Western Digital Corporation WDC

Government bond yields have climbed to their highest levels in decades, which is putting pressure on expensive software stocks and pulling market attention toward businesses tied to real assets. Capital is getting a higher hurdle rate. Investors are hunting for cash generative ways to play AI that look more grounded. This article walks through three AI infrastructure picks and shovels stocks from our screener that directly support this shift. The three stocks highlighted below are a small...

SanDisk has already surged hundreds of percent this year on record earnings and massive long-term contracts, yet one critical risk lurking inside its revenue breakdown raises questions about whether the rally can survive what comes next in the NAND cycle.

Sandisk just expanded its buyback by $14 billion after a 1,663% one-year run, but the same pricing cycle that fueled the rally could just as easily unwind it. Before you chase the headline, there are a few things worth examining closely.

On September 24, Newegg Commerce, Inc. (NASDAQ:NEGG) announced that Newegg Business is collaborating with Western Digital Corporation (NASDAQ:WDC) to help IT teams select and scale high-performance storage solutions. As part of this effort, Newegg Business will host a live webinar titled “Realize the Full Power of Your AI NAS with WD Red Pro” on September […]

A number of stocks fell in the morning session after OpenAI paused training of its frontier artificial intelligence models following a security breach, raising concerns over near-term hardware demand.

Looking back on semiconductors stocks’ Q2 earnings, we examine this quarter’s best and worst performers, including Western Digital (NASDAQ:WDC) and its peers.

Micron Technology (MU) stock trades near $1,082. Options expiring in roughly a year price a likely range from about $597 to about $1,963, with roughly two-in-three odds of finishing inside it. That is a huge band. Yet options expect Micron to trade calmer than it has, and the supply contracts behind management's case for steadier results cover a minority of its memory volume.

A Bloomberg report on a potential Solidigm IPO sent shockwaves through memory stocks Monday morning, but the selloff raises a deeper question about whether spinning out SK Hynix's storage unit actually destroys value for existing shareholders or quietly unlocks it.

The AI boom is now reshaping bond markets, with long term yields hitting levels last seen in the mid 2000s as heavy spending on AI infrastructure meets higher interest rates. That mix is draining cheap capital from speculation and pushing attention toward businesses that turn AI demand into hard cash. This article highlights three picks and shovel stocks powering that physical backbone, drawn from our AI infrastructure screener. The three stocks covered below are just a small sample of the...

Record foreign capital flows into US stocks, with US$942b in net purchases over 12 months, show how strongly global investors are hunting for the next wave of technology winners. Quantum computing sits at the frontier of that search, where breakthroughs in hardware and software could reshape entire industries. This article highlights three quantum computing stocks from our screener that capture very different angles of that opportunity. The three quantum computing stocks below are just a...

In recent days, S&P Global Ratings revised its outlook on Western Digital to positive while affirming a BBB- credit rating, citing accelerating cash flow, low leverage and strong AI-related storage demand, even as rising Treasury yields and macro worries pressured technology and semiconductor names. At the same time, Western Digital has moved to redeem its remaining 3% convertible notes and is actively highlighting AI-focused NAS and cloud storage solutions, underscoring how balance sheet...