Western Digital's revenue growth and cloud demand are overshadowed by concentration risk and unsustainable capex cycles.

Hard drive manufacturers have already sold all the units they will make this year, and it looks like the AI infrastructure ...

Western Digital’s ultimate aim is to combine HBDT and DPT into a single drive, which could deliver up to four times the ...

Long-term data storage is a tricky one. As I look at my personal hard drives, full of photos, screenshots, and ancient drafts ...

Key HDD suppliers WD and Seagate have both allocated their entire 2026 production output for sale, likely worsening PC component shortages and price rises.

Thanks to data center demands, Western Digital has committed all of its HDDs for at least the rest of the year.

Western Digital’s 2026 HDD supply is almost sold out as AI data centers secure long-term deals, raising price and availability concerns.

WD has purchase orders from its top seven clients for this year, two for next year, and one for the year after that.

S&P 500, SanDisk Corporation, Western Digital Corporation, Seagate Technology PLC. Read 's Market Analysis on Investing.com ...

Western Digital is up 970% in a year. Here’s why the real story isn’t about memory chips, but about where AI data lives forever. Everyone knows about the GPU trade. NVIDIA makes the brains of AI.

Western Digital, a storage solutions company, has announced the expansion of its platforms business and unveiled plans for ...

Western Digital stock has rallied more than 400% thanks to the AI boom and the prevalence of hard-disk drives in data centers.