Western Digital

Western Digital

Yahoo Finance • yesterday

Jim Cramer names 4 'indispensable' memory stocks he says investors 'can't afford' to skip as AI demand soars

AI is making memory stocks soar. Jim Cramer of Mad Money says you should buy high. "I say that you have to free yourself of these constraints and understand that sometimes, it really is different," said Cramer on a recent Mad Money segmen... Full story

Yahoo Finance • yesterday

Micron's Biggest Risk Is Written In Its Construction Budget

Image from Pixabay Micron is spending record cash flow on new fabs whose output arrives into the same year its own outlook expects memory supply to improve. Micron Technology (MU) has gained about 660% over the past year while the indust... Full story

Yahoo Finance • yesterday

Super Micro Computer and Western Digital: Analyzing Recent Revenue Trends and Business Scale

Super Micro Computer: Navigating Volatile but Expanding Revenue Scale Super Micro Computer (NASDAQ:SMCI) primarily generates revenue by developing, manufacturing, and selling advanced server and storage solutions, utilizing modular and op... Full story

Yahoo Finance • 2 days ago

2 Semiconductor Stocks Worth Your Attention and 1 We Brush Off

2 Semiconductor Stocks Worth Your Attention and 1 We Brush Off Semiconductors are the silicon backbone of the digital revolution. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips.... Full story

Yahoo Finance • 2 days ago

Western Digital (WDC) Could Be 51% Overvalued On Apple China Memory Push

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Recent US government opposition to Apple sourcing high bandwidth memory from Chinese suppliers has pushed Western Digi... Full story

Yahoo Finance • 3 days ago

Prediction: Wall Street May Be Sleeping on This AI Cloud Giant

Quick Read Micron (MU) beat Q3 consensus by 18%, expanded gross margin to 85%, and guided Q4 revenue to a record $50B. Sandisk (SNDK) and Western Digital (WDC) trade at forward P/Es of 26 and 18, versus Micron's strikingly cheap 6, signal... Full story

Yahoo Finance • 3 days ago

WSJ Report Sends Memory Stocks Down. SanDisk Down 9%, Micron Down 7%, Western Digital Down 5%

Quick Read SanDisk (SNDK) and Micron (MU) dropped 9% and 7% after WSJ revealed top tech firms carry $3 trillion in off-balance-sheet AI commitments. The selloff is pure profit-taking, given that SanDisk entered Tuesday up 653% year-to-dat... Full story

Yahoo Finance • 3 days ago

Memory’s Cyclicality is No More, So I Keep Loading Up on Micron

Quick Read Micron locked in $22 billion in deposits and $100 billion in performance obligations via 16 Strategic Customer Agreements that guarantee contracted floor pricing. MU trades at a forward P/E of 6 despite 85% gross margins, makin... Full story

Yahoo Finance • 3 days ago

Cramer’s Career-Long Trading Rule Just Got Shattered by SanDisk’s Parabolic Run

Quick Read Cramer reversed his career rule against buying parabolic stocks, endorsing SanDisk (SNDK), up 591% year to date, on a structural memory shift. Micron (MU) locked in $22 billion in customer deposits and roughly $100 billion in o... Full story

Yahoo Finance • 3 days ago

S&P 500 futures fall as U.S.-Iran truce expires, yields spike

Global stocks came under pressure Tuesday as a 60-day ceasefire between the U.S. and Iran expired without a permanent agreement, pushing oil prices higher and deepening a worldwide bond selloff. S&P 500 futures slid 0.5%, with Nasdaq-100... Full story

Yahoo Finance • 3 days ago

“Sometimes the Opportunity Is Too Great and You Can’t Afford Not to Take It”: Cramer Says Red-Hot Stock Can Double Again

Quick Read Cramer predicts Micron (MU) can double again, citing AI-driven demand and roughly $100 billion in minimum-price contracts as evidence of disciplined supply. SanDisk (SNDK) has surged 653% year to date as memory makers collectiv... Full story

Yahoo Finance • 4 days ago

Micron and Western Digital Shares Are Soaring, What You Need To Know

What Happened? A number of stocks jumped in the afternoon session after Commerce Secretary Howard Lutnick told The Wall Street Journal the Trump administration opposes Apple buying Chinese memory chips. Lutnick said Washington is "not in... Full story

Yahoo Finance • 4 days ago

Western Digital Stock Jumps Over 6% as Memory Rally Accelerates

This article first appeared on GuruFocus. Western Digital (NASDAQ:WDC), a data-storage company powering the next wave of AI infrastructure, jumped approximately 6.1% to $539.82 Monday morning as investors rushed back into storage stocks.... Full story

Yahoo Finance • 4 days ago

Prediction: Micron Is Up 240% This Year, and Here Is the Next Catalyst

Quick Read Micron (MU) surged 240% in 2026 on an AI memory boom, with $100 billion in customer commitments anchoring a $964.63 HOLD price target. Sandisk's steeper NAND growth curve and Western Digital's steady HDD gains make MU's 6x forw... Full story

Yahoo Finance • 4 days ago

SanDisk Rallies 8%, Western Digital Rises 6%, Micron Gains 5% as Elon Musk Flags a Memory Bottleneck

Quick Read Elon Musk's reply that "few realize" memory constrains AI more than compute sent SanDisk and Micron surging 8% and 5% Monday. The Roundhill Memory ETF gained 5% and Seagate has surged 254% year to date, reflecting broad momentu... Full story

Yahoo Finance • 4 days ago

AI infrastructure stocks edge higher after Anthropic's Q2 revenue surge

[Server racks emitting blue light inside a modern data center] tiero Artificial intelligence-related infrastructure stocks were edging higher during pre-market trading on Monday after it was revealed [https://seekingalpha.com/news/4633581... Full story

Yahoo Finance • 4 days ago

Why Sandisk Stock Is Getting Its Mojo Back

Sandisk stock is on a hot streak and may finally be getting its mojo back. The shares are on a five-day winning streak through Friday, jumping 35% in that time. Sandisk was moving in tandem with other memory stocks, including Western D... Full story

Yahoo Finance • 4 days ago

Stocks making the biggest moves premarket: Alibaba, Intel, Sandisk & more

Check out the companies making the biggest moves premarket: Alibaba — Shares were higher by 1.5% after Reuters reported the company was set to sell its game developer business. Citing a person familiar with the matter, Reuters said Lingxi... Full story

Yahoo Finance • 4 days ago

Sandisk Stock Is Getting Its Mojo Back Amid China Memory-Chip Move

Sandisk stock is on a hot streak and may finally be getting its mojo back. The shares are on a five-day winning streak through Friday, jumping 35% in that time. Sandisk was moving in tandem with other memory stocks, including Western D... Full story

Yahoo Finance • 6 days ago

Prediction: This Is What a $1,000 Investment in Sandisk Will Be Worth by 2030

Sandisk (NASDAQ: SNDK) started trading as a separate entity on the stock market in February last year after being spun off from Western Digital. A $1,000 investment in Sandisk stock following its listing is now worth more than $45,000, as... Full story