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 ...

QQQJ's index is meaningful in the AI investing conversation. That's because, like its family member NDX, the gauge is home to multiple AI equities. Those stocks are less bally-hooed than NDX's artificial intelligence fare. But QQQJ offers investors legitimate AI exposure. And that's particularly so on the overlooked/underappreciated front. In a recent interview with Business Insider, Que Nguyen, chief investment officer at Research Affiliates, mentioned Seagate Technologies (STX) and Western Digital (WDC) a ...

This AI-driven megatrend has sent this stock and its closest competitor rocketing higher in 2025.Many artificial intelligence (AI) stocks have zoomed higher over the last three years, following the introduction of OpenAI's ChatGPT. One of the biggest winners, by far, has been Palantir Technologies (PLTR 2.67%). The enterprise software company integrated generative AI into its software in 2023, and it's seen sales and profits soar ever since. The stock is up a cumulative 2,500% since the start of 2023, inclu ...

PresentationOkay. Let's get started. Good afternoon, everybody. Welcome to the Goldman Sachs Communacopia Technology Conference. My name is Jim Schneider. I'm the semiconductor analyst here at Goldman Sachs. It's my pleasure to welcome Western Digital and CFO, Kris Sennesael, to have this with us today. Thank you, Kris, for being here. I appreciate it.Kris SennesaelChief Financial Officer Yes. Jim, thanks for having us here at the Goldman Sachs conference. And maybe before we start, I'll just make a small d ...

PresentationOkay. Let's get started. Good afternoon, everybody. Welcome to the Goldman Sachs Communacopia Technology Conference. My name is Jim Schneider. I'm the semiconductor analyst here at Goldman Sachs. It's my pleasure to welcome Western Digital and CFO, Kris Sennesael, to have this with us today. Thank you, Kris, for being here. I appreciate it.Kris SennesaelChief Financial Officer Yes. Jim, thanks for having us here at the Goldman Sachs conference. And maybe before we start, I'll just make a small d ...

Western Digital (NasdaqGS:WDC) 2025 Conference September 10, 2025 05:25 PM ET Company ParticipantsKris Sennesael - CFOConference Call ParticipantsJim Schneider - AnalystJim SchneiderOkay, let's get started. Good afternoon, everybody. Welcome to the Goldman Sachs Communacopia + Technology Conference. My name is Jim Schneider. I'm a Semiconductor Analyst here at Goldman Sachs. It's my pleasure to welcome Western Digital and CFO Kris Sennesael to have us with us today. Thank you, Kris, for being here. I apprec ...

Western Digital (WDC) has recently been on Zacks.com's list of the most searched stocks. Therefore, you might want to consider some of the key factors that could influence the stock's performance in the near future.Over the past month, shares of this maker of hard drives for businesses and personal computers have returned +24.5%, compared to the Zacks S&P 500 composite's +1.9% change. During this period, the Zacks Computer- Storage Devices industry, which Western Digital falls in, has gained 16.8%. The key ...

公司股价表现 - 西部数据股价周四上涨逾4%至89.59美元 创历史新高[1] 行业趋势 - 存储行业正经历价格上涨浪潮 主要由减产导致供需失衡及AI应用需求强劲驱动[1] - NAND闪存和DRAM产品价格回暖趋势预计持续至2025年甚至2026年[1] - 数据中心 AI服务器 AI PC 智能汽车等领域存储需求激增[1] 行业应对措施 - 存储芯片厂商采取减产 涨价等措施应对市场变化并抓住周期上行机会[1] 机构评级 - 摩根士丹利维持西部数据买入评级 目标股价从92美元上调至99美元[1]

公司股价表现 - 西部数据股价周四上涨逾4%至89.59美元 创历史新高[1] - 摩根士丹利维持买入评级 目标股价从92美元上调至99美元[1] 行业供需动态 - 存储行业因减产导致供需失衡 价格持续上涨[1] - NAND闪存和DRAM产品受AI应用需求强劲驱动[1] - 数据中心 AI服务器 AI PC及智能汽车领域需求激增[1] 行业周期展望 - 价格回暖趋势预计持续至2025年甚至2026年[1] - 存储芯片厂商采取减产及涨价措施应对市场变化[1]