, alongside joint ventures focused on supply chain security and market diversification.Well supported20 reports1 development inside
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Storage and memory technologies are converging, driving sector rotation into storage stocks amid high AI-bandwidth memory demand.Some support3 reports1 development inside
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Bullish reports and analyst sentiment from Morgan Stanley and Mizuho raised price targets for Western Digital.Well supported4 reports
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Western Digital was founded by a former employee of Motorola.Some support2 reports
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STX and Western Digital, dominant HDD makers, are facing market turbulence that is affecting fund optimism, with Fidelity highlighting STX's role.Some support1 report1 development inside
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Western Digital and related memory/storage companies experienced significant stock declines following earnings reports.Some support1 report
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Cramer warns SanDisk and Western Digital are dangerous stocks amid storage demand driven by Microsoft and Toshiba concerns.Some support1 report
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Amazon and Western Digital led the S&P 500 index on October 19, 2026.Some support1 report
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Major storage and memory companies discuss market share and margins during the next-generation hard-drive transition.Some support1 report5 developments inside
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Storage shares for major memory and storage companies rose in U.S. premarket trading on October 19, 2026.Some support1 report
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Intel and Western Digital shares jumped following an analyst upgrade, while Anthropic revenue doubts caused a Nasdaq decline.Some support1 report
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HDD manufacturers including Seagate, WD, and Toshiba recently paid dividends while Toshiba's capacity increase raises competition fears.Well supported5 reports
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Micron Technology and Western Digital are transformed by AI buildout and are listed on the Nasdaq exchange.Well supported4 reports1 development inside
One to three months ago
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SanDisk was spun off from Western Digital, amid market shifts and AI memory demand.Some support4 reports
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Toshiba, TDK, Seagate, and Western Digital are competing to acquire the magnetic-heads business.Some support1 report
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Micron announced successful strategic customer agreements and differentiation via HBM4 technology.Some support2 reports
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Morgan Stanley raised its price target on Western Digital to $78 on July 3, 2025.Some support2 reports
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Micron Technology, Western Digital, and SanDisk are all companies operating in the storage and memory sector.Well supported7 reports4 developments inside
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Western Digital traded on the Nasdaq stock exchange on September 24, 2026.Some support1 report
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Morgan Stanley analysts commented on Western Digital shares, confirming the sector status of WDC and Micron.Some support1 report1 development inside
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Toshiba and Western Digital produce enterprise hard drives, with WD prices showing volatility on Amazon.Some support1 report
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STX and Western Digital dominate the HDD and data storage market, benefiting from growing demand.Some support5 reports2 developments inside
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Seagate sells high-capacity drives to Amazon, Google, Meta, and Microsoft, while leading the HAMR transition ahead of Western Digital.Some support6 reports1 development inside
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A tariff plan caused market tanking on August 22, 2025, impacting leading semiconductor industry players Western Digital and Lam Research.Some support1 report2 developments inside
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Potential tariffs are expected to affect chip products and disrupt global supply chains.Some support1 report
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SanDisk and Western Digital stocks declined amid market weakness, with commentary on chip market conditions.Some support2 reports
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Jim Cramer's trust initiated a position in Micron, while Elon Musk cited memory shortages for data centers. SanDisk surged 653% due to AI trade, and Cramer noted Western Digital's buyback authorization.Some support4 reports
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Policy shifts under the Trump administration favor Western Digital as a memory alternative while simultaneously creating hurdles for Apple regarding high-bandwidth memory purchases.Some support1 report
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AI data center buildout is driving growth for Dell Technologies, Digital Realty Trust, and Western Digital.Some support1 report
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SanDisk spun off from Western Digital and began trading on the Nasdaq stock exchange.Some support5 reports
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Memory chip stocks led a broad recovery during the Asian session, accompanied by expert analysis of the semiconductor earnings outlook.Some support2 reports
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Intel and Western Digital are companies that operate within the technology sector.Some support1 report1 development inside
Gone quiet
No new reports in 90+ days-
Storage chip makers SanDisk and Western Digital, along with AMD and Palantir, reported earnings and are involved in the AI trade.Some support2 reports
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AI customers are committing to capacity years ahead and negotiating long-term storage deals with companies like Micron Technology and Western Digital.Some support1 report
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Talks are underway to reopen the Strait of Hormuz, potentially providing a market catalyst for memory chip companies SanDisk and Western Digital.Some support1 report
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Western Digital is facing headwinds due to risks associated with the shift to HAMR technology, despite strong demand from AI data centers.Some support1 report
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Benzinga reported on Western Digital's earnings, a company listed on the Nasdaq exchange.Some support1 report
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Major companies like Western Digital, Cargill, Toyota, and Delta Electronics are thriving within Thailand's ecosystem.Some support3 reports
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Morgan Stanley expects Western Digital to top estimates and STX to top estimates.Some support1 report
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Cramer expressed negative sentiment about Western Digital stock on July 25, 2026.Some support2 reports
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Chipmakers, including TSMC and Western Digital, continued to face market pressure.Some support1 report
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Shares of Western Digital and SanDisk are being traded on the Nasdaq stock exchange, benefiting from the high demand for AI storage solutions.Well supported5 reports
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Analyst firms raised price targets for SanDisk, Western Digital, and Micron Technology on June 30, 2026, following company earnings and market developments.Well supported7 reports2 developments inside
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Analyst Lorraine Tan warns that SanDisk, Micron Technology, and Western Digital are exposed to a valuation reset.Some support2 reports
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Trump-era tariffs are reportedly benefiting certain AI stocks, with Western Digital listed on Nasdaq and Morgan Stanley raising its price target.Some support1 report3 developments inside
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Cantor Fitzgerald gave Western Digital an overweight rating, and Morgan Stanley raised its target price for the company.Some support4 reports
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Western Digital stock fell 10.4% on July 2nd amid sector pullback due to potential overcapacity from Meta's AI sales.Some support2 reports
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Sarawak has aligned its development plans with the Paris Agreement, marked by the inauguration of the new Western Digital plant.Some support1 report1 development inside
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Sarawak is hosting the Western Digital plant and is currently seeking special grants and incentives from the federal government.Some support1 report
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Divestiture completed in February 2025, amidst shared market pressures due to the memory business affecting SanDisk, Western Digital, and Micron Technology.Some support3 reports1 development inside
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Western Digital stock is listed on Nasdaq, and National Pension Service bought new shares of the company.Well supported3 reports
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Western Digital stock trading occurred on the Nasdaq exchange on June 6, 2026.Well supported4 reports
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Major memory and storage stocks, including Seagate, Western Digital, SanDisk, and Oracle, are facing market volatility due to industry financial results.Some support2 reports1 development inside
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Global memory market downturn linked to South Korea.Some support1 report
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A spin-off from Western Digital last year, with Bank of America analysts citing company outlook.Some support1 report
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Semiconductor and storage market dynamics show high demand from hyperscalers, driving scarcity and shifting component allocation among major players.Some support1 report2 developments inside
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AI agentic trends are identified as the primary driver for the current growth in storage demand.Some support1 report
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Western Digital is swapping remaining SanDisk shares, while Morgan Stanley comments on WDC's modest P/E multiple.Some support1 report
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Market commentary warns of AI liquidity risks affecting tech stocks, alongside the SanDisk spin-off from Western Digital.Some support1 report
No events began in the chosen period. Widen it, or reset.
What's reaching Western Digital
Events traced to Western Digital, step by step, newest first- Seagate's AI storage surge may pressure Western Digital's market shareSeagate's strong storage demand may pressure Western Digital's market sharePossible
- Western Digital may benefit from strong NAND pricing trendsWestern Digital may benefit from confirmed NAND pricing strength and supply constraintsPossible
- OpenAI's revenue issues may increase pressure on Western DigitalOpenAI's financial stress may increase pressure on Western DigitalPossible
- SanDisk's AI-driven storage gains may intensify competition for Western DigitalSanDisk's AI-driven storage gains may intensify competition for Western DigitalPossible
- How does Toshiba's capacity expansion affect Western Digital's market position?Toshiba's capacity ramp-up challenges the established HDD duopolyReported
Around Western Digital this week
News at the entities that move Western Digital most-
Motorola StructuralMotorola unveiled a new phone featuring Sony LYTIA 910 camera technology at a Qualcomm summit, highlighting competition in the premium market.Moves Western Digital
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Securities and Exchange Commission StructuralStar Holdings sold a land parcel in Coney Island and filed its quarterly report with the SEC.Moves Western Digital
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SEC StructuralDirector Arne Wilhelmsen sold shares of Royal Caribbean Cruises Ltd. and disclosed the transaction to the SEC.Moves Western Digital
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Morgan Stanley OperationalSurrozen utilized conference platforms hosted by Morgan Stanley in South San Francisco on September 1, 2026.Moves Western Digital
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Nasdaq StructuralAn AI stock sell-off impacted Nasdaq on November 5, 2026, following the election results.Moves Western Digital
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Micron Technology OperationalHyperscalers are driving high capital expenditure demand, alongside discussions regarding potential tighter AI regulations.Moves Western Digital
Connections
The 40 strongest of 143, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Morgan Stanley Operational
Morgan Stanley provides consistent financial analysis, ratings, and price targets for Western Digital.
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Motorola Structural
Western Digital is a subsidiary of Motorola, a relationship established by a former Motorola employee.
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Nasdaq Structural
Western Digital is a publicly traded company formally listed and traded on the Nasdaq stock exchange.
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Micron Technology Operational
Micron Technology and Western Digital are direct competitors in the memory and storage semiconductor market, sharing market cycles driven by AI demand.
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Seagate Technology Operational
Seagate Technology and Western Digital are direct competitors operating as a tight duopoly in the enterprise data storage and HDD markets.
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Sarawak Transactional
Sarawak is attracting Western Digital investment by hosting a plant and offering incentives.
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Securities and Exchange Commission Structural
Western Digital is subject to formal regulatory requirements and disclosure filings mandated by the Securities and Exchange Commission.
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STX Operational
STX and Western Digital are intense, direct competitors vying for market share and dominance in the global data storage industry.
Show all 40 connections
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Donald Trump Operational
Trump's political pledges, policy stances, and market signals directly influence Western Digital's business prospects and market valuation.
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SanDisk Operational
Following a spin-off, SanDisk and Western Digital are direct competitors in the memory and storage market, driven by shared AI demand and market volatility.
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SEC Structural
Western Digital is subject to mandatory filing and operational oversight by the SEC.
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Citadel Transactional
Citadel maintains sizable option exposure to Western Digital.
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Amazon Operational
Amazon serves as a sales platform for Western Digital while both companies compete in the AI hardware and memory solutions market.
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Toshiba Operational
Toshiba and Western Digital are direct competitors in the enterprise hard drive market, with capacity announcements influencing market pricing power.
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Thailand Structural
Western Digital maintains a manufacturing presence and operates within Thailand's economic ecosystem.
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TD Cowen Transactional
TD Cowen issued market coverage reports, including target price upgrades and subsequent holdings trims, for Western Digital stock.
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Microsoft Operational
Microsoft's spending is identified as a key driver of storage demand for Western Digital.
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Intel Operational
Intel and Western Digital are active competitors and suppliers whose market actions and announcements influence each other's business performance.
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Cantor Fitzgerald Transactional
Cantor Fitzgerald provided an overweight rating and increased its price objective for Western Digital.
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SK Hynix Operational
SK Hynix and Western Digital are active competitors in the storage semiconductor market.
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Fifth Third Bancorp Transactional
Fifth Third Bancorp increased its financial stake in Western Digital.
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Jim Cramer Mentioned together
Jim Cramer provides market commentary and sentiment analysis regarding Western Digital's stock and operations.
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National Pension Service Transactional
National Pension Service purchased new shares of Western Digital.
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Nvidia Shared context
Both companies operate within the AI data center ecosystem, with Nvidia's demand driving gains for storage providers like Western Digital.
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Columbia Threadneedle Investments Transactional
The fund holds an investment in WDC to gain exposure to the technology sector.
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FactSet Mentioned together
Western Digital's revenue performance is tracked and compared against consensus data provided by FactSet.
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Kioxia Operational
Kioxia's market guidance influences the sector, impacting Western Digital's performance.
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Google Operational
Google's AI video initiatives are driving increased demand for Western Digital's storage solutions.
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Norges Bank Transactional
Norges Bank currently holds company shares of Western Digital, establishing a financial investment link.
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Mizuho Securities Mentioned together
Mizuho Securities tracks and reports on Western Digital's financial performance and market sentiment.
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Warren Buffett Mentioned together
They are frequently mentioned together as examples of successful value investing.
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TSMC Operational
Both companies are classified as chipmakers and are facing shared market pressures.
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Dell Mentioned together
Dell and Western Digital are mentioned together in the context of a stock rally.
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Mizuho Mentioned together
Mizuho has set a price target on Western Digital, indicating analyst coverage.
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Bank of America Mentioned together
Bank of America tracks Western Digital's market performance and influences expectations through price target setting.
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Norwegian Cruise Line Shared context
The relationship is inferred to be based on shared exposure to macro economic factors, such as oil price fluctuations, which impact the respective industries of both companies.
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QuantumScape Operational
Key executives and personnel have transferred from Western Digital to QuantumScape.
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STX Operational
The entities operate in the same market space, benefiting from shared trends in high-capacity storage and memory technologies.
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Changxin Memory Technologies Operational
The entities are actively competing for market share in the memory technology sector.
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Tim Cook Operational
Apple sources components from suppliers, including Western Digital.
History
Events by the month they beganOctober 2026
9 events- Insider sales of Western Digital stock by director Martin I. Cole were reported by Sandra Garcia.
- Western Digital and related memory/storage companies experienced significant stock declines following earnings reports.
- Cramer warns SanDisk and Western Digital are dangerous stocks amid storage demand driven by Microsoft and Toshiba concerns.
- Amazon and Western Digital led the S&P 500 index on October 19, 2026.
- Storage shares for major memory and storage companies rose in U.S. premarket trading on October 19, 2026.
- Intel and Western Digital shares jumped following an analyst upgrade, while Anthropic revenue doubts caused a Nasdaq decline.
- HDD manufacturers including Seagate, WD, and Toshiba recently paid dividends while Toshiba's capacity increase raises competition fears.
- SanDisk was spun off from Western Digital, amid market shifts and AI memory demand.
- Toshiba, TDK, Seagate, and Western Digital are competing to acquire the magnetic-heads business.
September 2026
8 events- Storage and memory technologies are converging, driving sector rotation into storage stocks amid high AI-bandwidth memory demand.
- Western Digital was founded by a former employee of Motorola.
- STX and Western Digital, dominant HDD makers, are facing market turbulence that is affecting fund optimism, with Fidelity highlighting STX's role.
- Micron Technology and Western Digital are transformed by AI buildout and are listed on the Nasdaq exchange.
- Micron announced successful strategic customer agreements and differentiation via HBM4 technology.
- Western Digital traded on the Nasdaq stock exchange on September 24, 2026.
- Morgan Stanley analysts commented on Western Digital shares, confirming the sector status of WDC and Micron.
- Toshiba and Western Digital produce enterprise hard drives, with WD prices showing volatility on Amazon.
August 2026
15 events- Major storage and memory companies discuss market share and margins during the next-generation hard-drive transition.
- Micron Technology, Western Digital, and SanDisk are all companies operating in the storage and memory sector.
- Potential tariffs are expected to affect chip products and disrupt global supply chains.
- SanDisk and Western Digital stocks declined amid market weakness, with commentary on chip market conditions.
- Jim Cramer's trust initiated a position in Micron, while Elon Musk cited memory shortages for data centers. SanDisk surged 653% due to AI trade, and Cramer noted Western Digital's buyback authorization.
- Policy shifts under the Trump administration favor Western Digital as a memory alternative while simultaneously creating hurdles for Apple regarding high-bandwidth memory purchases.
- AI data center buildout is driving growth for Dell Technologies, Digital Realty Trust, and Western Digital.
- SanDisk spun off from Western Digital and began trading on the Nasdaq stock exchange.
- Memory chip stocks led a broad recovery during the Asian session, accompanied by expert analysis of the semiconductor earnings outlook.
- Storage chip makers SanDisk and Western Digital, along with AMD and Palantir, reported earnings and are involved in the AI trade.
- AI customers are committing to capacity years ahead and negotiating long-term storage deals with companies like Micron Technology and Western Digital.
- Talks are underway to reopen the Strait of Hormuz, potentially providing a market catalyst for memory chip companies SanDisk and Western Digital.
- Western Digital is facing headwinds due to risks associated with the shift to HAMR technology, despite strong demand from AI data centers.
- Benzinga reported on Western Digital's earnings, a company listed on the Nasdaq exchange.
- Major companies like Western Digital, Cargill, Toyota, and Delta Electronics are thriving within Thailand's ecosystem.
Show 2 earlier months
July 2026
8 events- Morgan Stanley expects Western Digital to top estimates and STX to top estimates.
- Cramer expressed negative sentiment about Western Digital stock on July 25, 2026.
- Chipmakers, including TSMC and Western Digital, continued to face market pressure.
- Analyst Lorraine Tan warns that SanDisk, Micron Technology, and Western Digital are exposed to a valuation reset.
- Cantor Fitzgerald gave Western Digital an overweight rating, and Morgan Stanley raised its target price for the company.
- Western Digital stock fell 10.4% on July 2nd amid sector pullback due to potential overcapacity from Meta's AI sales.
- Sarawak has aligned its development plans with the Paris Agreement, marked by the inauguration of the new Western Digital plant.
- Sarawak is hosting the Western Digital plant and is currently seeking special grants and incentives from the federal government.
June 2026
20 events- SanDisk has spun off from Western Digital, alongside joint ventures focused on supply chain security and market diversification.
- Bullish reports and analyst sentiment from Morgan Stanley and Mizuho raised price targets for Western Digital.
- Morgan Stanley raised its price target on Western Digital to $78 on July 3, 2025.
- STX and Western Digital dominate the HDD and data storage market, benefiting from growing demand.
- Seagate sells high-capacity drives to Amazon, Google, Meta, and Microsoft, while leading the HAMR transition ahead of Western Digital.
- A tariff plan caused market tanking on August 22, 2025, impacting leading semiconductor industry players Western Digital and Lam Research.
- Intel and Western Digital are companies that operate within the technology sector.
- Shares of Western Digital and SanDisk are being traded on the Nasdaq stock exchange, benefiting from the high demand for AI storage solutions.
- Analyst firms raised price targets for SanDisk, Western Digital, and Micron Technology on June 30, 2026, following company earnings and market developments.
- Trump-era tariffs are reportedly benefiting certain AI stocks, with Western Digital listed on Nasdaq and Morgan Stanley raising its price target.
- Divestiture completed in February 2025, amidst shared market pressures due to the memory business affecting SanDisk, Western Digital, and Micron Technology.
- Western Digital stock is listed on Nasdaq, and National Pension Service bought new shares of the company.
- Western Digital stock trading occurred on the Nasdaq exchange on June 6, 2026.
- Major memory and storage stocks, including Seagate, Western Digital, SanDisk, and Oracle, are facing market volatility due to industry financial results.
- Global memory market downturn linked to South Korea.
- A spin-off from Western Digital last year, with Bank of America analysts citing company outlook.
- Semiconductor and storage market dynamics show high demand from hyperscalers, driving scarcity and shifting component allocation among major players.
- AI agentic trends are identified as the primary driver for the current growth in storage demand.
- Western Digital is swapping remaining SanDisk shares, while Morgan Stanley comments on WDC's modest P/E multiple.
- Market commentary warns of AI liquidity risks affecting tech stocks, alongside the SanDisk spin-off from Western Digital.