Some of the Biggest AI Winners of 2025 Are Data Storage Stocks
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 ...