WDC

Shares rallied on the Oct 22 fiscal Q1 beat: revenue up 55% to $4.38bn and EPS $4.64 versus about $4.11 expected.

Shares rose 6.09% to $352.21 on a sector rebound with no confirmed company catalyst, after a 6.86% fall Friday.

Wells Fargo cut its target to $450 from $730 and a global chip selloff hit WDC, which fell 6.86% to $332.00.

Nikkei reported Toshiba will double hard-drive capacity by fiscal 2027, and WDC fell 10.22% on October 2.

Toshiba announced plans to double its AI HDD production capacity and pursue TDK's magnetic-head unit, raising price war fears.

WDC fell after rival Toshiba announced plans to double HDD production capacity and bid for TDK's magnetic-heads business.

Toshiba announced plans to double enterprise HDD capacity by FY2027, raising fears of supply glut and pricing erosion.

Wall Street defended the stock, noting Toshiba's expansion is far too small to fix the 300-exabyte enterprise HDD deficit.

Toshiba announced plans to double its HDD production capacity in the Philippines, raising fears of supply gluts and pricing pressure.

The stock surged due to an oversold technical rebound, AI storage demand updates at a tech conference, and bullish IDC research.

The stock fell due to post-conference profit-taking, convertible note redemption dilution fears, and sector valuation friction.

The stock fell due to AI storage efficiency concerns after DeepSeek's model release and dilution risks from convertible note redemptions.

The stock dropped due to a macro rotation out of AI storage stocks, concerns over Chinese competitor approvals, and insider sales.

Shares surged due to bullish targets from SanDisk, Samsung supply shortage warnings, Elon Musk's endorsement, and US chip restrictions.

WDC stock surged following a sector-wide AI storage rally triggered by former flash unit SanDisk's $93.9 billion backlog disclosure.

WDC shares surged 17.15% after a bullish outlook from SanDisk and analyst upgrades reversed a recent post-earnings selloff.

The stock surged following a sector-wide rally sparked by SanDisk's bullish Investor Day presentation outlining strong AI storage demand.

Shares fell as exabyte volume growth lagged expectations and Q1 guidance failed to hit high whisper numbers despite beating estimates.

The stock dropped after exabyte shipments and margin forecasts lagged rival Seagate despite a double-beat in Q4 results.

Despite beating Q4 estimates, the stock fell due to elevated market expectations, a rating downgrade, and margin lag versus a rival.

Earnings calls from Apple, Amazon, and Samsung highlighted escalating memory costs and expanded data center capex, driving the surge.

The stock dropped 6.90% due to a sector-wide position reset and profit-taking across AI memory and data storage infrastructure stocks.

WDC stock surged on renewed Kioxia merger talks, bullish sector pricing forecasts, and analyst price targets reaching up to $1,050.

WDC rose 12.51% due to a broad memory sector rebound, revived Kioxia merger talks, and multiple Wall Street price target upgrades.

The stock fell due to faster NAND price normalization, profit-taking, and market uncertainty regarding revived Kioxia merger talks.

The stock fell due to a chip sector selloff, NAND pricing normalization fears, Kioxia merger uncertainty, and geopolitical de-risking.

Shares dropped due to restarted Kioxia merger talks, a sector-wide memory sell-off, and competitive IPO news from China's CXMT.

The stock fell 8.78% due to sector profit-taking, NAND oversupply concerns, Asian competitor expansion, and Kioxia merger uncertainty.

The stock fell 7.86% amid a sector-wide semiconductor sell-off sparked by profit-taking after Samsung's preliminary earnings update.

The stock jumped as enterprise HDD capacity was confirmed fully booked through 2026, alongside bullish analyst target revisions.

Reports of Meta leasing surplus AI compute triggered market fears that cloud hyperscaler hardware procurement is slowing down.

The stock rose 11.16% following major analyst upgrades from Melius Research and Cantor Fitzgerald alongside overhang resolution.