Key Takeaways Western Digital stock has surged 128.8% in six months, outpacing industry and sector peers.AI demand and cloud adoption boosted WDC's revenue, margins and guidance outlook.WDC completed an HDD-Flash split, cut $2.6B debt and launched buybacks and dividends.Western Digital Corporation’s ((WDC) shares have rallied 128.8% in the past six months, outperforming the Zacks Computer-Storage Devices industry’s rise of 50.1%. The stock has also outpaced the Zacks Computer & Technology sector and the S&P ...

Western Digital reportedly sent a letter to customers on Friday raising prices across its hard disk drives on the "unprecedented demand†it's seeing in the AI era. Sheldon Cooper / SOPA Images / LightRocket / Getty Images Morgan Stanley analysts earlier this month called Western Digital a "top pick," shifting from Seagate, citing meetings with management and its relative valuation—though they said further gains could continue for both stocks, with broader trends broadly favoring hard disk makers and demand o ...

Shares of Seagate Technology and other data storage companies surged Monday, boosted by optimism around AI-driven demand. Top Stories US Markets: S&P 500, Nasdaq Log Record Highs What to Expect from This Week's Fed Meeting Tesla Stock Turns Positive for 2025 as Elon Musk Buys About $1B of Shares Trump Wants to End Quarterly Reporting for Companies Close Key Takeaways Shares of two data storage providers were among the top performers in the benchmark index to kick off the trading week on signs of booming dem ...

Welcome back to Market on Close. Time now for options corner. Shares of Western Digital have rallied to an all-time high today after the benchmark raised its price target on shares to $115 from 85.The stock has now rallied over 125% on the year and is up over 250% from its lows in April. With more on today's move and options activity, let's send things back to Chicago with Marley. >> Thanks so much, Sam.I'm here with Rick Dat, our lead market technician. Now, we're going to take a look at Western Digital, b ...

Don’t just invest—dominate with Tech Contrarians' realized return on closed positions of 65.8% since inception. You’ll get exclusive insights into high-focus stocks, curated watchlists, one-on-one portfolio consultations, and everything from live portfolio tracking to earnings updates on 50+ companies. Subscribe today.Sandisk (NASDAQ: SNDK ) is the spinoff of Western Digital Corporation's ( WDC ) SSD business, and the stock closed almost 10% higher on Friday, bringing its total rally since hitting the marke ...

The NASDAQ index has continued to run with a gain of 197 points or 0.90% to 22339. The high price reached 22340.91.Leading the charge is Tesla which is up 6.45% after Elon Musk purchased about $1 billion of the stock. Other notable gainers include:Tesla +6.45% – surging after reports Elon Musk purchased about $1B in Tesla stock, fueling strong bullish momentum.Chewy +5.42% – rallying on optimism for continued demand growth in online pet supplies.ASML ADR +5.37% – boosted by strong semiconductor sector momen ...

Western Digital (NASDAQ:WDC) shares jumped 5% during early market action Monday after the company revealed it was increasing prices across its hard disk drive product line. "With unprecedented demand for every capacity in our portfolio, we're investing to advance innovation and ...

涉及的行业和公司 * 行业涉及数字/AI半导体、EDA软件、模拟半导体、半导体资本设备、内存/存储等多个子行业[1] * 提及的公司包括Nvidia、Broadcom、AMD、ARM、Cadence、Synopsys、Intel、Credo、IBM、Digital Realty、Equinix、Texas Instruments、Microchip、Skyworks、KLA、Lam Research、Applied Materials、Teradyne、GlobalFoundries、Western Digital、Seagate和SanDisk[1] 核心观点和论据：AI长期机遇与竞争格局 * 公司普遍对AI的长期机遇持乐观态度，预计到2030年AI资本支出将超过3万亿美元[8][9] * 近期的AI支出环境依然强劲，预计2026年将是AI支出的又一个强劲年份[2][8] * Broadcom提交了一份8-K文件，披露若其AI收入在2030财年前超过特定阈值（最高为1200亿美元），将向首席执行官提供奖励，这表明其业绩存在显著超预期的潜力[9] * Broadcom预计AI收入将在两年内超过软件和非AI业务收入的总和，并预计企业工作负载将由商用解决方案处理[9] * AMD指出市场对MI355兴趣浓厚，且MI450系列（预计2026年中发布）将成为明年数据中心GPU收入增长的关键驱动力[9] * ARM提到其强大的IP组合和软件能力，使其在数据中心市场份额达到50%，并预计在传统和AI数据中心的影响力都将增长[9] * IBM预计其2025年软件业务增长将接近低双位数（约10%），主要由Red Hat、生成式AI需求和并购活动推动[9] 核心观点和论据：EDA软件的增长轨迹 * EDA公司对其长期增长前景和AI产品线的进展持积极态度[3][10] * Synopsys下调了其IP业务预期，原因包括中国临时EDA禁令解除后带来的销售和设计启动中断，以及一个大额代工客户的投资未能实现预期收入[11] * Synopsys计划到26财年末裁员约10%，以提前实现其先前制定的4亿美元成本协同目标[11] * Cadence指出传统和非传统客户的芯片设计活动依然强劲，其AI产品的采用率持续增长，并预计中国仍是一个增长机会[11] 核心观点和论据：模拟半导体的周期性复苏 * 模拟公司继续看到周期性复苏的早期迹象，多数终端市场正在复苏，订单情况持续好于季节性水平[4][12] * 复苏中存在部分疲软领域，特别是汽车市场[4][12] * 德州仪器（TI）看到其5个终端市场中有4个正在复苏，并预计将在2026年单独披露数据中心市场，该业务今年预计增长超过50%，目前市场规模为10亿至12亿美元，未来有望增长至占总收入的约20%[13] * Microchip指出8月份订单情况好于季节性水平，其航空航天与国防、工业（特别是连接性）和数据中心终端市场的需求趋势依然强劲[13] * Skyworks对进行增值的邻近技术并购持开放态度，并预计其与最大客户的关系健康，将从该客户内部化调制解调器中受益，Wi-Fi 7、汽车连接性和边缘AI是未来的关键增长驱动力[13] 核心观点和论据：半导体设备（WFE）2026年展望 * 设备供应商指出2025年设备支出因领先逻辑和HBM而持续增长[5][14] * 预计2026年WFE增长将较为平缓，因对领先逻辑、HBM和先进封装的持续投资将被成熟制程产能的消化所 largely offset[5][14] * Applied Materials预计短期内设备支出不会下滑，但成熟制程产能可能面临消化，并预计HBM和先进封装是未来的增长载体，其ICAPS业务在2025年将同比下降（百分比），长期以中个位数至高个位数（MSD%-HSD%）的复合年增长率增长[15] * Lam Research预计公司表现将相对优于行业，其CSBG部门此前预计今年小幅下降，现因利用率改善而有望小幅增长，并认为中国设备供应商难以进入国际市场[15] * KLA管理层维持WFE明年将增长的观点，认为2025年行业将以中个位数（MSD %）水平增长，且公司今年将捕获约8%的WFE支出份额[15] * Teradyne预计其VIP细分市场TAM到2028年将达到8亿美元（其份额约50%），移动细分市场2025年TAM将保持8亿美元持平，但对2026年TAM扩张持乐观态度，机器人业务在2025年注重支出纪律，预计2026年收入将温和增长[15] * GlobalFoundries预计同类定价将保持相对稳定，尽管今年在智能移动领域做了某些价格让步以换取多年承诺，但仍致力于其40%的长期毛利率目标[15] 核心观点和论据：存储市场的供需与定价 * 存储提供商对NAND和HDD供需保持相对紧张持乐观态度，这应在近期推动更强劲的定价[5][16] * Seagate表示其HAMR产品正按计划与特定CSP客户进行认证，并认为当前的行业供需状况使其能够继续逐季小幅提价[17] * Western Digital指出从每TB价格角度看定价保持稳定，其ePMR平台上季度出货170万台，本季度预计出货超过200万台，毛利率现已达低40%区间，并相信能持续改善[17] * SanDisk鉴于供应端持续谨慎，预计NAND市场在26财年将保持供应不足，近期宣布对所有渠道合作伙伴和消费类产品提价10%，并指出其目前在企业SSD市场拥有中个位数至高个位数（MSD-HSD %）的份额，目标是达到与其整体NAND比特份额一致的水平[17] 其他重要内容 * 报告由高盛多位分析师联合撰写，并包含标准的投资银行业务关系、评级分布、监管披露和免责声明[6][18][19][24][25][26][27][29][30][31][32][33][36][37][38][39][40][41][42][43][44][45][46][47][48][49][51][52][53][54] * 报告提供了所覆盖公司的当前评级和股价信息[24] * 报告强调了潜在的 conflicts of interest，因高盛与所覆盖公司有业务往来[6]

We recently published 13 Stocks That Jim Cramer Discussed. Western Digital Corporation (NASDAQ:WDC) is one of the stocks Jim Cramer recently discussed. Western Digital Corporation (NASDAQ:WDC) is a computer hardware company that provides storage devices such as hard disks. It is one of the top-performing stocks of 2025 in terms of percentage gains. Western Digital Corporation (NASDAQ:WDC)’s shares have gained 106% year-to-date on the back of several catalysts, such as a Morgan Stanley upgrade earlier this ...

Shares of Western Digital (WDC) have been strong performers lately, with the stock up 24.9% over the past month. The stock hit a new 52-week high of $96.18 in the previous session. Western Digital has gained 59.4% since the start of the year compared to the 18.2% move for the Zacks Computer and Technology sector and the 30.6% return for the Zacks Computer- Storage Devices industry.What's Driving the Outperformance?The stock has a great record of positive earnings surprises, as it hasn't missed our earnings ...