Entities / Company
Western Digital.
American computer storage corporation
- Reports this week
- 6
- Active events
- 5
- Connections
- 135
What's happening
Reports per dayLast 90 days
90 days agoDrag either end to show only events that began in that periodToday
Active this week
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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 supported5 reports4 developments inside
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Micron Technology and Western Digital are transformed by AI buildout and are listed on the Nasdaq exchange.Some support1 report1 development 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
Earlier this month
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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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STX and Western Digital, dominant HDD makers, are facing market turbulence that is affecting fund optimism, with Fidelity highlighting STX's role.Some support1 report
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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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Western Digital was founded by a former employee of Motorola.Some support1 report
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Storage and memory technologies are converging, driving sector rotation into storage stocks amid high AI-bandwidth memory demand.Some support3 reports
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Micron announced successful strategic customer agreements and differentiation via HBM4 technology.Some support1 report
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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
One to three months ago
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Major storage and memory companies discuss market share and margins during the next-generation hard-drive transition.Some support1 report3 developments inside
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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 has spun off from Western Digital, alongside joint ventures focused on supply chain security and market diversification.Well supported16 reports1 development inside
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SanDisk spun off from Western Digital and began trading on the Nasdaq stock exchange.Some support4 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 support1 report
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Intel and Western Digital are companies that operate within the technology sector.Some support1 report1 development inside
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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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Bullish reports and analyst sentiment from Morgan Stanley and Mizuho raised price targets for Western Digital.Well supported3 reports
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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
Gone quiet
No new reports in 90+ days-
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
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Western Digital received an outlook raise from Morgan Stanley and filed required institutional share holdings reports with the SEC.Some support2 reports
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Norges Bank acquired a stake in Western Digital, with stock changes filed with the SEC and listed on Nasdaq.Some support1 report
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Morgan Stanley raised its price target to $650 for Western Digital.Some support1 report1 development inside
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Free and Western Digital are mentioned in the context of AI stocks.Some support1 report
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Shares of Intel and Western Digital jumped following capacity announcements and analyst upgrades in the AI-storage sector, reigniting market optimism.Some support1 report1 development inside
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The parent company of the SanDisk brand, which operates in the global data storage market, is involved in a corporate development.Some support3 reports
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Morgan Stanley issued an overweight rating on several memory and storage semiconductor stocks traded on Nasdaq.Some support1 report
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Western Digital develops and sells solutions in the US.Some support2 reports
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Fiserv and Western Digital were analyzed as value stocks with low valuations on August 27, 2025.Some support1 report
No events began in the chosen period. Widen it, or reset.
Around Western Digital this week
News at the entities that move Western Digital most-
Seagate Technology OperationalSeagate Technology is listed on Nasdaq, and Morgan Stanley raised its target price for the company.Moves Western Digital
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Securities and Exchange Commission StructuralBlackRock, the manager of the iShares Core MSCI EAFE ETF, has made required filings with the Securities and Exchange Commission regarding institutional holdings.Moves Western Digital
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SEC StructuralDHS, DOJ, and SEC formed a joint initiative to establish a Trade Fraud Task Force, setting standards for compliance.Moves Western Digital
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Morgan Stanley OperationalFinancial firms including Morgan Stanley, Truist Financial, Jefferies Financial Group, and CIBC issued rating and price objective updates for Clearway Energy.Moves Western Digital
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Donald Trump OperationalThe Trump administration utilized the Department of Health & Human Services for an AI tool.Moves Western Digital
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Nasdaq StructuralApple Inc. stock is traded on Nasdaq, and Jefferies Financial Group restated a hold rating on the company.Moves Western Digital
Connections
The 40 strongest of 135, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
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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Nasdaq Structural
Western Digital is a publicly traded company formally listed and traded on the Nasdaq stock exchange.
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Morgan Stanley Operational
Morgan Stanley provides consistent financial analysis, ratings, and price targets for Western Digital.
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Sarawak Transactional
Sarawak is attracting Western Digital investment by hosting a plant and offering incentives.
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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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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.
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SEC Structural
Western Digital is subject to mandatory filing and operational oversight by the SEC.
Show all 40 connections
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SanDisk Transactional
The relationship culminated in a successful spin-off of SanDisk from Western Digital, establishing its independence.
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Citadel Transactional
Citadel maintains sizable option exposure to Western Digital.
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Amazon Operational
Amazon's platform facilitates sales for Western Digital, while both companies compete within the AI hardware and memory solutions market.
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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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Thailand Structural
Western Digital maintains a manufacturing presence and operates within Thailand's economic ecosystem.
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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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Motorola Structural
WDC was founded by a former Motorola employee, establishing a foundational link between the two companies.
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Fifth Third Bancorp Transactional
Fifth Third Bancorp increased its financial stake in Western Digital.
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National Pension Service Transactional
National Pension Service purchased new shares of 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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SK Hynix Operational
SK Hynix and Western Digital are active competitors in the storage semiconductor market.
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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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Norges Bank Transactional
Norges Bank currently holds company shares of Western Digital, establishing a financial investment link.
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Intel Operational
Intel and Western Digital are key competitors whose market actions and product announcements influence the other's business gains.
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Toshiba Operational
Both companies are direct competitors in the enterprise hard drive market segment.
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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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Tim Cook Operational
Apple sources components from suppliers, including Western Digital.
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Digital Realty Trust Mentioned together
Both Digital Realty Trust and Western Digital are noted as beneficiaries of growth driven by AI data center buildout.
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Free Mentioned together
The two companies are co-mentioned in the context of being AI stocks.
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New York Shared context
Shares market context in the global data storage sector.
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TSMC Operational
Both companies are classified as chipmakers and are facing shared market pressures.
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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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AMD Mentioned together
Both companies are co-mentioned as high performers in the Nasdaq 100 and participants in AI capital expenditures.
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Micron Technology Mentioned together
Micron Technology and Western Digital are frequently co-mentioned as peers within the memory and storage semiconductor sector, driven by shared market trends and AI demand.
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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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QuantumScape Operational
Key executives and personnel have transferred from Western Digital to QuantumScape.
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Benzinga Mentioned together
Benzinga functions as a financial news aggregator that reports on Western Digital's corporate financial events.
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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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Apple Inc. Operational
Apple Inc. and Western Digital are identified as competing major suppliers in the AI hardware market.
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Warren Buffett Mentioned together
They are frequently mentioned together as examples of successful value investing.
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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.
History
Events by the month they beganSeptember 2026
8 events- Micron Technology and Western Digital are transformed by AI buildout and are listed on the Nasdaq exchange.
- 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.
- STX and Western Digital, dominant HDD makers, are facing market turbulence that is affecting fund optimism, with Fidelity highlighting STX's role.
- Western Digital was founded by a former employee of Motorola.
- Storage and memory technologies are converging, driving sector rotation into storage stocks amid high AI-bandwidth memory demand.
- Micron announced successful strategic customer agreements and differentiation via HBM4 technology.
August 2026
15 events- 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.
- Major storage and memory companies discuss market share and margins during the next-generation hard-drive transition.
- 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.
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.
Show 1 earlier month
June 2026
29 events- 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.
- SanDisk has spun off from Western Digital, alongside joint ventures focused on supply chain security and market diversification.
- Intel and Western Digital are companies that operate within the technology sector.
- Bullish reports and analyst sentiment from Morgan Stanley and Mizuho raised price targets for Western Digital.
- 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.
- Western Digital received an outlook raise from Morgan Stanley and filed required institutional share holdings reports with the SEC.
- Norges Bank acquired a stake in Western Digital, with stock changes filed with the SEC and listed on Nasdaq.
- Morgan Stanley raised its price target to $650 for Western Digital.
- Free and Western Digital are mentioned in the context of AI stocks.
- Shares of Intel and Western Digital jumped following capacity announcements and analyst upgrades in the AI-storage sector, reigniting market optimism.
- The parent company of the SanDisk brand, which operates in the global data storage market, is involved in a corporate development.
- Morgan Stanley issued an overweight rating on several memory and storage semiconductor stocks traded on Nasdaq.
- Western Digital develops and sells solutions in the US.
- Fiserv and Western Digital were analyzed as value stocks with low valuations on August 27, 2025.